Position summary: Assist the Branch Manager in operating the Branch in an efficient, smooth, and economically sound manner in accordance with Bank policies, operating procedures, audit requirements and regulatory standards. Assist Branch Manager in achievement of Branch Sales goals.
Essential functions and responsibilities:
Manage employees/Branch in the absence of the Branch Manager Inform Branch Manager of Branch activity in their absence Respond to Branch email/phone call requests and resolve customer inquires Keep account opening exceptions below acceptable standard Perform platform transactions as needed i.e. open accounts, resolve issues, etc. Perform teller transactions as needed i.e. cash checks, perform deposits, etc. Adhere to the policies/procedures Assist with sales/deposit goals/activities for the Branch/cross sell Bank products Coach Teller Line staff on cross selling Bank products/services and platform referrals Develop working knowledge of bank products/services Maintain and deepen customer relationships Provide/ensure Tellers provide high quality service to every customer i.e. smile, etc. Resolve/coach Teller Line staff on resolving customer inquiries i.e. interest rates, etc. Protect customer privacy/maintain confidentiality and ensure Teller compliance Ensure Teller Line staff adherence to the policies/procedures Assist Teller Line staff with locating cash discrepancies, end of day balancing, etc. Recommend to pay/charge/return/waive overdrafts Approve checks/Official Bank checks cashed/issued as needed; perform OFAC checks through FCRM system on Official check payees Approve/process domestic and foreign wire transfers and perform verbal call backs Ensure appropriate completion of CTR, SAR and monetary instrument logs Ensure security of teller stations including keys, combos, cash drawers, etc. Retrieve and review appropriate daily reports Conduct monthly regular/surprise audits of Branch, ATM, Head Tellers and Tellers, TCR Balance and add cash to ATM following dual control instructions Balance and add/remove cash to TCR following dual control instructions Ensure appropriate branch cash levels are maintained i.e. buy and sell money, etc. Maintain safe deposit box operations, and charging annual rental fees Foster team atmosphere among Teller Line staff Provide on the job training for new/existing Teller Line staff as needed Notify Branch Manager of teller line issues, escalate to HR when appropriate Assist Branch Manager with performance management of staff, etc. Conduct and/or assist with weekly/monthly Branch meetings Ensure appropriate teller line coverage to accommodate the flow of business Perform as a registered Notary Public Order/manage use of office supplies in Branch to control waste Respond to alarm calls Support/participate in Bank sponsored community service/ volunteer events and encourage Teller Line staff to do the same