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Branch Supervisor
Career Insights for Banking Branch Manager (General)
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Scorecard
Based on Massachusetts data
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What they do
A Banking Branch Manager manages operations and business at a bank branch office, or at the local office of a financial institution such as a brokerage or investment firm. Supervises branch staff, monitors customer accounts, loans or investment activities and security at the branch. Maintains communication with other branch managers and central or executive management. May direct local marketing promotions or participate in community events.
$113,402 / year median in Massachusetts
-8% projected decline
Job Description
ESSENTIAL DUTIES AND RESPONSIBILITIES
As directed by the Assistant Branch Manager or Branch Manager, performs any function necessary, within the scope of authority and expertise, to provide the highest level of customer service and responsiveness to the financial needs of individuals, families, businesses, and organizations served by the Bank. Provide supervision and assistance to assigned staff by the organization\'s policies and procedures. Assist employees, as necessary. Responsibilities include training, planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems. Participate in writing and presenting performance evaluations. Understand, explain, and cross-sell products and services of benefit to the customer such as checking and savings accounts, certificates of deposit accounts, individual retirement accounts (IRA), loan products, credit cards, debit cards, and digital services. Maintain current knowledge of all Bank products and services. Continuously empower staff through mentoring, coaching, and training. Provide efficient, effective, and courteous customer service in person and via telephone. Perform a variety of customer service duties. Open and close accounts and process a wide variety of transactions. Respond to customer inquiries. Assume responsibility for various department functions in the absence of staff members or overload situations, including providing coverage for Assistant Branch Manager and Branch Manager in the event of their absence. Admit customers to the safe deposit box vault area following Bank procedures. Open and surrender safe deposit boxes as requested. Maintain current knowledge of passbook loans for underwriting and approval. Accept line of credit (CheckProtec) applications and forward them to appropriate personnel for underwriting and approval. Execute wire transfers of funds. Verify wires entered by another employee (Branch CSRs and above) from start to finish. Process credit card applications. Assist customers with Official check and Teller\'s check inquiries. Search for the status of a check. Obtain copies of cleared checks. Place stop payments. Reissue checks. Assist customers with a wide range of IRA transactions. Trustee Transfers, Direct Rollovers, Rollovers. Process contributions and distributions. Notarize documents for customers. Have a general understanding of various legal documents. Maintain audit standards and prepare monthly and quarterly reports as needed. Participate in maintaining branch inventory and placing supply orders as needed. Ensure proper upkeep of assigned equipment and ensure the branch facility is maintained in a neat, professional, and functionally efficient manner. Participate in branch contests and assist with the creation and running of the Point of Sale (POS) tables promoting products and services. Perform related customer service, supervisory, and administrative duties as may be assigned or required to ensure the effectiveness of the assigned branch. Ability to use Microsoft Word and Excel proficiently. Ability to write professional, clear, concise correspondence to internal and external recipients. Oversee the daily activities of the assigned branch. Open and close the branch. Control vault activity. Maintain adequate quantities of cash and coins. Order cash for the branch. Maintain inventory of Official and Teller\'s checks. Maintain inventory of Card@Once cards Partial description, clickMORE INFORMATION
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- Dental Insurance