GENERAL FUNCTION:
Plans, directs and organizes the operational activities of the branch following established policies and procedures.
MAJOR DUTIES AND RESPONSIBILITIES:
- Performs primary job function including teller, platform duties and/or lending assistant duties.
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Supervises, trains, and directs branch personnel with regards to all operational day-to-day activities.
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Conducts annual and quarterly reviews for Universal Bankers and Universal Tellers with assistance of Branch Sales Manager.
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Processes daily EIM items (pay/return decisions) within established authority limits.
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Reviews and authorizes staff schedules including approving overtime and paid leave.
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Reviews and approves accounts payable items (invoices); informs Branch Sales Manager of decision and forwards to the Accounting Department for processing.
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Implements the Branch Security Plan and trains staff, including but not limited to the opening/closing procedures and monitoring the branch's security system.
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Insures the accurate processing and/or reporting of the following:
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Garnishments, tax levies, subpoenas, etc.
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Cash items.
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Proof corrections.
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Cash counts.
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CIP verifications.
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Counterfeit Currency Report.
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Mail (USPS, UPS, interoffice, mail deposits, hold mail, etc.)
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Night deposit logs, agreements, business resolutions.
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Safe deposit boxes (audit, bank use boxes, verification of documents, etc.)
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Collateral boxes and holds for notes secured by deposit accounts.
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Balancing and reporting of the negotiable instruments.
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Branch certification of internal controls.
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Works with Branch Sales Managers to complete all quarterly and annual operational training including but not limited to the disaster recovery plan/business continuity plan and the implementation of such plans.
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Resolves customer complaints within the branch with assistance of the Branch Sales Manager as needed.
- Conducts branch audit and clears any exceptions under the guidance of Branch Sales Manager. Trains and cross-trains personnel in order to avoid any future exceptions.
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Ensures branch personnel are in compliance with all policies and procedures as related to Branch Operations including record retention.
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Approves requisitions for purchasing of supplies for the branch.
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Monitors and maintains property management by coordinating with the Facilities department regarding upkeep and needed repairs.
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Performs all other duties as assigned by supervisor.
JOB QUALIFICATIONS:
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Bachelor's degree from an accredited college with a concentration in accounting /finance preferred, or equivalent related experience.
- Five years of retail banking experience or equivalent relevant experience required with a minimum of three to five years supervisory experience preferred.
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Strong personal leadership skills, organizational skills and excellent verbal and written communication skills.
- Ability to analyze and summarize complex financial information and present recommendations for appropriate courses of action.
