FVP Regional Retail Branch Officer

3 weeks ago


West Covina, United States Universal Bank Full time

POSITION SUMMARY:

The Regional Retail Banking Officer is responsible for the effective performance of all full-service branches, including operations, production, customer service, training, security, and safety in accordance with the bank’s objectives. He or she promotes our sales and service culture through coaching, training, and staff motivation. Takes leadership in achieving individual, branch, and bank-wide goals through new business development, referrals, and retention of account relationships. The Regional Retail Banking Officer provides leadership, accountability, encouragement, and training to branch managers and teams in the pursuit of our bank’s goals and objectives.



ESSENTIAL DUTIES AND RESPONSIBILITIES:

The essential job functions include, but are not limited to the following:


  • Mentor, coach, and manage all Retail Banking employees and Business Development Officers in both operation soundness and while meeting or exceeding production goals.
  • Fulfill responsibilities of the Branch Manager job description, while assigned to a specific branch location, in tandem with all Regional Retail Banking Officer responsibilities.
  • Serves as a primary escalation resource for senior branch personnel.
  • Responsible for Retail Banking Operations and working in tandem with Central Operations management.
  • Collaborate with Branch Managers and Business Development Officers to complete retail initiatives, maintain uniformity of bank-wide best practices, and contribute to retail long-term growth and efficiency.
  • Perform human resources duties such as positive feedback, disciplinary actions, recruitment, interviews, and career development.
  • Effectively complete assigned performance evaluations and support branch supervisors in this process.
  • Support branches in the absence of their manager while performing Regional Retail Banking Officer duties.
  • Coordinate effective staff coverage within branches.
  • Respond effectively to escalated customer questions, suggestions, concerns, and complaints.
  • Plan, organize, and deliver effective branch meetings and other training as necessary.
  • Develops and maintains expertise in the unique aspects of Bank products and services, as well as Bank culture and marketing plan.
  • Supports the development and implementation of deposit-related products.
  • Develops and maintains expertise in banking systems and applications such as FIS Horizon XE, Image Center, H360, E-Wire, Verafin etc.
  • Maintains branch operation process lifecycles including process creation, documentation, and maintenance.
  • Ensures key strategic objectives are delivered in a safe and sound manner.
  • Responsible for ad-hoc programs, projects, and analyses.
  • Grows and improves the efficiency of existing organizational processes and procedures by identifying inefficiencies and effect change to remedy the issues.
  • Work with the Bank’s Policy and Procedure writer and any other departments to assess, create, develop, and improve bank efficiencies, products, or procedures.
  • Systematically evaluates the output of overall branch operations and reports the results of the evaluation to the CEO.
  • Ensures that all issues arising from regulatory examinations, in-house or third-party audits, and departmental reviews are resolved within an acceptable time frame and to the satisfaction of the finding party.
  • Work with internal and external auditors as needed to provide Retail Banking documentation.
  • Expert background in new account-related documentation including complex entity structures.
  • Detail-oriented and experienced in guiding department staff in following internal and external regulatory requirements while initiating policies, procedures, and processes to ensure adherence to Bank, federal, state, and local regulatory requirements, enforce compliance, and act when necessary.
  • Perform other duties as assigned by Executive Management.



QUALIFICATIONS (Education, Knowledge, Skills, and Abilities):


  • Minimum 7 to 10 years of experience within a financial institution.
  • Background in data analysis and process documentation creation and maintenance.
  • Bachelor's degree or equivalent experience preferred.
  • Proven track record of operational excellence.
  • Meet or exceed Bank Deposit and Loan goals.
  • Knowledge of Cash Management offerings.
  • Must have excellent computer skills including Microsoft Office Suite (Word, Excel, Outlook, and calendaring) and the Internet.
  • Must frequently travel to branch locations and corporate offices. Mileage is reimbursed.


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