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Retail Operations

4 months ago

Melrose Park, United States Pan American Bank & Trust Full time
Job DescriptionJob DescriptionSUMMARY

The Retail Operations primary goal is to assist employees through identifying issues, training, training material and creating tools to resolve issues with industry best practices. This position takes a lead role in creating an outstanding client service experience and assisting the Retail/Operations staff become consistent in how we complete our daily tasks. The Retail Operations position reinforces the Bank’s commitment to consistently deliver a high-quality client experience through his or her own example along with appropriate follow through with colleagues.

ESSENTIAL DUTIES

  1. Evaluates training needs of the Retail staff and offers specific guidance. This position would direct and manage ongoing Retail training.
  2. Effectively communicates with Bank staff to gain an understanding of needs.
  3. Assist in providing consistent and efficient best practices for retail branch operations.
  4. Adhering to written policies and procedures that reflect the goals and objectives of the Bank and governing bodies
  5. Change existing and create new procedures for retail that are current and can be expanded to assist the bank staff.
  6. Create and use training material for each procedure to assist employees. The continual goal for this position is to identify training opportunities and develop and provide the proper tools and procedures.
  7. Maintain a “pipeline” of training opportunities.
  8. Maintain a training schedule.
  9. Maintains a log of all training and tasks that are completed.
  10. Compiles and reports bank data as required by management.
  11. Reinforces the Bank’s commitment to consistently deliver a high-quality client experience through his or her own example along with appropriate follow through with involved clients and colleagues.
  12. Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions.


ENVIRONMENT AND PHYSICAL ACTIVITY

The incumbent in the course of performing this position spends time writing, typing, speaking, listening, lifting (up to 20 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching.


The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.


The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

MENTAL DEMANDS

The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, reasoning, math, language, presentations, verbal communication, written communication, analytical reasoning, stress, training others, multiple concurrent tasks and constant interruptions.

MINIMUM REQUIREMENTS

These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.

  • College degree or coursework preferred in business, finance or accounting.
  • Minimum of (3) years of banking experience required.
  • Basic math skills and analytical skills; ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
  • Ability to quickly adapt to different environments, and unpredictable situations.
  • Detail oriented, able to multi-task.