Financial Center Assistant Manager

4 weeks ago

Lake Dallas, United States Independent Bank (TX) Full time

The Financial Center Assistant Manager will manage all aspects of financial center operations. The position will be accountable for customer satisfaction, ensuring the financial center is compliant with all bank policies and procedures, and will contribute in achieving bank sales objectives and targets. This position will also actively participate in referring products and services to customers based on their financial needs.

Responsibilities:

Manage the financial center operations staff to ensure operational efficiencies and optimum customer service is achieved

  • Responsible for interviewing and selection of non-exempt operations staff
  • Conduct onboarding and training of operations staff
  • Manage performance of staff and provide timely feedback
  • Partner with Human Resources relative to disciplinary action and/or involuntary separations
  • Manage schedules and workflow
  • Ensure compliance with operating policies and procedures
  • Conduct regular one-on-one meetings with direct reports
  • Conduct training to reinforce policies and procedures pertaining to financial center operations
  • Ensures completion of required annual training requirements (BAI)
Assist customers by processing a variety of financial transactions efficiently and accurately according to established Bank policies and procedures - as needed
  • Open new accounts, including but not limited to checking, savings, CD's, IRA's, Business
  • Process maintenance, operations and correspondence for new and existing accounts
  • Provide account services to customers by receiving deposits, verifying cash and endorsements, cashing checks, accepting savings deposits and withdrawals
  • Verify customer identity, endorsements, and signatures while maintaining alertness for forgeries, stop payments, fraudulent items, and false identification
  • Admit customer to safe deposit box
  • Originate consumer or small business lending
  • Provide transaction overrides and approvals within authorized limits
  • Consistently meet customer service expectations by offering excellent service, including greeting customers, smiling, using their name and building rapport with customers designed to generate customer loyalty
Assist Financial Center Manager with overall management of the financial center
  • Exercise administrative control over all functions of the financial center including audit and compliance, staffing, employee coaching and motivation
  • Facilitate financial center meetings for delivery of vital operational information
  • Oversee building and grounds maintenance and report any issues to Facilities Department
  • Demonstrate and promote high ethical standards and behaviors in accordance with the values of Independent Financial
  • Build internal and external relationships through exceptional problem resolution, ownership, and follow-through. Promotes teamwork, cooperation, and collaboration
  • Stay informed of policy changes/updates and communicate information to financial center team in a timely manner
Support growth, retention, and profitability of accounts to meet sales goals and revenue growth of the financial center
  • Actively participate in meeting financial center growth initiatives offering referrals and services to new and existing clients
  • Actively participate in community programs and activities to promote the Bank and generate new customer relationships
  • Acquire, expand, and retain client relationships with existing clients and prospects to achieve target objectives
  • Participate in weekly coaching sessions with financial center leadership
  • Conduct discussions with existing clients and prospects to understand background and identify banking needs through effective profiling; clearly communicate potential solutions
  • Cross-sell all products and services to meet customers' needs and achieve strategic objectives and retention goals
  • Refer to other lines of business in order to expand new and existing relationships
  • Support growth, retention, and profitability of accounts to meet targets of the financial center
  • Direct sales processes including behaviors during cross-selling at new account openings, lobby observations, customer profiling, target setting, call preparation, coaching, and managing results
Maintain the required knowledge of products, services, policies and procedures, and other compliance requirements that pertain to the Retail Bank
  • Demonstrate knowledge and understanding of new account and teller systems; maintaining technical expertise of current products
  • Process all financial transactions in adherence to BSA/AML statutory and regulatory requirements in accordance to the procedures and policies established
  • Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets
  • Obtain legal documentation and all required customer information in compliance with the Bank's New Account Opening Policy, the Bank Secrecy Act and the US Patriot Act's Customer Identification Program
Serve as subject matter expert and point of escalation for customer complaints, complex transactions, balancing discrepancies or other operational matters

Qualifications:

Education Requirements and Minimum Experience
  • High school diploma or equivalent education certificate (GED)
  • Minimum of 4 years of banking experience with emphasis on branch operations, required
  • Minimum of 2 years management experience, required
  • Previous experience in consumer lending, preferred
OR
  • High school diploma or equivalent education certificate (GED)
  • Bachelor's Degree in related field
  • Minimum of 3 years of banking experience with emphasis on branch operations, required
  • Minimum of 2 years management experience, required
  • Previous experience in consumer lending, preferred
Licenses and Certifications
  • This position requires registration with the National Mortgage Licensing System (NMLS) under the terms of the SAFE Act of 2008 and Regulation Z. Upon hire you will be subject to the required registration process, which includes a federal criminal background check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal record while employed with Independent Financial, may result in separation of employment. Required pre-employment screenings are conducted separately from the NMLS registration process
Knowledge, Skills, Abilities
  • In-depth knowledge of financial products, services, procedures, policies and appropriate regulatory issues relating to daily job functions
  • Ability to complete routine transactions with limited supervision
  • Ability to identify problems, evaluate alternatives, and implement effective solutions
  • Ability to effectively plan, manage, and delegate the work of others
  • Strong organizational, interpersonal, communication, and customer relation skills
  • Attention to detail and mental concentration for accurately performing tasks
  • Ability to balance multiple tasks simultaneously
  • Ability to handle frequent interruptions
  • Ability to follow standard operating policies and procedures
  • Proven ability to identify customer needs and tailor features and benefits of products/services to customers with differing needs
  • Ability to make personal connections, engage and educate customers, ask open-ended questions and use listening skills to establish trust and build lasting customer relationships
  • Working knowledge of Silverlake system, preferred
  • Computer proficiency with working knowledge of Microsoft Office Suite applications, required
  • Ability to adapt to changing work environment
  • Ability to work during financial center hours of operation
  • General knowledge of Bank Secrecy Act and OFAC related responsibilities in the performance of daily operations to ensure adherence to bank policies and compliance with all regulatory requirements
  • Occasional lifting and maneuvering of coins up to 25lbs may be required


Job Details:

To all recruitment agencies: Independent Financial does not accept agency resumes without formal engagement of the agency. Please do not forward resumes to Independent Financial employees or any other organization location. Independent Financial is not responsible for any fees related to unsolicited resumes.

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