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Branch Operations Supervisor

2 months ago

Cambridge, Massachusetts, United States Leader Bank Full time
Job Overview

Leader Bank is in search of highly committed individuals to contribute to the success of one of the most rapidly expanding community banks and mortgage lenders in the region. Established in 2002, Leader Bank has evolved from a single branch with $6.5 million in assets and 7 employees to a prominent financial institution in Massachusetts, boasting $4.5 billion in assets, over 400 employees, and six branch locations, alongside annual mortgage originations exceeding $2 billion.

Our commitment to exceptional products and an innovative approach has fueled our impressive growth. We prioritize our clients by ensuring they feel valued and fostering long-term relationships through continuous improvement of our offerings and processes. For our employees, Leader Bank emphasizes competitive pay and benefits, a balanced work-life environment, and a culture that promotes diversity and inclusion.

Key Responsibilities

  • Develop a thorough understanding of Leader Bank's products and services.
  • Exhibit a proactive and helpful attitude towards customers.
  • Establish rapport with clients during all interactions, whether in person or over the phone.
  • Utilize problem-solving skills to meet customer needs effectively.
  • Refer appropriate Leader Bank products and services while adhering to established guidelines.
  • Maintain accurate referral documentation and engage in sales initiatives.
  • Conduct business professionally and keep the workspace organized.
  • Foster positive working relationships with all staff members.
  • Comply with security and regulatory policies and procedures.
  • Accurately process transactions including deposits, withdrawals, and transfers.
  • Perform daily cash drawer settlements and reconciliations.
  • Carry out additional duties as assigned by management.
  • Oversee key operational tasks within the branches supported.
  • Responsibilities include but are not limited to:
    • Tracking cash discrepancies and following up on significant variances.
    • Conducting monthly compliance audits.
    • Executing any other tasks as directed by management.
  • Conduct and document all required audits, including:
    • Cash drawers, cash recyclers, vaults, ATMs, and negotiable items.
    • Communicating and reinforcing changes in operational policies and procedures to team members.

Qualifications

  • High school diploma or equivalent is required.
  • Strong verbal and written communication skills, along with basic computer proficiency.
  • A sales-oriented and service-focused demeanor is essential, as is a professional appearance.
  • A genuine willingness to collaborate with colleagues is necessary.
  • Ability to provide excellent customer service while offering information on various banking products tailored to individual needs.
  • High accuracy in cash handling and an expectation for cross-selling and up-selling products are crucial.

Work Environment

  • This position operates in a standard office environment, utilizing common office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines.

Physical Requirements

  • The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this role.
  • While performing the duties of this position, the employee is regularly required to communicate effectively. This role is primarily sedentary; however, some filing may be necessary, requiring the ability to lift files weighing at least 25 pounds, open filing cabinets, and occasionally stand on a stool.

Leader Bank provides a comprehensive compensation and benefits package, including a 401k plan with corporate matching, medical and dental insurance, and the opportunity to work for a rapidly growing local organization.

Leader Bank, N.A. is an Equal Opportunity and Affirmative Action employer and does not discriminate based on race, color, religion, age, gender, marital status, sexual orientation, national origin, disability, military status, veteran status, or any other protected category.