Universal Banker Operations Specialist Supervisor
3 weeks ago
This position is responsible for the management of the day-to-day operations of the branch teller area and the direct supervision of the Universal Banker I roles.
Key Responsibilities- Lead by example and demonstrate a positive and professional attitude.
- Manage the day-to-day operations of the branch teller line and direct supervisor Universal Banker I roles.
- Responsible for the management of the branch teller line scheduling to ensure proper coverage, meeting referral goals, and overseeing of operational standards.
- Tasked to be the point person for audit preparation based on the Retail Standard Operating Procedures (RSOP).
- Responsible for ensuring team is not only following procedures, but educated on any updated or changes in policy and procedures.
- Will work with the manager to ensure that the branch will successfully pass any and all audits.
- Responsible for preparation and completion of quarterly and annual reviews of direct reports.
- Responsible for coaching, developing and providing performance feedback which may includes disciplinary action (when applicable).
- Monitor performance and report to management.
- Will assist Branch Manager with hiring of branch teller line staff.
- Deliver superior customer service with a friendly demeanor, can-do attitude, and willingness to help at all times.
- Maintain a position of trust and responsibility by keeping all customer business confidential.
- Initiate conversations to uncover customer needs, referring customers to platform associates within the branch, and meeting established referral goals.
- Must have the ability to define and offer solutions to resolve problems. Uses knowledge of the organization to identify helpful resources.
- Maintain balancing and error record that is in line with policy and have the ability to find and correct outages and to enlist help as needed for errors that are more difficult.
- Receives checks and cash for deposit to savings and checking accounts, verifies deposit amounts, and examines checks for endorsement and negotiability.
- Follow operational standards regarding security, risk management, and compliance.
- Consistently completes required training for all bank and branch policies and procedures.
- Consistently meeting or exceed sales referrals as set by management. Maintain a well-developed working knowledge of the complete line of products and services offered.
- Will perform special projects as assigned.
- High School Diploma or GED; one to two years related experience and/or training; or equivalent combination of education and experience.
- Ability to work in a fast-paced environment with a high degree of accuracy and close attention to detail.
- Trustworthy and confidential behavior is essential in this role.
- Proficient knowledge of Windows and Microsoft Office software (Notes, Word, and Excel).
- Excellent verbal and written communication skills.
- Positive and professional attitude.
- Ability to address and coach co-workers to be better.
- Client-focused.
- Proven Team Player.
- Reliable transportation.
- Must be able to travel to attend internal education and meetings which in some circumstances could include overnight stay. Travel also required to fill in at other branches as needed.
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