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Posted : Friday, August 16, 2024 11:40 PM
SUMMARY:
The Assistant Banking Center Manager (ABCM) supervises the staff at a Cape Cod 5 Banking Center.
Responsible for monitoring performance and operations, ensuring the highest level of customer care for Bank customers.
As a trusted financial advisor, the ABCM will advise and deliver a full range of financial services to customers to meet their financial goals.
As a member of the retail management team, the ABCM will provide exceptional care and support to staff in achieving their professional goals.
ESSENTIAL JOB FUNCTIONS/RESPONSIBILITIES, IN PRIORITY ORDER: Oversees and supervises Banking Center staff for purposes of day-to-day administration of job duties, including scheduling, communicating overall goals, operations and coaching reinforcing principles and values.
Monitors and decisions management reports.
Develops rapport with customers, greeting customers by name, understand account ownership types and authority, being responsive and timely with correspondence and problem resolution, while displaying a caring attitude (GUEST philosophy).
Provides backup to retail staff positions and Banking Center Manager.
Provides excellent customer care to customers relative to daily transactions, addressing inquiries, and problem resolution, in accordance with Bank policies and procedures.
Performs banking transactions including processing deposits and loan payments, verifying cash and endorsements, check cashing, money orders and treasurer’s check issuance and savings bond redemption.
Fulfills all Banking Center opening and closing activities.
Introduces and advises on the Bank's deposit and consumer loan products and services to appropriately meet customer needs.
Proficient in determining customers’ existing and prospective financial needs and identifies referrals to other business lines, e.
g.
, Investment Services, TAM, Commercial Lending, Treasury Management, etc.
Maintain a working knowledge of product and service offerings including consumer, business, deposit, lending, non-profit, retirement, digital banking, debit cards, etc.
Confidently discuss customer lending opportunities and assists customers in preparing loan applications for home equity loan products and other consumer loans.
Safeguards customer trust by upholding the duty of customer confidentiality.
Complies with all required laws, regulations, policies, and procedures.
Timely completion of all assigned learning activities.
Proficient in vault custodian duties.
Actively participate in Banking Center meetings and one-on-one coaching sessions.
Participates/volunteers in community groups and events.
Additional duties as assigned.
EDUCATION & CERTIFICATIONS: (Minimum education required to perform the duties of this position): Bachelor’s Degree or equivalent experience (5+ years) in financial services industry and willingness to pursue higher education Financial Paraplanner Qualified Professional (FPQP) designation Nationwide Mortgage Licensing System (NMLS) Registration Notary Public commission Completion of medallion signature guarantee training required KNOWLEDGE, SKILLS & ABILITIES: Minimum five years of banking experience Minimum two years supervisory experience Conversant in all Bank business lines Ability to independently complete and mentor others in transactions and all platform services, including transactions, account opening, consumer loan products, IRAs, trust accounts, etc.
Ability to execute more complex account openings and transactions independently Ability to supervise staff at the RBI-IV levels Critical thinking, decision making and problem solving skills Demonstrated high level of judgement and decision making ability Demonstrated ability to fulfill the opening/closing activities of the Banking Center Prior customer relationship building experience Must have a supervisory aptitude Demonstrated management and leadership skills Must have cyber security awareness to protect the digital environment, the Bank, and customers COMPETENCIES: Managerial Courage Technology Savviness/Digital Enthusiast Financial Comprehension Adaptability and Flexibility Sales Aptitude Eager and Agile Learner Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information.
41 CFR 60-1.
35(c)
Responsible for monitoring performance and operations, ensuring the highest level of customer care for Bank customers.
As a trusted financial advisor, the ABCM will advise and deliver a full range of financial services to customers to meet their financial goals.
As a member of the retail management team, the ABCM will provide exceptional care and support to staff in achieving their professional goals.
ESSENTIAL JOB FUNCTIONS/RESPONSIBILITIES, IN PRIORITY ORDER: Oversees and supervises Banking Center staff for purposes of day-to-day administration of job duties, including scheduling, communicating overall goals, operations and coaching reinforcing principles and values.
Monitors and decisions management reports.
Develops rapport with customers, greeting customers by name, understand account ownership types and authority, being responsive and timely with correspondence and problem resolution, while displaying a caring attitude (GUEST philosophy).
Provides backup to retail staff positions and Banking Center Manager.
Provides excellent customer care to customers relative to daily transactions, addressing inquiries, and problem resolution, in accordance with Bank policies and procedures.
Performs banking transactions including processing deposits and loan payments, verifying cash and endorsements, check cashing, money orders and treasurer’s check issuance and savings bond redemption.
Fulfills all Banking Center opening and closing activities.
Introduces and advises on the Bank's deposit and consumer loan products and services to appropriately meet customer needs.
Proficient in determining customers’ existing and prospective financial needs and identifies referrals to other business lines, e.
g.
, Investment Services, TAM, Commercial Lending, Treasury Management, etc.
Maintain a working knowledge of product and service offerings including consumer, business, deposit, lending, non-profit, retirement, digital banking, debit cards, etc.
Confidently discuss customer lending opportunities and assists customers in preparing loan applications for home equity loan products and other consumer loans.
Safeguards customer trust by upholding the duty of customer confidentiality.
Complies with all required laws, regulations, policies, and procedures.
Timely completion of all assigned learning activities.
Proficient in vault custodian duties.
Actively participate in Banking Center meetings and one-on-one coaching sessions.
Participates/volunteers in community groups and events.
Additional duties as assigned.
EDUCATION & CERTIFICATIONS: (Minimum education required to perform the duties of this position): Bachelor’s Degree or equivalent experience (5+ years) in financial services industry and willingness to pursue higher education Financial Paraplanner Qualified Professional (FPQP) designation Nationwide Mortgage Licensing System (NMLS) Registration Notary Public commission Completion of medallion signature guarantee training required KNOWLEDGE, SKILLS & ABILITIES: Minimum five years of banking experience Minimum two years supervisory experience Conversant in all Bank business lines Ability to independently complete and mentor others in transactions and all platform services, including transactions, account opening, consumer loan products, IRAs, trust accounts, etc.
Ability to execute more complex account openings and transactions independently Ability to supervise staff at the RBI-IV levels Critical thinking, decision making and problem solving skills Demonstrated high level of judgement and decision making ability Demonstrated ability to fulfill the opening/closing activities of the Banking Center Prior customer relationship building experience Must have a supervisory aptitude Demonstrated management and leadership skills Must have cyber security awareness to protect the digital environment, the Bank, and customers COMPETENCIES: Managerial Courage Technology Savviness/Digital Enthusiast Financial Comprehension Adaptability and Flexibility Sales Aptitude Eager and Agile Learner Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information.
41 CFR 60-1.
35(c)
• Phone : NA
• Location : The Pinehills, 1 Village Green Drive, Plymouth, MA
• Post ID: 9082878704
