Position Overview

Assists the Retail Private Banker in the day-to-day operation of the Branch and manages the insides sales process. In the Retail Private Banker’s absence, runs the branch, manages sales and ensures staff is current with compliance of internal and external policy and regulations. Leads staff with regard to providing exceptional service to clients.

Responsibilities

1. List Item

• Assists the Retail Private Banker in the development, expansion and management of consumer and business account relationships within a branch, concentrating efforts in meeting customer needs for financial products and services. Identify customers with additional profit potential and develop action plans to expand these relationships; utilize sales programs to acquire new relationships.

• Identify and refer business to all lines including wealth, lending and financial services. Assist staff with promoting the sale of the banks products and services

• Cross-trains branch staff in current or revised policies and procedures to increase their knowledge and productivity. Acts as a role model and provide coaching and training to employee’s to help improve both sales and operational performance and to prepare for additional responsibilities.

2. List Item

• Actively participates in ongoing training and regular sales meetings

• Assists Retail Private Banker in enforcing Bank security policies and procedures. Conducts branch audits on a regular basis

• Is a leader in assisting staff with resolving operating and servicing issues

3. List Item

• Prepares and reviews daily, weekly and monthly branch reports as required

• Opens and closes accounts and solves daily client needs

• Must be able to perform teller duties, prove the main cash vault, the ATM’s and coin machines, when needed and to ensure that teller work is processed and daily proof is performed in accordance with bank policies.

4. List Item

• Ensure compliance with all established internal policies and external regulations and suitability of the branch environment for business. Keeps current with pertinent banking regulations, including but not limited to Reg. DD, Reg. CC, BSA, CRA, Right to Financial Privacy Act, FDIC insurance provisions, etc.

• Serves as a role model for staff, provides guidance on appearance and dress, as needed.

5. List Item

6. List Item

Supervision

Direct Reports:

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Universal Banker I &II

Indirect Reports:

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None

External and Vendor Relationships:

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Qualifications

Required

• High School diploma or GED

• Minimum of five years’ experience in branch banking

• Ability to meet/exceed customer service needs, identify customers/project needs and prospecting clients

• Working knowledge of bank’s products & services, letters of credit, sweep accounts, zero balance accounts, concepts & techniques, and cash management services

• Ability to model cross-selling techniques & close sales

• Ability to resolve customer questions or complaints

• Ability to manage staff and resolve conflicts

• Ability to foster open communications; deliver presentations; demonstrate listening, speaking and written communication skills and translate technical materials

• Ability to answer questions effectively; build relationships; build internal and external networks

• Ability to act with integrity; demonstrate adaptability; work commitment; maintain a positive performance in all situations

• Working knowledge of Microsoft Excel, Word, Access and Outlook

• Ability to interact effectively and tactfully with all levels of the Bank

• Ability to read, write and speak English clearly

Desired

• Notary Public commission

• Assists Head Teller in ATM proofs, running of teller proof work as needed

• Works as a Teller if required

• Assist customers requesting assistance to safe deposit area in accordance with established security procedures

• Participate in community organizations and activities to enhance the Bank’s image and develop additional business and referral sources

• Performs all other duties as assigned

Special Position Requirements

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• Sitting for prolonged periods

• Driving for prolonged periods

• Bending/Standing for prolonged periods

• Reading small print

• Lift up to 25 lbs.

• Computer for prolonged periods