Responsible for assisting with the sales management for the branch to accomplish sales results and customer satisfaction. This includes setting and obtaining sales and fee income goal,
Requirements Summary
NOTE: The statements herein are intended to describe the general nature and level or work being performed by employees assigned to this classification.
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GENERAL SUMMARY:
Responsible for assisting with the consumer sales and the customer service functions including directing and motivating a sales force selling and referring a wide range of financial services. Assists with supervision daily activities of retail branch personnel. Oversees day-to-day operations for the branch in absence of manager.
RESPONSIBILITIES AND DUTIES:
Responsible for assisting with the sales management for the branch to accomplish sales results and customer satisfaction. This includes setting and obtaining sales and fee income goal, conducting sales meetings and training, and coaching staff to encourage sales behavior and team cooperation.
May perform personal banking duties including advising customers of all bank services, opening new accounts, teller functions, may accept loan applications and makes recommendations for approval. Assists in approving or denying other personal banker’s loans. Responsible for collecting and monitoring past due and charge offs.
Responsible for assisting with supervising employees to meet branch goals. This is accomplished by assigning work, taking actions to ensure quality work for customers, conducting performance reviews, recommending salary actions, and providing training for staff.
Promotes bank services by making outside calls to potential customers and participates in various professional and personal activities within the community.
Performs customer service-related duties such as answering telephone inquiries, closing accounts, ordering checks and ensuring appropriate levels of customer service.
Ensures compliance of branch with bank policies and guidelines.
Ability to maintain regular and reliable attendance, and the ability to work flexible hours, including weekends (if branch is open on weekends).
Performs any other duties/projects as assigned.
KNOWLEDGE, SKILL, AND ABILITIES:
Full knowledge of personal and business banking products offered, taking a personal initiative to stay updated on any changes. Basic knowledge of all banking regulations applicable to the job function and of all bank policies and procedures.
Knowledge and expertise in all deposit account products and services, so that sufficient time and effort can be placed in the consumer credit underwriting and loan approval process.
Knowledge and work experience that demonstrates effective abilities to supervise the department with special emphasis on sales and customer service practices and principles
Skill in communicating with clients and co-workers in courteous and professional manner.
Skill in operating computer terminals and printers, back counter capture machine, coin machine and copier
Skills in effectively listening to customers and making appropriate referrals
Ability to maintain a high level of confidentiality.
Ability to train employees.
Ability to ensure that appropriate efficiency, accuracy, and customer service is provided to customers to ensure that the bank’s goals of meeting the customer's needs is being met.
Ability to demonstrate accuracy and efficiency in a fast-paced environment.
Ability to function as a team player.
EDUCATION AND EXPERIENCE:
High school graduate or equivalent.
Prefer 2 – 3 years related banking experience.
PHYSICAL REQUIREMENTS:
NOTE: The statements herein are intended to describe the general nature and level or work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills, required of person so classified.
