GENERAL FUNCTION:
Plans, directs and organizes the operational activities of the branch following established policies and procedures.
MAJOR DUTIES AND RESPONSIBILITIES:
- Performs primary job function including teller, platform duties and/or lending assistant duties.
- Supervises, trains, and directs branch personnel with regards to all operational day-to-day activities.
- Conducts annual and quarterly reviews for Universal Bankers and Universal Tellers with assistance of Branch Sales Manager.
- Processes daily EIM items (pay/return decisions) within established authority limits.
- Reviews and authorizes staff schedules including approving overtime and paid leave.
- Reviews and approves accounts payable items (invoices); informs Branch Sales Manager of decision and forwards to the Accounting Department for processing.
- Implements the Branch Security Plan and trains staff, including but not limited to the opening/closing procedures and monitoring the branch's security system.
- Insures the accurate processing and/or reporting of the following:
- Garnishments, tax levies, subpoenas, etc.
- Cash items.
- Proof corrections.
- Cash counts.
- CIP verifications.
- Counterfeit Currency Report.
- Mail (USPS, UPS, interoffice, mail deposits, hold mail, etc.)
- Night deposit logs, agreements, business resolutions.
- Safe deposit boxes (audit, bank use boxes, verification of documents, etc.)
- Collateral boxes and holds for notes secured by deposit accounts.
- Balancing and reporting of the negotiable instruments.
- Branch certification of internal controls.
- Works with Branch Sales Managers to complete all quarterly and annual operational training including but not limited to the disaster recovery plan/business continuity plan and the implementation of such plans.
- Resolves customer complaints within the branch with assistance of the Branch Sales Manager as needed.
- Conducts branch audit and clears any exceptions under the guidance of Branch Sales Manager. Trains and cross-trains personnel in order to avoid any future exceptions.
- Ensures branch personnel are in compliance with all policies and procedures as related to Branch Operations including record retention.
- Approves requisitions for purchasing of supplies for the branch.
- Monitors and maintains property management by coordinating with the Facilities department regarding upkeep and needed repairs.
- Performs all other duties as assigned by supervisor.
JOB QUALIFICATIONS:
- Bachelor's degree from an accredited college with a concentration in accounting /finance preferred, or equivalent related experience.
- Five years of retail banking experience or equivalent relevant experience required with a minimum of three to five years supervisory experience preferred.
- Strong personal leadership skills, organizational skills and excellent verbal and written communication skills.
- Ability to analyze and summarize complex financial information and present recommendations for appropriate courses of action.