Assistant Location Manager

COMMUNITY NATIONAL BANK•Overland Park, KS

1d•Onsite

About The Position

Meets Community National Bank’s business objectives by developing business opportunities to grow market share, meet sales quotas when applicable, cross sell to existing and new customers and manage the location staff. Builds customer relationships and recognizes potential opportunities by making quality referrals to internal departments of the Bank. Actively promotes Community National Bank. Will oversee the staffing and operations of the retail location.

Requirements

In-depth knowledge of retail banking products and services and small business customer needs and solutions (including lending products)
In-depth knowledge of all locations operational processes and policies
Experience in financial services is an asset but not required
In-depth knowledge of bank technologies, processes, and performance metrics
In-dept knowledge of applicable regulations, audit standards, and related policies and procedures
Passionate commitment to helping our customers
Drive to deliver a personal customer experience
A focus on results and the ability to thrive in a holistic conversation and team-based environment
Resourceful self-starter with courage and confidence to approach customers
Readiness to collaborate and work in different capacities as part of a team
Strong interpersonal skills, including the ability to build rapport and connections with customers
An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges
In-depth verbal and written communication skills
In-depth organizational skills
In-depth collaboration and team skills
In-depth Analytical and problem-solving skills
In-depth influence skills
In-dept data driven decision making skills
Typically, between 3-5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience in sales
Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience (or ability to obtain retail banker conversation certified within 90 days)
Previous supervisory or management experience
Dedication to providing exceptional customer service
Strong attention to detail, dependable, and self-motivated
Highly proficient in MS Office and industry-specific software

Responsibilities

Meets sales objectives when applicable and assigned by conducting monthly sales meetings, establishing sales quotas for staff when applicable, and coaching the staff on a consultative approach to selling, new business development and cross-selling skills
Uses a consultative referral approach to selling, evidenced by collecting and analyzing information regarding customer’s income, assets and investments or debts, to actively identify referral opportunities.
Track all location referrals and sales within the location.
Promotes and guides staff in achieving referral goals as outlined.
Assists in customer service issue resolutions for online banking, business online banking, operational or anything related to accounts and Bank requests
Identifies and coordinate appropriate outside sales activities and events to promote Bank Products and services
Mentors and coaches’ staff to ensure that customer service is at optimal levels and that branch goals are met
Maintains a solid understanding of all functions within the location, including but not limited to all banking transactions, operations, and location sales objectives so as to participate in the duties and responsibilities of all location positions at times when staff is inadequate.
Monitors all compliance issues and operations of the branch.
Performs opening and/or closing procedures of the location in accordance with security procedures. This includes possession of keys as well as combinations to various vaults.
Approves transactions within authorized limits while ensuring Bank’s policies and security procedures are followed.
Oversees that all customer inquiries are addressed and responded to efficiently and effectively.
Oversees completion of monthly, quarterly, or annual audits and employees work in accordance with policy.
Balances location daily, weekly reports and reports out-of-balance conditions accurately and promptly.
Monitors, balances and audits vault, atm and recyclers if applicable
Complies with the privacy and customer data protection policy by maintain customer confidence.
Protects Bank operations by always keeping information confidential and secure.
Adheres to all Bank policies and procedures and all local, state, and federal statutory regulations.
Completes all required training
Completes operational requirements by delegating assignments to staff and following up on work results
Exercise discretion and uses judgment in the implementation, distribution, and monitoring of new procedures, policies and product information to location staff.
Counsels and coach employees, monitors and evaluates job performance.
Establishes business and professional networks within the bank and in the community
Possesses a high level of professionalism and technical knowledge
Fosters a teamwork environment within the location
Conducts monthly staff meetings
Ensures that adequate staff is scheduled to meet appropriate business levels, that customers are served quickly, efficiently and that all standards are met
Support customer teller transactions needs based on customer traffic
Maintain current knowledge of personal banking products, services, practices, and trends and integrates into customer conversations.
Maintain complete knowledge of how to open, close or conduct maintenance on accounts on the system in order to train and coach location team, but also serve as the expert during staffing needs
Support CNB’s strong relationship culture through quality customer service and superior product knowledge
Provide superior customer service by resolving problems efficiently and responding timely
Growth goals for the location.
Coaching and mentoring of employees.
Responsible for the calling program.
Responsible for location operations.
Responsible for staff retail scheduling.
Identify and implement solutions to problems in general and urgent matters
Seek counsel of supervisor on financial concerns or other issues as appropriate
Work collaboratively with staff to maintain a team environment
Flexible to accept additional assignments as requested by leadership
Cross train for other positions to cover when necessary
Professionalism while representing CNB (onsite, professional and community events and via communications)
Participate and attend meetings as requested
Recommend policies and procedures as it relates to area of responsibility
Timely responses to inquiries for information to customers, staff and vendors
Answer telephone calls and provide a prompt response
Follow CNB’s policies and procedures
Other duties as assigned