Branch Supervisor (74965)

Main Street BankAyer, MA
16d$25 - $32Onsite

About The Position

As a member of the Retail Branch team, reporting directly to the Assistant Branch Manager/ Relationship Manager, the Branch Supervisor is responsible for all facets of branch operations including deposit accounts, consumer loan lending, and basic business development responsibilities The Branch supervisor, in coordination with or in the absence of the assistant manager/ Relationship Manager, coordinates staffing needs, and delegates’ responsibilities and work assignments as required. This position exercises administrative control over the functions of the assigned branch office to ensure the ongoing effective operation as well as the oversight of new initiatives, in conformance with established Bank policies and procedures and assumes responsibility for the branch in the absence of the Assistant Manager/ Relationship Manager. Additionally, it is expected that this position assist with projects that affect the department and the bank, acts as a resource for other team members and embrace the established sales and service culture to maximize their contribution to the Bank’s goals. ESSENTIAL DUTIES and RESPONSIBILITIES: Statements included in this description are intended to reflect in general the duties and responsibilities of this classification and are not to be interpreted as being all inclusive, other duties may be assigned. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. GENERAL: Provides daily supervision and training needs for branch personnel and may meet regularly with the assistant manager/Relationship Manager to discuss staffing needs, individual and team accomplishments as well as challenges r on a regular basis. Helps to attain internal performance objectives for branch business volume, deposits, loans, customer relationship expansion and quality audit reports, sharing responsibility for achieving goals. Develops and maintains relationships with other department and organizational leaders and maintains operational alignment with core values, vision, strategy and goals. Prepares reports for management as required. Maintains a thorough knowledge of branch policies and procedures including the process of approving checks and providing system overrides. May function as a Personal Banker or Teller as needed, including but not limited to the processing of teller transactions, opens and closes the branch. night bags, balancing the branch, vault and ATMs. Performs random monthly cash drawer audits and alarm testing in accordance with the Branch Manager monthly report. Handles more complex customer problems and complaints in a professional and timely manner and coordinates appropriate follow-up. Assists with consumer loan requests, maintaining a thorough knowledge of the Bank’s consumer loan products with the ability to process payments, gather supporting documentation for pending loan applications, and input applications into the loan underwriting system. Maintains a thorough knowledge of the Bank’s consumer loan products with the ability to accept applications, underwrite and approve applications within lending limits. Monitor departmental procedures, making recommendations for changes to increase productivity and improve efficiencies. Promotes and enhances the corporate culture and fosters the development and implementation of organizational vision, policies, and guidelines Maintains proficiency with Video Connect to assist customers through this portal and acting as a backup agent when needed. Regularly participate in before/after hours and/or weekend community events, participate in Town hall meetings, quarterly celebrations etc. Effectively use tools and systems to be able to self-manage, organize, and complete work independently, proactively recognizing potential obstacles resolving them before they become an issue, managing to deadlines, creating action plans when not on track, enabling job functions to happen with minimal oversite and meeting conditions of satisfaction. Periodically throughout the year required to participate in community events that may be outside of normal business hours. May assist internal, external, and regulatory auditors with the collection of requested materials as assigned with their respective engagements. Effectively use tools and systems to be able to self-manage, organize, and complete work independently, proactively recognizing potential obstacles resolving them before they become an issue, managing to deadlines, creating action plans when not on track, enabling job functions to happen with minimal oversite and meeting conditions of satisfaction. Use discretion in dealing with large amounts of sensitive, confidential information, while adhering to all Bank policies and procedures Adhere to all company policies, consistently demonstrating our core values and service standards Regular and consistent attendance is required to ensure the high standard of customer service. In the performance of respective tasks and duties, the employee is expected to maintain knowledge of and ensure compliance with Bank Secrecy Act regulations and adheres to compliance procedures and internal/operational risk controls in accordance with all applicable regulatory standards, requirements and policies as well as attending all required training sessions and completing all required on-line training courses. Other duties as assigned, performing similar or related work as directed, required, or as situation dictates. SALES: Shares responsibility for achieving branch goals and success with critical drivers Participates in Branch activities that generate new business such as promoting branch sales goals and culture and is part of the relationship building sales process. May participate in business calls, networking and community/marketing events Assists with sales training initiatives, embracing role as a sales leader and coaching staff to identify opportunities that result in sales. Participates in outreach to “top 100” customers and prospects Provides on-the-spot coaching and feedback to all branch staff. May accompany relationship manager or BDO on business calls In the performance of respective tasks and duties, may be required to be registered with the National Mortgage Licensing System and Registry (NMLS&R) and expected to up-hold the responsibilities set forth by the and the SAFE Act SERVICE: Counsels’ employees and provides coaching and feedback to branch staff, ensuring that customers receive exemplary service, their needs are determined, and appropriate products and services are recommended. Consistently exceeds customer service expectations by offering excellent service, including greeting customers, smiling, using their name and building rapport with customers designed to generate customer loyalty. Maintains a thorough knowledge of Bank’s deposit and loan products as well as additional services offered. Provides counsel to existing and potential customers regarding product and/or service selection. Evaluates customer problems and complaints and resolves them to ensure customer satisfaction. Assists customers with account opening and maintenance Engage employees and provide coaching and feedback to branch staff, ensuring that customers receive exemplary service, their needs are determined, and appropriate products and services are recommended. Maintains a thorough knowledge of Bank’s deposit and loan products as well as additional services offered. Assists customers with account opening and maintenance. Ability to resolve customer and staff problems/questions. SUPERVISORY RESPONSIBILITIES: In alignment with our Core Values and Lean Principles, and with guidance of, and coordination with, department management: Supervises assigned staff, schedules, and assigns work, weighs competing priorities directing staff according to business needs and established goals and objectives, identifies and provides training. May contribute towards performance reviews and make recommendations for performance management and/or, training and development. Creates an inclusive work environment that encourages and rewards performance while recognizing individual needs and skills, working towards shared goals, contributing ideas, and accepting change. Demonstrate ability to weigh competing priorities and direct staff according to business needs. Monitor departmental procedures suggesting necessary changes to increase productivity and improve efficiencies – ensuring that any changes are communicated to all stakeholders. Monitor the day-to-day operations of the department to ensure all necessary tasks are complete and accurate, providing general guidance and supervision of the assigned team’s goal management. Provides on-the-spot coaching and feedback as well as training and guidance to all branch staff on new and existing processes. Responsible for achieving strong results, despite balancing multiple on demand. Promotes and enhances the corporate culture and fosters the development and implementation of organizational vision, policies, and guidelines. Monitor and approve bi-weekly timecards, review and approve time off requests for all members of the team always ensuring adequate coverage of department. LEVEL OF RESPONSIBILITY: Responsible for managing, mentoring, and coaching assigned members of the Branch team and resolving more complex customer issues as needed Interacts independently with branch staff and members of the community to conduct banking transactions and resolve customer issues as needed. Work is not routine and relies on prior directly related experience and specific bank policies, and sales programs. Work is indirectly supervised; role is relied upon to provide subject matter content within the organization.

Requirements

  • Associates Degree or equivalent, banking courses and/or related work experience typically 5+ years’ experience in a financial institution retail banking setting.
  • Solid background in financial institution operating policies and procedures, banking regulations (state and federal)
  • One to two years’ leadership experience.
  • Employee development
  • Public relations a plus
  • Ability to multi- task, organize, work independently, accomplish tasks, and meet deadlines despite frequent interruptions in a fast-paced environment while maintaining attention to detail.
  • A curious mindset that allows you to constantly learn and challenge the status quo.
  • Proficient in Microsoft 365 Office Suite products
  • Solid understanding and application of and ability to operate standard office equipment
  • Be registered or eligible to register and maintain a valid Mortgage Loan Originator Identifier Number issued through the National Mortgage Licensing System and Registry (NMLS&R) and Become or maintain status as a Notary Public.
  • Medallion Signature Guarantee, certification may be required.
  • Be eligible to register and maintain a valid Mortgage Loan Originator Identifier Number issued through the National Mortgage Licensing System and Registry (NMLS&R).
  • Means and mode to travel for bank purposes and/or on behalf of the bank (i.e., coverage, business calls, networking, community/marketing events).
  • Analytical
  • Natural leader with positive communication (written & verbal) and interpersonal skills, ethics, and cultural awareness.
  • Mentoring and coaching
  • Team Builder
  • Independent critical thinking - navigate through complex situations and drive to efficient, effective, and timely solutions.
  • Accurate attention to detail
  • Relationship Builder - Develops and maintains relationships with officers, employees and external contacts and maintains alignment with core values, vision, strategy and goals.
  • Computer Technology Savvy - Utilize technology/systems to improve work processes and use a range of technology to solve problems.
  • The person in this position frequently communicates with all departments and customers, about banking products and services, and therefore must be able to exchange accurate information in these cases.
  • They will need to, use judgment and discretion in decision making situations, interpret and follow all Bank policies and procedures, write/create reports, and business correspondence, (Main Street Bank’s standard language is English).
  • Speak and effectively present/communicate information and respond to questions from customers, groups of managers, vendors, and other employees.
  • Define problems, collect data, establish facts, and draw valid conclusions.
  • Read, analyze, and interpret a variety of documents such as checks, bank statements, Loan documents and Bank policies and procedures.

Responsibilities

  • Provides daily supervision and training needs for branch personnel and may meet regularly with the assistant manager/Relationship Manager to discuss staffing needs, individual and team accomplishments as well as challenges r on a regular basis.
  • Helps to attain internal performance objectives for branch business volume, deposits, loans, customer relationship expansion and quality audit reports, sharing responsibility for achieving goals.
  • Develops and maintains relationships with other department and organizational leaders and maintains operational alignment with core values, vision, strategy and goals.
  • Prepares reports for management as required.
  • Maintains a thorough knowledge of branch policies and procedures including the process of approving checks and providing system overrides.
  • May function as a Personal Banker or Teller as needed, including but not limited to the processing of teller transactions, opens and closes the branch. night bags, balancing the branch, vault and ATMs.
  • Performs random monthly cash drawer audits and alarm testing in accordance with the Branch Manager monthly report.
  • Handles more complex customer problems and complaints in a professional and timely manner and coordinates appropriate follow-up.
  • Assists with consumer loan requests, maintaining a thorough knowledge of the Bank’s consumer loan products with the ability to process payments, gather supporting documentation for pending loan applications, and input applications into the loan underwriting system.
  • Maintains a thorough knowledge of the Bank’s consumer loan products with the ability to accept applications, underwrite and approve applications within lending limits.
  • Monitor departmental procedures, making recommendations for changes to increase productivity and improve efficiencies.
  • Promotes and enhances the corporate culture and fosters the development and implementation of organizational vision, policies, and guidelines
  • Maintains proficiency with Video Connect to assist customers through this portal and acting as a backup agent when needed.
  • Regularly participate in before/after hours and/or weekend community events, participate in Town hall meetings, quarterly celebrations etc.
  • Effectively use tools and systems to be able to self-manage, organize, and complete work independently, proactively recognizing potential obstacles resolving them before they become an issue, managing to deadlines, creating action plans when not on track, enabling job functions to happen with minimal oversite and meeting conditions of satisfaction.
  • Periodically throughout the year required to participate in community events that may be outside of normal business hours.
  • May assist internal, external, and regulatory auditors with the collection of requested materials as assigned with their respective engagements.
  • Effectively use tools and systems to be able to self-manage, organize, and complete work independently, proactively recognizing potential obstacles resolving them before they become an issue, managing to deadlines, creating action plans when not on track, enabling job functions to happen with minimal oversite and meeting conditions of satisfaction.
  • Use discretion in dealing with large amounts of sensitive, confidential information, while adhering to all Bank policies and procedures
  • Adhere to all company policies, consistently demonstrating our core values and service standards
  • Regular and consistent attendance is required to ensure the high standard of customer service.
  • In the performance of respective tasks and duties, the employee is expected to maintain knowledge of and ensure compliance with Bank Secrecy Act regulations and adheres to compliance procedures and internal/operational risk controls in accordance with all applicable regulatory standards, requirements and policies as well as attending all required training sessions and completing all required on-line training courses.
  • Shares responsibility for achieving branch goals and success with critical drivers
  • Participates in Branch activities that generate new business such as promoting branch sales goals and culture and is part of the relationship building sales process.
  • May participate in business calls, networking and community/marketing events
  • Assists with sales training initiatives, embracing role as a sales leader and coaching staff to identify opportunities that result in sales.
  • Participates in outreach to “top 100” customers and prospects
  • Provides on-the-spot coaching and feedback to all branch staff.
  • May accompany relationship manager or BDO on business calls
  • Counsels’ employees and provides coaching and feedback to branch staff, ensuring that customers receive exemplary service, their needs are determined, and appropriate products and services are recommended.
  • Consistently exceeds customer service expectations by offering excellent service, including greeting customers, smiling, using their name and building rapport with customers designed to generate customer loyalty.
  • Maintains a thorough knowledge of Bank’s deposit and loan products as well as additional services offered.
  • Provides counsel to existing and potential customers regarding product and/or service selection.
  • Evaluates customer problems and complaints and resolves them to ensure customer satisfaction.
  • Assists customers with account opening and maintenance
  • Engage employees and provide coaching and feedback to branch staff, ensuring that customers receive exemplary service, their needs are determined, and appropriate products and services are recommended.
  • Maintains a thorough knowledge of Bank’s deposit and loan products as well as additional services offered.
  • Assists customers with account opening and maintenance.
  • Ability to resolve customer and staff problems/questions.
  • Supervises assigned staff, schedules, and assigns work, weighs competing priorities directing staff according to business needs and established goals and objectives, identifies and provides training.
  • May contribute towards performance reviews and make recommendations for performance management and/or, training and development.
  • Creates an inclusive work environment that encourages and rewards performance while recognizing individual needs and skills, working towards shared goals, contributing ideas, and accepting change.
  • Demonstrate ability to weigh competing priorities and direct staff according to business needs.
  • Monitor departmental procedures suggesting necessary changes to increase productivity and improve efficiencies – ensuring that any changes are communicated to all stakeholders.
  • Monitor the day-to-day operations of the department to ensure all necessary tasks are complete and accurate, providing general guidance and supervision of the assigned team’s goal management.
  • Provides on-the-spot coaching and feedback as well as training and guidance to all branch staff on new and existing processes.
  • Responsible for achieving strong results, despite balancing multiple on demand.
  • Promotes and enhances the corporate culture and fosters the development and implementation of organizational vision, policies, and guidelines.
  • Monitor and approve bi-weekly timecards, review and approve time off requests for all members of the team always ensuring adequate coverage of department.
  • Responsible for managing, mentoring, and coaching assigned members of the Branch team and resolving more complex customer issues as needed
  • Interacts independently with branch staff and members of the community to conduct banking transactions and resolve customer issues as needed.
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