Opens and accurately processes all types of deposit and loan accounts including complex retail products such as consumer loans, VISA merchant accounts and small business loans providing solutions with cash management and Retail Business Solutions. Listens to the client's financial needs and cross-sells other bank services and refers customers to other departments as appropriate, to support the client's financial growth. Maintains direct contact with external and internal clients and consistently provides proactive solutions and problem resolutions in alignment with the bank’s Breakthrough Client Service Standards. Processes and oversees technical tasks such as opening and closing of the branch, overdraft monitoring, wire transfers and collections, stop payments and monitoring branch controls. Facilitates the review and assessment of the operational/audit requirements of the branch. Provides input and support to any remediation or adjustments that will improve operational quality. Acts as back up to personal banking team to open new accounts, receive loan requests and gather credit-related information. Maintains responsibility for cash drawer and follows proper balancing procedures. Monitors sales and service goals. Routinely and consistently provides guidance and training to branch team. May supervise other associates on day-to-day activities, and act in the Branch Manager capacity when required.
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Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED