Team Lead

BankFirst Financial Services•Hattiesburg, MS

10h•Onsite

About The Position

The Branch Team Lead (BTL) will report under direct supervision to the Branch Manager and will be responsible for the assisted daily supervision of the Retail Team. The BTL is responsible for supporting the Branch Manager in the leadership to the Retail Team by modeling a high level of customer service while assisting with processing transactions and offering relevant products or services to potential or existing customers. Primary duties associated with this position include enforcement of compliance with established policies and procedures, building and maintaining relationships with customers while assisting in the coaching and training of the Retail Team. By collaborating closely with the Branch Manager and other team members, this role contributes to achieving branch financial goals and enhancing customer and team member satisfaction. Ultimately, the BTL helps to build and maintain a high-performing branch that supports the overall growth and reputation of BankFirst.

Requirements

High School Diploma or Equivalent
Minimum of 3 years in Retail Banking with Teller or Operational Experience
Demonstrated Leadership Experience
Customer Service Experience
Effective Communication Skills including written and oral
Ability to work in and foster a team environment
Ability to interpret instructions in written or verbal format
Ability to establish credibility with customers and demonstrate confidence in decision-making
Knowledge of banking products and services offered
Strong time management and organizational skills
Able to operate computer equipment and knowledge of Microsoft Excel and Word
Knowledge of and adherence to proper telephone & email etiquette
General knowledge of banking terminology & regulations

Nice To Haves

Experience with JHA Teller & OnBoard applications

Responsibilities

Assist and support in Retail Team work schedules and ensure appropriate staffing levels are in place to support customer needs
Provide prompt, efficient, and exemplary customer service in the processing of bank transactions and operational duties
Build and maintain customer relationships to assist with identification of potential bank products or services which will meet their needs
Assist customers with various banking products or services including online banking, debit card transactions and mobile check deposits
Perform teller functions such as processing deposits, making withdrawals, accepting payments, transfers, loan disbursements, stop payments and issuance of monetary instruments
Observe and adhere to assigned Branch and Teller drawer cash limits including transaction limits for check cashing using assignment of appropriate holds
Assist in training to new team members to ensure procedures and policies are followed
Continually reinforce secure handling of cash, coin, and monetary instruments including the daily balancing and reconcilement of cash and transactions
Resolve customer escalations requiring supervisor intervention
Assist Branch Management with annual employee performance reviews and day-to-day performance management of the Retail Team
Participate in branch opening and closing procedures under dual control
Must understand and ensure compliance with regulations and reporting as they relate to BSA, OFAC, CIP and Regulation CC
Attend or complete assigned Training as required