Financial Center Client Services Supervisor

Liberty Savings Bank, FSB•Bradenton, FL

6d•Hybrid

About The Position

Works with management to meet/exceed sales goals and provide superior service/support, opening new accounts, expanding customer relationships, establishing mortgage relationships and performing banking transactions. Supervises the team in the absence of the Financial Center Sales & Relationship Manager or Client Service Manager. Mentors new Client Service Representatives.

Requirements

Associate’s Degree in related field or equivalent business experience required.
Minimum of 18 months combination banking and/or sales experience required, 6 months with Liberty preferred.
Demonstrated skills with new accounts and consumer loans required.
Able to utilize sales techniques to expand banking relationships and a strong knowledge of bank operations/products and compliance regulations is required.
Strong communication skills and the ability to communicate with all types of individuals, provide superior customer service and work well with others is required.
Able to demonstrate a professional courteous manner, present a well-groomed, business-like appearance, demonstrate good presentation abilities and use proper telephone etiquette/grammar is required.
Able to work a flexible schedule and travel to various financial centers as needed.
Good basic computer skills and the ability to utilize industry-related software is required.
Demonstrated skills in accuracy/balancing and cash handling.
Talking—Ability to express or exchange ideas by means of the spoken word.
Hearing—Ability to receive detailed information through oral communication.
Seeing—Ability to view a computer screen for an extended period of time and/or identify individuals visually.
Standing—Ability to stand on feet for long periods of time.
Walking—Ability to use feet and legs to move from one place to another specifically in narrow/confined spaces.
Finger dexterity—Ability to work with fingers for handling coins or other small objects and use a keyboard.
Reaching—Ability to extend hand/arms in any direction to move/handle objects.
Lifting—Ability to lift and/or move up to 25 pounds.

Nice To Haves

6 months with Liberty preferred.

Responsibilities

Works with the financial center sales staff to meet/exceed financial center sales goals by “modeling the way,” mentoring/coaching the staff, and using the Customer Needs Analysis (CNA) process to cross-sell additional products/services and generate consumer/mortgage loan activity when applicable. Embracing the “ASK” program.
Ensures staff provides superior service to the customers by servicing transactional needs, maintaining confidentiality, and responding to customer questions/requests in a timely manner.
Proficient at identifying customer needs, recommending specific products and/or services with quality results-oriented sales from opportunities identified through the CNA and onboarding process.
Mentors/develops financial center staff or floating staff by providing regular feedback on performance, providing opportunities for development, making recommendations to reward performance exceeding standards, and handling employee disciplinary issues in a professional, objective, and impartial manner; provides input regarding performance appraisals to management.
Ensures staff complies with the Privacy Policy, bank procedures and regulatory/operational/security guidelines by instructing/guiding employees and assisting with performing internal financial center audit functions.
Performs banking transactions and opens new accounts. Proficient in balancing the financial center and finding transaction errors.
Maintains and balances cash drawer, performs end of day balancing and ATM balancing while following security protocol.
Performs account research and problem solving as needed.
Upholds customer satisfaction by supporting external and internal customers and answering questions/requests in an effective/timely manner.
Maintains customer confidence and protects operations by following the Privacy Policy and keeping information confidential.
Complies with bank procedures and follows regulatory, operational and security guidelines. Adheres to the Check Handling Agreement. Successful Mystery Shop scores. Minimal bank monetary losses.
Expands customer relationships by making appropriate referrals, such as mortgage/consumer loans when applicable.
Makes onboarding calls to existing customers and outbound calls as directed by financial center management.
Contributes to the team effort by working on special projects/reports, conducting meetings, performing other job-related duties, and accomplishing related results.