Financial Center Operations Leader

Fidelity Bank•New Orleans, LA

9h•Onsite

About The Position

Our goal at Fidelity is to create a better future by acting with accountability and integrity alongside our customers and within our communities. Since 1908, we have built a legacy upon simple, enduring values and an unwavering commitment to the communities we serve. We pride ourselves on being part of a community-focused and team-oriented work culture where we invest in our associates to ensure success within the company. Fidelity Bank, headquartered in New Orleans, Louisiana, believes in making a difference by living our mission of "Here for Good" to help families and businesses thrive in the communities we serve. Fidelity promotes a culture of work/life balance for all associates. Do you want to make a difference? If so, this opportunity may be the right choice for you! Fidelity Bank is looking for competitive, self-reliant, energetic individuals that are driven to succeed. The Financial Center Operations Leader is responsible for providing exceptional client service, operational and audit excellence, while attracting new clients and cross-selling loans, deposits, and other bank products and services as needed. The incumbent will be primarily responsible for ensuring excellent operational training and performance in their respective branch(es). This position is exempt under the Fair Labor Standards Act and is not eligible for overtime pay.

Requirements

GED or High school diploma
6+ years of retail banking experience
Strong retail banking operations experience with a proven track record of satisfactory audit results
Previous cross-selling and sales experience
Excellent knowledge of all retail financial institution products and services
Experience in other banking functions, such as bank sales, operations, and customer service
Ability to travel across company footprint
Ability to obtain registration with the Nationwide Mortgage Licensing System and Registry (NMLS)
Ability to achieve sales goals as set forth by management
Ensure branch operational soundness and achieve satisfactory audit results
Proficient in Microsoft Office Suite to include Word, Excel, Outlook, PowerPoint, Teams
Developed cognitive skills to include Judgement, Organization & Planning, Decision-Making, Problem Solving, Innovation
Developed intrapersonal skills to include Ambition, Follow-Through, Optimism, Development, Tenacity
Developed interpersonal skills to include Communication: Listening, Speaking, and Writing, Client Focus, Versatility, Resilience & Balance, Collaboration
Developed technology skills to include Social Branding, Technical Acumen, Knowledge Management
Developed leadership skills to include Developing Followers, Achieving Results, Implementing the Vision, Leading Teams, Addressing Conflict, Leading & Managing Change
Developed sales skills to include Questioning, Knowledge, Sales Drive, Prospecting

Nice To Haves

Bachelors degree in a related business field or 4 years of related experience
Previous supervisory experience

Responsibilities

Prepare branches for achieving satisfactory mock audits & internal Bank audits to include: preparing for mock audits with staff, reviewing and updating branch logs such as vault logs/night drop/ATM/key/combo logs/retention logs, security, phone authentication, alarms, morning alert signals, SCRA, etc.
Ensure calling efforts are made on overdraft accounts
Responsible for deposit exception management and resolution by identifying the root cause and resolving exceptions/errors before 45 days
Analyze charge offs for possible policy and procedure violations and report violations to management
Review overdrafts and determine if losses involved policy and procedure violations; consult with management on appropriate course of action
Monitor overdraft accounts approaching 60 days to ensure proper close out
Coach and mentor financial center staff when errors or issues occur; identify if additional training is needed
Manage direct operational issues and problems that arise with ATMs, shipment issues, etc.
Assist management with finding teller outages by attempting to locate large outages by reviewing associate work/journals and notifying the Regional Operations Specialist and HR of the outage and request assistance
Mentor branch new hires in operational soundness to include: setting up cash drawer/buying and selling cash, overseeing client transactions, assigning key/combos/sign on to systems/alarms, conducting night drop opening & processing/signing logs, conducting ATM opening/balancing/deposits/signing logs, observing locking workstations/keys on counter/morning signals, reviewing teller override limits and reviewing mock audits
Conduct all Teller vacation audits
Contribute to the financial centers success by achieving assigned goals
Engage in consultative conversations with clients to build relationships, cross-sell, and promote Fidelitys products and services
Open new deposit accounts and process consumer loan applications
Perform teller duties as necessary to maintain efficient customer service standards
Maintain knowledge of all Fidelitys products and services
Assist in vault responsibilities as needed
Make calls to current clients and prospects to enhance current relationships and build new business
Provide customer assistance related to banking needs both in-person and over the phone
Assist supervisor with maintaining accurate reports
Assist in maintaining branch appearance standards
Adhere to all bank policies and procedures
Consistently exemplify our Core Values of Integrity, Community, Dependability, Excellence, Longevity, and Accountability
Comply with regulatory rules and regulations evidenced through successful completion of training and demonstrated ability
Perform other duties and/or special projects as appointed by management

Benefits

Competitive pay based on the position, qualifications, relevant experience, and skillset
Paid Time Off
Up to 14 paid holidays annually
Comprehensive Medical, Dental, and Vision Insurance
Employer Funded Health Savings Account
Paid Parental Leave
401(k) with matching contributions
Wellness Program to reduce health insurance premiums
Free or discounted banking and mortgage services
Basic Life Insurance and AD&D
Tuition Reimbursement Plan
Associate Referral Program
Associate Volunteer Program
Employee Assistance Fund (subject to IRS guidelines)
Employee Assistance Program
Opportunities for training and career development
Gym Discounts, Verizon Wireless Discounts, Tickets At Work Discounts
Retail branch locations are closed on Saturdays!