New Accounts Supervisor - Private Agreement Solutions

First National Bank Alaska•Anchorage, AK

About The Position

The New Accounts Supervisor supervises employees in at least one Private Agreement Solutions function and helps ensure high levels of customer satisfaction. The role administers and provides subject matter expertise for one key function and performs some aspects of an additional function, which may include customer service, support, accounting, or new accounts. The supervisor assigns and streamlines workflow, trains staff, reviews and approves work, and supports compliance with bank policies and applicable regulations. The position also acquires, expands, and retains customer relationships by identifying business opportunities, developing referral networks, and coordinating selling and cross-selling efforts. It responds to complex customer and internal inquiries, researches servicing issues, supports business development, and works with bank personnel and industry professionals. Responsibilities may vary depending on the assigned function within the Private Agreement Solutions Section. The schedule is Monday through Friday. The salary offer is commensurate with experience.

Requirements

Bachelor’s degree in business or a related field and two years of progressively responsible experience in banking, real estate, a title company, or a business-related field; or four years of such experience; or an equivalent combination of education, training, and experience.
One year of supervisory experience.
Experience with word-processing and spreadsheet software.
Ability to keyboard 40 words per minute and operate a 10-key calculator.
Ability to read, analyze, and interpret business publications, professional journals, technical procedures, and governmental regulations.
Ability to write reports, business correspondence, and procedure manuals and present information effectively to groups.
Ability to apply mathematical concepts, including fractions, percentages, ratios, and proportions, to practical situations.
Ability to define problems, collect data, establish facts, draw valid conclusions, and interpret technical instructions involving abstract and concrete variables.
Ability to meet the stated physical demands, including occasional lifting or moving of up to 25 pounds.

Nice To Haves

Two years of supervisory experience in the financial or real estate industry, managing staff and processes.
Familiarity with real estate transactions, Private Agreement Solutions services, and real estate and loan terminology.

Responsibilities

Help ensure high levels of internal and external customer satisfaction.
Supervise employees in at least one Private Agreement Solutions function.
Assign work, train staff, and direct workflow to use resources effectively.
Review and approve daily work and internal reports.
Respond to complex or escalated inquiries and research and resolve servicing issues with bank personnel and industry professionals.
Acquire, expand, and retain customer relationships by identifying opportunities, developing referral networks, and focusing on viable target markets.
Implement the bank’s business development strategy to retain customers and expand new business relationships, including planned calling and coordinated selling and cross-selling efforts.
Obtain client referrals and cross-sell bank products and services; partner with bank specialists and connect clients across lines of business.
Complete special projects and analyses requested by supervisors or senior management.
Recommend responses to internal and external audits, research process deficiencies, and recommend improvements.
Assist with staff training on regulatory and procedural changes.
Ensure account information and documentation are accurate, repayment terms comply with bank and government requirements, and approve written amendments to existing files.
Provide loan-support subject matter expertise to branch locations and business units.
Work with industry professionals and bank personnel to administer Private Agreement Solutions in compliance with regulations, loan documentation, and bank policies and procedures.
Monitor processes affected by consumer and IRS regulations, including 1098 reporting and consumer disputes, recommend process changes, and stay informed about pertinent banking regulations.
Ensure business-unit operations, training, and staff practices comply with bank policies, procedures, laws, and regulations, and protect confidential information.
Carry out supervisory responsibilities, including interviewing and training employees, assigning and directing work, appraising performance, addressing complaints and problems, and recommending hiring or termination.
Perform other work-related duties as assigned.