Retail Banking- Retail Branch Management Trainee

Chelsea Groton Bank•Norwich, CT

53d

About The Position

This position is a retail branch management trainee position with a defined professional development program that includes both instructor-led and self-paced learning as well as hands on experiences in a retail branch. During a 12 month on the job paid training pathway, trainees work alongside knowledgeable team members in which they learn all the facets of retail branch banking and management. Trainees will interact with team members from across the bank, customers and prospects, shadow other departments and bank-wide committees to gain insights as to how the bank operates and participate in leadership development courses. After successful completion of the management training program, trainees will have readiness for selection for leadership roles across the retail branch network. During this 12-month program, the bank is committed to building trainee competence and supporting learning and development opportunities. An individual in this role is responsible for helping customers achieve their financial goals, small or large, by providing outstanding service in a courteous, professional, and ethical manner. Whether processing day-to-day banking transactions or educating customers on bank services that enhance their financial well-being, retail branch management trainees are cross trained to complete and manage operational, customer service, and product/service tasks efficiently and effectively.

Requirements

Associate’s degree is required, a bachelor’s degree is preferred.
Two+ years of customer facing sales experience to include cash handling, supervisory or demonstrated leadership experience, and problem resolution.
In lieu of a college degree, a minimum of five years of work experience in a related field is required.

Responsibilities

Performs a variety of financial transactions to service the customer including processing deposits, withdrawals, payments, check cashing, commercial teller transactions, coin and currency orders, etc.
Assists customers with account opening, account maintenance, CD renewals, address changes, research requests, check ordering, debit card orders, safe deposit access, notary services, fraud services, and able to effectively demonstrate online banking and mobile banking services.
Balances transactions and cash at the end of the day and assists with Video Banking ATM balancing and branch settlement. Maintains keys and combinations. Assists with other security and audit routines.
Ensures that transactions and reports are processed accurately, and proper documentation completed.
Assists with vault transactions, processes, cash ordering, balancing, and verification.
Proactively engages with customers on the retail branch floor \ provides efficient, accurate and courteous customer service with a strong focus on financial education.
Maintains knowledge of Bank’s products and services. Identifies and actively engages customers in determining needs and goals. Refers to a business partner as appropriate.
Interview consumer loan applicants objectively, recommend appropriate products based on needs and ability to repay. Follow loans from application to closing efficiently and accurately. Refers to MLO’s as appropriate. Work towards NMLS registration.
Promotes the Bank’s products and services and maintains an active participation in community affairs.
Exhibits strong leadership competencies including team and coaching communication, emotional intelligence, performance management, agility, innovation, resourcefulness, positivity, and collaboration.
Demonstrates and applies management competencies including hiring, onboarding, team scheduling, incentive tracking, conduct management, administrative reporting, process improvement, and operational quality control. Responsible for adhering to Bank policies and procedures related to regulatory compliance requirements applicable to the job function.