Retail Office Manager at Tyler Med Center

Austin Bank•Tyler, TX

39d•Onsite

About The Position

The Retail Office Manager at Tyler Med Center is responsible for overseeing branch retail personnel, leading service and sales efforts, and ensuring efficient branch operations. This role involves managing staff, handling customer service, and making decisions regarding loans. The position requires a strong understanding of regulatory requirements, excellent customer service skills, and the ability to foster a teamwork atmosphere. The manager will also be responsible for maintaining policies, improving branch efficiency, and potentially performing operational duties.

Requirements

Understanding of regulatory requirements for financial transactions (BSA, CIP).
Superior customer service skills.
Relationship building techniques.
Teamwork and collaboration skills.
Ability to stay informed of company communications.
Commitment to ongoing training and skill development.
Upholding ethics, integrity, and confidentiality.
Supervisory experience in managing branch retail personnel.
Experience in conducting staff meetings and performance appraisals.
Hiring and employee discipline experience.
Experience in leading service and sales efforts.
Ability to handle customer complaints and inquiries.
Knowledge of branch security and operational policies.
Experience with check/transaction approval and branch audits.
Experience in improving branch efficiency.
Experience with operational responsibilities (account opening, teller duties, etc.).
Experience in taking loan applications and analyzing financial information.
Ability to approve or reject loan requests.
Regular and prompt attendance.
Maintaining confidentiality.
Implementing and maintaining policies and procedures.
Enhancing professional growth and development.

Responsibilities

Understand and comply with regulatory requirements for financial transactions, including Bank Secrecy Act (BSA) and Customer Identification Program (CIP).
Exhibit superior customer service and build strong customer relationships.
Participate in developing a teamwork atmosphere with co-workers.
Stay abreast of company communications and bank-related business matters.
Develop personal skills and capabilities through ongoing training.
Uphold and safeguard the organization's values, including ethics, integrity, and confidentiality.
Greet customers and provide superior customer service.
Supervise branch retail personnel, including conducting staff meetings, service/sales meetings, and stakeholder meetings.
Supervise work time for retail personnel, hire new employees, and recommend employee discipline and discharge.
Perform employee job appraisals, recommend/facilitate training opportunities, professional development, and salary increases.
Create documentation for employee personnel files and foster/promote teamwork.
Lead the service and sales efforts of the branch office.
Handle customer complaints and inquiries.
Supervise branch security.
Maintain and update branch operational policies.
Approve checks and/or transactions.
Oversee branch maintenance.
Supervise branch audits.
Improve branch efficiency with new procedures and systems.
Perform operational responsibilities such as opening accounts, teller duties, selling cashiers and travelers checks, assisting/supervising in various balancing activities, and supervising safe deposit activities.
Take loan applications, analyze financial information, and approve or reject loan requests or refer to senior lender.
Report to work regularly and promptly.
Maintain confidentiality at all times.
Implement and maintain established department and Bank policies, procedures, and objectives, and quality assurance.
Enhance professional growth and development through participation in education programs and current literature.