Retail Office Manager at Tyler Med Center

Austin Bank • Tyler, TX

9d • Onsite

About The Position

The Retail Office Manager at Tyler Med Center is responsible for understanding and complying with regulatory requirements for financial transactions, including Bank Secrecy Act (BSA) and Customer Identification Program (CIP). This role emphasizes superior customer service, building strong customer relationships, and promoting loyalty to Austin Bank. The manager will foster a teamwork atmosphere, stay informed of company communications, and develop personal skills through ongoing training. Upholding the organization's values of ethics, integrity, and confidentiality is crucial. The position involves greeting customers and providing excellent service, managing branch personnel, leading service and sales efforts, handling customer complaints, supervising branch security, maintaining operational policies, approving transactions, overseeing branch maintenance and audits, and improving branch efficiency. Additionally, the manager may perform operational duties such as opening accounts, teller functions, and supervising safe deposit activities. Lending responsibilities include taking loan applications, analyzing financial information, and approving or rejecting loan requests. The role requires regular and prompt attendance, maintaining confidentiality, and implementing established policies and objectives.

Requirements

• Understanding and compliance with regulatory requirements for financial transactions, including Bank Secrecy Act (BSA) and Customer Identification Program (CIP).
• Superior customer service skills.
• High-quality relationship building techniques.
• Ability to foster a teamwork atmosphere.
• Staying abreast of company communications.
• Developing personal skills and capabilities through ongoing training.
• Upholding ethics, integrity, and confidentiality.
• Supervising branch retail personnel.
• Conducting staff meetings, Stakeholder meetings, and service/sales meetings.
• Supervising work time for retail personnel.
• Hiring new employees.
• Recommending employee discipline and discharge.
• Performing employee job appraisals.
• Recommending and/or facilitating training opportunities/professional development and salary increases.
• Creating documentation for employee personnel files.
• Leading service and sales efforts of the branch office.
• Handling customer complaints and inquiries.
• Supervising branch security.
• Maintaining and updating branch operational policies.
• Approving checks and/or transactions.
• Overseeing branch maintenance.
• Supervising branch audits.
• Improving branch efficiency with new procedures and systems.
• Performing operational responsibilities such as opening accounts, teller duties, selling cashiers and travelers checks, assisting/supervising in various balancing activities, and supervising safe deposit activities.
• Taking loan applications.
• Analyzing financial information.
• Approving or rejecting loans requests.
• Reporting to work regularly and promptly.
• Maintaining confidentiality at all times.
• Implementing and maintaining established department and Bank policies, procedures and objectives and quality assurance.
• Enhancing professional growth and development.

Responsibilities

• Supervise branch retail personnel, conduct staff meetings, Stakeholder meetings, and service/sales meetings.
• Supervise work time for retail personnel, hire new employees, and recommend employee discipline and discharge.
• Perform employee job appraisals, recommend and/or facilitate training opportunities/professional development and salary increases for branch personnel.
• 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 as required.
• 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, approve or reject loans requests and/or refer to senior lender as required.
• Understand and comply with regulatory requirements for financial transactions, including Bank Secrecy Act (BSA) and Customer Identification Program (CIP).
• Exhibit superior customer service as an Austin Bank team member.
• Demonstrate high-quality relationship building techniques to ensure the customer receives the best possible solution to his banking and financial needs.
• Help promote a loyal relationship between the customer and Austin bank.
• Participate in developing a teamwork atmosphere with co-workers.
• Stay abreast of company communications by reading publications, announcements and company e-mails, etc.
• Take advantage of appropriate communication channels regarding bank related business matters.
• Develop personal skills and capabilities through on-going training.
• Uphold and safeguard the organizations values particularly relating to ethics, integrity, and confidentiality both internally and externally.
• Greet customers and provide superior customer service.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed