Senior Universal Banker

CB&S BankCherokee, AL
Onsite

About The Position

This role is responsible for planning, directing, and organizing the operational activities of the branch in accordance with established policies and procedures. The Senior Universal Banker performs primary job functions including teller and/or platform duties, assists with the supervision and training of branch personnel, and works with the Branch Sales Manager on various operational and financial tasks. This position ensures compliance with all policies and procedures, manages branch security, and resolves customer complaints.

Requirements

  • One to two years of retail banking experience or equivalent relevant experience required.
  • Strong personal leadership skills.
  • Strong organizational skills.
  • Excellent verbal and written communication skills.
  • Ability to analyze and summarize financial information and present recommendations for appropriate courses of action.
  • Must be alert in all job functions.
  • Must follow all company policies and procedures.
  • Ability to maintain matters of a highly confidential nature.

Nice To Haves

  • Bachelor's degree from an accredited college with a concentration in accounting /finance preferred.
  • A minimum of six months to one year supervisory experience preferred.

Responsibilities

  • Performs primary job function including teller and/or platform duties.
  • Assists with the supervision, training and directing of branch personnel with regards to all operational day-to-day activities.
  • Works with the Branch Sales Manager to conduct annual and quarterly reviews for all branch personnel.
  • Works closely with the Branch Sales Manager to process daily EIM items (pay/return decisions).
  • Reviews and authorizes staff schedules including approving overtime and paid leave.
  • Reviews accounts payable items (invoices) with the Branch Sales Manager for approval and forwards to the Accounting Department for processing.
  • Implements the Branch Security Plan and trains staff, including but not limited to the opening/closing procedures and monitoring the branch's security system.
  • Reports and monitors all technology issues at the branch location.
  • Ensures the accurate processing and/or reporting of Garnishments, tax levies, subpoenas, cash items, proof corrections, cash counts, CIP verifications, Counterfeit Currency Report, mail, night deposit logs, safe deposit boxes, collateral boxes and holds for notes secured by deposit accounts, balancing and reporting of negotiable instruments, and branch certification of internal controls.
  • Works with Branch Operations Administration to complete all quarterly and annual operational training including but not limited to the disaster recovery plan/business continuity plan and the implementation of such plans.
  • Resolves customer complaints within the branch with assistance of the Branch Sales Manager as needed.
  • Conducts branch audit and clears any exceptions under the guidance of Branch Operations Administration.
  • Trains and cross-trains personnel in order to avoid any future exceptions.
  • Ensures branch personnel are in compliance with all policies and procedures as related to Branch Operations, including record retention.
  • Approves requisitions for purchasing of supplies for the branch under guidance of the Branch Sales Manager.
  • Monitors and maintains property management by coordinating with the Facilities department regarding upkeep and needed repairs.
  • Performs all other duties as assigned by supervisor.

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Education Level

Associate degree

Number of Employees

101-250 employees

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