Universal Banker Operations Specialist Supervisor - Head Teller

Peoples Bancorp Inc. • Waverly, OH

54d

About The Position

This position is responsible for the management of the day-to-day operations of the branch teller area and the direct supervision of the Universal Banker I roles. Will serve a vital role in helping the branch obtain goals, by coaching and developing new and veteran tellers by teaching new skills, expanding knowledge, and assisting the Branch Manager with bank expectations and standards. Will have the ability to open deposit accounts, process teller transactions, sell bank products and services, assist customers with maintenance request, and resolve customer service issues in accordance with Bank policies. Will be responsible for uncovering additional customer needs and referring them to the appropriate business partner.

Requirements

• High School Diploma or GED;
• 1+ years related work experience in customer service.
• Ability to work in a fast-paced environment with a high degree of accuracy and close attention to detail.
• Trustworthy and confidential behavior is essential in this role.
• Proficient knowledge of Windows and Microsoft Office software (Notes, Word, and Excel).
• Excellent verbal and written communication skills.
• Positive and professional attitude.
• Ability to address and coach co-workers to be better.
• Client focused.
• Proven Team Player.
• Daily reliable transportation.
• Role requires consistent standing to perform role. Bending or squatting may also be required to access night drops, coin machines, vaults, ATM, etc. based upon the branch set up.
• Must be able to lift up to 25 lbs. consistently
• Must be able to travel to attend internal education and meetings which in some circumstances could include overnight stay. Travel also required to fill in at other branches as needed.

Responsibilities

• Lead by example.
• Will be responsible for the management of the day-to-day operations of the branch teller line and the direction supervisor Universal Banker I roles. Duties include branch teller line scheduling to ensure proper coverage, meeting referral goals, and overseeing of operational standards.
• Tasked to be the point person for audit preparation based on the Retail Standard Operating Procedures (RSOP). Responsible for ensuring team is not only following procedures but educated on any updated or changes in policy and procedures.
• This position will work with the manager to ensure that the branch will successfully pass any and all audits.
• Will be responsible for preparation and completion of quarterly and annual reviews of direct reports.
• Will be responsible for coaching, developing and providing performance feedback which may include disciplinary action (when applicable).
• Monitor performance and report to management.
• Will assist Branch Manager with hiring of branch teller line staff.
• Deliver superior customer service with a friendly demeanor, can-do attitude, and willingness to help at all times.
• Maintain a position of trust and responsibility by keeping all customer business confidential.
• Initiate conversations to uncover customer needs, referring customers to platform associates within the branch, and meeting established referral goals.
• Maintain balancing and error record that is in line with policy and have the ability to find and correct outages and to enlist help as needed for errors that are more difficult.
• Receives checks and cash for deposit to savings and checking accounts, verifies deposit amounts, and examines checks for endorsement and negotiability.
• Will be responsible for processing complex multi-step teller transactions.
• Must have the ability to define and offer solutions to resolve problems. Uses knowledge of the organization to identify helpful resources. Will provide follow up to customer, branch staff and/or internal partner on resolution of issue(s).
• Follow operational standards regarding security, risk management, and compliance.
• Consistently completes required training for all bank and branch policies and procedures.
• Make sales calls via phone or zoom to clients and/or prospects on a weekly basis to meet calling goals of the branch while recording these activities in Salesforce.
• Consistently meeting or exceed sales referral goals as set by management. Maintain a well develop working knowledge of the complete line of products and services offered.
• Must be able to meet scheduled working hours as designated by manager to ensure effective functionality of the branch to meet client needs.
• Responsible for meeting Retail Branch Standards which includes dress code.
• Will perform special projects as assigned.

Benefits

• 401(k) retirement plan with an employer match
• employee stock purchase plan
• various education assistance programs such as student loan and tuition paydown/reimbursement
• paid vacation and holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED
• Number of Employees: 1,001-5,000 employees