Demo

ASSISTANT TEAM LEADER

COASTAL STATES BANK
Cumming, GA Other
POSTED ON 12/16/2024
AVAILABLE BEFORE 2/14/2025

Job Details

Job Location:    Cumming - Cumming, GA
Position Type:    Full Time
Education Level:    4 Year Degree
Salary Range:    Undisclosed
Job Category:    Banking

Description

Position Summary:

 

At Coastal States Bank (CSB), we are Local. And Proud Of It.®  We are committed to the relationships we build, have a proven track record of success and share a passion for serving our clients and communities.

We are looking for an experienced full-time Assistant Team Leader.  This position works Mondays through Fridays in a professional branch setting at our Cumming Branch in Cumming, GA.  This is not a remote position. Out of town applications will not be considered.  Hourly rate is commensurate with experience.

The Assistant Team Leader is responsible for supervisory responsibilities as assigned by Team Leader.   This role ensures the Universal Bankers are equipped and motivated to provide superior customer service.  The Assistant Team Leader understands and performs all Universal Banker functions. 

Essential Functions:*

  1. Delivers superior customer service with customers and prospects; builds rapport with customers, determines financial needs and refers appropriate banking products and services.
  2. Assists the Team Leader with oversight and leadership in the branch.
  3. Assists the Team Leader in efforts to reach profit, performance, and customer service goals.
  4. Oversees banking services, especially customer service, to ensure excellence; contacts or assists customers and prospective customers.  
  5. Supervises Universal Bankers and manages daily operational functions of the branch in the absence of, or as assigned by, the Market Team Leader.  
  6. Provides leadership of the branch team, including training and professional development to enhance overall performance.
  7. Coordinates and partners with Team Leader on branch communications. 
  8. Partners with Team Leader to conduct performance evaluations that are timely and constructive.
  9. Participates actively in community and civic activities to create a positive public perception of the bank.  
  10. Follow all other instructions and perform other job-related duties, at the discretion of the Team Leader. 

Critical Success Factors:

  • Self-Motivated and Team Player
  • Good Interpersonal Skills
  • Positive Attitude
  • Responsiveness 
  • Provides Exceptional Customer Service
  • Goal Oriented 
  • High Attention to Detail and Professional Presence
  • Organizational Skills
  • Strong Ethics
  •  Advanced Technical Skills 
  • Excellent Written and Oral Communication Skills

Qualifications


Preferred Education/Experience/Software:
Associates or bachelor’s degree in related field or 5 years of experience within the financial services industry is preferred.   Three to five years’ experience in bank operations with supervisory experience preferred.  Knowledgeable in a wide range of PC based retail banking related software. 


Training:
Responsible for the timely completion of all required compliance training such has BSA, Information Security, and other job specific training as assigned.


BSA Compliance:
Ensures branch staff comply with relevant Bank policies and procedures related to BSA, including accurate and timely capture of CTR data, review of parties against the OFAC list as relevant, and compliance with policies and procedures related to CIP, Beneficial Ownership, and Customer Due Diligence requirements.

Additional Requirements:  
Occasional before or after normal work hours meetings/off-site meetings may be required. 


Work Environment/Physical Demands:
Professional office environment. While performing the duties of this position, the team member is regularly required to operate standard office equipment.  The team member is frequently required to communicate and perceive.   The position is primarily stationary and not substantially exposed to adverse environmental conditions and requires sedentary work such as exerting up to 10 pounds of force 5% of the time and a negligible amount of force approximately 95% of the time.  
 

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