What are the responsibilities and job description for the Branch Utility - Santa Barbara position at Bank of the Sierra Job Board?
JOB SUMMARY:
To support the effective delivery of all banking services with a branch of Bank of the Sierra, the Branch Utility will provide support for all operational job functions by filling in for the Senior Teller, FSR, Branch Operations Supervisor, and Branch Operations Manager as needed at any branch within their assigned region. The Branch Utility will primarily be a ‘float’ position that is assigned to an entire region, and they will work closely with the Regional Branch Administrator to ensure the region maintains outstanding customer relations, achieves assigned goals and objectives, adheres to company policy and procedure, completes required tasks, high employee morale by providing leadership and motivation to assigned team members. The Branch Utility will also cooperate with all business lines across the organization and exhibit commitment to Bank of the Sierra’s values and company culture. This position will require flexibility and travel as the Branch Utility may be assigned to various branches on a temporary or ongoing basis.
RESPONSIBILITIES INCLUDE, BUT ARE NOT LIMITED TO:
• Delivers a consistently great customer service experience by promoting accuracy, communication, expertise in financial services and products, owning and solving service issues, and developing relationships with customers
• As assigned, fills in at a branch and completes all assigned duties and responsibilities for various roles including:
o Financial Services Representatives
o Senior Tellers
o Branch Operations Supervisors
o Branch Operations Managers
• When not assigned to a specific branch:
o Participates in projects and assignments across the retail network
o Participates in training, coaching, and mentoring of retail employees
o Participates in training sessions to build their own skill sets and knowledge base including mentoring with Branch Operations Managers in their area to complete branch certifications, balance GLs, review account analysis, complete NSF and non-post reviews
o Enhances company reputation and visibility in the community by providing top-tier service and volunteering in community events
• Ability to travel to locations within the region
• Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include learning hiring and training employees, planning, assigning, and directing work, appraising performance, rewarding and disciplining employees, addressing complaints and resolving problems
• Other duties and responsibilities as assigned
REQUIRED KNOWLEDGE SKILL AND ABILITY:
To perform the job successfully, an individual should demonstrate the following competencies:
• Identifies and resolves problems promptly
• Gathers and analyzes information skillfully while striving to continuously build knowledge and skills that can be shared with others to develop alternative solutions to fit current needs
• Manage escalated customer situations in a professional manner
• Respond promptly to customer needs while soliciting customer feedback to improve service and respond to requests for service and assistance
• Ability to remain open to new ideas
• Always maintains confidentiality
• Strong communication and presentation skills, both verbally and in writing
• Encourage and support a positive culture by listening to others provide valuable feedback at all times
• Ability to speak clearly, tactfully, and effectively to members, and employees at all levels of the organization
• Strong ability to delegate work assignments while providing recognition for results
• Strong ability to set goals and prioritize workload timely and efficiently with high accuracy
• Follow all policies and procedures
• Strong knowledge of Microsoft software
• Ability to exemplify Bank of the Sierra values and culture
• Ability to maintain focus and deliver results despite the constant interruption
EDUCATION AND EXPERIENCE:
Two (2) to four (4) years related experience and/ or training or an equivalent combination of education and experience. Two (2) or more years’ experience working in a Banking or Credit Union Branch or working as an account opening specialist or lead in a Banking or Credit Union Branch. One (1) or more years’ experience working in Banking Operations. Banking Industry knowledge including Credit Cards, Debit Cards, Deposit and Loan Products for Consumers, Small Business, and Commercial Clients
PHYSICAL REQUIREMENTS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is frequently required to stand; use hands to handle or feel; reach with hands and arms, and talk or hear. The employee is occasionally required to walk and sit. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.
Bank of the Sierra is proud to be an equal opportunity workplace and is an affirmative action employer committed to equal employment opportunities regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.
