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Assistant Branch Manager (Delaware)

First Citizens National Bank of Upper Sandusky
Delaware, OH Full Time
POSTED ON 4/1/2025
AVAILABLE BEFORE 6/1/2025
Description:

PURPOSE:

To train and supervise the customer service representative (CSR) function with emphasis on good customer service; to ensure accurate and timely handling of window and ATM transactions; to keep staff informed of policies, products and procedures; to emphasize and implement sales referral techniques; to assure adherence to audit policies by monitoring and maintaining audit controls, and responsible for the new accounts area. Involvement in business development, treasury management, and community efforts as needed.

PRINCIPAL ACTIVITIES:

  • Provide prompt, tactful, friendly, courteous and efficient CSR and other Bank services to customers.
  • New Accounts Responsibilities, including training customer service representative staff, creating sales and service initiatives, and recognizing customers’ needs and cross-selling bank products.
  • Maintain reports as required for CSR balancing, check losses, etc.
  • Interview new CSR’s, train, prepare performance reviews, and counsel employees with Regional Branch Manager.
  • Create, motivate and maintain a teamwork atmosphere in staff.
  • Administer and control Banking Office CSR operations with a strong “hands on” management style, directing the activity of others, while continuing to perform CSR duties.
  • Review and implement weekly staffing schedules and monitor attendance and time sheets.
  • Enforce proper security procedures including opening/closing banking center, vaults, night depository and ATM (where applicable).
  • External calling efforts to increase business development. Create and promote local sales and service initiatives to provide referrals for cross-sell.
  • Coordinate and promote Bank and Financial Services -sponsored sales programs and through extensive involvement, lead local community awareness that the bank is critically focused on partnering in the community and on providing broad, multi-product banking solutions to the companies housed in the marketplace.
  • External calling efforts to develop Treasury Management prospects. Responsible for client-onboarding process to deliver quality/timely customer service and cultivate relationships with new and existing clients.
  • Directing customers to appropriate loan staffing for loan needs/inquiries.
  • Attend BOLT (Bank Operations Leadership Team) Meetings and relay topics to staff
  • Attend Community Events and Activities as needed.
  • Obtaining State of Ohio Notary and NMLO number, if needed.
  • Maintain compliance to all government regulations, including Bank Secrecy Act, Regulation E

(Electronic Funds), Regulation CC (Funds Availability,) CRA and Regulation DD, Loan Policy or other policies pertaining to your position.

  • Responsible for the protection of the Bank’s assets through adequate security and fraud prevention.

Others:

  • Duties and responsibilities as assigned.
Requirements:

High school, GED, OR equivalent; Four years customer service representative, or related banking experience preferred; excellent performance; supervisory and demonstrated leadership ability; outstanding customer relations skills. Basic typing, CTR Inquiry, and telephone skills; Basic math skills and ability to comprehend, interpret, and apply detailed information.

This job description does not list all the duties of the job. This job description may be revised at any time. This job description is not to be implied as a contract for employment for any length of time and will not change the employee’s at-will-relationship. Either the employer or the employee may terminate employment at any time. Equal opportunity employer M/F/D/V.

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