What are the responsibilities and job description for the Branch Manager position at First Option Bank?
We are seeking a Branch Manager! You will be responsible for the effective management and profitable operation of your assigned branch office.
General / Supervisory:
• Effectively train inexperienced personnel in teller and new account functions
• Maintain vault cash
• Scheduling of teller and new accounts staff to maintain proper workflow
• Responsible for input regarding hiring decisions
• Manage cash flows on a monthly basis/cash reporting
• Perform random teller audits
• Maintain controls and procedures at the teller and new accounts level
• Effectively utilizes staff to accomplish growth and profit objectives
• Develops and motivates staff to meet required performance levels.
• Ensure established security procedures are followed
• Planning, directing, coordinating, monitoring, and evaluating all branch bank activities to minimize risk exposure, and to ensure that the bank effectively meets its goals and objectives, both short and long term.
• Represents the bank and provides leadership in key community activities including business, charitable, civic, and social organizations to maintain the bank’s image as that of a responsible corporate citizen.
• Assist with developing business relationships within the community of the specific branch.
• Conduct regular performance reviews, set goals & standards, coaches and mentors branch personnel.
• Maintains ongoing aggressive, sound program of business development to meet objectives.
• Participates in local community affairs and supports local activities.
• Ensures maintenance is completed on physical property and equipment at the facility, as needed.
Teller Support:
• Familiar with all teller duties and provides assistance and instructions as needed or required
• Accepts checks for cashing, receives checking and related accounts; accepts deposits, verifies cash and endorsements, makes change, and issues receipts.
• Receives savings deposits, pays withdrawals after verifying balance and signature
• Receives credit card and loan payments when payment due notice or installment loan coupon accompanies payments. Processes credit card cash advances
• Performs various balancing functions, including ATM, and vault
• Processes night deposit and mail-in deposits
• Sells money orders, cashier’s checks, and cash advances
• Responds to customers inquiries as appropriate
• Maintains proper cash level in drawers, keeps cash secure, and maintains a high level of safety and security for the bank. Services ATM according to schedule or need
• Familiar with all teller duties and provides assistance and instructions as needed or required
• May assist other tellers in locating cash discrepancies
• Handles special or unusual customer transactions and resolves more difficult customer inquiries
• Maintains proper workflow
New Accounts Representative:
• Effectively explains various services/products available and assists customers in selecting appropriate services/products
• Opens various types of new accounts
• Verifies and processes changes to existing account.
• Processes customer check orders
• Prepares letters to customers and completes required responsibilities within “customer on boarding” process
• Helps customers to balance checking accounts
• Provides assistance with “stop pays” and wire transfers
Qualifications:
- Two years banking experience or equivalent combination of education and/or experience.
- Must be able to perform all over-the-counter customer services.
- The ability to exercise accuracy, alertness, good judgment, courtesy, tact, patience and professionalism.
- Efficient in Microsoft computer applications (MS Word, MS Excel, MS Outlook).
- Must, at all times, maintain confidentiality of the Bank’s records and customer transactions, as well as a high degree of personal integrity.
- The ability to coach effectively, multi-task and manage projects effectively.
Preferred Qualifications:
- Prior supervisory/management experience.
- Expert knowledge and experience in the operation and function of a bank.
- Must possess strong management abilities and be able to recognize and foster other management personnel.
- Also, must possess demonstrated strong leadership qualities, good communication and personnel engaged in retail operations to achieve profit, growth, and customer service objectives.
- Good sales skills and ability to develop business.