What are the responsibilities and job description for the Branch Operations Supervisor position at Keystone Bank?
Summary:
The Branch Supervisor plays a pivotal role as the primary customer interface, delivering an extensive array of banking services and solutions. In addition to excelling in sales, customer service, and financial knowledge, this position encompasses additional responsibilities such as scheduling, training, audits, and more. This multifaceted role ensures the smooth operation of the branch while consistently meeting the needs of our diverse clientele.
Core Values
- TAKE CHARGE
- ENCOURAGE CREATIVITY
- CENTER AROUND COMMUNITY
- LEAD IN INNOVATION
- DO WHAT IS RIGHT
Responsibilities:
General Responsibilities:
- Oversee the daily operations of the branch, including the opening and closing procedures, cash management and compliance with procedures, policies and regulations.
- Monitor branch performance metrics and take corrective action as needed to obtain goals.
- Assist with conducting regular department meetings to communicate performance expectations, new procedures and bank updates.
- Handle customer escalations to ensure all inquiries and concerns are handled appropriately and customer satisfaction is achieved.
- Review and sign cashier checks, wires, check hold releases and other transactions requiring management approval within assigned authority limits.
- Keep current on all bank required training and stay informed about industry trends, regulatory changes, and updates to banking products and services.
- Adhere to all bank procedures and policies.
- Assist with creating and revising department procedures and policies.
- Assist with identifying and improving department efficiencies by providing suggestions to management and assisting with department projects.
- Foster a positive work environment that promotes teamwork, accountability, and professional growth, and address performance issues through coaching and performance management processes.
- Assist with creating and executing training processes for new and existing employees.
- Manage branch scheduling to ensure branch coverage at assigned branch location
- Uphold the highest standards of customer service, professionalism, and integrity with all customers and colleagues.
- Perform other duties as assigned.
Teller Responsibilities:
- Process customer transactions accurately and efficiently, including deposits, withdrawals, loan payments, and account transfers.
- Handle cash transactions, ensuring proper balancing and adherence to cash handling procedures.
- Provide customers with account balances, transaction histories, and other account-related information.
- Assist customers with routine inquiries and requests, such as check cashing and issuing cashier's checks through all communication channels.
- Verify customer identity and authenticate transactions to prevent fraud and ensure security.
- Participate in branch opening and closing rotation schedule
- Balance Vault and ATM, adhering to appropriate procedures
- Account Services Responsibilities:
- Open and close accounts, including checking, savings, and certificates of deposit, ensuring compliance with regulatory requirements and internal policies.
- Identify and recommend appropriate banking products and services to meet customers' financial goals and needs.
- Collaborate with other departments within the bank to resolve customer issues and ensure a seamless banking experience.
