Financial Center Assistant Manager

Position Overview

The Financial Center Assistant Manager is responsible for the day-to-day supervision of the team and operations. In addition, the Financial Center Assistant Manager is an active member of the Sales and Service team. This individual works closely with the manager to set goals and ensure achievement of sales and performance objectives.

Essential Duties and Responsibilities

Job Knowledge & Ability - 25%

• Oversees and ensures that the Financial Center operates in compliance with the company’s operating policies and procedures related to the processing of deposits, withdrawals, check cashing, cash handling, and other transactional and security operations.
  • Monitors over and short records and follows appropriate procedures for out of balance situations.
  • Makes certain staff has an adequate supply of cash to conduct business while still adhering to approved cash management limits.
  • Reviews situations that require supervisor overrides and determines appropriate next steps.
  • Ensures staff is performing account inquiries, accurately posting deposit and withdrawal transactions, placing appropriate holds, and correctly utilizing the back counter processing system.
  • Responsible for all aspects of the cash vault including balancing, placing cash orders, buying/selling cash and coin, and verifying cash shipments.
  • Performs daily ATM settlement.
  • Conducts audits to test operational soundness and risk management compliance.
• Assists the manager with various operational duties including, but not limited to:
  • Coordinating, planning, and facilitating staff meetings as needed.
  • Scheduling staff to ensure appropriate coverage/staffing.
  • Resolving employee questions, problems, and concerns.
  • Orienting and training new employees on operations and overall performance expectations.
  • Assisting with expense management and managing the budget.
• Has knowledge of and the ability to perform the essential duties assigned to all staff.
• Acts as final authority on employee/location issues in the absence of the manager.
• Actively seeks and engages in learning and development opportunities to ensure peak performance by completing and/or demonstrating the following:
  • Partners with manager to complete a written Individualized Development Plan that aligns with achieving current performance expectations and supporting potential career goals.
  • Applies newly learned knowledge and skills on the job.
  • Shares information with others that may benefit from his/her expertise.
  • Seeks coaching and feedback to ensure high performance.

Relationship Management - 20%

• Partners with the manager to establish specific goals for the office and implements strategies to achieve these goals.
  • Supports “On Mid Penn” and Work Place Banking events as needed.
  • Leads team by example as a top performer in sales and service goal achievement.
  • Supports the manager with planning and implementing contests and promotions to encourage full team participation in achieving individual and group goals.
  • Assists manager with educating the team on products, services, systems, and resources available to support the sales process.
  • Provides guidance and support to team members on recognizing and acting on sales opportunities.
• Assists new and existing customers with various financial needs including, but not limited to:
  • Opening and servicing deposit accounts.
  • Originating consumer loans and conducting loan closings.
  • Providing appropriate financial and account disclosures.
  • Educating customers on options for managing accounts.
  • Identifying opportunities to expand the customer relationship by offering additional products and services to meet customer needs.
  • Making referrals and customer introductions to other lines of business.
• Effectively utilizes the Customer Relationship Management program to track customer sales and service activities as well as cultivate prospective opportunities within the office’s market area.

Unwavering Service - 20%

• Demonstrates Unwavering Service Standards of Performance.
• Develops and maintains positive customer relationships through courteous and prompt response to customer questions, problems, and concerns.
• Takes ownership of internal and external customer problems and/or requests, proactively seeks answers and/or provides solutions and follows up to ensure customer needs have been met.
• Observes, coaches, and provides feedback to team to ensure excellent customer service.
• Provides guidance and support to team in resolving customer questions, problems, and concerns.

Leadership & Supervisory Performance - 15%

• Demonstrates high standards of integrity, honesty, and fairness.
• Role models attitudes and behaviors consistent with organizational values and expectations; demonstrates and promotes Unwavering Service Standards.
• Is present and available to employees; interacts with employees in a way that fosters employee engagement.
• Supports and applies organizational practices and policies in a fair and professional manner.

• Communicates expectations and provides feedback to ensure the best results; creates an atmosphere where communication is encouraged.
• Supervises assigned employees (if applicable). Responsibilities include, but are not limited to:
  • Partners with members of the Human Resources team to source, select, and onboard new employees.

Risk Management - 10%

• Responsible for understanding the Bank Secrecy Act/Anti-Money Laundering (BSA/AML) Policy and ensuring the duties related to the policy, including accurate and timely completion of Currency Transaction Reports and Suspicious Activity Reporting, are in compliance with expectations and federal regulations.
• Follows the company’s Customer Identification Policy (CIP) to ensure accurate identification of customers during the account opening process and reviews account information during service interactions to maintain accurate and up-to-date customer records.
• Maintains security controls to protect the facility against criminal and fraudulent operations and unnecessary risk or exposure.
• Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment, which is free of harassment and other forms of illegal discriminatory behavior in the workplace.
• Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the compliance with all regulatory requirements; ensures that all office personnel adhere to the same. Manages risk by completing all mandatory compliance and regulatory training assigned by the stated due date.

Reporting - 10%

• Communicates with the manager, other supervisors, and appropriate staff personnel in order to integrate activities.
• Prepares and distributes monthly operational reports to appropriate groups or individuals in a timely manner.

Ancillary Duties

• Performs tasks, which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances.
• Regular and predictable attendance is required.

Education & Qualifications

• A minimum of three (3) to four (4) years’ related work experience or specialized financial education and training normally required.
• Internal Supervisor Certification preferred.
• An Associate’s degree in related field preferred.
• Notary experience preferred or ability to obtain notary as needed.
• Ability to obtain and properly maintain a National Mortgage Licensing Registration (NMLS #) in order to take applications for loans that are secured by residential real estate is a requirement of this position.
• Ability to work a flexible schedule as required to meet operating needs.

Skill(s)

Proficient reading, writing, grammar, and mathematics skills; proficient interpersonal relations and communicative skills; proficient PC skills, including working knowledge of Microsoft Word and Excel; knowledge of policies and procedures; supervisory skills sufficient to manage employees; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, handle or feel, and lift items weighing 50 lbs. or less; visual , auditory and speaking skills; valid driver’s license is required.