Branch Manager - Houston, United States - Third Coast Bank, SSB

Description

Job Description

Position Summary:

The position oversees the operation of a branch including deposits, and non-exempt personnel. The role is responsible for the supervision of the tellers and FSR, performs all teller and FSR functions, and solves problems and assists with complex work-related matters. Guide and advise the tellers and FSRs in the efficient handling of customers needs. The position is also responsible for the expansion of existing business relationships and the development of new business. Additional duties include coordinating, hosting, and leading monthly branch meetings to communicate issues to current concern, introduce new employees, bring awareness to product promotions and updated policies & procedures, celebrate monthly birthdays and or any and all other items to promote a safe, friendly and great working environment. The position will make independent decisions on large items, NSFs, and new accounts.

Essential Functions:

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Review and if necessary work branch NSFs / by 10 am, and review Overdraft Report daily.
2. Daily Team Huddles
3. Participate / Lead Weekly Branch Manager Calls
4. Review CD maturity report and follow up with customers.
5. Review New Account Report to confirm Branch staff is completing 2x2x2.
6. QC on all new accounts within 24 business hours.
7. Provide excellent customer service to our customers through the ability to identify and meet the needs of our customers with products or services available through TCB ssb. To reinforce service culture of TCB ssb, every effort should be to coach, train, and develop employees under your supervision in excellence in service for our customers.
8. Participate in quarterly meetings and or training as required.
9. Supervise the activities of the tellers and FSRs by assigning work, answering questions, solving problems, helping with complex transactions and sensitive customer relations problems, and explaining policies and procedures to customers.
10. Ensure that staff is trained and cross-trained in all phases of their particular jobs to ensure quality customer service.
11. Evaluate the job performance of subordinates to ensure quality.
12. Must be proficient to oversee the teller function, new account function, night depository processing, customer service duties as well as familiarity with IRA services and business and personal banking products and services.
13. Maintain an adequate supply of cash to meet the branch needs.
14. Maintain current knowledge and adhere to all bank policies and procedures, all state and federal regulations and all bank products and services.
15. Ensure that employees under your supervision and the branch are following procedures to maintain the branch compliance. This includes daily checking of system maintenance and new accounts; monthly audits for tellers and vault and semi-annually audits on Safe Deposit Boxes.
16. Performing monthly alarm testing and quarterly maintaining the All Clear Signal
17. Correctly perform supervisor overrides.
18. Process daily NSF items for your location that have not been resolved.
19. Maintain quality control on document imaging.
20. Serve as vault teller for the branch, which includes ordering cash from the Federal Reserve, verifying cash received and shipped, filling teller cash orders.
21. Practice quality teamwork to ensure the success of the bank as a whole as well as your assigned banking center.
22. Supports staff goals related to promoting, opening and cross-selling the Banks products and services, integrates into the community promoting the banks products and services, manages staff at providing excellent customer experience and reaches out to existing and new customers validating customer experience.
23. Answer telephones, answer questions and direct callers to proper Bank personnel.
24. Assume responsibility for various department functions in the absence of staff members or in overwhelming situations.
25. Follow policies and procedures; complete tasks correctly and on time; support the Banks goals and values.
26. Treat people with respect, keep commitments, inspire the trust of others and is viewed as a professional in the retail area, work ethically and with integrity; uphold organizational values; accept responsibility for own actions.
27. Integrates into the community performing services related to financial literacy at least twice a year.
28. Performs all other duties as assigned.

Supervisory Responsibility:

The position is responsible for the supervision of all tellers and FSRs at their branch; and the incumbent is required to provide leadership, training and support to less experienced staff members.

Position Type:

This is a full-time, exempt position, typical work hours are Monday through Friday, between 7:30am to 6:00pm, with some locations open on Saturdays 9:00am to 12:00pm

Travel:

Travel up to 25% of the time

Work Environment:

This job operates in a professional office environment. This position uses office equipment such as computers, phones, copy and fax machines, calculators, filing cabinets and printers.

Physical Demands:

This position will be responsible for writing, typing, speaking, listening, lifting (up to 50 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching.

Mental Demands:

The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks and constant interruptions.

Education and Experience:

• College Education or previous experience in a similar financial services role or 4-6 years in a Financial Services Representative or Universal Banker role. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related, work related experience should consist of a financial institution cash handling and customer service background.
• Strong interpersonal and communication skills.
• Strong supervisory and coaching skills
• Advanced experience, knowledge and training in branch operation activities, terminology and products and services.
• Knowledge of Windows, Microsoft Office, Internet access or the equivalent is required
• Knowledge of related state and federal banking compliance regulations, and other Bank operational policies.
• Intermediate skills in computer terminal and personal computer operation; and word processing, spreadsheet and account opening software programs.
• Intermediate typing skills to meet production needs of the position.
• Intermediate math skills; calculate interest and balance accounts; add, subtract, multiply and divide in all units of measure using whole numbers, common fractions and decimals; locate routine mathematical errors; count currency, coin and negotiable instruments in a timely manner.
• Effective verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees.
• Ability to deal with difficult problems involving multiple facets and variables in non-standardized situations.
• Effective organizational and time management skills.
• Ability to handle multiple tasks simultaneously in a fast paced, diverse and growth-oriented environment.
• Ability to work without supervision while performing duties.
• Current drivers license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities.