- Schedules branch staff to ensure appropriate branch coverage
- Works with staff to ensure a positive customer experience
- Keeps current with operational standards and procedures, performs and reviews all branch documentation ensuring adherence to policies and procedures
- Ensures Branch Certification package is accurate and complete
- Maintains branch security by coaching and training staff in security procedures. Ensures controls are maintained over items such as keys, combinations, security signals and cash limits
- Informs and advises clients of resolution on account disputes and other account activity
- Handles all daily operational duties and reports such as file maintenance, overdraft reports and other operational duties
- Reviews reports for the branch and approves or declines exceptions within established limits in the Transaction Approval Authority matrix
- Performs teller duties, opens new accounts, and performs callback of new accounts and file maintenance
- Reviews new account openings for adherence to published procedures and regulatory requirements
- Answer phones and handles escalated customer service concerns
- Assists with promotional activities as needed
- Leads by example
- Provide ongoing operational guidance, training, and development of staff
- Positively recognizes staff for exceptional customer service, sales, and operations
- Actively engages staff to cultivate and encourage professional development
- Responsible for regularly assessing staff performance, addressing performance management situations and assisting the Branch Manager with Mid-year and Annual Evaluations
- Works with Branch Manager to set team goals and motivates staff to success
- Consistently models exemplary customer service
- Coaches staff to provide excellent customer service
- Actively listens to clients and maintains a friendly, positive, professional attitude
- Resolves difficult situations with creativity, tact and diplomacy while maintaining fiscal responsibility
- Partners with Branch Manager in customer retention activities
- Actively leads team in implementation of sales programs to generate targeted branch deposit growth
- Evaluates needs of potential clients and offers appropriate financial products and services
- Works closely with Branch Manager on business customer prospecting / business development, including outside calling
- Provides ongoing relationship servicing with current clients to maintain goodwill and gain additional business
- Generates new business to assist in meeting established profitability goals
- Assists with promotional activities as needed
- Expected to manage 1 or more branch employees
- Provide ongoing operational guidance, training and development to Client Service Representatives and/or New Account staff
- Responsible for regularly assessing Client Service Representatives and/or New Account Representative performance
- Assists the Branch Manager in addressing performance management situations and completing Mid-year and/or Annual Evaluations
- Actively assist in managing employee schedules and confirming accurate timecards
- Processes Daily Large Transaction report and scans to Compliance Department by established cutoff time
- Processes GEM Exception Items and prints, and files related supporting documents by established cutoff time
- Approves large transactions for teller staff up to assigned limit
- Provides supervisor override for transactions requiring supervisor review
- Supports Branch Manager or his/her back up with various assigned duties
- Handles difficult client situations in the absence of the Branch Manager or his/her backup
- Minimum of 4 years banking experience
- Minimum of 1 year's supervisory experience
- Minimum 1 years of operations experience preferred
- Notary Public preferred
- Must be proficient using Word, Excel and Outlook applications and banking programs
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Branch Operations Specialist - Folsom, United States - Vaco
Description
Branch Operations ActivitiesSales Activities
Determining compensation for this role (and others) at Vaco depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law, Vaco believes that the following salary range reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure: $24 - $35. The individual may also be eligible for discretionary bonuses.
Minimum of 4 years banking experience
Minimum of 1 year's supervisory experience
Minimum 1 years of operations experience preferred
Notary Public preferred
Must be proficient using Word, Excel and Outlook applications and banking programs
