Assistant Banking Center Manager

Fidelity Bank; Worcester (MA); On-site; USD 73,214,000 - 95,246,000; Full time

Job summary

Fidelity Bank in Worcester, MA is seeking an Assistant Banking Center Manager to supervise staff, manage daily operations, and deliver a full range of financial services to customers. The ABCM will mentor staff, ensure quality service, and drive revenue through proactive product advice.

The role requires prior supervisory retail banking experience, a strong customer focus, and knowledge of deposit and loan products. Bachelor's degree preferred and NMLS + Notary commission are desirable.

Qualifications

• Bachelor’s degree preferred, or combination of secondary education and four years of progressive retail banking experience.
• Nationwide Mortgage Licensing System (NMLS) registration.
• Notary Public commission.
• Completion of Medallion signature guarantee training required.

Responsibilities

• Oversees and mentors Banking Center staff for day-to-day duties including scheduling and coaching.
• Monitors and analyzes management reports and customer interactions.
• Develops rapport with customers and understands account ownership types and authority.
• Provides backup to Banking Center Manager and ensures service quality.
• Performs deposits, loan payments, cash handling and other transactions per policy.
• Handles opening/closing activities of the Banking Center.
• Advances deposit and consumer loan products to meet customer needs.
• Identifies referrals to other lines of business (Investment Services, TAM, etc.).
• Maintains customer confidentiality and complies with laws and procedures.

Skills

Supervisory exp

Customer service

Team leadership

Retail banking

Product knowledge

Education

Bachelor’s degree preferred

NMLS registration

Notary Public commission

Medallion signature guarantee

Job description

Front Street Banking Ctr
153 Front Street
Worcester, MA 01608, USA

• Pay or shift range: $25.57 USD to $33.24 USD
  The estimated range is the budgeted amount for this position. Final offers are based on various factors, including skill set, experience, location, qualifications and other job-related reasons.

Description

Salary Grade :15

SUMMARY:

The Assistant Banking Center Manager (ABCM) supervises the staff at a Fidelity Banking Center. Responsible for monitoring performance and operations, ensuring the highest level of customer care for Bank customers. As a trusted financial advisor, the ABCM will advise and deliver a full range of financial services to customers to meet their financial goals. As a member of the retail management team, the ABCM will provide exceptional care and support to staff in achieving their professional goals.

ESSENTIAL JOB FUNCTIONS & RESPONSIBILITIES:

• Oversees, supervises and mentors Banking Center staff for purposes of the day-to-day administration of job duties, including scheduling, communicating overall goals, operations, and coaching reinforcing principles and values.
• Monitors and decisions management reports.
• Develops a rapport with customers, greeting customers by name, possesses an understanding of account ownership types and authority, as well as, being responsive and timely with correspondence and problem resolution.
• Provides backup to the Banking Center Manager.
• Provides excellent customer care to customers relative to daily transactions, addressing inquiries, and problem resolution in accordance with Bank policies and procedures.
• Performs banking transactions including processing deposits and loan payments, verifying cash and endorsements, check cashing, money orders and treasurer's check issuance and savings bond redemption.
• Fulfills all Banking Center opening and closing activities.
• Introduces and advises on the Bank's deposit and consumer loan products and services to proactively meet customer needs.
• Proficient in determining customers’ existing and prospective financial needs and identifies referrals to other business lines, e.g., Investment Services, TAM, Commercial Lending, Treasury Management, etc. Maintain a working knowledge of product and service offerings including consumer, business, deposit, lending, non-profit, retirement, digital banking, debit cards, etc.
• Confidently discuss customer lending opportunities and assists customers in preparing loan applications for home equity loan products and other consumer loans.
• Safeguards customer trust by upholding the duty of customer confidentiality.
• Complies with all required laws, regulations, policies, and procedures.
• Timely completion of all assigned learning activities.
• Actively participate in Banking Center meetings and one-on-one coaching sessions.
• Participates/volunteers in community groups and events.
• Completes specialized training courses and certification programs as assigned and within allotted timeframes.
• Additional duties as assigned.

EDUCATION & CERTIFICATIONS:

• Bachelor’s degree preferred, or combination of secondary education and four years of progressive retail banking experience
• Nationwide Mortgage Licensing System (NMLS) registration
• Notary Public commission
• Completion of Medallion signature guarantee training required

KNOWLEDGE, SKILLS & ABILITIES:

• Three or more years supervisory experience and proven leadership capabilities required, including minimum of one year retail banking supervisory experience.
• Conversant in all Bank business lines
• Ability to independently complete and mentor others in transactions and all platform services, including transactions, account opening, consumer loan products, IRAs, trust accounts, etc.
• Ability to execute more complex account openings and transactions independently
• Ability to supervise staff
• Critical thinking, decision making and problem-solving skills
• Demonstrated high level of judgement and decision-making ability
• Demonstrated ability to fulfill the opening/closing activities of the Banking Center
• Prior customer relationship building experience
• Must have a supervisory aptitude
• Demonstrated management and leadership skills
• Must have cyber security awareness to protect the digital environment, the Bank, and customers

COMPETENCIES:

• Managerial Courage
• Technology Savviness/Digital Enthusiast
• Financial Comprehension
• Adaptability and Flexibility
• Eager and Agile Learner

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.