- Work closely with the Branch Manager to attain branch and Bank goals
- Ensure day-to-day operational excellence in the branch
- Supervise and lead Tellers
- Provide Breakthrough Client Service
- Process transactions and place clients in appropriate account and loan products
- Cross-sell bank services and make referrals to other departments
- Ensure the branch meets or exceeds operations standards and is responsible for satisfactory audits
- Monitor sales and service goals and coach team members to deepen customer relationships
- Develop and maintain strong relationships with consumers and businesses in the local community
- Provide proactive solutions and problem resolutions aligned with Breakthrough Client Service Standards
- Back up the personal banking team by opening accounts, receiving loan requests, and gathering credit-related information
- Manage, lead, train, and coach Tellers; may oversee personal bankers with the Branch Manager
- Process and oversee branch opening and closing, overdraft monitoring, wire transfers and collections, stop payments, and branch controls
Requirements
- High School Diploma or GED, required
- 2 years of retail banking experience required
- Associate’s or Bachelor’s, Vocational, or Technical Degree in banking, business, or related field preferred
- Equivalent work experience preferred as an alternative to the preferred degree
- 1 year of management or supervisory experience preferred
- 1 year of consumer and small business lending origination experience preferred
- Customer service background in retail or banking
- Ability to grow sales through long-lasting, knowledge-based client relationships and customized solutions
- Demonstrated leadership skills, including handling difficult customer and associate conversations professionally
- Strong attention to detail and ability to multitask
- Proficient use of spreadsheets, banking computer systems, related software, and office equipment
- Ability to perform repetitive movements such as counting cash, typing, and handling documents
- Must act as a Bank MLO and register as an MLO under SAFE Act requirements
- Limited to open-end mortgage transactions; not authorized to act as a Bank Closed-End MLO
Core Competencies
Demonstrates strong leadership and management skills in a retail banking environment, with a focus on operational excellence, customer service, and sales growth. Proficient in consumer and small business lending, with a commitment to building long-lasting client relationships.
Highest-signal resume keywords
- Retail Banking Experience
- Management or Supervisory Experience
- Consumer and Small Business Lending Origination
- Customer Service Skills
- Bank MLO Registration
ATS Optimization Keywords
Hard Skills
- Transaction Processing
- Sales Goal Monitoring
- Overdraft Monitoring
- Wire Transfers
- Collections
- Branch Controls
- Account Opening
- Loan Processing
- Spreadsheet Proficiency
- Banking Computer Systems
Soft Skills
- Leadership Skills
- Attention to Detail
- Multitasking Ability
- Problem Resolution
- Customer Relationship Management
Certifications & Qualifications
- Bank MLO Registration
- SAFE Act Compliance
Industry Keywords
- Retail Banking
- Client Service Standards
- Cross-Selling
- Audit Standards
- Community Relationship Development
Tools & Technologies
- Banking Software
- Office Equipment