Branch Operations Leader & Sales Coach

Central Bank; Oklahoma City (OK); On-site; USD 42,000 - 56,000; Full time

Job summary

Central Bank in Oklahoma City is seeking an experienced Assistant Branch Manager to support day-to-day branch operations and ensure efficient service. You will assign duties, oversee teller and vault activities, and provide guidance to branch staff on procedures and customer transactions.

You will coach staff on sales skills, conduct regular huddles, and participate in sales programs to drive new customers while assisting in personnel administration and performance reviews.

Qualifications

• Experience supervising branch staff and daily teller operations.

Responsibilities

• Assist in the management of day-to-day branch operations.
• Assign duties and work schedules to ensure efficient operation of the branch.
• Oversee the daily branch teller and vault operations to ensure that standard operating procedures are followed; provide guidance and training to branch personnel as needed.
• Provide appropriate approvals for customer transactions.
• Assist with problem resolution for tellers and customers.
• Assist Retail Branch Manager with coaching branch personnel on sales skills including recognizing sales opportunities.
• Conduct regular huddles for staff motivation.
• Participate, support, and coach branch personnel in sales programs/skills to generate new customers.
• Confer and participate with the Retail Branch Manager in resolving personnel problems, rating performance, and recommending salary changes.
• Assist in other functions of personnel administration including employment interviews, training and development, coaching, counseling, and performance reviews.
• Recommend hiring, discipline, promotion, transfer, and termination of staff as necessary.
• As needed, meet the performance requirements of Universal Banker including, but not limited to: Accurately and efficiently processing and recording teller transactions for Bank customers including cashing checks, accepting deposits and withdrawals, processing loan payments, conducting money transfers, placing stop payments, conducting cash advances, and other related services.
• Assessing the needs of the customer, explaining the accounts and services available, and assisting in the selection of the most appropriate product or service for the customer’s needs.
• Opening new personal or business accounts including checking and savings accounts, certificates of deposit (CD), safe deposit boxes, individual retirement accounts (IRA), internet banking services, ATM and debit cards, and credit cards.
• Accurately prepare all related documentation.
• Providing accurate and timely service on account maintenance and research requests, change of address requests, stop payment requests, telephone and wire transfer requests, check orders, funds transfers, and other customer requests.
• Respond to customer inquiries and concerns and resolve problems or discrepancies with customer accounts.
• Actively participate in the Retail sales program; attend appropriate sales training; utilize sales program initiatives; work with manager to set goals and make every effort to reach targeted goals.
• Make referrals to other business units for traditional and non-traditional banking products and services.
• Maintain thorough knowledge of all bank products and services; ensure branch personnel acquire and maintain knowledge of all bank products and services.
• Consistently deliver Legendary Service by promptly and professionally greeting customers in-person and by phone and facilitating a welcoming and customer-focused environment.
• Assist Retail Branch Manager to ensure staff’s thorough knowledge and understanding of compliance, security, and regulatory issues relating to teller and customer service areas (e.g., Bank Secrecy Act, Regulation CC, E, DD, P, OFAC, etc.) evidenced by appropriate application of these regulations in day-to-day operations.

Skills

Staff coaching

Sales skills

Training & development

Leadership

Customer service

Job description

Central Bank in Oklahoma City is seeking an experienced Assistant Branch Manager to support day-to-day branch operations and ensure efficient service. You will assign duties, oversee teller and vault activities, and provide guidance to branch staff on procedures and customer transactions.

You will coach staff on sales skills, conduct regular huddles, and participate in sales programs to drive new customers while assisting in personnel administration and performance reviews.