Branch Service Supervisor or Senior - Winter Park
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Job Summary
Supervises and coordinates the day-to-day activities of the Teller line for one or more bank branches. Manages Teller schedules ensuring continuous coverage of Teller functions and adherence to established schedules. Ensures Teller compliance with bank policies, procedures, regulations, and operational guidelines. Works closely with branch management to communicate key information to the branch team regarding changes to bank policies, procedures, products, and services. Leads the teller line in cross-selling, referrals, and new business efforts in support of branch referral goals. Has a dotted-line reporting relationship to the Regional Operations Manager and is accountable for proper compliance with branch operations. Serves as back-up to Relationship Banker as needed. Note: In Nexus/Novus branches, this position does not directly supervise Tellers but provides operational oversight to team members and collaborates with the Retail Market Manager on leadership of the team.
Job Duties and Responsibilities
- Supervises and coordinates the day-to-day activities of the Teller line, including zone scheduling where available. Prepares and manages staffing and scheduling to ensure proper coverage and adherence to schedules. Provides guidance and assistance to tellers, reviewing and approving overrides.
- Assists Tellers in greeting customers, providing personalized customer service, and executing transactions accurately and efficiently.
- Addresses customer inquiries and issues professionally, escalating as needed, and ensuring customers feel valued.
- Promotes bank products and services, referring customers to bank partners to meet referral goals. Serves as Relationship Banker as needed.
- Drives teller line referral performance, modeling sales activities, and tracking referral activity through the Sales Management system.
- Participates in sales meetings, training, and campaigns, sharing product information and sales tips.
- Maintains cash levels, manages shipments, and verifies currency and coin transactions, including shipments to and from the branch and Federal Reserve Bank.
- Acts as the Teller Insight Branch Administrator, updating user profiles and managing Teller Insight tasks.
- Oversees quarterly Branch Management Operations checklist, addressing areas for improvement and ensuring compliance with policies and standards.
- Ensures branch security, assists with open/close procedures, and maintains security systems.
- Monitors customer satisfaction surveys, addresses service concerns, and partners with branch leadership.
- Adheres to operational standards, policies, procedures, and regulatory guidelines. Recognizes and reports fraud or suspicious activities.
- Models company culture and values, promotes a positive team environment, and leads in the absence of the Retail Market Manager or Lead Relationship Banker.
- Manages coaching, development, and performance of team members, ensuring proper training and compliance.
- Engages with the Regional Operations Manager, communicating operational updates and ensuring procedures are followed.
- Maintains professional appearance and behavior, keeps work area organized.
- Handles performance management, coaching, and employee relations in collaboration with Human Resources.
- Ensures awareness of risk, reports violations, and completes required training.
- Performs other duties as required.
Minimum Education
- High school diploma or equivalent.
Minimum Experience
- Two years of Teller experience, or
- One year of Teller experience plus successful completion of the BSS Development program, or
- One year as a Teller Supervisor or Branch Manager with Teller duties, or
- Two years supervisory experience including one year of Teller experience, or
- Bachelor's degree plus one year of Teller experience.
Required Knowledge, Skills, & Abilities
- Knowledge of bank operational functions, systems, policies, and procedures.
- Understanding of bank compliance rules and regulations.
- Strong interpersonal and customer service skills.
- Excellent listening and communication skills.
- Account reconciliation skills.
- Attention to detail, time management, and multi-tasking abilities.
- Proficiency in Microsoft Office.