Branch Supervisor: Customer Experience & Sales

Ridgewood Savings Bank; New York (NY); On-site; USD 40,000 - 51,000; Full time

Job summary

Ridgewood Savings Bank in New York, NY seeks a Universal Banker to deliver excellent customer service, supervise staff as needed, and support branch operations. This role involves resolving customer issues, handling transactions, and driving sales while maintaining regulatory compliance.

The candidate should have a high school diploma or equivalent and relevant experience. Familiarity with supervisory duties and a track record of achieving sales and service goals is expected.

Qualifications

• High school diploma or equivalent.
• Demonstrated experience as a Universal Banker, familiar with Supervisor duties, generally equivalent to two years.

Responsibilities

• Ensures satisfactory resolution of customer issues by interacting with customers, investigating complaints, providing information, and correcting errors.
• Manages job tasks and develops cross-functional skills of subordinates through delegation.
• Monitors work production for accuracy and to identify trends, problem areas, and training needs by observing and following-up with subordinates in accordance with all regulatory requirements.
• Reviews and authorizes monetary transactions exceeding subordinate limits after verification.
• Provides guidance and assistance to subordinates on non-routine transactions by advising of procedures to be followed through interview and investigation.
• Monitors cross-selling opportunities and maximizes sales performance by conducting sales meetings, performing skills transfers and creating individual development plans for sales personnel.
• Disseminates information to subordinates by oral and written communication.
• Ensures adequate branch staffing by monitoring days off and scheduling personnel for workweek. Monitors non-officer personnel schedules through payroll system to ensure accurate work schedule and timely reporting.
• Reviews daily printouts required by bank policy and procedure to prevent financial loss and monitor suspicious activity in accordance with BSA and other regulatory requirements.
• Identifies and ensures completion of Currency Transaction reports. Monitors and analyzes customer transactions for any suspicious activities that may be in violation of the Anti-Money Laundering Program in accordance with BSA. Reports any finding to Branch Management, Security and Compliance.
• Ensures cash order or cash shipment is required by monitoring daily branch cash position and placing appropriate cash order.
• Assists in retrieving ATM deposits and adjusting account check holds to prevent financial loss and ensure appropriate credit to customer account in accordance with Regulation CC.
• Monitors and reconciles required general ledger accounts in accordance with policy and procedure.
• Ensures accurate accounting of inventory in accordance with policy and procedure.
• Corrects accounting and computer differences by analysis and investigation.
• Maintains dual control and proper security procedures.
• Ensures that the Cash Dispenser/Recycler and ATM is properly maintained and utilized by monitoring daily cash flow and balancing daily.
• Ensures proper review and settlement of in-clearing check items by reviewing account history and paying or returning rejected items in accordance with Regulation CC.
• Assists Branch Manager and Assistant Manager in completing monthly State of the Branch and General Ledger Reconciliation reports, to review the financial activities of the branch and ensure all required actions are conducted.
• Ensures adequate coverage and maintains acceptable levels of customer service by operating as a Universal Banker when necessary.
• Helps out when needed by performing other related duties that may be necessary from time to time.

Education

High school diploma or equivalent

Job description

Ridgewood Savings Bank in New York, NY seeks a Universal Banker to deliver excellent customer service, supervise staff as needed, and support branch operations. This role involves resolving customer issues, handling transactions, and driving sales while maintaining regulatory compliance.

The candidate should have a high school diploma or equivalent and relevant experience. Familiarity with supervisory duties and a track record of achieving sales and service goals is expected.