Community Banking Supervisor: Lead, Sell & Serve

Provident; Riverside (CA); Hybrid; USD 30.000 - 41.000; Vollzeit

Zusammenfassung

Provident in Riverside, CA is seeking a Community Banking Supervisor to uphold superior customer service in the retail banking center, oversee operations, train staff, and drive cross-selling and telemarketing initiatives.

The role requires meeting sales goals, safeguarding cash and confidential data, enforcing regulatory compliance, and motivating staff to deliver results; occasional travel between branches may be needed.

Qualifikationen

• High school diploma or equivalent.
• Previous entry-level supervisory experience or completion of supervisory training.
• Minimum of three years' experience in responsible banking position.
• Maintains a strong working knowledge of all aspects of both state and federal regulations as they relate to banking tasks being performed.
• Must have ability to work well with customers and staff, both in person and by telephone.
• Selling and motivational skills a must.
• The ability to communicate effectively, both verbally and in writing, with all levels within the organization, as well as with outside contacts; bilingual ability would be helpful.
• Must have good aptitude for numbers and detail.
• Keyboarding and computer skills are necessary, as well as strong organizational skills.
• Must have strong knowledge of Microsoft Word and Excel, as well as Outlook.

Aufgaben

• Meets or exceeds established goals and objectives set forth for this position, and will know, understand, and be knowledgeable with sales goals and expectations and be able to report results to management proficiently.
• Ensures that superior customer service is the standard within the Retail Banking Center; organizes and supervises staff members to meet this standard.
• Maintains a high level of proficiency in all types of banking operations and new accounts, and is responsible for the motivation of staff members in the successful achievement of sales goals and superior customer service.
• Performs integrity reviews to include verification of required information to establish new account relationships, including business account documentation.
• Confidently possesses sufficient product knowledge and seeks opportunities to explain, promote, or sell/cross-sell benefits of bank services and products to customers, while providing quality customer service.
• Actively generates new business relationships and participates in outside sales activities including: business calls, prospecting, community involvement, telemarketing, Bank-At-Work events, etc. Must possess strong presentation skills and the ability to creatively develop new business relationships inside and outside of the branch. Requires flexibility to participate in off-site business development endeavors.
• Will monitor and track business documentation and agreements initiated at account opening to ensure applicable documentation is received, or account is closed, per the terms of the agreement.
• Responsible for the proper control of cash, and protection of confidential financial information, to include non-disclosure of password and teller number, protection of endorsement stamp, as well as control of teller keys/combos at all times. Protects the confidentiality of all financial data relating to bank operations and its customers.
• Ensures that the banking center is maintained in a neat and safe condition.
• Motivates staff members in the maintenance of successful business development efforts.
• Responsible for maintaining high level of job performance to meet and/or exceed the standard for this position in order to ensure achievement of the Department's goals.
• Provides assistance to the banking center whenever necessary by working on the teller line or in new accounts in order to accommodate customers; may perform other duties relating to banking activity as required.
• This position operates more on the teller line and platform rather than on overall management.
• Assists the Branch Service/Operations Manager in performing the Branch Control Review (BCR) and self-assessments to ensure that all policies and procedures are adhered to and the branch is in compliance with all necessary regulatory requirements.
• Ensures that all security procedures within the banking center are adhered to by all employees. These procedures include opening and closing procedures, cash drawer limits, conducting regular monthly audit and control procedures, testing the alarm system on a regular basis and verifying that the maintenance of the fire extinguisher has occurred on a regular basis. Further, documents all actions taken in connection with security compliance.
• Sees to it that all daily work transactions are completed and audited in an efficient manner and in full compliance with established procedures. Maintains a follow-up file in order to take appropriate sales action on any inquiries/outstanding concerns; maintains business development log.
• May assist the Branch Service/Operations Manager and/or Community Banking Manager in the establishment of monthly staff meetings. Together with the Branch Vice President, establishes goals and objectives for staff members, and successfully coaches in selling techniques for all personnel, including asking for the relationship.
• May be responsible for the compilation, auditing and submission of daily work to the Accounting Department; such actions will meet all audit standards and be conducted in full compliance with all established operational procedures.
• Supervises the annual audits of collection files for dormant accounts, and oversees the safe deposit activity, including rental fees, maintenance of logs and entry tickets.
• Assists in the reviews of previous operational audits and results of branch audits by Internal Audit Department to ensure all corrections have been completed; maintains appropriate follow-up action of all such deficiencies to ensure non-reoccurrence.
• May be required to travel between branch or office locations to support operational or staffing needs.
• Other duties/special projects as assigned.

Kenntnisse

Customer service

Sales

Telemarketing

Presentation skills

Communication

Bilingual ability

Detail oriented

Ausbildung

High school diploma

Tools

Microsoft Word

Excel

Outlook

Jobbeschreibung

Provident in Riverside, CA is seeking a Community Banking Supervisor to uphold superior customer service in the retail banking center, oversee operations, train staff, and drive cross-selling and telemarketing initiatives.

The role requires meeting sales goals, safeguarding cash and confidential data, enforcing regulatory compliance, and motivating staff to deliver results; occasional travel between branches may be needed.