Customer Service Supervisor

Ridgewood Savings Bank; New York (NY); On-site; USD 46,000 - 58,000; Full time

Job summary

Ridgewood Savings Bank in New York seeks a Universal Banker with supervisor experience to lead branch operations and staff. You will manage cash handling, daily reconciliations, and adherence to AML and regulatory controls.

Ideal candidates have two years in a supervisory banking role, strong sales and service skills, and solid knowledge of Teller/PC applications and Microsoft Office. You will ensure branch efficiency and help achieve branch goals while delivering quality customer service.

Qualifications

• High school diploma or equivalent.
• Two years' Universal Banker experience or equivalent.
• Proven supervisory ability and ability to build rapport with teams.
• Ability to achieve sales, service and soundness goals.
• Knowledge of Bank Services and Sales Program.
• Knowledge of Teller and Platform PC applications and Microsoft Office.
• Ability to identify and resolve customer issues.
• Good judgement and independent decision-making required to manage the branch.

Responsibilities

• Resolve customer issues by interacting with customers, investigating complaints, and correcting errors.
• Delegate tasks and develop cross-functional skills of subordinates.
• Monitor work production for accuracy and identify trends and training needs.
• Review and authorize monetary transactions exceeding subordinate limits.
• Guide subordinates on non-routine transactions through procedures.
• Lead cross-sales and conduct sales meetings to drive performance.
• Disseminate information to staff by oral and written communication.
• Ensure staffing levels and monitor schedules for the branch.
• Review daily prints to prevent losses and monitor suspicious activity per policy.
• Identify currency transaction reports and monitor AML-related activity.
• Place cash orders based on daily cash position and shipments.
• Assist in ATM deposits and adjust holds per Regulation CC.
• Reconcile general ledger accounts and maintain inventory accounting.
• Maintain dual controls and security procedures.
• Ensure ATM cash flow and accurate balancing.
• Review and settle in-clearing checks per Regulation CC.
• Assist Branch Manager with monthly reports and reconciliations.
• Provide Universal Banker coverage when necessary.
• Perform other related duties as needed.

Skills

Universal Banker experience

Supervisory skills

Sales & service goals

Communication skills

Banking knowledge

Microsoft Office

Education

High school diploma or equivalent

Tools

Teller/Platform PC applications

Banking core systems

Job description

Estimated starting salary for this position is $889-$1,110 per week.

Duties and Responsibilities/Results:

• Ensures satisfactory resolution of customer issues by interacting with customers, investigating complaints, providing information, and correcting errors and discrepancies.
• 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.

Job Specifications:

• High school diploma or equivalent.
• Demonstrated experience as a Universal Banker, familiar with Supervisor duties, generally equivalent to two years.
• Demonstrated ability to be an effective supervisor and to build and maintain rapport with supervisors and subordinates.
• Demonstrated ability to achieve sales, service and soundness goals.
• Demonstrated knowledge of Bank Services.
• Demonstrated knowledge of the Bank’s Sales Program.
• Demonstrated knowledge of Teller and Platform PC applications and Microsoft Office
• Demonstrated ability to identify, investigate and resolve problems concerning customer accounts/transactions and employee conflicts.
• Above average oral and written communication skills.
• Demonstrates good judgement and ability to make independent decisions required to manage the branch.