Financial Specialist Leader - Tamarac

Davita Inc.; Tamarac (FL); On-site; USD 45,000 - 60,000; Full time

Job summary

A leading company in financial services is seeking a Branch Supervisor in Tamarac, Florida. The role involves overseeing teller operations, achieving service goals, and ensuring compliance with banking regulations. Candidates should have 3-5 years of relevant experience and a commitment to customer service excellence, along with a high school diploma or GED.

Benefits

Sign-on bonus of $1,500 after six months

Mileage reimbursement for training

Training reimbursement for hotel if traveling more than 60 miles

Qualifications

• Minimum of 3-5 years of experience as a Teller or Senior Teller.
• Demonstrated leadership or supervisory ability in banking or retail operations.

Responsibilities

• Supervising teller line operations and coordinating workflow.
• Achieving referral goals through cross selling of products.
• Maintaining compliance with bank policies and regulations.

Skills

Leadership

Cash Handling

Cross Selling

Customer Service

Compliance Knowledge

Education

HS Diploma or GED

Job description

**Sign-on bonus of $1,500 to be paid after six months of continuous service**

SUMMARY: Provides leadership to tellers in assigned branch ensuring customers are handled appropriately and their banking needs are identified and met. Assist branch in achieving all referral and service goals by performing the following duties within established policies and procedures.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned.

• Maintains direct responsibility for supervising the day-to-day operations of the teller line.


• Coordinates workflow of tellers.


• Coordinates operational activities within their authority. Keeps Branch Assistant Leader and Market Leader apprised of all issues.


• Achieves individual referral goals through cross selling of all credit, non-credit, and fee income and alternative investment goals. Works with tellers to achieve referral goals and track teller performance. The FSL takes the lead role in being the "operational coach" for the teller line.


• Serves as teller cashing checks and processing deposits; issues and receives negotiable instruments


• Cross-trains on the products and operational processes associated with the Platform and assists clients with related activities, such as opening accounts, as needed.


• Centrally maintains reserve and working supplies of negotiable instruments, including, but not limited to: official checks, money orders, and counter checks.


• Balances out branch to standard cash limit, prepares cash shipments to Federal Reserve intermediary banking institution and reconciles cash general ledger account.


• Maintains and controls vault cash.


• Ensures that tellers adhere to all current policies, procedures and regulations including compliance and security.


• Conducts Teller meetings to discuss branch issues, regulatory updates, and/or to explain procedural changes/practices.


• Works with Assistant Branch Leader to address operational exceptions and maintain operational soundness of Teller line.


• Assists tellers with identifying and correcting out-of-balance conditions.


• Works with Market Leader/Assistant Branch Leader to develop weekly schedules.


• Participates with Market Leader/Assistant Branch Leader in evaluation of teller performance. Participates in corrective action process.


• Advises Market Leader/Assistant Branch Leader of discrepancies from standard operating procedures so proper corrective action can be taken.


• Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).


• Adheres to Bank policies and procedures and completes required training.


• Identifies and reports suspicious activity.

EDUCATION

HS Diplomaor GED required

EXPERIENCE

• Minimum of 3-5 years job experience as a Teller/Senior Teller or demonstrated leadership/supervisory ability in operations area related to Bank or retail operationsrequired

Please be advised that new hires will be required to attend a two-week Retail Training Class from 9am -- 5pm in either Miami Lakes or Boynton Beach. The Company may reimburse for mileage exceeding the distance of an employee's daily commute to his/her primary office for training. Additionally, for those traveling more than 60 miles each way may inquire about the details of hotel reimbursement.

Sign-on bonus of $1,500 to be paid after six months of continuous service