Market Retail Coordinator

Union State Bank - Kansas/Oklahoma; Arkansas City (KS); Vor Ort; USD 55.000 - 85.000; Vollzeit

Zusammenfassung

Union State Bank – Kansas/Oklahoma seeks a Market Retail Coordinator to lead daily retail operations in the market and coach local staff. You will manage customer relationships, support account openings, and ensure strict regulatory compliance while driving efficiency and service quality.

You will train tellers and new accounts staff, coordinate with the Director of Retail Operations, and play a key role in implementing new products and processes across branches in the market.

Qualifikationen

• High school graduate or GED required; some college or military equivalent preferred.
• Minimum four years in a retail branch banking environment with sales experience preferred.
• Understand and apply Federal, State and Union State banking rules and regulations.

Aufgaben

• Provide operational and customer service support to new account staff.
• Train new account staff on BPM New Account Platform and procedures.
• Coordinate and conduct training on new account procedures to ensure regulatory compliance.
• Maintain currency levels and handle ordering or deposits as needed to improve processes and customer experience.
• Perform teller duties and support staffing needs in the market.
• Oversee/coordinate training for tellers with the VP of Retail to ensure compliance and efficiency.
• Assist in implementing new products, services and procedures for the market.

Kenntnisse

Communication

Customer service

Sales experience

Operations

Attention to detail

Multi-tasking

Computer skills

Microsoft Office

Ausbildung

High school diploma / GED

Some college or military equivalent

4+ years retail banking experience

Tools

Precision

BPM

Integrated Teller

Teller Source Capture

Back Counter Capture

Card@Once

Microsoft Office Suite

Jobbeschreibung

Description

Position Title: Market Retail Coordinator

Reports To: Director of Retail Operations

Status: Salary; Exempt

Position Summary

Provides operational support to the Director of Retail Operations as it relates to the retail operations of the assigned market. Provides leadership and operational support to the retail staff in the assigned market. Responsible for planning, directing and organizing the daily retail operations in the market. Deals directly with new and existing customers to expand and strengthen banking relationships by providing prompt, accurate and friendly service to all customers. Is directly responsible for the management, coaching and development of the retail staff in the market under their supervision. Perform duties related to a variety of bank deposit operation functions at the branch level on an “as needed basis”.

Principal Responsibilities And Duties

• Provides operational and customer service support to new account staff in the market.
• Train New Account users on the BPM New Account Platform
• Coordinate/Conduct training to new account personnel on proper new account procedures and policy to ensure compliance with regulation.
• Maintaining appropriate currency levels and ordering or depositing as needed. Actively seeks ways to improve the processes and enhance the customer experience while complying with regulation as it relates to the account opening function of the bank.
• Performs New Account Opening Processes to support staffing needs in the market.
• Provides operational and customer service support to teller staff in the market.
• Act as administrator for the Integrated Teller System in the market.
• Oversee/Coordinate/Conduct training program for tellers in conjunction with the VP of Retail on processes, policy, procedure and regulation to ensure compliance while maintaining and improving efficiencies in the market.
• Actively seek ways to improve the processes and enhance the customer experience while complying with regulation as it relates to the teller function of the market.
• Coordinate with the Director of Retail Operations on Anti-money laundering training and reporting at the market and branch levels.
• Performs Teller Duties as Outlined in the Teller Job Description to support staffing needs in the market.
• Analyze/Coordinate staffing between the market branches to ensure branch staff levels are optimum for service and efficiency.
• Participates in the interview and hiring process for retail staff in the market.
• Schedules market staff and approves time off request for the market.
• Work with the Director of Retail Operations to provide direction/training/support to market branch retail staff.
• Coordinate with the Director of Retail Operations to implement new products, services and procedures to the market branch retail staff.
• Oversee the market back counter & teller capture process.
• Conduct audit and internal control review on branch operations in the market.
• Attends and actively participates in team/market/bank sales meetings.
• Enhance selling/cross-selling knowledge in the market.
• Assist management in implementing and tracking sales goals and performance in the market.
• Evaluates the performance of market retail staff.
• Provides monthly coaching to market retail staff to discuss performance, areas of improvement and career development opportunities.
• Provides recommendations to supervisor for compensation, decisions, hiring and disciplinary action for direct reports.
• Proactively evaluate/recommend/implement processes & procedures to ensure continuity between market branches.
• Stay up-to-date and knowledgeable regarding retail products, banking services, ownership and account structure and setup, software capabilities and regulatory compliance as it relates to new deposit accounts, safe deposit boxes and retail operations.
• Make recommendations to management on methods to improve the retail operations of the bank.
• Assist the Chief Risk Officer and Director of Retail Operations in identifying risk.
• Performs other duties as may be required or assigned.

Supervisor Responsibilities

Supervises facility retail staff and new account staff in the market as assigned.

Requirements

Education and Experience Requirements

High school graduate/GED required. Some college level or military equivalent preferred. Minimum four years in a retail branch banking environment and sales experience is preferred. Understand Federal, State and Union State banking rules and regulations. Bank related courses strongly recommended.

Specific Skills Required

Ability to communicate effectively with people both internally and externally through verbal and written skills. Background in customer service and sales. Demonstrated proficiency in operations, transaction accuracy and referrals. Detail-oriented, organized with the ability to identity and solve problems quickly. Ability to multi-task with an ability to follow policy, procedures and regulatory banking requirements. Excellent computer skills and knowledge is required. Proficiency in Word, Excel, Outlook and PowerPoint programs. Demonstrated leadership abilities and works well with all levels within the organization. Fosters a team environment. Strong people skills required. Able to handle confidential information and positively represent the company.

Competencies

Leadership presence, problem solving, approachability, critical thinking, customer focus.

System Accesses

Precision, Business Process Manager, Integrated Teller, Teller Source Capture & Back Counter Capture, Card@Once, Microsoft Office Suite, etc.

Equipment Used

Office equipment which includes computer, multi-line phone system, copier, adding machine, currency counter, coin counter, coin wrapper, projector and imaging scanner.

Working Conditions

Work is performed in an office environment. Periodic (less than 10% of the time) physical exertion to manually move, lift, carry or push heavy objects or materials weighing up to 50 pounds; Constant and repetitive use of arms and hands below shoulder level for computer usage; This position exists in an office environment requiring the individual to perform normal activities including, but not limited to, lifting, filing and retrieving, operating office equipment, etc. Frequent travel between facilities will be required.

This job description describes the general nature and level of work performed by the employee assigned to this position. Responsibilities and duties describe those functions considered essential to the performance of the job. This description does not state or imply that these are the only duties and responsibilities assigned to the job. The employee may be required to perform other job-related duties as requested by their supervisor. All requirements are subject to change over time, at the discretion of your supervisor, and to possible modification to reasonably accommodate individuals with a disability.

Union State Bank is an equal opportunity employer

All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender, identity, age, disability, or status as a protected veteran.