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- Branch Operations Supervisor
Branch Operations Supervisor
- Whitesboro, NY
Summary
- Supervise the daily functions and activities of the teller line
- Processing of teller transactions to assist with customer traffic
- Recognize and Reward teller team members for excellent performance
- Demonstrate operational excellent in teller processing
- Ensure operational soundness of the branch
- Ensure compliance with government regulations
- Ensure compliance with bank policies and procedures
- Serve as a role model to others with regard to professionalism in both appearance & behavior
Essential Duties
Service
- Being courteous – make eye contact, smile, extend greeting, use name, engage in conversation, and other prescribed program disciplines
- Being knowledgeable – features and benefits of products and services
- Being accurate – cash handling, adherence to policies and procedures
- Being a relationship builder – identify needs-based referral opportunities
Supervision
- Establish SMART Goals (Specific, Measurable, Attainable, Realistic, Timely)
- Set Expectations• Conduct weekly observations on teller staff to monitor sales and service skills
- Provide Training & Development
- Provide Coaching – Morning Huddles, On the Spot, One on One, Team
- Scheduling – daily staffing model, vacation schedules, etc.
- Completion of Performance Reviews – 90 day, quarterly, annual evaluations
- Ensure proper communications and timelines are being adhered to on issues that require employee conferences reports or similar documentation
- Monitor & Measure Results – observations, customer feedback, reporting, etc.
- Handle Exceptions and Address Customer Concerns
- Provide teller overrides for various teller transactions as needed and according to the bank procedures
- Coach tellers on how to be an active listener and identify referral opportunities
- Monitor teller’s performance and adherence to teller referral guidelines
- Monitor and facility related issues through routine exterior and interior inspections, communicate them with the Branch Manager to ensure they are being addressed in a timely manner
Operations
- Participate in Branch Opening and Closing Procedures
- Participate in balancing of Branch ATMs and processing ATM deposits
- Participate in processing of daily night deposit transactions
- Adhere to policies and procedures – understanding the impact on audit and compliance
- Adhere to proving standards
- Ensure timely and accurate routing of work
- Maintain appropriate individual teller cash limits
- Daily, balance all branch GL’s and resolve any differences
- On the 1st of the month, balance all branch GL’s in preparation for monthly audit
- Assist tellers in researching any teller differences as they occur according to bank procedures
- Monitoring completion of daily logs to ensure accuracy and correct errors or omissions
- Performing monthly audits and review of security checklist
- Conduct periodic spot checks throughout the branch daily to ensure compliance of bank policies and procedures
- Communicating changes in policy and procedure as they occur
- Communicate any operational concerns with Area Operations Manager
- Work with platform on monitoring branch exception report and help to resolve any issues as needed
Self-Development
- Participate in both online and classroom training as recommended to expand knowledge and sharpen skills in current role.
- Participate in cross training to additional roles as requested.
- Communication
- Deliver verbal and written communications in a professional manner
- Understand the impact non-verbal communication can have on delivery of a message
- Be an active listener
- Community
- Participate in bank sponsored events.
*Required to attend or participate in necessary compliance training, including but not limited to BSA, Security, Information Technology, OFAC, Privacy and applicable BVS courses.
Skills Required
- Leadership Skills
- Interpersonal Skills – relate to coworkers, inspire/motivate, and mitigate conflict
- Written and Verbal Communication Skills
- Planning & Organizational Skills* Judgment and Decision-Making Skills
- Analytical Skills
- Problem Solving Skills
- Flexibility/Adaptability & Ability to Manage multiple priorities
- Time Management Skills
Job Requirements
- High School Graduate
- Two years teller experience
- Minimum of one-year Supervisory Experience
- Excellent Verbal & Written Communication Skills
- Ability to travel to other area branches as need for coverage
Additional Recommended Training
Notary Public