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- Branch Operations Supervisor
Branch Operations Supervisor
- Little Falls, 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 excellence 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 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 teller difference 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 to the Branch 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 needed for coverage
Additional Recommended Training
Notary Public