07/31/2019
This position manages a branch located in a school setting; manages students and directs daily operations to provide a high level of financial services to bank customers; provides training to all students to meet goals and objectives.
Essential Duties and Responsibilities
- Business development within the bank's market area through proactive cross-selling of services to current customers, use of referrals and regular business development calls to area businesses
- Regular coaching and student development meetings to support branch goals and provide incentive and training to students
- May contact customers and businesses, and join community and civic organizations to promote good will and generate new business, particularly in the area of small business lending and deposit growth
- Direct, coordinate and monitor activities to implement Haverhill Bank and branch policies, procedures and practices concerning customer service standards, account production, deposit growth and other applicable goals
- Adhere to the fundamentals of the Bank Secrecy Act in performance of job requirements
- Direct activities involving team efforts within the branch in the area of customer appreciation, attainment of branch goals, coaching, etc.
- Manage branch personnel to ensure the following:
- The branch is adequately staffed with properly trained personnel
- Assist in resolving problems, particularly those of a more complex nature
- Guide and advise students in the more complex phases of work
- The coordination of activities of the branch with other departments of the bank
- Authorize financial transactions executed by students
- Talk to customers to resolve problems. Ensure security and compliance standards are met
- Comply with all applicable laws, regulations and company policies as stated in the bank's Code of Conduct
- Responsible for overall direction, coordination and evaluation of assigned staff. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws
- Perform any other related duties as required or assigned
Job Qualifications
- High school diploma or equivalent
- College degree in Business, Finance or related field preferred
- 5 or more years experience in banking environment; retail customer service experience
- Previous experience in a sales and service culture preferred
- Familiarity with bank operating policies and procedures, and Deposit/Lending regulations (state and federal)
- Must be detail-oriented, computer literate; possess strong organizational and interpersonal skills as well as verbal and written communication skills
- Ability to interact within all levels of the bank and must be a team player
- Ability to effectively communicate information and respond to questions in person and small group situations with customers and employees of the organization
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