Assistant Banking Center Manager
Fidelity Cooperative Bank · Princeton, MA · 3 days ago
On-siteSalesFull-time
Essential Job Functions & Responsibilities
- Oversees, supervises and mentors Banking Center staff for purposes of the day-to-day administration of job duties, including scheduling, communicating overall goals, operations, and coaching reinforcing principles and values.
- Makes decisions based on management reports.
- Develops a rapport with customers, greeting customers by name, possessing an understanding of account ownership types and authority, as well as, being responsive and timely with correspondence and problem resolution.
- Provides backup to the Banking Center Manager.
- Provides excellent customer care to customers relative to daily transactions, addressing inquiries, and problem resolution in accordance with Bank policies and procedures.
- Performs banking transactions including processing deposits and loan payments, verifying cash and endorsements, check cashing, money orders and treasurer's check issuance and savings bond redemption.
- Fulfills all Banking Center opening and closing activities.
- Introduces and advises on the Bank's deposit and consumer loan products and services to proactively meet customer needs.
- Proficient in determining customers’ existing and prospective financial needs and identifies referrals to other business lines, e.g., Investment Services, TAM, Commercial Lending, Treasury Management, etc.
- Maintains a working knowledge of product and service offerings including consumer, business, deposit, lending, non-profit, retirement, digital banking, debit cards, etc.
- Confidently discusses customer lending opportunities and assists customers in preparing loan applications for home equity loan products and other consumer loans.
- Safeguards customer trust by upholding the duty of customer confidentiality.
- Complies with all required laws, regulations, policies, and procedures.
- Timely completion of all assigned learning activities.
- Proficient in vault custodian duties.
- Participates/volunteers in community groups and events.
- Completes specialized training courses and certification programs as assigned and within allotted timeframes.
- Additional duties as assigned.
Education & Certifications
- Bachelor’s degree preferred, or combination of secondary education and four years of progressive retail banking experience
- Nationwide Mortgage Licensing System (NMLS) registration
- Notary Public commission
- Completion of Medallion signature guarantee training required
Knowledge, Skills & Abilities
- Three or more years supervisory experience and proven leadership capabilities required, including minimum of one year retail banking supervisory experience.
- Conversant in all Bank business lines.
- Ability to independently complete and mentor others in transactions and all platform services, including transactions, account opening, consumer loan products, IRAs, trust accounts, etc.
- Ability to supervise staff.
- Critical thinking, decision making and problem-solving skills.
- Demonstrated high level of judgement and decision-making ability.
- Demonstrated ability to fulfill the opening/closing activities of the Banking Center.
- Prior customer relationship building experience.
- Must have a supervisory aptitude.
- Demonstrated management and leadership skills.
- Must have cyber security awareness to protect the digital environment, the Bank, and customers.
Competencies
- Managerial Courage
- Technology Savviness/Digital Enthusiast
- Financial Comprehension
- Adaptability and Flexibility
- Sales Aptitude
- Eager and Agile Learner