Jobs · Sales · Massachusetts

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

Similar jobs

Assistant Store Manager

O'Reilly Auto PartsBluffdale, UT· 1 wk ago
Business Developmentapply on oreillyauto.wd1.myworkdayjobs.com