Assistant Banking Center Manager

Summary

The Assistant Banking Center Manager supervises staff at a Fidelity Banking Center, monitoring performance and operations while ensuring the highest level of customer care. As a trusted financial advisor, the ABCM delivers a full range of financial services to help customers meet their financial goals and supports staff in achieving their professional objectives.

Essential Job Functions & Responsibilities

• Oversees, supervises, and mentors Banking Center staff for day-to-day administration of job duties, including scheduling, communicating overall goals, operations, and coaching reinforcing principles and values.
• Monitors and decisions management reports.
• Develops rapport with customers, greeting them by name, understanding account ownership types and authority, and providing responsive and timely correspondence and problem resolution.
• Provides backup to the Banking Center Manager.
• Provides excellent customer care 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.
• Actively participates in Banking Center meetings and one-on-one coaching sessions.
• Participates/volunteers in community groups and events.
• Completes specialized training courses and certification programs as assigned and within allotted timeframes.
• Performs 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 execute more complex account openings and transactions independently.
• 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