Financial Center Supervisor

Job Function / Summary

The Financial Center Supervisor ensures a solid operational foundation; builds relationships with clients while performing financial transactions including paying, receiving, and cash control duties; seeks to uncover financial needs, minimize loss, reduce risk, and deliver accurate and superior client service.

Essential Duties & Responsibilities

• Performs morning operational huddles.
• Completes Staffing & Scheduling coordination and duty assignments to ensure efficient operation of the financial center.
• Offers guidance to associates regarding teller transactions and reinforces policy and procedure.
• Assists with financial center morning and evening duties to include opening and closing the vault, working and locking the Night Depository, setting up the Teller station with supplies and cash, balancing the Teller window/financial center, and clearing teller errors and cash items.
• Affords assistance in mitigating operational loss within a financial center to include managing financial center and vault cash limits, granting staff supervisory override for transactions, ensuring proper hold placement and outage resolution.
• Supports the Bank's strong risk management culture through awareness, knowledge and sound decision-making and is responsible for adherence to the financial center Risk Management Review process to include dual control procedures.
• Accurately utilizes equipment and remains knowledgeable of equipment functionality to include ATM, Cash Recycler Machines, Currency Counters and Coin Sorters to provide financial center services.
• Models sales and service behavior for associates and promotes professionalism to include lobby management.
• Supports the Bank's strong risk management culture through awareness, knowledge and sound decision-making and is responsible for adherence to the financial center Risk Management Review process to include dual control procedures.
• Proactively educates clients on alternate delivery methods and channels that make client’s lives easier by providing self-service options, including emerging technology and digital solutions like mobile, online and ATM options, to access their accounts 24 hours a day/7 days a week.
• Refers clients to other business partners to provide clients with experts who can assist them with their specialized financial needs.
• Applies product and procedural knowledge to solve client problems appropriately and efficiently to enhance the client experience.
• Processes a variety of routine and complex transactions for financial center clients, including deposits, withdrawals, and loan payment processing.
• Engages in client and/or prospect management activities.
• Drives proactive sales conversations and financial needs assessment including, identifying and independently acting upon sales opportunities to build a strong pipeline of appointments to meet assigned sales goals.
• Safeguards operational and financial safety and soundness. Maintains awareness of the environment, the situation, and the client. Leverages lobby management as a tool for managing client interactions and risk.

Supervisory Responsibilities

• Carries out supervisory responsibilities in accordance with the organization's policies, procedures and applicable laws.
• Provides guidance and oversight to and is responsible for the coordination and evaluation of the assigned team.
• Interviews, hires and trains associates.
• Plans, assigns and directs work.
• Performs performance management.
• Approves expense reports.
• Addresses concerns and resolves problems.

Minimum Required Education, Experience & Knowledge

• High School Diploma or general education degree (GED).
• 3 years of cash handling and customer service experience in retail or branch banking.
• Bachelor’s degree and 1 year of cash handling and customer service experience in retail or branch banking.
• Working knowledge of the Microsoft Office suite (Word, Excel, and Outlook).
• Ability to navigate in multiple computer systems and applications, and utilize search tools to find information.
• This position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008.
• Employment is contingent upon meeting initial and ongoing registration requirements, including acceptable background investigation results.
• Working knowledge and understanding of laws and regulations pertaining to the banking industry.