Officer, Client Banking Supervisor

About the role

The role involves supervising and leading a team of Client Banking Officers to ensure exceptional client service. Key responsibilities include coordinating daily activities, assisting with escalated issues, and managing personnel actions.

Responsibilities

• Coordinates daily activities of the team including effective delegation of assignments, developing work schedules, and providing necessary training & guidance.
• Affords leadership during absence of the Team Manager.
• Assists with escalated issues from Community Banking, Business Banking, and Specialty Banking, CRE/Loan Servicing, and other internal lines of businesses.
• Processes, reconciles, and/or approves routine and complex transactions of varying risk and financial value in accordance with established policies and procedures.
• Identifies and addresses exceptions and may resolve escalated items.
• Partners internally with service partners to route calls, documents or other action items to complete transactions.
• Reviews transactions and verifies work processes to ensure completeness, accuracy and conformance to established service levels and applicable policies and procedures.
• Makes decisions that have moderate impact on the immediate work unit and cross-functional departments.
• Organizes and prioritizes work schedules on a short and long-term basis.
• Provides consultation and expert advice to management.
• Delivers informal and formal presentations, inside and outside the organization.
• Works with little to no supervision while performing duties.

Requirements

• Demonstrated knowledge of, adherence to, monitoring, and responsibility for compliance with state and federal regulations and laws as they pertain to this position.
• Intermediate skills in computer terminal and personal computer operation; Microsoft Office applications including but not limited to: Word, Excel, PowerPoint and Outlook.
• Intermediate math skills; calculate interest and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs.
• Effective organizational and time management skills.
• Exceptional oral, written, and interpersonal communication skills.
• Ability to make decisions that have moderate impact on the immediate work unit and cross-functional departments.
• Ability to organize and prioritize work schedules on a short and long-term basis.
• Ability to provide consultation and expert advice to management.
• Ability to make informal and formal presentations, inside and outside the organization; speaking before assigned team or other groups as needed.
• Ability to deal with complex difficult problems involving multiple facets and variables in non-standardized situations.
• Ability to work with little to no supervision while performing duties.

Qualifications

• High School diploma or equivalent required.
• Bachelor’s degree from an accredited college or university preferred.
• 1-3 years of supervisory/management experience preferred.
• 3 years of prior banking or financial services industry experience required.
• 1-3 years of related work experience and/or training.

Skills

• Knowledge of, adherence to, and monitoring of ECCHO Rules, NACHA Rules.

Benefits

• Financial Security: Eligible to participate in the company's 401k plan which includes a company match and immediate vesting.
• Health & Well-Being: Comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA).
• Building & Supporting Your Family: Partnerships with providers that offer adoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family.
• Paid Time Away: Eligible team members receive paid vacation days, holidays, and volunteer time off.
• Career Growth Opportunities: Tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more.

Pay

The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors.

Schedule

N/A