Officer, Client Banking Supervisor

About the role

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

Responsibilities

• Coordinates daily activities of the team including delegation of assignments, scheduling, and training.
• Affords leadership during absence of the Team Manager.
• Assists with escalated issues from various internal lines of business.
• Processes, reconciles, and approves routine and complex transactions.
• Identifies and resolves exceptions and escalates items as necessary.
• Partners with service partners to route calls, documents, or other action items.
• Reviews transactions and verifies work processes for completeness, accuracy, and compliance.
• May review reports to identify exceptions, monitor quality, and ensure compliance.
• Participates in risk mitigation activities.
• Leads by example, sets high standards, and follows established bank policies and procedures.
• Evaluates processes for improvement and productivity.
• Manages, supports, coaches, and trains employees.
• Performs personnel actions including performance appraisals, disciplinary actions, and interviews.
• Prepares and delivers employee performance evaluations, goal planning, and counseling.

Requirements

• Demonstrated knowledge of relevant regulations and laws (Regulation Z, Regulation B, Fair Housing Act, etc.).
• Intermediate skills in computer operations and Microsoft Office applications.
• Intermediate math skills for calculations and verifications.
• Effective organizational and time management skills.
• Exceptional oral, written, and interpersonal communication skills.
• Ability to make decisions with moderate impact.
• Ability to prioritize and organize work schedules.
• Ability to provide consultation and expert advice.
• Ability to make informal and formal presentations.
• Ability to handle complex problems and make decisions in non-standardized situations.
• Ability to work independently and with little supervision.
• High School diploma or equivalent required.
• 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.
• Education through in-house training sessions, formal school, or financial industry-related curriculum.

Qualifications

• Knowledge of ECCHO Rules and NACHA Rules.
• Ability to work collaboratively in a team-oriented environment.

Skills

• Intermediate skills in computer terminal and personal computer operation.
• Microsoft Office applications including Word, Excel, PowerPoint, and Outlook.
• Intermediate math skills for calculations and verifications.
• Effective organizational and time management skills.
• Exceptional oral, written, and interpersonal communication skills.
• Ability to make decisions with moderate impact.
• Ability to prioritize and organize work schedules.
• Ability to provide consultation and expert advice.
• Ability to make informal and formal presentations.
• Ability to handle complex problems and make decisions in non-standardized situations.
• Ability to work independently and with little supervision.

Benefits

• Financial Security: Eligible to participate in the company's 401k plan with 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 offering 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 is determined based on a review of education, industry experience, training, knowledge, skills, abilities, and market data, among other factors.

Schedule

N/A