Senior Branch Banking Specialist

About the role

Shore United Bank is a full-service financial institution with a rich history dating back to 1876, over $6 billion in assets, serving Maryland, Delaware, and Virginia with branches and digital banking, plus trust and wealth management through Wye Trust. The bank is seeking a Senior Branch Banking Specialist to support the Branch Banking Supervisor by coordinating daily branch operations, ensuring exceptional customer service, promoting regulatory compliance, assisting in staff development, supporting sales initiatives, and delivering accurate transaction processing.

Location: Denton Branch - 850 S 5th Avenue, Denton, MD 21629

Responsibilities

• Supports Branch Banking Supervisor in coordination of the operational functions of staff by scheduling work, providing direction, monitoring workflow, assisting with transactions, balancing, and maintaining daily cash items, maintaining supplies, opening, and closing the office, preparing reports, and resolving problems according to existing operational policies and procedures.
• Establishes new banking relationships through conversations based on their financial needs.
• Provides account servicing and maintenance to include address changes, ATM card disputes, online banking setup and reset of passwords.
• Coaches the team to refer bank products and services to customers by having beneficial conversations during daily transactions.
• Opens new consumer and business accounts including CDs, IRAs, and safe deposit boxes.
• Oversees compliance with regulations and Branch operational policies and procedures by performing audits relating to cash, performing weekly Monetary Instrument Log (MIL) reports on money orders and official checks, conducting branch security checks of alarm and video systems, and completing required reports according to established policies, procedures, and regulations accurately and timely.
• Performs operational duties by conducting paying and receiving activities and processing work while maintaining audit standards, security, and control functions to protect the Bank from loss.
• Promotes timely and courteous service by ensuring questions are answered, providing friendly and accurate service, making proper referrals as necessary, meeting customer needs and expectations, upholding and meeting customer service guidelines, and helping Branch staff to understand and deliver these guideline standards.
• Assists in the evaluation of new staff, provide direction, training, coaching, development, and monitoring of performance, motivate staff, and communicate changes in policies and procedures.
• Works closely with bank partners for client referrals to Merchant, Wye Financial, Commercial Relationship