Universal Banker Supervisor | Howell

Primary Purpose

Provide personalized banking services ensuring the highest level of quality is provided to current and prospective clients. Responsible for a variety of duties which include supervising Universal Bankers and Part Time Tellers with daily operations.

Responsibilities

• Supervise Universal Bankers and Part Time Tellers with daily operations.
• Has responsibility for a portion of the branch operations and duties relating to the opening and processing of new accounts; establishing and maintaining client relationships while effectively assessing client needs and recommending appropriate bank products and services.
• Onboard and train Universal Banking and Teller staff.
• Conduct quarterly Core Proficiency reviews and accurately process routine financial transactions for banking clients.
• Provide first level supervision to Universal Bankers and Tellers ensuring clients are serviced quickly and efficiently.
• Review and maintain daily reports.
• Partner with the Management team to complete monthly and quarterly audits; ensure branch and employees are prepared for audit.
• Escalate matters to Retail Branch Management for further attention.
• Maintain set branch cash limit, at or below limit in addition to ensuring UB and Teller cash drawer limits are maintained and not over limit.
• Perform teller duties, including advanced and complex transactions, handling special requests and investigating discrepancies in accordance with Bank policies and procedures ensuring clients are serviced quickly and efficiently.
• Adequately cover branch network through travel as needed.
• Reconcile coin machine daily, ability to change coin bags, maintain cleanliness to ensure proper equipment operation.
• Daily use of Cash Recycler to include maintenance as needed and proof as designated.
• Provide notary services, signature guarantee and perform supervisory overrides for UB and/or Teller transactions.
• Assist prospective borrowers; act as main point of contact for clients with the completion of loan applications, closing loans and prepare account loans.
• Appropriately order and maintain vault cash.
• Prove vault cash daily.
• Absorb and assist with Armored Truck service ensuring standard operating and security procedures.
• Prepare cash in and out shipments.
• Prove daily journal transactions.
• Initiate and confirm wire transfers within policy guidelines.
• Reconcile ATM weekly and ensure proper equipment operation.
• Available to travel within the branch network as needed to ensure adequate branch coverage.
• Reconcile coin machine daily, ability to change coin bags, maintain cleanliness to ensure proper equipment operation.
• Daily use of Cash Recycler to include maintenance as needed and proof as designated.
• Provide notary services, signature guarantee and perform supervisory overrides for UB and/or Teller transactions.
• Assist prospective borrowers; act as main point of contact for clients with the completion of loan applications, closing loans and prepare account loans.
• Appropriately order and maintain vault cash.
• Prove vault cash daily.
• Absorb and assist with Armored Truck service ensuring standard operating and security procedures.
• Prepare cash in and out shipments.
• Prove daily journal transactions.
• Initiate and confirm wire transfers within policy guidelines.
• Reconcile ATM weekly and ensure proper equipment operation.
• Available to travel within the branch network as needed to ensure adequate branch coverage.
• Reconcile coin machine daily, ability to change coin bags, maintain cleanliness to ensure proper equipment operation.
• Daily use of Cash Recycler to include maintenance as needed and proof as designated.
• Provide notary services, signature guarantee and perform supervisory overrides for UB and/or Teller transactions.
• Assist prospective borrowers; act as main point of contact for clients with the completion of loan applications, closing loans and prepare account loans.
• Appropriately order and maintain vault cash.
• Prove vault cash daily.
• Absorb and assist with Armored Truck service ensuring standard operating and security procedures.
• Prepare cash in and out shipments.
• Prove daily journal transactions.
• Initiate and confirm wire transfers within policy guidelines.
• Reconcile ATM weekly and ensure proper equipment operation.
• Available to travel within the branch network as needed to ensure adequate branch coverage.
• Reconcile coin machine daily, ability to change coin bags, maintain cleanliness to ensure proper equipment operation.
• Daily use of Cash Recycler to include maintenance as needed and proof as designated.
• Provide notary services, signature guarantee and perform supervisory overrides for UB and/or Teller transactions.
• Assist prospective borrowers; act as main point of contact for clients with the completion of loan applications, closing loans and prepare account loans.
• Appropriately order and maintain vault cash.
• Prove vault cash daily.
• Absorb and assist with Armored Truck service ensuring standard operating and security procedures.
• Prepare cash in and out shipments.
• Prove daily journal transactions.
• Initiate and confirm wire transfers within policy guidelines.
• Reconcile ATM weekly and ensure proper equipment operation.
• Available to travel within the branch network as needed to ensure adequate branch coverage.
• Reconcile coin machine daily, ability to change coin bags, maintain cleanliness to ensure proper equipment operation.
• Daily use of Cash Recycler to include maintenance as needed and proof as designated.
• Provide notary services, signature guarantee and perform supervisory overrides for UB and/or Teller transactions.
• Assist prospective borrowers; act as main point of contact for clients with the completion of loan applications, closing loans and prepare account loans.
• Appropriately order and maintain vault cash.
• Prove vault cash daily.
• Absorb and assist with Armored Truck service ensuring standard operating and security procedures.
• Prepare cash in and out shipments.
• Prove daily journal transactions.
• Initiate and confirm wire transfers within policy guidelines.
• Reconcile ATM weekly and ensure proper equipment operation.
• Available to travel within the branch network as needed to ensure adequate branch coverage.
• Reconcile coin machine daily, ability to change coin bags, maintain cleanliness to ensure proper equipment operation.
• Daily use of Cash Recycler to include maintenance as needed and proof as designated.
• Provide notary services, signature guarantee and perform supervisory overrides for UB and/or Teller transactions.
• Assist prospective borrowers; act as main point of contact for clients with the completion of loan applications, closing loans and prepare account loans.
• Appropriately order and maintain vault cash.
• Prove vault cash daily.
• Absorb and assist with Armored Truck service ensuring standard operating and security procedures.
• Prepare cash in and out shipments.
• Prove daily journal transactions.
• Initiate and confirm wire transfers within policy guidelines.
• Reconcile ATM weekly and ensure proper equipment operation.
• Available to travel within the branch network as needed to ensure adequate branch coverage.
• Reconcile coin machine daily, ability to change coin bags, maintain cleanliness to ensure proper equipment operation.
• Daily use of Cash Recycler to include maintenance as needed and proof as designated.
• Provide notary services, signature guarantee and perform supervisory overrides for UB and/or Teller transactions.
• Assist prospective borrowers; act as main point of contact for clients with the completion of loan applications, closing loans and prepare account loans.
• Appropriately order and maintain vault cash.
• Prove vault cash daily.
• Absorb and assist with Armored Truck service ensuring standard operating and security procedures.
• Prepare cash in and out shipments.
• Prove daily journal transactions.
• Initiate and confirm wire transfers within policy guidelines.
• Reconcile ATM weekly and ensure proper equipment operation.
• Available to travel within the branch network as needed to ensure adequate branch coverage.
• Reconcile coin machine daily, ability to change coin bags, maintain cleanliness to ensure proper equipment operation.
• Daily use of Cash Recycler to include maintenance as needed and proof as designated.
• Provide notary services, signature guarantee and perform supervisory overrides for UB and/or Teller transactions.
• Assist prospective borrowers; act as main point of contact for clients with the completion of loan applications, closing loans and prepare account loans.
• Appropriately order and maintain vault cash.
• Prove vault cash daily.
• Absorb and assist with Armored Truck service ensuring standard operating and security procedures.
• Prepare cash in and out shipments.
• Prove daily journal transactions.
• Initiate and confirm wire transfers within policy guidelines.
• Reconcile ATM weekly and ensure proper equipment operation.
• Available to travel within the branch network as needed to ensure adequate branch coverage.
• Reconcile coin machine daily, ability to change coin bags, maintain cleanliness to ensure proper equipment operation.
• Daily use of Cash Recycler to include maintenance as needed and proof as designated.
• Provide notary services, signature guarantee and perform supervisory overrides for UB and/or Teller transactions.
• Assist prospective borrowers; act as main point of contact for clients with the completion of loan applications, closing loans and prepare account loans.
• Appropriately order and maintain vault cash.
• Prove vault cash daily.
• Absorb and assist with Armored Truck service ensuring standard operating and security procedures.
• Prepare cash in and out shipments.
• Prove daily journal transactions.
• Initiate and confirm wire transfers within policy guidelines.
• Reconcile ATM weekly and ensure proper equipment operation.
• Available to travel within the branch network as needed to ensure adequate branch coverage.
• Reconcile coin machine daily, ability to change coin bags, maintain cleanliness to ensure proper equipment operation.
• Daily use of Cash Recycler to include maintenance as needed and proof as designated.
• Provide notary services, signature guarantee and perform supervisory overrides for UB and/or Teller transactions.
• Assist prospective borrowers; act as main point of contact for clients with the completion of loan applications, closing loans and prepare account loans.
• Appropriately order and maintain vault cash.
• Prove vault cash daily.
• Absorb and assist with Armored Truck service ensuring standard operating and security procedures.
• Prepare cash in and out shipments.
• Prove daily journal transactions.
• Initiate and confirm wire transfers within policy guidelines.
• Reconcile ATM weekly and ensure proper equipment operation.
• Available to travel within the branch network as needed to ensure adequate branch coverage.
• Reconcile coin machine daily, ability to change coin bags, maintain cleanliness to ensure proper equipment operation.
• Daily use of Cash Recycler to include maintenance as needed and proof as designated.
• Provide notary services, signature guarantee and perform supervisory overrides for UB and/or Teller transactions.
• Assist prospective borrowers; act as main point of contact for clients with the completion of loan applications, closing loans and prepare account loans.
• Appropriately order and maintain vault cash.
• Prove vault cash daily.
• Absorb and assist with Armored Truck service ensuring standard operating and security procedures.
• Prepare cash in and out shipments.
• Prove daily journal