Branch Supervisor

POSITION SUMMARY This position will supervise Personal Bankers and Tellers within their assigned office and perform all duties of a Personal Banker and Teller. The Personal Banker is the “Customer Ambassador” for the bank with the overall purpose of providing exceptional service to our customers who prefer face‑to‑face interaction. The candidate will have a thorough understanding of the customer’s transaction requirements and be able to effectively communicate all available options, educate customers about the bank’s sales and service delivery options, and refer them to the appropriate products and services that match their needs. They will also take consumer loan applications, open deposit accounts, and process regular transactions such as receiving and paying out money while keeping accurate records. OBJECTIVES OF THIS ROLE Supervisor Role Monitor Personal Bankers and Tellers to ensure compliance with financial institution procedures and policies. Coach staff members on sale and service skills and fully utilize BN Control. Ensure that daily duties of Personal Bankers and Tellers are done timely and efficiently. Adhere to set goals and production requirements set by retail leadership. Transactional / ATM – ITM (Interactive Teller Machine) Cash Recycler are balanced and cash levels monitored; Night Depository processed. Quarterly surprise cash counts / reconciliations. Schedule staff, approve time reports. Order, ship and receive vault cash from Fed; fill cash orders for tellers. Maintain vault security and office alarm equipment. Ensure dual control where required. Open/Close office, ensure building maintenance is taken care of: snow removal, lawn/landscaping, repair and upkeep. Sign Cashier’s Checks / Wires to approved limits. Oversee training of new staff. Ensure direct reports’ testing / assessments are done timely. Complete performance evaluations for direct reports. RESPONSIBILITIES Have a good understanding of bank products/services and the customer’s current relationship, offer information on products and services that can benefit the customer and enhance their banking relationship. Evaluate needs of potential customers and offer appropriate financial products while utilizing BN Control. Prepare and compile new customer account information to open new deposit accounts – incl. signature cards, new account sheets, check orders, direct deposit, and automatic bill pay. Accounts include all deposit products such as Certificates of Deposit (opening, closing, deposits, partial withdrawals) and IRAs (opening, distributions, contributions). Expert level banker knowledge including business accounts and Treasury products. Take applications, analyze and compile information and documentation to accurately approve or deny credit cards, personal loans, and auto loans within Bank policy. Refer and schedule appointments with Home Loan Originators; educate customers on various home loan products. Provide ongoing relationship servicing by informing and advising customers of status or enhancements to current accounts to maintain goodwill and gain additional business. Respond promptly to customer inquiries and resolve difficult transactions and situations. Promote and cross‑sell Bank products and services as appropriate, including FM Investments. Generate new business to assist in meeting profitability goals of the office. Receive checks and cash for deposit; verify amounts; examine checks for endorsement and negotiability; enter transactions via an online terminal. Cash checks and pay money from savings and checking accounts upon verification of signatures and balance. Answer telephone calls, take messages, provide information, and direct calls to appropriate staff as necessary. Follow established security procedures and safeguard customer information at all times. Assist customers as needed with ITM Machine (Interactive Teller Machine). Clean and maintain work area, general office cleaning, and decorating. Comply with and satisfactorily pass tests for bank policy and regulatory compliance applicable to the position. QUALIFICATIONS High school diploma and associate’s degree, and/or 3‑5 years personal banker experience; leadership experience preferred. Basic math and computer skills. Internal candidates have successfully completed Personal Banker 1 & 2 Development plans. Working knowledge of banking/financial products and services. Cash‑handling experience. Excellent communication, customer service, and time‑management skills. Ability to pass a background check. Strong dedication to accuracy and efficiency. ADDITIONAL REQUIREMENTS: Certificates and Licenses Valid Driver’s License Personal Banker Certificate Notary Public Commission This position is scheduled to work Monday – Saturday, generally with a day off and/or occasional extended hours as needed to accommodate the flow of business. Non‑Exempt/Hourly Competencies Job Knowledge: Understands duties and responsibilities, possesses necessary job knowledge and technical skills, maintains job knowledge current. Productivity: Manages a fair workload, volunteers for additional work, prioritizes tasks, develops good work procedures, manages time well, and handles information flow. Attendance: Employee is expected to adhere to the attendance and break policy and communicate with the supervisor about anticipated time off or modifications to break times. #J-18808-Ljbffr