Retail Banking Management Associate

Job Title: Management Associate

FLSA Status: Exempt

Department: Retail

Hours of Operation: Varies by office location, Saturday Hours by rotation

General Job Summary: Assists customers with a wide variety of retail banking needs. Provides back-up and support to Office Manager.

Organizational Duties and Responsibilities:

• Supports the mission, vision and philosophy of the Bank. Complies willingly with all organizational policies and procedures.
• Supports all functions that maintain compliance with regulatory agencies.

Essential Duties and Responsibilities:

• Retain and expand current customer relationships
• Open new accounts, perform account maintenance, process and close loans
• Consultative Selling - Engage existing clients and prospects to uncover needs and offer solutions
• Perform Service Associate duties including, but not limited to, processing deposits, withdrawals, cashing checks, balancing a cash drawer and processing teller work through image capture
• Assist with team building & motivation – Track results vs. goals, conduct weekly team meetings and coach employees
• Supervise staff on a limited basis to support Office Manager – Assist with interviews, performance appraisals, employee development, disciplinary actions and scheduling
• Lead, exemplify and coach to 212º commitment to service

Other Functions:

• Responsible for customer relations including complaints and inquiries
• Responsible for office operational processes
• Maintain up to date with changes in bank operational policies and procedures while making recommendations to improve efficiency
• Represent the bank at community functions
• Other functions as required

Working Conditions:

May work in an office, at a desk in the lobby, and/or at a teller station when needed

Minimum Job Requirements:

Education: High School Diploma or GED Equivalent required – BS/BA business related field preferred

Experience: Graduate of Management Training Program or 2+ years of banking experience

Specific Skills:

• Banking knowledge beneficial, computer skills (Microsoft Office, Excel, Word)
• Organizational skills
• Ability to adapt to a changing environment.
• Excellent communication skills, both written and verbal
• Ability to function independently in a multi-task environment, as well as part of a team
• Professional appearance and demeanor

Supervisory Responsibility: Limited as supporting Office Manager

Physical requirements:

The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Primarily sedentary work performed in an office environment
• Ability to sit for extended periods of time while working at a computer
• Frequent use of hands and fingers to operate a computer, keyboard, mouse, and other office equipment
• Ability to speak clearly and hear well enough to communicate with clients, team members, and vendors via phone, video, and in person
• Visual acuity sufficient to read computer screens, printed documents, and financial data
• Occasional standing, walking, bending, or reaching
• Ability to lift and carry up to 10–15 pounds occasionally (e.g., files, office supplies)