Banking Center Operations Coordinator

Job Description

Location:  Onsite listed in the posting

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Weekly Scheduled Hours: 8-5 Mon-Fri and 8-12 Saturday

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SUMMARY

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Provides supervision and support to the tellers to ensure that the staff provides maximum customer service in a professional manner. Monitor and train the transactional processing staff in supporting all bank marketing efforts and cross-sell products. Responsible for ensuring compliance of all policies and procedures affecting the day-to-day operations. Perform related duties as required to assist in achieving banking center goals. Provide quality, accurate and timely customer service involving daily processing of financial transactions in a retail environment, which include the duties and responsibilities described herein.

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ESSENTIAL DUTIES AND RESPONSIBILITIES

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Operational efficiency

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· Oversee center cash operations including cashboxes, vault, ATM, and TCRs to ensure center cash is managed, balanced, and secured within the established limits following bank policy.

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· Process client transactions accurately and efficiently and using sound judgment when providing approvals and overrides to safeguard against fraud and errors.

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· Stay informed on operational updates and communicate critical policy, procedure, and compliance changes or alerts to the team.

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· Manage access controls by ensuring proper dual control where applicable, and uphold secure handling of keys, combinations, and sensitive assets in accordance with bank procedures.

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· Mitigate the bank’s risk as outlined in the Compliance and risk management section below including assisting with cash audits and ensuring accurate record retention.

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Compliance and risk management

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· Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics.

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· Lead the Operational Performance of the banking center through maintaining control over key risk areas of the center, including tellers’ difference, operational losses, and audit control procedures, resolution of out-of-balance conditions, compliance, and quarterly and annual audit functions.

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· Ensure all audit and security policies and procedures are followed during open hours and at banking center opening and closing.

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· Control the inventory of cash, Official Checks and Personal Money Orders through dual control.

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Client experience

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· Lead the Client Experience efforts of the banking center, including delivering excellent client experiences consistently and promptly resolve client issues effectively.

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· Ensure an excellent overall client experience by assisting clients with select service needs.

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· Responsible for ensuring proper control and maximum efficiency in transactional processing. Provide transactional processing support in order to keep client wait times to a minimum.

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· Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning.

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Sales and service

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· Cross-sell and make referrals to bank partners to generate new business and deepen existing client relationships.

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· Explain product benefits, changes, restrictions, requirements, and any other relevant product information to clients, prospects, and associates.

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Team management

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· Maintain workflow and handle scheduling the associates supporting financial transactions.

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· Observe, coach, and lead the transactional processing team to ensure all strategic initiatives are executed effectively.

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· Assist in evaluating employee performance and counseling when needed.

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· Assist in determining and satisfying training needs and establish performance plans.

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· Conduct meetings to develop a communication line to explain and institute new policies and to ensure continuous development of staff.

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· Assist in conducting meetings to promote sales, product knowledge and client service

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Perform all other job related duties as assigned

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QUALIFICATIONS

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To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position:

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\n 1. High school diploma or GED required Bachelors degree preferred and 2-5 years of experience or equivalent combination of education and experience

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COMPUTER AND OFFICE EQUIPMENT SKILLS

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1. Microsoft Office suite

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CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc)

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None required 

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As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements.