Senior Universal Banker

Senior Universal Banker

Plans, directs, and organizes the operational activities of the branch following established policies and procedures.

Performs primary job function including teller and/or platform duties.

Assists with the supervision, training and directing of branch personnel with regards to all operational day-to-day activities.

Works with the Branch Sales Manager to conduct annual and quarterly reviews for all branch personnel.

Works closely with the Branch Sales Manager to process daily EIM items (pay/return decisions).

Reviews and authorizes staff schedules including approving overtime and paid leave.

Reviews accounts payable items (invoices) with the Branch Sales Manager for approval and forwards to the Accounting Department for processing.

Implements the Branch Security Plan and trains staff, including but not limited to the opening/closing procedures and monitoring the branch's security system.

Reports and monitors all technology issues at the branch location.

Insures the accurate processing and/or reporting of the following:

• Garnishments, tax levies, subpoenas, etc.
• Cash items.
• Proof corrections.
• Cash counts.
• CIP verifications.
• Counterfeit Currency Report.

• Mail (USPS, UPS, interoffice, mail deposits, hold mail, etc.)
• Night deposit logs, agreements, business resolutions.
• Safe deposit boxes (audit, bank use boxes, verification of documents, etc.)
• Collateral boxes and holds for notes secured by deposit accounts.
• Balancing and reporting of the negotiable instruments.
• Branch certification of internal controls.

Works with Branch Operations Administration to complete all quarterly and annual operational training including but not limited to the disaster recovery plan/business continuity plan and the implementation of such plans.

Resolves customer complaints within the branch with assistance of the Branch Sales Manager as needed.

Conducts branch audit and clears any exceptions under the guidance of Branch Operations Administration. Trains and cross-trains personnel in order to avoid any future exceptions.

Ensures branch personnel are in compliance with all policies and procedures as related to Branch Operations, including record retention.

Approves requisitions for purchasing of supplies for the branch under guidance of the Branch Sales Manager.

Monitors and maintains property management by coordinating with the Facilities department regarding upkeep and needed repairs.

Performs all other duties as assigned by supervisor.

Bachelor's degree from an accredited college with a concentration in accounting/finance preferred, or equivalent relevant experience.

One to two years of retail banking experience or equivalent relevant experience required with a minimum of six months to one year supervisory experience preferred.

Strong personal leadership skills, organizational skills and excellent verbal and written communication skills.

Ability to analyze and summarize financial information and present recommendations for appropriate courses of action.

Maintain positive work environment while being courteous and respectful to all.

Must be alert in all job functions.

Must follow all company policies and procedures.

Ability to maintain matters of a highly confidential nature.

Consults Branch Sales Leader on all significant decisions