Financial Center Supervisor

Financial Center Supervisor The Financial Center Supervisor ensures a solid operational foundation; builds relationships with clients while performing financial transactions including paying, receiving, and cash control duties; seeks to uncover financial needs, minimize loss, reduce risk, and deliver accurate and superior client service. Essential Duties & Responsibilities Performs morning operational huddles. Completes staffing and scheduling coordination and duty assignments to ensure efficient operation of the financial center. Offers guidance to associates regarding teller transactions and reinforces policy and procedure. Assists with financial center morning and evening duties: opening and closing the vault, working and locking the Night Depository, setting up the teller station with supplies and cash, balancing the teller window/financial center, and clearing teller errors and cash items. Assists in mitigating operational loss by managing financial center and vault cash limits, granting staff supervisory override for transactions, ensuring proper hold placement, and resolving outages. Performs research and problem‑resolution for clients as issues arise. Supports the bank’s strong risk management culture through awareness, knowledge and sound decision‑making and is responsible for adherence to the financial center Risk Management Review process, including dual control procedures. Accurately utilizes equipment and remains knowledgeable of equipment functionality, including ATM, Cash Recycler Machines, Currency Counters and Coin Sorters. Models sales and service behavior for associates and promotes professionalism through lobby management. Manages existing clients and prospects by meeting with them, both in person and over the phone, to build and maintain strong, lasting relationships, discover financial needs and tailor product solutions. Conducts educational seminars or outbound calling as part of client service and lobby management. Proactively educates clients on alternate delivery methods and channels, providing self‑service options such as mobile, online and ATM, available 24 hours a day/7 days a week. Refers clients to other business partners to provide specialized assistance. Applies product and procedural knowledge to solve client problems efficiently to enhance the client experience. Processes a variety of routine and complex transactions for financial center clients, including deposits, withdrawals and loan payment processing. Engages in client and/or prospect management activities. Drives proactive sales conversations and financial needs assessment, identifying and independently acting upon sales opportunities to build a strong pipeline of appointments. Ensures operational and financial safety and soundness. Maintains awareness of the environment, the situation and the client. Leverages lobby management as a tool for managing client interactions and risk. Supervisory Responsibilities Carries out supervisory responsibilities in accordance with the organization’s policies, procedures and applicable laws. Provides guidance and oversight to the assigned team and is responsible for the coordination and evaluation of their work. Responsibilities may include interviewing, hiring and training associates; planning, assigning and directing work; performance management; associate compensation; approving expense reports; addressing concerns and resolving problems. Minimum Required Education, Experience & Knowledge High School Diploma or GED with 3 years of cash handling and customer service experience in retail or branch banking. Or Bachelor’s degree with 1 year of cash handling and customer service experience in retail or branch banking. Working knowledge of the Microsoft Office suite (Word, Excel, Outlook). Ability to navigate multiple computer systems and applications, and utilize search tools to find information. National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008; employment contingent upon meeting initial and ongoing registration requirements and acceptable background investigation results. Working knowledge and understanding of laws and regulations pertaining to the banking industry. Mental & Physical Requirements Excellent communication skills – in person and over the phone – with proven ability to tailor products and services to clients with differing needs. Ability to learn products, services, and procedures quickly and accurately. Comfortable educating others on technology. Professional, thorough and organized with strong follow‑up skills. Performs well in a team environment and proactively collaborates with others to serve clients. Ability to understand and follow policies, procedures and regulatory requirements. Ability to work financial center hours, including weekends and some evenings. Ability to travel if required to perform essential job functions. Ability to work under stress with competing priorities and meet deadlines. Ability to operate related equipment to perform essential job functions. Ability to read and interpret documents when required. Ability to lift, move or carry approximately 30 pounds when required; accommodations will be considered if this is a limitation that does not impose undue hardship. Equal Opportunity/Affirmative Action All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws. #J-18808-Ljbffr