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Financial Center Supervisor

Company: Liberty Savings Bank FSB
Location: Venice
Posted on: January 24, 2023

Job Description:

Description:
Works with management to meet/exceed sales goals and provide superior service/support to the region bytraveling to various financial centers, opening new accounts, expanding customer relationships and performing banking transactions. Supervises the team in the absence of the Financial Center Manager/Asst Manager. Mentors new Customer Service Representatives.Essential Functions:-- Works with the financial center sales staff to meet/exceed financial center sales goals by modeling the way, mentoring/coaching the staff, and using the CNA process to cross-sell additional products/services and generate consumer/mortgage loan activity when applicable. Embracing the ASK program.-- Ensures staff provides superior service to the customers by servicing transactional needs, maintaining confidentiality and responding to customer questions/requests in a timely manner.-- Proficient at identifying customer needs, recommending specific products and/or services with quality results-oriented sales from opportunities identified through the CNA and onboarding process.-- Mentors/develops financial center staff or floating staff by providing regular feedback on performance, providing opportunities for development, making recommendations to reward performance exceeding standards, and handling employee disciplinary issues in a professional, objective, and impartial manner; provides input regarding performance appraisals to management. -- Ensures staff complies with the Privacy Policy, bank procedures and regulatory/operational/security guidelines by instructing/guiding employees and assisting with performing internal financial center audit functions.-- Performs banking transactions and opens new accounts. Proficient in balancing the financial center and finding transaction errors.-- Maintains and balances cash drawer, performs end of day balancing and ATM balancing while following security protocol.-- Performs account research and problem solving as needed.-- Upholds customer satisfaction by supporting external and internal customers and answering questions/requests in an effective/timely manner.-- Maintains customer confidence and protects operations by following the Privacy Policy and keeping information confidential.-- Complies with bank procedures and follows regulatory, operational and security guidelines. Adheres to the Check Handling Agreement. Successful Mystery Shop scores. Minimal bank monetary losses.-- Expands customer relationships by making appropriate referrals, such as mortgage/consumer loans when applicable.Secondary Functions:-- Makes onboarding calls to existing customers and outbound calls as directed by financial center management.-- Contributes to the team effort by working on special projects/reports, conducting meetings, performing other job-related duties, and accomplishing related results.Standards:-- Able to supervise the financial center staff and handle customer/employee issues at various locations as evidenced by minimal negative incidents when management is out of office.-- Achieves personal sales goals, at least 50% of the most recent 6 months and has embraced the ASK program, as evidenced by sales reports and tracking forms.-- Thorough understanding of ERB process and ability to coach staff in quality results-oriented sales interviews at various locations as evidenced by properly completed CNA folders and management observation.-- Encourages and monitors sales performance of staff to include quality referrals.-- Demonstrates leadership abilities in communication and interaction with various teams. Actively mentors financial center staff at various locations as evidenced by working with manager on coaching/performance reviews and management observation.-- Proficient in technical processing of all phases of the CSR position including transactions, opening/closing accounts such as savings, DDA, Commercial DDA, CDs, IRA's, balancing ATM, Safe Deposit processing, vault CSR and wire transfers with minimal difficulty. -- Demonstrates full understanding of dual control policy/procedures and off-line procedures.-- Good understanding of all areas of compliance regulations (Reg. CC, Reg. E, Reg. Z, Reg. B, Reg. D, TISA, Privacy Act, BSA, etc.) as evidenced by absence of regulation violations.-- Demonstrates accuracy in balancing at 90% or better and the ability to assist staff in finding outages as evidenced by management observation and balancing documentation.-- Must complete and pass all mandatory training sessions, classroom, computer-based training and self-study as scheduled by manager within specified timelines or as classes are available.-- Demonstrates excellent customer service/sales skills both in person and on telephone as evidenced by management observation and properly completed CNA folders.-- Consistently resolves customer service issues without having to involve a manager.-- Ability to present information effectively at sales/staff meetings and perform/oversee teleconsulting.-- Receives favorable reports from support departments for own performance and performance of staff.-- Returns phone calls or responds to requests and/or questions within 24-hours.-- Sets the standard for staff on professionalism, customer service, teamwork, attendance, and punctuality as evidenced by management observation.-- When applicable, makes quality referrals for consumer/mortgage loans as evidenced by sales reports and tracking forms. -- When applicable, proficient in all phases of consumer loan processing as evidenced by minimal errors reported by Consumer Lending Quality Control.

Requirements:
Physical Demands:-- Talking-Ability to express or exchange ideas by means of the spoken word.-- Hearing-Ability to receive detailed information through oral communication.-- Seeing-Ability to view a computer screen for an extended period of time and/or identify individuals visually.-- Standing-Ability to stand on feet for long periods of time. -- Walking-Ability to use feet and legs to move from one place to another specifically in narrow/confined spaces.-- Finger dexterity-Ability to work with fingers for handling coins or other small objects and use a keyboard.-- Reaching-Ability to extend hand/arms in any direction to move/handle objects.-- Lifting-Ability to lift and/or move up to 25 pounds.Knowledge, Skills and Abilities:-- Associate degree in related field or equivalent business experience required.-- Minimum of 18 month's combination banking and/or sales experience required, 6 months with Liberty preferred.-- Demonstrated skills with new accounts and consumer loans required. -- Able to utilize sales techniques to expand banking relationships and a strong knowledge of bank operations/products and compliance regulations is required.-- Strong communication skills and the ability to communicate with all types of individuals, provide superior customer service and work well with others is required.-- Able to demonstrate a professional courteous manner, present a well-groomed, business-like appearance, demonstrate good presentation abilities, and use proper telephone etiquette/grammar is required.-- Able to work a flexible schedule and travel to various financial centers as needed.-- Good basic computer skills and the ability to utilize industry-related software is required.-- Demonstrated skills in accuracy/balancing and cash handling.PI200963462

Keywords: Liberty Savings Bank FSB, Palmetto , Financial Center Supervisor, Accounting, Auditing , Venice, Florida

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