South Shore Bank

  • Personal Banking Manager

    Job Locations US-MA-East Bridgewater
    ID
    2018-1431
    Category
    Retail/Banking
    Type
    Regular Full-Time
  • Overview

    Responsible for all aspects of the day to day branch operation in accordance to South Shore Banks policies and procedures. Ensure the security of the office by following regulatory and safety guidelines. Generate new business through internal sales efforts by educating and cross selling products and services.

    Responsibilities

    ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

     

    • Provides a complete range of customer services to include; opening new accounts, accept/process loan requests and resolve complex banking problems for customers.
    • Responsible for scheduling and staffing.
    • Professionally handle incoming requests from customers and ensure that issues are resolved both promptly and thoroughly.
    • Thoroughly and efficiently gather customer information, access and fulfill customer needs.
    • Maintain a balance between company policy and customer benefit in decision making. Handles issues in the best interest of both customer and company.
    • Continuously evaluate and identify opportunities to drive process improvements that positively impact the customer’s experience.
    • Prepares and completes all necessary paperwork relating to new accounts and loans.
    • Participates in the bank’s sales efforts by promoting and explaining bank products and services.
    • Interviews and recommends applicants for new hires
    • Coach/mentor/motive employees on Performance Improvement Plans.
    • Motivate, coach and develop staff in both operations and sales.
    • Increase consumer awareness of the technology available to them through our products and services
    • Educate customers on the use of technology and provide instruction and /or demonstration on how to properly use the technology for their benefit
    • Maintain a well-developed working knowledge of the complete line of products, services and technology offered by the bank.
    • Performs teller duties as needed, meeting standards and expectations to that position relating to Over/Shorts policy.Involved in branch activities, i.e. customer service, teller duties, safe deposit and branch settlement
    • Ensures policies and procedures are being followed by the stafUnderstands and ensures proper documentation for regulatory agencies.
    • Reviews logs and procedures for accuracy and consistency. Responds to audit reviews and completes branch monthly audit reports.Complete monthly budget response reports.
    • Conducts weekly updates on security/safety/transactional/sales issues.
    • Assigns appropriate work tasks to subordinates.
    • Trains subordinates in bank jobs related to the branch.
    • Maintains harmony among staff and resolves interpersonal problems.
    • Identifies and pursues opportunities to increase operational effectivenessoversees prioritization of assignments for successful completion
    • Portrays a professional image and acts as a role model to employees
    • Demonstrates the ability to keep technical skills current in order to effectively perform the required duties of the position.
    • Perform annual employee performance appraisals.
    • Conducts Daily. weekly/monthly education and/or training sessions with the staff.
    • Participates in training or bank sponsored community events that may occur after normal work hours.
    • Completes monthly DASHBOARD – report summary
    • SECONDARY DUTIES.

    • Enrolls in and supports continuing education and industry classes for themselves and subordinates.

       

      SUPERVISORY RESPONSIBILITIES

      Supervision of Senior Personal Banking Advisors, Personal Banking Advisors and seasonal tellers as designated for their branch.

       

      CERTIFICATES/LICENSES

      Maintains satisfactory NMLS registration under the regulations of the SAFE Act.

      Follows security procedures and ensures that cash/items are maintained in a secure fashionInvolved in branch activities, i.e. customer service, teller duties, safe deposit and branch settlement

    Qualifications

    EDUCATION and/or EXPERIENCE

    Associate's degree or equivalent from two-year college or technical school; or one year to two years related experience and/or training; or equivalent combination of education and experience.

    Supervisory experience required. Experience with electronic delivery channels including Internet Banking, Mobile Banking/Mobile Deposit, eStatements, Bill Pay, etc. is preferred. 

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