Banking Center Sales and Service Lead
Job Title: Banking Center Operations Manager
Overview:
This position oversees operations for a banking center, managing teller transactions and customer service requests. It also involves facilitating customer awareness and education about bank capabilities, tools, and resources. The role identifies and refers sales opportunities to the appropriate bank partner, supporting the sales efforts of a banking center team.
Responsibilities:
Ā Service Standards:
Ā Foster collaborative partnerships that deliver value for customers, prospects, and colleagues.
Ā Initiate conversations to uncover sales or referral opportunities.
Ā Listen attentively and ask insightful questions to understand customer needs and preferences; take prompt actions to address immediate needs.
Ā Proactively look for ways to optimize performance by seeking coaching, supporting Bank initiatives, and leveraging tools to enhance activities.
Ā Operations and Administration:
Ā Comply with all regulations, bank policies, procedures, and delegated authorities to manage risk related to credit, operational, reputational, regulatory, and legal aspects of personal interactions, customer transactions, and financial exposures.
Ā Complete required training by established deadlines.
Ā Perform general office management duties as assigned to ensure operational efficiency.
Ā Associates in roles defined to take deposits are accountable for transaction accuracy and operational efficiency of that function.
Qualifications:
A High School Diploma or GED and 2 years of experience in Financial services, customer service, and bank operations or branch operations management are required.
Skill(s): Financial literacy, Knowledge of business lending, deposit, and cash management solutions, Operations management
Apply Now
Overview:
This position oversees operations for a banking center, managing teller transactions and customer service requests. It also involves facilitating customer awareness and education about bank capabilities, tools, and resources. The role identifies and refers sales opportunities to the appropriate bank partner, supporting the sales efforts of a banking center team.
Responsibilities:
Ā Service Standards:
Ā Foster collaborative partnerships that deliver value for customers, prospects, and colleagues.
Ā Initiate conversations to uncover sales or referral opportunities.
Ā Listen attentively and ask insightful questions to understand customer needs and preferences; take prompt actions to address immediate needs.
Ā Proactively look for ways to optimize performance by seeking coaching, supporting Bank initiatives, and leveraging tools to enhance activities.
Ā Operations and Administration:
Ā Comply with all regulations, bank policies, procedures, and delegated authorities to manage risk related to credit, operational, reputational, regulatory, and legal aspects of personal interactions, customer transactions, and financial exposures.
Ā Complete required training by established deadlines.
Ā Perform general office management duties as assigned to ensure operational efficiency.
Ā Associates in roles defined to take deposits are accountable for transaction accuracy and operational efficiency of that function.
Qualifications:
A High School Diploma or GED and 2 years of experience in Financial services, customer service, and bank operations or branch operations management are required.
Skill(s): Financial literacy, Knowledge of business lending, deposit, and cash management solutions, Operations management
Apply Now