Assistant Banking Center Manager - Float

SUMMARY:

The Assistant Banking Center Manager (ABCM) supervises the staff at a Cape Cod 5 Banking Center. Responsible for monitoring performance and operations, ensuring the highest level of customer care for Bank customers. As a trusted financial advisor, the ABCM will advise and deliver a full range of financial services to customers to meet their financial goals. As a member of the retail management team, the ABCM will provide exceptional care and support to staff in achieving their professional goals.

ESSENTIAL JOB FUNCTIONS & RESPONSIBILITIES:

• Oversees, supervises and mentors Banking Center staff for purposes of the day-to-day administration of job duties, including scheduling, communicating overall goals, operations, and coaching reinforcing principles and values.

• Monitors and decisions management reports.

• Develops a rapport with customers, greeting customers by name, possesses an understanding of account ownership types and authority, as well as being responsive and timely with correspondence and problem resolution; all while displaying a caring attitude (GUEST philosophy).

• Provides backup to the Banking Center Manager.

• Provides excellent customer care to customers relative to daily transactions, addressing inquiries, and problem resolution in accordance with Bank policies and procedures.

• Performs banking transactions including processing deposits and loan payments, verifying cash and endorsements, check cashing, money orders and treasurer's check issuance and savings bond redemption.

• Fulfills all Banking Center opening and closing activities.

• Introduces and advises on the Bank's deposit and consumer loan products and services to proactively meet customer needs.

• Proficient in determining customers' existing and prospective financial needs and identifies referrals to other business lines, e.g., Investment Services, TAM, Commercial Lending, Treasury Management, etc. Maintain a working knowledge of product and service offerings including consumer, business, deposit, lending, non-profit, retirement, digital banking, debit cards, etc.

• Confidently discuss customer lending opportunities and assists customers in preparing loan applications for home equity loan products and other consumer loans.

• Safeguards customer trust by upholding the duty of customer confidentiality.

• Complies with all required laws, regulations, policies, and procedures.

• Timely completion of all assigned learning activities.

• Proficient in vault custodian duties.

• Actively participate in Banking Center meetings and one-on-one coaching sessions.

• Participates/volunteers in community groups and events.

• Additional duties as assigned.

EDUCATION & CERTIFICATIONS:

• Bachelor's Degree or equivalent experience (5+ years) in financial services industry and willingness to pursue higher education.

• Complete Small business lending training within 12 months of hire

• Nationwide Mortgage Licensing System (NMLS) registration

• Notary Public commission

• Completion of Medallion signature guarantee training required

KNOWLEDGE, SKILLS & ABILITIES:

• Three or more years progressive retail banking experience including minimum of one-year supervisory experience

• Conversant in all Bank business lines

• Ability to independently complete and mentor others in transactions and all platform services, including transactions, account opening, consumer loan products, IRAs, trust accounts, etc.

• Ability to execute more complex account openings and transactions independently

• Ability to supervise staff at the RBI-IV levels

• Critical thinking, decision making and problem solving skills

• Demonstrated high level of judgement and decision making ability

• Demonstrated ability to fulfill the opening/closing activities of the Banking Center

• Prior customer relationship building experience

• Must have a supervisory aptitude

• Demonstrated management and leadership skills

• Must have cyber security awareness to protect the digital environment, the Bank, and customers

COMPETENCIES:

• Managerial Courage

• Technology Savviness/Digital Enthusiast

• Financial Comprehension

• Adaptability and Flexibility

• Sales Aptitude

• Eager and Agile Learner