24330 Retail Group Operations Supervisor- Peoria Main (Full Time) (Open)
Location: 416 Main Street, Peoria, Illinois 61602
Administrative Duties 20%
Assists Group Operations Manager with the day-to-day management of the Group Operations unit. This responsibility may include coaching, training, scheduling, or setting priorities for the team as directed by the Group Operations Manager.
Assist Group Operations Manager as contact for security problems in branch network. This may involve in-person response for critical issues or immediate contact with CBI Security and/or law enforcement.
Responsible for annual Medallion Stamp Audit as directed by CBI.
Assist Group Operations Manager or Specialist with annual Safe Deposit Contract/Key Audits.
General duties which impact the function of the group operation unit. ie: ordering Transaction Training Packets, etc.
Interactions with Branches/Market Management 50%
Completes branch visits as directed by the Group Operations Manager. The purpose of these visits is to provide an opportunity for interactions with the branch team members, especially the Branch Manager and Branch Supervisors. These visits allow the opportunity for the branch staff to gain from the knowledge that the Group Operations Supervisor can provide for particular concerns or issues.
Attends and participates in weekly/monthly meetings of Retail Operations Managers and Group Operations Managers from all markets. This is the Retail Operations Committee meeting that is coordinated by the CBI Branch Retail Operations team.
Assists in the proper resolution of complex problems. Such as: missing deposits, encoding errors and other customer account related issues.
This applies to cases that are very complex and the branch needs assistance to provide the correct solution for the customer. The branch may also use the Branch Support team for assistance with these types of issues.
Provides assistance to the Personal Bankers and Branch Manager team as requested. These requests may involve assisting in check acceptance decisions, guiding the branch through exception processing procedures, answering security-related questions.
Overdraft decisions, cash items, outstanding General Ledger reconciliation items, and Cashier's Check processing. This individual is expected to provide support, solutions, and guidance to the branches to protect the bank and ensure the highest quality of customer service in the delivery network
Reconciliation and Control 5%
Completes a weekly review of the General Ledger reconciliations that are to be managed by Group Operations. This review is documented by written or electronic "approval" and is intended to monitor the group's compliance with properly researching and clearing items in a timely manner.
Coordinates the research for teller differences of >$200 as outlined in the Branch Control and Audit Manual. Monthly review of Banker Scorecard
Monitors paid-unadvised Cashier's Checks. This responsibility includes communicating with the issuing branch about resolving the outstanding problem and escalating any instances where corrective action might be appropriate. Knowledge of these problems is obtained by e-mail from the Regional Operations Department in KC.
Review of Authorization & Sample Signature Form
Consults role in the hiring/promotion of PBA and PB1 as desired/requested by local Retail management.
Assists in the training of new Branch Supervisors/Branch Managers by following a checklist of critical items that is provided by CBI Retail Operations to all markets. Create and facilitate training on various operational topics as needed: safe deposit, staffing central, monthly audits, etc. Training program may also include planning and leading regular supervisor meetings, including relevant topic selection.
Security Contact/Fraud Prevention 5%
May represent the bank in court appearances, depositions, or play a role in the timely delivery of subpoenaed documentation to local courts as directed by the Group Operations Manager.
Assist in the review of fraud packets submitted in conjunction with check or other loss cases.
System and Process Coordination 5%
Monitors Record Retention guidelines and performance for the Group Operations unit and the branches in the market(s).
Provides oversight of Safe Deposit activities. This oversight includes, but is not limited to, review of past due reports to prompt box drilling, review of notifications to customers for past due amounts, oversight of compliance by the branches for Unclaimed Property associated with Safe deposit boxes, and any other tasks as assigned by CBI Retail Operations or the Group Operations Manager. Monitors past due Safe Deposit box lists and work with branches to make sure boxes are drilled on a timely basis.
Depending on market configuration, backup to cash/coin orders for branches.
Participates in other assigned project and research work as assigned by the Group Operations Manager, Director of Branch Operations, or Retail Management.