Responsible for the office in the absence of the Branch Operations Manager. Oversees all operations of the branch, including new accounts, teller operations and the safe deposit area. Responsible for the acquisition and retention of deposit accounts. Develops branch personnel into highly proficient persons in public relations, customer service and technical knowledge.

 

DUTIES AND RESPONSIBILITIES:

 

The duties listed below are intended only as illustrations of the various types of work that may be performed. The omission of specific statements of duties does not exclude them from the position if the work is similar, related or a logical assignment to this position.

 

• Assist in the sales efforts of the branch, including the conduct, work habits and professionalism conducive to an effective sales effort.

 

• May engage in business development activities by soliciting new accounts in the branch’s geographical area and attending to the needs of current and prospective customers on a variety of matters.

 

• Establishes and maintains relationships with current and potential customers in anticipation of increasing deposits and fee income from the sale of financial products.

 

• Supervises the branch in the Operations in the absence of the Branch Operations Manager.

 

• Directs custody and control of all cash records and Bank negotiables and assets.

 

• Oversees staffing to insure prompt customer service. During peak periods, directs assignments in new account and teller areas.

 

• Assists with branch correspondence and resolution of customer complaints.

 

• Insures, through subordinate supervisors, the smooth functioning of the entire branch operation.

 

• Assist Branch Operations Manager with the branch certifications; training and supervision of subordinate staff in implementation of policies and procedures, insures and reviews for compliance to regular branch self-audits.

 

• Assists in the supervision or conducting of Human Resources procedures for the branch, including, training, employee development, performance evaluation, career pathing, employee discipline, and related matters.

 

• Assists Branch Operations Manager in holding staff meetings on a regular basis.

 

• Assumes responsibility for accuracy, consistency and completion of work within acceptable time frames and audit efficiency. 

 

• Adheres to all BSA/AML (Bank Secrecy Act/Anti-Money Laundering) policies and procedures, including but not limited to the processing of CTR’s (Currency Transaction Reports), SARs (Suspicious Activity Reports) and MILs (Monetary Instrument Logs).

 

·         Updates, implements and maintains bank policies and procedures to ensure department compliance with applicable compliance regulations.

 

• Assist the Branch Operations Manager in coordinates the training of department personnel on bank compliance policies and procedures.

 

• Maintain current knowledge of applicable Federal regulations, including Bank Secrecy and Know Your Customer principles.

 

• Adhere to compliance and Bank policies and procedures in accordance with Universal Bank or regulatory standards.

 

• Performs other duties or assignments as requested by the Branch Operations Manager.