Leadership & People Management

• Lead daily operational huddles and assign staffing and scheduling duties to ensure efficient financial center operations.
• Provide guidance, training, and performance feedback to associates on transaction accuracy, policy adherence, and client service.
• Model professional behavior and effective lobby management to support a superior client experience.
• Foster teamwork and collaboration while reinforcing service and operational standards.

Client Service & Relationship Management

• Build and maintain strong client relationships through in-person and phone interactions to identify financial needs and recommend solutions.
• Conduct financial needs assessments and proactively act upon sales opportunities to meet assigned goals.
• Educate clients on digital banking channels and self-service tools to enhance convenience and engagement.
• Refer clients to specialized partners across the bank to ensure holistic financial solutions.
• Resolve client inquiries and issues promptly and effectively using sound judgment and product knowledge.

Sales & Business Development Support

• Drive proactive client outreach, including outbound calls and participation in community or educational events.
• Support branch-level sales initiatives by modeling consultative conversations and helping the team achieve sales and service objectives.
• Maintain knowledge of bank products, services, and promotions to support client acquisition and retention.

Operational Excellence & Risk Management

• Oversee operational integrity, cash management, and dual control procedures, ensuring compliance with policies and regulatory standards.
• Perform or assist with opening and closing procedures, vault management, night depository operations, teller balancing, and error resolution.
• Supervise cash limits, grant overrides as appropriate, and monitor outage resolution to mitigate operational loss.
• Utilize and maintain knowledge of branch equipment (ATMs, cash recyclers, currency counters, coin sorters) to ensure functionality and service continuity.
• Promote awareness of risk management culture and ensure adherence to the Financial Center Risk Management Review process.
• Maintain situational awareness in the lobby to balance client experience and security considerations.

• High School Diploma or GED required.
• 3 years of cash handling and customer service experience in retail or branch banking, or Bachelor’s degree with 1 year of relevant experience.
• Working knowledge of Microsoft Office (Word, Excel, Outlook) and ability to navigate multiple systems.
• Strong understanding of banking laws, regulations, and policies.
• Registration with the National Mortgage Licensing System (NMLS) under the SAFE Act of 2008 required; employment contingent upon meeting registration and background standards.

• Ability to work under stress and meet deadlines.
• Ability to lift/move/carry approximately 50 pounds if required to perform the essential job functions.  If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.