Branch Operations Manager
Duties & Responsibilities - Branch Operations Participate in daily CSR duties and responsibilities Has 3 years of experience in the CSR role, or completed in-house training for this role Supervise and oversee branch CSR staffOversee branch cash vaults and overall balancingCoordinate and participate in interviews for Branch CSR staff Assist in training of new hires and ensure completion of the training program in a timely mannerEstablish performance objectives and conduct reviews for assigned staffEnsure employee development by coaching and counseling as neededOversee branch CSR schedulingCommunicate any problems, differences or potential losses to SVP of OperationsLead by example to promote an in-branch sales environment, ie: cross-selling products and services to current customersPartner with CBP, lender, or business banker in the market to explore external growth opportunitiesCommunication with CBP in the market to ensure branch coverage for all areas, including lending, business banking, and operationsCommunicate with CBP and building maintenance crew about any building issues or routine upkeepExude professionalism inside and outside the bank, during and after bank hoursInvolvement in strategic growth plans for their branch and marketKeep informed of new programs, services, and accounts offered by bankActive community involvement in the marketAll duties and responsibilities as the -In Branch Business BankerDuties & Responsibilities - In-Lobby Business Banking Representative Ability to understand and provide basic demonstrations for business banking products, including but not limited to Checking & Money Market Accounts, Remote Deposit Capture, & Business Credit CardsAbility to learn basic working knowledge of ancillary products offered:Cash Management - ACH OriginationCash Management - Positive PayCash Management - Wire Transfer RequestsRemote Deposit CaptureMerchant ProcessingBusiness Credit CardsPayroll CardsSweepsBusiness Bill PayAssume responsibility and work with Business Banker in market to take on oversite of discovery bar(s) in the marketAbility to learn and understand different document requirements for different business entitiesAbility to assist Business customers with new accounts, maintenance of existing accounts or closing accounts and submit information to Business Banking Processing for completionCentralized Processing Model: Collect CIP worksheets and Entity documents by using and completing the Due Diligence forms for each entity typeSubmit information to bbprocessing@myhomebank.bank or by using CRM Case ManagementProcessing will prepare documents (Resolution, Signature Card, Reg GG, Beneficial Owner) for reviewAVP of Business & Digital, AVP of Business Sales, VP of Business Banking, CBP of Northeast MO or CFO will review entity documentsProcessing will print to location needed for customer signatureCommunicate to customer and other Business Banking staff in the market when documents are ready and at signing remember to introduce Business Banking Associate, Officer or Treasury Management Officer in marketIf the customer doesn't come in to sign the day the paperwork is prepped, make sure documents are stored in the Business Banking pending location in your marketAssume responsibility of in lobby Business Banking sales when Business Banking Associate, Officer or Treasury Management Officer is not availableAssist Business Banking Associate, Officer or Treasury Management Officer with market specific researchAbility to have open lines of communication with Business Banker, Business Banking Processors & LendersAnswer inquiries from banking departments and customers to provide necessary information and customer service in a clear and timely mannerReset passwords for Internet Banking customersAssist with continual training & education for operations staff for business banking productsPTO Requests will be communicated to both direct and indirect supervisorsWillingness to assist customers with a 'Can Do' attitudeCommunicate any problems, differences or potential losses to supervisorPerform other related duties required or assignedBachelor Degree in Business, Accounting, or Finance or equivalent experience required5 years banking experience with 3 years of supervision experience with proven ability to lead and direct employeesStrong communications (written and verbal), customer skills, & interpersonal skillsMaintain a working knowledge of banking laws and regulations and internal policies and procedures related to the job