Branch Manager - Needham Center

Description

Description

At Dedham Savings, we believe that being here for the journey means supporting our clients in a friendly and professional manner every day. While our employees are committed to helping our clients, we are committed to our employees. After all, we wouldn’t have made it nearly 200 years as a local neighborhood bank without them! To support our employees, we offer a competitive benefits package with Medical, Dental, Vision, Flexible Spending, Tuition Reimbursement, Childcare, Retirement, Life Insurance, and many other benefits. 

PURPOSE

Under the general supervision of the Senior Vice President/Retail banking, manages the daily operations of assigned branch to meet sales and service objectives in conformance with established Bank policies, strategies, and procedures.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Perform any function necessary, within the scope of authority and expertise, to provide the highest level of customer service and responsiveness to the financial needs of individuals, families, businesses, and organizations served by the Bank.
• Organize, coordinate, and supervise the ongoing activity of the assigned branch. Monitor teller operations and customer service activities and take all steps necessary to promote branch effectiveness in conformance with established goals and objectives. Recommend, implement, and ensure compliance with policies and procedures.
• Participate in making hiring recommendations. Provide ongoing training and development of assigned staff. Develop goals with staff and monitor operational performance to ensure conformance with Bank-wide expectations. Responsible for writing and presenting employee performance evaluations. Responsibilities include training, planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.
• Participate in the creation and execution of the yearly Branch Goals.
• Participated in Bank committees and special projects to ensure efficient operations and superior customer service throughout the Retail Banking Department. May serve as a member of the Product and Service Manual Committee.
• Attending monthly and quarterly meetings (e.g., Retail Operations, Retail Sales and Service meetings, and Sales and Investment update calls) to obtain strategies for the direction of the Bank and to ensure efficiency in Bank operations and customer service.
• May conduct seminars to promote Bank business.
• Keep informed of all relevant changes in Bank regulations, policies, procedures, products, compliance developments, etc. Ensure that branch staff is informed of the same and conduct periodic meetings to provide updated information. Recommend procedural changes as needed to support prescribed requirements.
• Keep abreast of developments within the banking industry relative to retail products and services. Attend meetings and seminars as needed.
• Maintain current knowledge of all Bank products and services.
• Continuously empower staff through mentoring, coaching, and training.
• Provide efficient, effective, and courteous customer service in person and via telephone. Perform a variety of customer service duties. Open and close accounts and process a wide variety of transactions. Respond to customer inquiries.  
• Assume responsibility for various branch functions in the absence of staff members or overload situations by performing related customer service, supervisory, and administrative functions as may be required to ensure the ongoing effectiveness of the assigned branch.
• Admit customers to the safe deposit box vault area following Bank procedures. Open and surrender safe deposit boxes as requested.
• Maintain current knowledge of passbook loans for underwriting and approval.
• Accept line of credit (CheckProtec) applications. Review all applications and underwrite for approval or decline decision.
• Execute wire transfers of funds. Verify wires entered by another employee (Branch CSRs and above) from start to finish.
• Process credit card applications.
• Assist customers with Official check and Teller’s check inquiries. Search for the status of a check. Obtain copies of cleared checks. Place stop payments. Reissue checks.
• Assist customers with a wide range of IRA transactions. Trustee Transfers, Direct Rollovers, Rollovers. Process contributions and distributions.
• Notarize documents for customers.
• Perform Signature Guarantees for customers.
• Have a general understanding of various legal documents.
• Prepare various monthly and quarterly reports for an assigned branch. Ensure that established audit standards are met in a timely and complete manner.
• Participate in maintaining branch inventory and