Personal Banking Manager

Description

Join the Bank that shares success with others! As a locally managed mutual bank, South Shore Bank is driven by the needs of communities rather than the demands of investors. You can help us serve as a trusted advisor to the people, businesses and organizations that make our communities stronger. We also provide a competitive benefit package with Medical, Dental, Vision, Flexible Spending, Dependent Care, Child Care Subsidy, Retirement, Life Insurance and many other benefits.

Responsible for all aspects of the day-to-day branch operation in accordance to South Shore Banks policies and procedures. Ensure the security of the office by following regulatory and safety guidelines. Generate new business through internal sales efforts by educating and cross selling products and services.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Provide a complete range of customer services to include; open new accounts, accept/process loan requests and resolve complex banking problems for customers.
• Responsible for scheduling and staffing.
• Professionally handle incoming requests from customers and ensure that issues are resolved both promptly and thoroughly.
• Thoroughly and efficiently gather customer information, access and fulfill customer needs.
• Maintain a balance between company policy and customer benefit in decision making. Handle issues in the best interest of both customer and company.
• Continuously evaluate and identify opportunities to drive process improvements that positively impact the customer’s experience. 
• Prepare and complete all necessary paperwork relating to new accounts and loans. 
• Participate in the bank’s sales efforts by promoting and explaining bank products and services. 
• Interview and recommend applicants for new hires.
• Coach/mentor/motive employees on Performance Improvement Plans.
• Motivate, coach, and develop staff in both operations and sales.
• Increase consumer awareness of the technology available to them through our products and services
• Educate customers on the use of technology and provide instruction and /or demonstration on how to properly use the technology for their benefit.
• Maintain a well-developed working knowledge of the complete line of products, services and technology offered by the bank.
• Perform teller duties as needed, meeting standards and expectations to that position relating to Over/Shorts policy.
• Follow security procedures and ensure that cash/items are maintained in a secure fashion.
• Involved in branch activities, i.e. customer service, teller duties, safe deposit and branch settlement.
• Ensure policies and procedure are being followed by the staff.
• Understand and ensure proper documentation for regulatory agencies.
• Review logs and procedures for accuracy and consistency.
• Respond to audit reviews and complete branch monthly audit reports.
• Complete monthly budget response reports.
• Conduct weekly updates on security/safety/transactional/sales issues
• Assign appropriate work tasks to subordinates.
• Train subordinates in bank jobs related to the branch.
• Maintain harmony among staff and resolves interpersonal problems.
• Identify and pursue opportunities to increase operational effectiveness.
• Oversee prioritization of assignments for successful completion.
• Portray a professional image and act as a role model to employees.
• Demonstrate the ability to keep technical skills current in order to effectively perform the required duties of the position.
• Perform annual employee performance appraisals.
• Conduct Daily, weekly/monthly education and/or training sessions with the staff.
• Participate in training or bank sponsored community events that may occur after normal work hours.
• Completes monthly DASHBOARD – report summary.

SECONDARY DUTIES.

• Enroll in and support continuing education and industry classes for themselves and subordinates.

SUPERVISORY RESPONSIBILITIES

Supervision of Senior Personal Banking Advisors, Personal Banking Advisors and seasonal tellers as designated for their branch.

CERTIFICATES/LICENSES

Maintains satisfactory NMLS registration under the regulations of the SAFE Act. 

Consider this description to be the foundation of your job, not its boundaries. Expect to participate in internal and external training sessions and activities not described here which enhance the quality of service to the client.

Requirements

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative