Berkshire Bank
Assistant Financial Center Manager - Hebron, CT
Berkshire Bank, Hebron, Connecticut, us, 06248
Overview
Assistant Financial Center Manager — Hebron, Connecticut, United States. Division: Retail Banking. Department: Various - Branch Network. Reports to: Financial Center Manager. Status: Non-Exempt. Grade: 7. Pay Range: $20.50 - $35.99. Location: Hebron, CT - 115 Main St.
Purpose/Objective Assists the Financial Center Manager with growing the Bank by managing customer relationships, directing branch operations, supervising team members and ensuring that the entire team consistently provides excellent customer service.
Key Accountabilities
Educates clients on products and services offered in the branches and digitally. Initiates, processes and closes various loans, including Consumer, Home Equities and Small Business. Uses tools such as the Relationship Builder and Salesforce to manage client relationships. Refers partnership solutions such as Wealth, Insurance, Cash Management and Mortgage. Leads lobby management, ensures prompt welcomes of assistance to clients, and thanks clients for their business. Resolves routine and complex client issues. Proficient in digital banking and assists clients with adoption. Ensures proper documentation and compliance for all new accounts and account maintenance. 35%
Assists Financial Center Manager in building/managing sales culture to achieve branch goals and Bank-wide initiatives. Educates, coaches, develops, and trains employees. Monitors quality and efficiency of client experience, including Branch Consistency Standards. Communicates Bank policies, programs, and objectives. Leads staff meetings and morning huddles. Maintains awareness of Federal and state banking regulations and branch security. May review and approve legal documents related to accounts. Stays informed of new products, services, and promotions and supports the branch team. 35%
Provides ongoing assistance in managing day-to-day branch operations; opens and closes the branch while ensuring adherence to security measures. Provides backup to the Branch Officer and/or client service line. Conducts and/or approves client transactions and exceptions as needed. Ensures the branch maintains a professional appearance and appropriate inventory levels. Reviews branch reports; may oversee the monthly branch audit process. 20%
Provides input for staff performance management. May recommend salary adjustments and transfers. Resolves routine personnel problems and provides support in counseling or disciplinary actions. Assists with interviewing potential candidates and in hiring decisions. May manage time and attendance and weekly scheduling of branch staff, including the monthly Saturday schedule. 10%
Ensures compliance with all banking laws, rules, regulations, and policies and procedures to reduce risk and uphold ethical standards related to duties.
Education and Experience
Education: High school diploma or equivalent
Experience: 3-5 years of branch banking experience; demonstrated ability in decision making, handling difficult situations, initiative, and leadership
Skills & Knowledge
Excellent customer service/sales skills
Decision making and problem-solving skills
Written/verbal communication skills
Ability to handle multiple tasks
Strong interpersonal skills
Supervisory/management skills
Additional Must be eligible to be registered in the Nationwide Mortgage Licensing System & Registry for purposes of SAFE Act. Available to work Saturday hours and travel to nearby offices as required.
Equal Opportunity Berkshire Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or would like to request alternative methods of applying, please contact us at hr@berkshirebank.com.
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Purpose/Objective Assists the Financial Center Manager with growing the Bank by managing customer relationships, directing branch operations, supervising team members and ensuring that the entire team consistently provides excellent customer service.
Key Accountabilities
Educates clients on products and services offered in the branches and digitally. Initiates, processes and closes various loans, including Consumer, Home Equities and Small Business. Uses tools such as the Relationship Builder and Salesforce to manage client relationships. Refers partnership solutions such as Wealth, Insurance, Cash Management and Mortgage. Leads lobby management, ensures prompt welcomes of assistance to clients, and thanks clients for their business. Resolves routine and complex client issues. Proficient in digital banking and assists clients with adoption. Ensures proper documentation and compliance for all new accounts and account maintenance. 35%
Assists Financial Center Manager in building/managing sales culture to achieve branch goals and Bank-wide initiatives. Educates, coaches, develops, and trains employees. Monitors quality and efficiency of client experience, including Branch Consistency Standards. Communicates Bank policies, programs, and objectives. Leads staff meetings and morning huddles. Maintains awareness of Federal and state banking regulations and branch security. May review and approve legal documents related to accounts. Stays informed of new products, services, and promotions and supports the branch team. 35%
Provides ongoing assistance in managing day-to-day branch operations; opens and closes the branch while ensuring adherence to security measures. Provides backup to the Branch Officer and/or client service line. Conducts and/or approves client transactions and exceptions as needed. Ensures the branch maintains a professional appearance and appropriate inventory levels. Reviews branch reports; may oversee the monthly branch audit process. 20%
Provides input for staff performance management. May recommend salary adjustments and transfers. Resolves routine personnel problems and provides support in counseling or disciplinary actions. Assists with interviewing potential candidates and in hiring decisions. May manage time and attendance and weekly scheduling of branch staff, including the monthly Saturday schedule. 10%
Ensures compliance with all banking laws, rules, regulations, and policies and procedures to reduce risk and uphold ethical standards related to duties.
Education and Experience
Education: High school diploma or equivalent
Experience: 3-5 years of branch banking experience; demonstrated ability in decision making, handling difficult situations, initiative, and leadership
Skills & Knowledge
Excellent customer service/sales skills
Decision making and problem-solving skills
Written/verbal communication skills
Ability to handle multiple tasks
Strong interpersonal skills
Supervisory/management skills
Additional Must be eligible to be registered in the Nationwide Mortgage Licensing System & Registry for purposes of SAFE Act. Available to work Saturday hours and travel to nearby offices as required.
Equal Opportunity Berkshire Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or would like to request alternative methods of applying, please contact us at hr@berkshirebank.com.
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