Assistant BankCentre Leader – Oakville Midwest BankCentre

Description

Purpose of Job
• Oversee the daily operations of the BankCentre
• Supervise Retail Team to ensure compliance and accuracy while providing
excellent customer service
• Mentor Retail team in such a way as to encourage self-starters and accountability
• Assist in establishing key initiatives and develop tactics to achieve bank wide goals

Impact of the Job
• Make decision relating to Bank Policies and Procedures that minimize risk while ensuring customer satisfaction
• Model relationship building and provide positive reinforcement to branch staff
• Contribute to the branch’s overall growth and attainment of its deposit and loan goals
• Provide a work environment that is conducive to self- improvement, increased productivity and growth

Reports To: BankCentre Management Team

Supervision: Supervises BankCentre Team

Responsibilities

1. Manage BankCentre and Employees
• Develop new sales tactics and ideas in order to achieve initiatives and goals in accordance with Bank strategic plan
• Monitor and track weekly/monthly/annual goals for each team member
• Conduct daily/weekly meetings to update team members with any new product/procedure information and to ensure that any concerns or issues have been addressed
• Coach and develop team members for career path
• Hire, evaluate, and make recommendations for terminating staff
• Make recommendations for the development of processes and procedures
• Assist BCL I in the measurement and monitoring of income and expense in alignment with budget goals
• Monitor and complete reports as necessary for effective management of team

2. Develop business to meet BankCentre deposit and loan goals

3. Assist in overall effective operation of the BankCentre location
• Observe and prioritize daily work to ensure accuracy
• Ensure team members understand and adhere to bank policies and procedures
• Perform Audit & Compliance functions as necessary
• Make recommendations on staffing needs

4. Perform Complete Banker and Service Associate Functions as needed

5. Resolution of customer inquiries and complaints
• Communicate with and respond to customers in person, by phone, mail, or email
• Develop a comprehensive knowledge of company services, products, and operations
• Research information needed to answer customers' questions and concerns
• Resolve difficulties with dissatisfied customers and make quick decisions about the legitimacy of complaints

6. Perform special projects or other duties as assigned

Qualifications / Requirements

Knowledge, Skills & Abilities Required

Knowledge
• Products
• Regulations
• Banking operations
• Policies and procedures
• Detailed knowledge of federal and state regulations. (Bank Secrecy Act, Funds Availability Act, Truth in Savings)

Skills
• Management and leadership skills
• People skills and customer service skills
• Decision-making skills
• Communication skills
• Time management skills
• Personal computer; word processing and spreadsheet applications

Abilities
• Recognize and solve problems
• Handle more than one task at a time
• Prioritize work responsibilities
• Work flexible hours
• Influence needed change within the department
• Analyze departmental and staffing needs

Physical Requirements
• Able to lift 60 lbs
• Physical mobility and dexterity to transport files and operate general office equipment (fax, telephone, copier)
• Able to accurately enter data on a PC/CRT
• Able to effectively speak, read, and write the English language
• Visual acuity sufficient to accurately review and proof information
• Auditory ability to use a telephone

Formal Education and Credentials
Bachelors Degree in Management or related field and three or more years banking experience; or, an equivalent combination of education and experience.

Working Conditions
May be required to travel to other branches/locations.

Other Information
May serve as back up in the absence of the BankCentre Leader.

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