Branch Coordinator

• Prepares customer direct deposit sign-ups.

Branch Coordinator

Market Coordinator/Director of Retail Services/Market President

Hourly;
Non-Exempt

Develops new account relationships, opens and services all deposit accounts and safe deposit boxes. Cross-sales bank products and services at all available opportunities. Provides leadership for the branch staff and works with the market retail coordinator for planning, directing and organizing the daily operations on the teller line. Provides teller duty support as assigned. Deals directly with new and existing customers to expand and strengthen banking relationships by providing prompt, accurate and friendly service to all customers.

• Performs Teller Line Duties
• Perform vault/lead teller duties that may include performing teller supervisor overrides; mentor teller staff and assist with balancing issues; monitors and maintains bank policies on the teller line and approves deviations from established policies and guidelines; resolves customer conflicts on the teller line; assists with training of new customer service associates.
• Cash customer checks; handle savings and checking deposits; withdrawals and transfers; process customer loan payments, utility payments, cash advance requests; issue personal money orders and cashier’s checks; quotes values and redeems savings bonds; wrap coin and currency (as applicable)
• Balances and verify cash drawer (as applicable)
• Assists with processing daily document imaging and branch capture processing.
• Maintains branch ATM machine, including CASH orders; balancing ATM and resolving issues with ATM
• Identify and report potential fraudulent customer activity.
• Follow appropriate bank policies and procedures when completing transactions, placing holds when necessary.
• Develop New Account Relationships, Cross-sale Products and Services and Maintain Account Current Relationships, as assigned.
• Evaluates customer needs and recommends appropriate products and services; making appropriate customer referral to all business areas of the bank
• Sells bank services to customers and potential customers by phone or personal visits.
• Attends and actively participates in team sales meetings
• Opens, and services all deposit accounts. Inputs account data onto platform system. Follows up on new account relationships after 2 weeks and again at 2 months.
• Performs account maintenance on deposit accounts for customers and inputs data on platform system.
• Places check orders for customers through internal and external vendors.
• Prepares customer direct deposit sign-ups.
• Assists customers with stop payment orders and inputs onto platform system.
• Assists customers with ACH & debit cards disputes by completing appropriate paperwork and sending to central deposit operations.
• Opens and services safe deposit boxes.
• Quotes rates and answers customer inquiries.
• Formulates mandatory IRA customer distributions, completing required documentation for customer signature and processing IRA’s on system.
• Completes required CIP documentation for customer signature.
• Posts payouts on computer system and deliver to IRA customers.
• Assists customers with imaging research and balancing accounts.
• Assists customer with enrollment and support on our electronic banking products such as internet banking, mobile banking, remote deposit capture and telephone banking.
• Process wire requests at the branch level and send to the wire department for processing.
• Provides notary services (if applicable)
• Balances customer accounts as needed.
• Acts as a Receptionist
• Answers incoming telephone calls and relay information.
• Greets customers, answer inquiries and direct them to the appropriate individual.
• Coaches and develops staff in the absence of, or as assigned by the Market Retail Coordinator, Director of Retail and Treasury Services or Market President.
• Supervises Customer Service Associates in the branch.
• Evaluates the performance of direct reports, coaching to improve performance.
• Provides quarterly coaching to all direct reports to discuss performance, areas of improvement and career development opportunities
• Provides recommendations to supervisor for compensation, decisions, hiring and disciplinary action for direct reports.
• Assign a mentor to work with the new retail staff in the branch.
• Performs Daily Branch Operations in the absence of, or as assigned by, the Retail Operations Coordinator, Market President or Branch Manager/Supervisor
• Provide guidance and…