Account Supervisor

About The Role

Western Security Bank is hiring for a New Account Supervisor at our Laurel location. The primary purpose of the New Account Supervisor is to open new accounts, maintain existing accounts and provide excellent customer service that meets and exceeds service expectations, while adhering to all banking rules, regulations, policies, procedures, laws and core values. The New Account Supervisor position functions as a Customer Service Specialist III (CSSIII), as well as effectively supervises the New Account staff with support from the Customer Service Manager and/or Branch Manager.

CSSIII's are responsible for greeting customers visiting the branch and using the essential skills of effective communication and listening to meet the financial needs of customers and develop customer relationships. CSSIII's perform routine teller and bank transactions, educate customers as to products/services available, open new and maintain existing deposit accounts and other customer service duties, promoting Western Security Bank by maintaining good customer relations and referring customers to appropriate staff for new services.

The expectations for the New Account Supervisor include actively supervising, mentoring, coaching, training and educating new and existing CSS employees. The New Account Supervisor will promote and enforce the High-Performance Growth (HPG) program that encourages cross-selling Bank products and services that contributes to the overall growth of Western Security Bank.

The New Account Supervisor will work independently as well as in cross-functional teams with various levels of knowledge. These cross-functional teams assist internal support staff to accomplish position/department/customer goals within regulatory/policy guidelines.

• Assist with wide variety of customer services including opening and maintaining deposit and savings accounts, safe deposit boxes, and e-banking products. Prepare associated documentation and scan for record retention purposes.
• Proficient with accurate administration of the Customer Identification Program and Beneficial Ownership Program.
• Assist customers with opening CDs/IRAs and educate customers as to penalties, earnings, etc.
• Use every customer contact as an opportunity to advise customer about additional services or programs that might benefit them.
• Maintain proficient knowledge of deposit and loan products and services to effectively present the appropriate solutions to the customer.
• May perform transactions for bank customers, including but not limited to: receiving deposits, accepting checks for cashing, accepting loan payments, accepting wire transfer requests, filling business change orders, issuing cashier's checks, redeeming savings bonds, selling travel cards, processing credit card advance requests, processing telephone transfers, processing and recording night deposit transactions, processing check orders, issuing debit cards.
• Possess a basic knowledge of bank products such as checking, savings, and money market accounts, CDs, and e-banking services.
• Promote High Performance Checking Tell-A-Friend Program as well as helping with branch displays and big day promotions.
• Effectively sell and cross-sell the services and accounts by the bank to best fit customers' needs.
• Assist customers in reconciling accounts, closing accounts, and change of addresses, as well as providing statement printouts and check copy requests.
• Answer incoming calls, direct calls, and taking messages.

• Provides supervision to the New Account staff by participating in various aspects of supervisory duties including performance reviews, disciplinary issues, and delegation of duties.
• Facilitate effective…