Financial Center Supervisor

Job Summary

The Financial Center Supervisor ensures a solid operational foundation; builds relationships with clients while performing financial transactions including paying, receiving, and cash control duties; seeks to uncover financial needs, minimize loss, reduce risk, and deliver accurate and superior client service.

• Performs morning operational huddles.
• Completes Staffing & Scheduling coordination and duty assignments to ensure efficient operation of the financial center.
• Offers guidance to associates regarding teller transactions and reinforces policy and procedure.
• Assists with financial center morning and evening duties to include opening and closing the vault, working and locking the Night Depository, setting up the Teller station with supplies and cash, balancing the Teller window/financial center, and clearing teller errors and cash items.
• Assists in mitigating operational loss within a financial center to include managing cash limits, granting supervisory overrides, ensuring proper hold placement and outage resolution.
• Performs research and problem-resolution for clients as issues arise.
• Supports the Bank's strong risk management culture through awareness, knowledge and sound decision‑making and is responsible for adherence to the Risk Management Review process.
• Accurately utilizes equipment and remains knowledgeable of equipment functionality to include ATM, Cash Recycler Machines, Currency Counters and Coin Sorters.
• Models sales and service behavior for associates and promotes professionalism through lobby management.
• In support of client service and lobby management, the position may:
  • Manage existing clients and prospects by meeting with them to discover financial needs and tailor product solutions.
  • Proactively educate clients on self‑service options and digital solutions to access their accounts 24/7.
  • Refer clients to other business partners for specialized needs.
  • Apply product and procedural knowledge to solve client problems efficiently.
  • Process a variety of routine and complex transactions for financial center clients.
  • Engage in client and/or prospect management activities and drive proactive sales conversations.
  • Ensure operational and financial safety and soundness.
  • Maintain awareness of the environment, situation, and client.
  • Leverage lobby management as a tool for managing client interactions and risk.

• Carries out supervisory responsibilities in accordance with the organization’s policies, procedures, and applicable laws; provides guidance and oversight to the team, including interviewing, hiring, training, planning, assigning, performance management, compensation, expense approvals, and problem resolution.

• High School Diploma or GED with 3 years of cash handling and customer service experience in retail or branch banking.
• Bachelor’s degree with 1 year of cash handling and customer service experience in retail or branch banking.
• Working knowledge of the Microsoft Office suite (Word, Excel, Outlook).
• Ability to navigate multiple computer systems and applications and utilize search tools.
• Required NMLS registration under the SAFE Act of 2008, including meeting initial and ongoing registration requirements.
• Working knowledge and understanding of laws and regulations pertaining to the banking industry.

• Excellent communication skills in person and over the phone.
• Ability to learn products, services, and procedures quickly and accurately.
• Comfortable educating others on technology.
• Proactive team collaboration and strong follow‑up skills.
• Ability to understand and follow policies, procedures, and regulatory requirements.
• Willingness to work Financial Center hours, including weekends and some evenings.
• Ability to travel if required.
• Ability to work under stress with competing priorities and meet deadlines.
• Ability to operate related equipment and lift or move up to approximately 30 pounds if required, with accommodation if necessary.

Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.