Financial Center Supervisor

• Leadership & People Management:
  Lead daily operational huddles and assign staffing and scheduling duties to ensure efficient financial center operations.
• Leadership & People Management:
  Provide guidance, training, and performance feedback to associates on transaction accuracy, policy adherence, and client service.
• Leadership & People Management:
  Model professional behavior and effective lobby management to support a superior client experience.
• Leadership & People Management:
  Foster teamwork and collaboration while reinforcing service and operational standards.

• Client Service & Relationship Management:
  Build and maintain strong client relationships through in-person and phone interactions to identify financial needs and recommend solutions.
• Client Service & Relationship Management:
  Conduct financial needs assessments and proactively act upon sales opportunities to meet assigned goals.
• Client Service & Relationship Management:
  Educate clients on digital banking channels and self-service tools to enhance convenience and engagement.
• Client Service & Relationship Management:
  Refer clients to specialized partners across the bank to ensure holistic financial solutions.
• Client Service & Relationship Management:
  Resolve client inquiries and issues promptly and effectively using sound judgment and product knowledge.

• Sales & Business Development Support:
  Drive proactive client outreach, including outbound calls and participation in community or educational events.
• Sales & Business Development Support:
  Support branch-level sales initiatives by modeling consultative conversations and helping the team achieve sales and service objectives.
• Sales & Business Development Support:
  Maintain knowledge of bank products, services, and promotions to support client acquisition and retention.

• Operational Excellence &
  
  Risk Management:
  
  Oversee operational integrity, cash management, and dual control procedures, ensuring compliance with policies and regulatory standards.
• Operational Excellence &
  
  Risk Management:
  
  Perform or assist with opening and closing procedures, vault management, night depository operations, teller balancing, and error resolution.
• Operational Excellence &
  
  Risk Management:
  
  Supervise cash limits, grant overrides as appropriate, and monitor outage resolution to mitigate operational loss.
• Operational Excellence &
  
  Risk Management:
  
  Utilize and maintain knowledge of branch equipment (ATMs, cash recyclers, currency counters, coin sorters) to ensure functionality and service continuity.
• Operational Excellence &
  
  Risk Management:
  
  Promote awareness of risk management culture and ensure adherence to the Financial Center Risk Management Review process.
• Operational Excellence &
  
  Risk Management:
  
  Maintain situational awareness in the lobby to balance client experience and security considerations.

High School Diploma or GED required. 3 years of cash handling and customer service experience in retail or branch banking, or Bachelor’s degree with 1 year of relevant experience.

Working knowledge of Microsoft Office (Word, Excel, Outlook) and ability to navigate multiple systems.

Strong understanding of banking laws, regulations, and policies.

Registration with the National Mortgage Licensing System (NMLS) under the SAFE Act of 2008 required; employment contingent upon meeting registration and background standards.

Ability to work under stress and meet deadlines.

Ability to lift/move/carry approximately 50 pounds if required to perform the essential job functions.

If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

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.

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