Banking Center Operations Coordinator

Auburn Road
1790 E Venice Ave
Venice, FL 34292, USA

Location:

Onsite listed in the posting

Weekly Scheduled

Hours:

Monday through Friday, 9:00AM to 5:00PM

SUMMARY:

Provides supervision and support to the tellers to ensure that the staff provides maximum customer service in a professional manner. Monitor and train the transactional processing staff in supporting all bank marketing efforts and cross‑sell products. Responsible for ensuring compliance of all policies and procedures affecting the day‑to‑day operations. Perform related duties as required to assist in achieving banking centre goals.

Provide quality, accurate and timely customer service involving daily processing of financial transactions in a retail environment, which includes the duties and responsibilities described herein.

• Oversee centre cash operations including cashboxes, vault, ATM, and TCRs to ensure centre cash is managed, balanced, and secured within the established limits following bank policy.
• Process client transactions accurately and efficiently and use sound judgement when providing approvals and overrides to safeguard against fraud and errors.
• Stay informed on operational updates and communicate critical policy, procedure, and compliance changes or alerts to the team.
• Manage access controls by ensuring proper dual control where applicable, and uphold secure handling of keys, combinations, and sensitive assets in accordance with bank procedures.
• Mitigate the bank’s risk as outlined in the compliance and risk management section below including assisting with cash audits and ensuring accurate record retention.

• Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics.
• Lead the operational performance of the banking centre through maintaining control over key risk areas of the centre, including tellers’ difference, operational losses, and audit control procedures, resolution of out‑of‑balance conditions, compliance, and quarterly and annual audit functions.
• Ensure all audit and security policies and procedures are followed during open hours and at banking centre opening and closing.
• Control the inventory of cash, official checks and personal money orders through dual control.
• Lead the client experience efforts of the banking centre, including delivering excellent client experiences consistently and promptly resolving client issues effectively.
• Ensure an excellent overall client experience by assisting clients with select service needs.
• Responsible for ensuring proper control and maximum efficiency in transactional processing. Provide transactional processing support to keep client wait times to a minimum.
• Enhance individual knowledge to better serve clients by attending relevant sales, service and product knowledge meetings, training classes, and web‑based learning.

• Cross‑sell and make referrals to bank partners to generate new business and deepen existing client relationships.
• Explain product benefits, changes, restrictions, requirements, and any other relevant product information to clients, prospects and associates.

• Maintain workflow and handle scheduling the associates supporting financial transactions.
• Observe, coach and lead the transactional processing team to ensure all strategic initiatives are executed effectively.
• Assist in evaluating employee performance and counselling when needed.
• Assist in determining and satisfying training needs and establishing performance plans.
• Conduct meetings to develop a communication line to explain and institute new policies and to ensure continuous development of staff.
• Assist in conducting meetings to promote sales, product knowledge and client service.
• Perform all other job‑related duties as assigned.

None…