Assistant Banking Center Manager

Summary

The Assistant Banking Center Manager (ABCM) supervises the staff at a Fidelity Banking Center. Responsible for monitoring performance and operations, ensuring the highest level of customer care for Bank customers. As a trusted financial advisor, the ABCM will advise and deliver a full range of financial services to customers to meet their financial goals. As a member of the retail management team, the ABCM will provide exceptional care and support to staff in achieving their professional goals.

15

• Oversees, supervises and mentors Banking Center staff for purposes of the day‑to‑day administration of job duties, including scheduling, communicating overall goals, operations, and coaching reinforcing principles and values.
• Monitors and decisions management reports.
• Develops a rapport with customers, greeting customers by name, possesses an understanding of account ownership types and authority, as well as, being responsive and timely with correspondence and problem resolution.
• Provides backup to the Banking Center Manager.
• Provides excellent customer care to customers relative to daily transactions, addressing inquiries, and problem resolution in accordance with Bank policies and procedures.
• Performs banking transactions including processing deposits and loan payments, verifying cash and endorsements, check cashing, money orders and treasurer's check issuance and savings bond redemption.
• Fulfills all Banking Center opening and closing activities.
• Introduces and advises on the Bank's deposit and consumer loan products and services to proactively meet customer needs.
• Proficient in determining customers’ existing and prospective financial needs and identifies referrals to other business lines, e.g., Investment Services, TAM, Commercial Lending, Treasury Management, etc. Maintain a working knowledge of product and service offerings including consumer, business, deposit, lending, non‑profit, retirement, digital banking, debit cards, etc.
• Confidently discuss customer lending opportunities and assists customers in preparing loan applications for home equity loan products and other consumer loans.
• Safeguards customer trust by upholding the duty of customer confidentiality.
• Complies with all required laws, regulations, policies, and procedures.
• Timely completion of all assigned learning activities.
• Proficient in vault custodian duties.
• Actively participate in Banking Center meetings and one‑on‑one coaching sessions.
• Participates/volunteers in community groups and events.
• Completes specialized training courses and certification programs as assigned and within allotted time frames.
• Additional duties as assigned.

• Bachelor’s degree preferred, or combination of secondary education and four years of progressive retail banking experience
• Nationwide Mortgage Licensing System (NMLS) registration
• Notary Public commission
  
  Completion of Medallion signature guarantee training required

• Three or more years supervisory experience and proven leadership capabilities required, including minimum of one year retail banking supervisory experience.
• Conversant in all Bank business lines
• Ability to independently complete and mentor others in transactions and all platform services, including transactions, account opening, consumer loan products, IRAs, trust accounts, etc.
• Ability to execute more complex account openings and transactions independently
• Ability to supervise staff
• Critical thinking, decision making and problem‑solving skills
• Demonstrated high level of judgement and decision‑making ability
• Demonstrated ability to fulfill the opening/closing activities of the Banking Center
• Prior customer relationship building experience
• Must have a supervisory aptitude
• Demonstrated management and leadership skills
• Must have cyber security awareness to protect the digital environment, the Bank, and customers

• Managerial Courage
• Technology Savviness/Digital Enthusiast
• Financial Comprehension
• Adaptability and Flexibility
• Sales Aptitude
• Eager and Agile Learner