Retail Support Job Description

Retail Support Job Description

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Retail support provides support to WU agents located in US and Canada with Settlement (debits, credits, refunds), Reporting and Commission inquiries.

Retail Support Duties & Responsibilities

To write an effective retail support job description, begin by listing detailed duties, responsibilities and expectations. We have included retail support job description templates that you can modify and use.

Sample responsibilities for this position include:

Perform projects and functions that assist with the sales and operational elements of retail banking and involves collaborating with various teams including Banking Centers, Retail Management, IT, Risk, Deposit Operations, Client Experience, Marketing, Training, and Compliance
Responsible for a certain set of procedures to keep updated and perform periodic review
Responsible for implementing processes that meet Compliance and Federal Regulations within the procedures to ensure positive bank examinations
Assist with banking center surprise audits to serve as the dual control during cash counts and other parts of the audit
Execute SKU/store level plans to support company Drive Times for respective categories, by analyzing historical performance and utilizing the tools and procedures within the replenishment systems
Using established Bank policies and procedures, properly identify prospective customers
Proactively email and call customers on the Cross Sell Report provided by Mortgage Systems Support to cross sell/refer other Bank products and services
The systems specialist will review written requirements from the business unit in order to ensure an accurate understanding of those requirements for testing purposes
The systems specialist will support retail operational efforts by creating and delivering analytics of various metrics
Dollar value of claims to be processed to be communicated to key stakeholders by the 12th of each month and the corresponding claims to be processed by the 21st of each month and sent for processing to our finance team

Retail Support Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Retail Support

List any licenses or certifications required by the position: ERP, ITIL, UK, SAS, PTCB, PMP, PM, ASE, MCSE, TPS

Education for Retail Support

Typically a job would require a certain level of education.

Employers hiring for the retail support job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Education, Military, Business, Associates, Computer Science, Technical, Marketing, Engineering, Science, Management Information Systems

Skills for Retail Support

Desired skills for retail support include:

Women’s Shoes
Banking
Debits
Balancing
Math
Bank products
Credits
Cashiering
Credits & bank products
Procedures

Desired experience for retail support includes:

Will perform other administrative duties as assigned
4 year degree or equivalent in Management Information Systems or Computer Science
Perform Operations Lead and/or operations Assistant responsibilities in his/her absence, receiving new product/inventory replenishment and multi-location Cycle counts
Ability to draw conclusions/make recommendations from the analysis and comfortable articulating to Sr
It is imperative that we comply and achieve all audit requirements set for the business
Provide direct support for Retail store systems and applications including MS windows servers, and PC’s running windows and all applications, including Retail pro, Symantec endpoint protection, This includes keeping retail systems patched to the latest security patches

Retail Support Examples

1

Retail Support Job Description

Job Description Example
Our company is looking for a retail support. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for retail support
  • Network through traditional and progressive methods to identify and source passive talent (Talent+ Database, Social Networking, Career Fairs, Traditional Networking, Online Research, Job Boards, Diversity Initiatives )
  • Manage the overall scheduling process using a scheduling/workforce management tool to provide quality schedules to frontline
  • Responsible for maintaining, analyzing and addressing branch staffing levels and scheduling needs
  • Monitoring trends and performance around branch workforce management and identify any staffing gaps that needs to be addressed
  • Research, implement and optimize workforce staffing model or software to ensure people resources are appropriately dispersed
  • Manage and support the execution of Training Calendars including onboarding, new hire roundtables, and team member feedback
  • Develop, research, and track reporting on member escalations from the Retail Branch network
  • Responsible for overall performance reporting to the regions, and supporting the analysis of the reporting, trends, and areas of focus to lift performance
  • Provide Retail Branch Leadership support and administration on projects and initiatives that require in depth analysis and research
  • Act as a support to the VP and Directors in attending joint meetings to be able to assess feedback and impact
Qualifications for retail support
  • Partner with other business leaders on specifics initiatives, projects, that impact the branch network
  • Support the management of the budget process, monitoring of headcount and roles associated with each retail branch
  • Organizes, collects and provides best practices across branch network that can be leveraged for overall success of others
  • Bachelor’s Degree in business or finance and 3-5 year experience in the financial services industry(credit union preferred)
  • Prior experience in Branch Network related to staffing, operations, and member experience
  • Strong written and verbal communication skills with the ability to effectively communicate with internal team members and staff, other business leaders within the organization
2

Retail Support Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of retail support. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for retail support
  • Responsible for communicating with vendors and internal leaders
  • Drive recommendations to Senior Leadership for process improvements, system enhancements, personnel changes
  • Assist seniors with building range plans in collaboration with Marketing Team
  • You will interact with multiple teams of the organization for optimal success
  • Creation of dedicated newsletters and communications about single mandates and funds in campaign
  • Activities on mandates (creation of dedicated reports and presentations, co-ordination with fund managers, activity of follow up)
  • Direct activities by phone from the office or across the territory with FAs/PBs on behalf of Senior Sales
  • Work with Senior Sales to map and update contacts and activities on Spectra CRM
  • Work with Senior Sales to create and update forms for internal activities
  • Update on a monthly basis all the materials for the full range of products offered in the country
Qualifications for retail support
  • Ability to use reports, metrics and other data to identify trends and opportunities, identifies solutions and removes roadblocks for the team
  • Knows and utilizes available resources to resolve issues when appropriate
  • Self-motivated and ability to work independently with efficient time management skills, adapt to changing priorities, meet deadlines and work well under pressure
  • Ability to ask strategic and tactical questions leading to identification of root causes of problems
  • Excellent German skills are mandatory, good English skills
  • Minimum two years experience in a similar position in the area of Backoffice
3

Retail Support Job Description

Job Description Example
Our company is looking to fill the role of retail support. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for retail support
  • Maintenance of core industry presentations
  • Perform various monitoring functions included in the Retail Bank Support team including areas such as promotion monitoring, referral system monitoring, medallion signature guarantee, dormant accounts
  • Assist with openings, consolidations, acquisitions, divestitures and other various other departmental projects
  • Assist with projects related to new products for implementation in promotions and products related to Deposits
  • Customer Issues – quickly and efficiently assist Analyst to solve customer sales issues where product may need to be moved, allocated, or issue resolved with the business teams
  • Analyze category from Retail perspective to provide recommendations to the Business Team on SKU assortments
  • Assist in managing transition skus to the appropriate inventory levels to minimize At Risk and maximize instock during merch kit periods
  • Continuous Improvement – responsible for continuously improving all RST processes, reporting, relationships, communication paths, and in the development of DP peers
  • Some mortgage loans require deposit accounts
  • Work as a liaison between the Mortgage and Retail Divisions of the Bank to ensure the success of deposit account acquisition and portfolio growth
Qualifications for retail support
  • Accounting knowledge advantageous
  • Professional experience in logistics planning and negotiation
  • Ability to multitask, change direction frequently, work numerous interruptions and prioritize competing concerns
  • Excel, Word and PPT competency
  • Ability to present recommendations both orally and in writing
  • Flexible working hours, as some responsibilities may be done after normal business hours
4

Retail Support Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of retail support. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for retail support
  • Regularly attend local Mortgage Branch meetings to foster relationship between the Mortgage Loan Officers, the Mortgage Branch Manager, and the Mortgage Retail Support Specialist
  • Document and report account openings to Management so the results can be reviewed and analyzed to ensure the success of the success of the program
  • Offer constructive feedback on how to streamline or improve department functions to increase efficiencies
  • Respond to phone calls, emails and incidents, addressing questions, concerns or errors regarding referrals, activities and goals of employees
  • Provide coaching to employees to ensure understanding of automated system and incentive plan guidelines
  • Perform manual closing of referrals monthly that are not automated within the tracking system
  • Audit Referrals and Sales to ensure that they meet proper claims per incentive plan guidelines
  • Investigate a sample of employees from each retail incentive plan, accurately document employee investigations, and work with branch supervisors to resolve issues
  • Perform monthly validation of system incentive plan results, to ensure accuracy of incentive system tracking and calculation
  • Prepare a variety of reports in Excel using exported data from the tracking system
Qualifications for retail support
  • Adapts to change in a fast paced, deadline oriented environment
  • Five years of relevant work experience (or 2-3 years of experience as a set manager or general manager)
  • Ability to discuss coffee taste profiles and make recommendations to customers
  • Ability to assist customers, help them navigate the coffee area, and suggestively sell coffee products and complimentary items
  • 1 or more years of Business Team DPA, Merch Analyst experience, or Retail Store experience
  • Business category and Customer acumen
5

Retail Support Job Description

Job Description Example
Our company is searching for experienced candidates for the position of retail support. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for retail support
  • Provide testing of new releases to the tracking system and report any exceptions found
  • Develop a working knowledge of company products and applications to interact effectively with other technical and non-technical resources, and quickly establish comfortable and effective working relationships
  • MicrosPOS/Oracle knowledge is desired or must possess a working knowledge of Enterprise level POS applications TLOGs, Coupons, CRM, BI and ERP
  • Ability to specify, design and develop software tools targeted for easing any manual support processes, where it makes sense
  • Ability to comprehend process flow of data between Front End and Back end systems
  • Create detailed operational and troubleshooting documentation for use in a technical knowledgebase (SharePoint/OneNote)
  • Undertake investigations and work with other departments to resolve any queries
  • Escalate potential risks and communicate progress on a regular basis
  • Liaise with the Communications team where enquiries relate to current or past communications
  • Keep a record of all enquiries and maintain status updates
Qualifications for retail support
  • Clear understanding of overall business objectives, staffing needs, workflow management, and business operations
  • Understanding of Supply Chain Practices and Principles
  • 3-5 years in Demand Planning, Supply Chain, Retail, Merchandising, Inventory Management and Demand Planning experience
  • Ability to work accurately under deadline situations and to adapt to rapid change of pace
  • Excellent verbal and written skills with ability to logically resolve issues in professional manner
  • Good organization skills and ability to manage details

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