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Are you passionate about creating an exceptional client experience?
Discover your opportunity with Company, a division of the Company (Company), the 5th largest financial group in the world. At Company, we care about the details that matter most to our clients. We have our clients’ best interest in mind, drawing on more than 150 years of experience to understand their distinct needs and tailor our solutions. We’re part of 180,000 colleagues around the globe striving to be the world’s most trusted financial group. Trust starts with a culture of putting people first and empowering you to achieve your potential. Join Company, where being inspired is expected and creating results is rewarded.
Reporting to the Branch Manager, the Branch Service Off I (MLO)/Community Outreach Specialist is responsible for assisting Management with day-to-day branch operations with an emphasis on risk mitigation and regulatory compliance, in addition to coaching and promoting effective sales referrals activities and providing ongoing staff training and development. May receive day-to-day work direction from the Branch Service Manager, if applicable. Depending on the office assigned, may be responsible for service management of specialty segments such as Priority, Cash and Save, etc.
Under guidance and direction from the Branch Manager, the Branch Service Officer will be responsible for:
10% Branch Operations/Risk Management/Compliance
Under the direction of the Manager, assist in the training and support of risk mitigation activities.
Assist Manager to ensure branch staff understands, has knowledge of and adheres to operating policies, procedures and regulatory requirements.
Effectively resolve problems, exceptions, and account adjustments.
Approve or disapprove transactions within assigned authority limits.
Perform the role of the primary or secondary Branch Security Coordinator.
Assist Manager in leveraging workforce planning tools to optimize staffing.
When necessary, may be required to perform activities related to other branch positions (e.g. cash handling, opening new accounts).
Time spent performing cash handling and/or opening new accounts could vary based on branch volumes and staffing.
30% Customer Service
Assist Manager to ensure consistent and exceptional experiences are provided to foster customer retention.
Resolve customer issues and complaints in a timely, professional and effective manner.
Act as liaison with other support areas of the Bank to resolve customer issues.
30% Training/Coaching Student Interns
Assist Manager in the training and coaching of interns.
Assist Manager in facilitating cross-training opportunities for growth and development of employees.
Provide input to Manager on employee performance.
Monitor and assess interns throughout school year Provide feedback on presentation.
Assure Teller Transactions are correct.
Ensure LEAP Certifications are completed in a timely manner.
15% Sales Support Activities
Promote sales referrals by demonstrating leadership and modeling the sales culture.
Assist Manager with the implementation of customer acquisition campaigns and monitoring referrals from operations staff.
Assist Manager in coaching tellers to effectively identify quality referral opportunities and refer appropriately.
The Branch Service Officer actively supports the programs and goals of Branch and Bank Management and must be able to operate the office in the absence of other branch officers. Job grade is dependent on branch level and complexity – exceptions to standard grade assignments require Regional Executive approval.
15% Community Involvement
Involving yourself by volunteering with non-profit organizations when not involved in school branch.
Educating the community, the responsibility of finances – financial literacy.
Acting as a liaison for Company and partnering non-profit organizations and school strengthening relationship.
Typically requires 3+ years of experience and increasing levels of responsibility within branch operations.
Possess knowledge of banking products and services.
Requires strong sales and service orientation and the ability to communicate effectively with all levels of management and clients.
Possess excellent verbal, written and interpersonal communication skills.
This position may be subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements. If at any time the Bank determines that your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to register successfully or to maintain a status in good standing under the SAFE Act will affect your eligibility for continued employment and may result in your immediate termination.
The above statements are intended to describe the general nature and level of the work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.
We are proud to be an Equal Opportunity / Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives, and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category.
A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it’s the bank’s policy to only inquire into a candidate’s criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses.
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