Job Description

Date Active

Jul 19, 2022 4:08:47 PM

Requisition #


Hours Per Week



FC Nanuet-01009




New York

Job Description/ Requirements

This is an exciting opportunity to grow your career in the financial services industry and experience a high performing, team-oriented environment. We are looking for a dynamic Financial Center Team Leader who can communicate the company's vision by inspiring others through motivation and influencing the overall success and execution of the Bank's strategy. As the Team Leader, you will lead the day-to-day activities of the Client Service Associates and Personal Bankers to meet the contribution goals of the Financial Center; modeling the highest level of client service while processing transactions and resolving client issues. You will delegate work assignments and provide coaching and instruction to staff, ensuring timely and efficient completion of all client transactions in accordance with bank policies and procedures.
Leveraging your strong leadership skills, you will play an integral role in the achievement of sales, service and operational performance goals for the financial center. You will ensure that business development goals are met, and that the bank's policies, procedures and controls are implemented to protect the bank against monetary loss. You will support sales initiatives aimed at leveraging products/services to increase deposits, accounts and clients of the financial center. You will motivate colleagues to reach and exceed their individual and team goals.
Core Job Responsibilities/Key Activities/Elements:
1. 40% -- Service Excellence & Identify Sales Opportunities
* Enhance client satisfaction by consistently engaging and connecting with clients to exceed service expectations in a timely manner. The Team Leader will be responsible to meet the established goals (e.g., contribution; increase deposit growth; introductions to partners/colleagues) for the Financial Center and will deploy their leadership skills to actively manage sales & service activities and coach colleagues to execute sales opportunities for new and existing clients.
* Oversee functions associated with sales administration and business development activity reporting; ensure adherence to internal playbooks as well as utilization of the sales tools necessary to build a culture that is focused on identifying client needs and building relationships.
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* Provide ongoing coaching to staff regarding sales techniques and product knowledge, motivating them to embrace a sales culture and consistently offer suitable bank products and services; stay abreast of new products, services and promotions and educate/support the financial center team.
* Assist with deposit account openings, lending and account maintenance requests.
2. 40% -- Financial Center Operations
* Oversee daily Financial Center operations of the Client Service Associates (CSA)/tellers and platform areas of the banking floor. Act as a 'lobby leader' to ensure proper direction of client transactions/activities.
* Make sound decisions regarding the approval of client and or bank transactions within authority limits, weighing client satisfaction issues versus bank exposure to loss or fraud. Ensure daily work is captured within designated timeframes and that it conforms to processing requirements.
* Help Client Service Associates resolve complex client issues and complaints. Troubleshoot complex client service issues, research fraud losses and processing of charge offs. Monitor quality and efficiency of client service delivery at the financial center.
* Perform cash management duties including the monitoring of the financial center's reserve cash, distributing and collecting cash from CSAs, handling all daily settlements/cash proof and consolidation, proving of ATM, conducting periodic CSA cash audits, maintaining records of all differences and assisting with the location/resolution of errors.
* Oversee compliance functions including reconcilements, audits, reporting, controls, records management, approvals and opening/closing procedures, ensuring all security procedures are strictly followed.
* Identify and mitigate operational risk to ensure ongoing adherence with compliance procedures; implement action plans to improve operational controls and mitigate controllable losses while optimizing the client experience.
3. 20% -- Team Accountability
* Drive high performance and accountability for superior results and employee engagement. Provide staff with timely, candid and constructive performance feedback; develop employees to their fullest potential and provide challenging opportunities that enhance employee career growth; recognize and reward employees for accomplishments.
* Train/coach new Client Service Associates and Personal Bankers on policies, procedures and all financial center operational duties/responsibilities.
* Review and approve staff timesheets including requests for time off. Manage staffing schedule to ensure proper coverage.
* Manage team operational expenditures such as overtime expenses, office supplies, etc.
4. Ensure team compliance with all policies, procedures and regulatory requirements and manage operational risks -- has accountability for team audit results. Manage quality assurance and audit processes to ensure data integrity, accuracy and protection.
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5. Observe security policies in accessing, securing and protecting confidential and sensitive client information. Identifying and referring mortgage CRA opportunities when appropriate.
6. Oversee all Vault Custodian functions performed by CSA 1 and CSA 2.
7. Perform other duties or accountabilities as assigned.
1. At least 5 years cash handling and customer service experience
2. At least 2 years banking experience
3. At least 1 year supervisory experience
4. Ability to accurately handle large amounts of cash
5. Extensive practical knowledge of Microsoft Office suite (Outlook, Excel, Word)
6. Ability to work a flexible and/or rotating schedule. May be required to work Saturdays, Sundays and extended hours. Travel may be required to alternate Financial Centers.
1. Candidates with advanced degrees (Associates, Bachelor's and/or Master's) preferred yet a High School Diploma or GED is required. Candidates with some combination of coursework and experience, or extensive related professional experience, are eligible for consideration.
2. Self-starter and creative problem solver -- ability to understand the domino effect when issues occur as well as the ability to think outside-the-box and use resources at hand to get to the bottom of the issue; exceptionally proactive and know how to get in front of problems to contain them.
3. Highly Organized -- ability to effectively plan, set priorities, allocate resources and manage several complex activities simultaneously while working in a fast-paced environment to meet deadlines.
4. Great Communication Skills -- Strong communications, both verbally and written. Ability to influence others and establish/maintain collaborative relationships.
5. Demonstrated math skills with an understanding of debit and credit relationships and negotiable instruments.
6. Knowledge of banking products, procedures and regulations.
7. Other Attributes -- flexible and agile; takes initiative and solves problems; decisive; outstanding ability to think outside-the-box and use resources at hand to effortlessly get to the bottom of an issue; extremely accurate and detail-oriented coupled with the ability to see the broader picture.
Physical Requirements:
Candidates must possess the ability to lift and carry cash drawers, coin bags and boxes sometimes weighing as much as 25 pounds.

Application Instructions

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