First Federal Lakewood
Centerburg, Ohio
Description: The Branch Manager is responsible for managing sales and operations of bank branch and ensuring policies and procedures are being followed. We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Requirements: Duties and Responsibilities: Adds value as a key member of management; understands the business, financials, industry, customers and strategy. Supervises employees, provides direction, coaches, trains and develops, and manages performance to company goals and expectations. Manages the daily operation of the branch through ensuring policies and procedures are being followed, reports are completed, and branch audits are satisfactory; monitors and administers the approved branch budget and explains variances; maintains acceptable level of non-sufficient funds fee waivers as determined by management; oversees maintenance and security of facility; keeps branch up-to-date on government regulations and the association's policies and procedures regarding lending, savings, and branch operations. Directs activities of branch staff to ensure achievement of branch goals including sales, cross-selling, and referrals of Bank products and services; leads and participates in branch sales promotion campaigns including customer calling programs; coaches and mentors staff to ensure their use of appropriate sales skills and techniques; works with Marketing to ensure branch has effective marketing displays, signage, and materials; ensures the branch provides quality customer service. Schedules staff and monitors staff hours in accordance with Branch Staffing Model; ensures staff compliance with bank regulations, requirements, and procedures, and that staff follow operational and security policies and procedures; communicates and reinforces to staff changes in government regulations and the bank's policies and procedures regarding lending, savings, and branch operations; conducts branch operations/sales meetings and other branch meetings. Meets Branch Manager's individual goals and target production standards through engaging customers in meaningful conversations to determine their needs and assists the customer in choosing appropriate Bank products and services; cross-sells bank's products and services by using insights gained about the customer's needs and meets established cross-selling ratios; provides investment, mortgage, and business banking referrals, and follows up on referral opportunities to achieve branch and Bank goals; responds to customer inquiries regarding bank products; takes consumer applications; follows-up on the processing and closing of loans; opens and closes accounts with accuracy and in accordance to bank policy and applicable regulations. Serves as the branch's primary customer relations representative and resolves customer complaints; approves customer transactions and overrides; responds to customer inquiries; operates a teller window when necessary. Maintains membership in an approved community organizations and participates in community events/trade shows to develop and strengthen referral and customer relationships, and to develop business relationships with outside organizations. Manages sales activities in branch; coaches and trains employees on sales approaches; ensures staff sales goals are met; uncovers sales opportunities. Establishes relationships with current business customers and expanding business relations to drive commercial sales via outside calling activities. Manages service providers and vendors effectively; structures relationships with service providers in a strategic manner; sets expectations; develops performance metrics; measures vendor performance, provides feedback and holds accountable. Other duties as required. Necessary competencies: Adaptability Communication skills Customer service Interpersonal skills Job knowledge Judgment Leadership Planning and organization Staff development Technical Expertise Experience in banking laws, regulations, and guidelines is required. Experience in customer service is required. Experience in retail banking is required. Experience in financial services or banking is preferred. Proficiency in MS Office Outlook, Excel, Word or similar software is required. Loan Origination Software, Cleartouch, OnBase, various government and investor software/web portals is preferred. Education and Experience Education: High School Diploma or equivalent is required; Bachelor's degree is preferred, or equivalent experience. Certification: Valid Driver's License is required. NMLS Number and Notary required. Years of experience: 5 to 7 years is required. Years of experience supervising: 3 to 5 years is required. Physical Environment While performing the duties of this job, the employee is regularly required to lift, walk, stand, sit, bend, reach with hands and arms, climb, push/pull, use hands, and see, hear and speak. The employee must occasionally lift and/or move up to 25 pounds. The noise level in the work environment is usually quiet to moderate. This position is performed in an office setting, Able to work days and hours branch offices are open. Able to work overtime as required and be on call for any emergencies 24 hours a day, 7 days a week. PI24eac52b734d-4993
Description: The Branch Manager is responsible for managing sales and operations of bank branch and ensuring policies and procedures are being followed. We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Requirements: Duties and Responsibilities: Adds value as a key member of management; understands the business, financials, industry, customers and strategy. Supervises employees, provides direction, coaches, trains and develops, and manages performance to company goals and expectations. Manages the daily operation of the branch through ensuring policies and procedures are being followed, reports are completed, and branch audits are satisfactory; monitors and administers the approved branch budget and explains variances; maintains acceptable level of non-sufficient funds fee waivers as determined by management; oversees maintenance and security of facility; keeps branch up-to-date on government regulations and the association's policies and procedures regarding lending, savings, and branch operations. Directs activities of branch staff to ensure achievement of branch goals including sales, cross-selling, and referrals of Bank products and services; leads and participates in branch sales promotion campaigns including customer calling programs; coaches and mentors staff to ensure their use of appropriate sales skills and techniques; works with Marketing to ensure branch has effective marketing displays, signage, and materials; ensures the branch provides quality customer service. Schedules staff and monitors staff hours in accordance with Branch Staffing Model; ensures staff compliance with bank regulations, requirements, and procedures, and that staff follow operational and security policies and procedures; communicates and reinforces to staff changes in government regulations and the bank's policies and procedures regarding lending, savings, and branch operations; conducts branch operations/sales meetings and other branch meetings. Meets Branch Manager's individual goals and target production standards through engaging customers in meaningful conversations to determine their needs and assists the customer in choosing appropriate Bank products and services; cross-sells bank's products and services by using insights gained about the customer's needs and meets established cross-selling ratios; provides investment, mortgage, and business banking referrals, and follows up on referral opportunities to achieve branch and Bank goals; responds to customer inquiries regarding bank products; takes consumer applications; follows-up on the processing and closing of loans; opens and closes accounts with accuracy and in accordance to bank policy and applicable regulations. Serves as the branch's primary customer relations representative and resolves customer complaints; approves customer transactions and overrides; responds to customer inquiries; operates a teller window when necessary. Maintains membership in an approved community organizations and participates in community events/trade shows to develop and strengthen referral and customer relationships, and to develop business relationships with outside organizations. Manages sales activities in branch; coaches and trains employees on sales approaches; ensures staff sales goals are met; uncovers sales opportunities. Establishes relationships with current business customers and expanding business relations to drive commercial sales via outside calling activities. Manages service providers and vendors effectively; structures relationships with service providers in a strategic manner; sets expectations; develops performance metrics; measures vendor performance, provides feedback and holds accountable. Other duties as required. Necessary competencies: Adaptability Communication skills Customer service Interpersonal skills Job knowledge Judgment Leadership Planning and organization Staff development Technical Expertise Experience in banking laws, regulations, and guidelines is required. Experience in customer service is required. Experience in retail banking is required. Experience in financial services or banking is preferred. Proficiency in MS Office Outlook, Excel, Word or similar software is required. Loan Origination Software, Cleartouch, OnBase, various government and investor software/web portals is preferred. Education and Experience Education: High School Diploma or equivalent is required; Bachelor's degree is preferred, or equivalent experience. Certification: Valid Driver's License is required. NMLS Number and Notary required. Years of experience: 5 to 7 years is required. Years of experience supervising: 3 to 5 years is required. Physical Environment While performing the duties of this job, the employee is regularly required to lift, walk, stand, sit, bend, reach with hands and arms, climb, push/pull, use hands, and see, hear and speak. The employee must occasionally lift and/or move up to 25 pounds. The noise level in the work environment is usually quiet to moderate. This position is performed in an office setting, Able to work days and hours branch offices are open. Able to work overtime as required and be on call for any emergencies 24 hours a day, 7 days a week. PI24eac52b734d-4993
First Federal Lakewood
Painesville, Ohio
Description: Position Summary: The Universal Banker is the core role within the retail branches. There are 3 levels within the Universal Banker job family with progressive responsibilities. All Universal Bankers provides exceptional front line customer service and sales within the branch. The Universal Banker 1 is the main customer facing role withing the branch. Emphasizes excellent customer service and sales, processes day-to-day teller transactions, takes direction and guidance from Universal Bankers 2 and 3. Strives to gain expertise in all assigned duties and supports training of new employees as needed. Duties and Responsibilities: Provides excellent customer service by processing customer transactions and handling account maintenance; answers customer inquiries both in person and on the telephone including Customer Relationship Center Support; follows-up with customers as necessary. Operates Teller window; maintains acceptable outages based on the Branch Operation Guidelines; maintains appropriate cash limits; follows policies and procedures to ensure compliance for branch audits. Appropriately escalates complex customer issues to Universal Bankers 2 and 3. Opens and closes basic accounts and services with accuracy and in accordance to bank policies and applicable regulations. Cross-sells bank's products and services and makes referrals for investment, mortgage and business banking products. As needed, supports Universal Bankers 2 and 3 with advanced account openings, sales and service. Understands and strives to meet individual, team and branch performance metrics and sales goals. Participates in team meetings, completes all assigned training and learns/keeps up to date with all assigned systems, software and procedures including Digital Banking system and online service procedures. As needed, performs basic opening and closing duties independently (including arming and disarming the branch). Assists with back-office duties including completing basic reporting, balancing ATMs and processing night/mail deposits. Follows all safety and security protocols and escalates issues appropriately. May float to other bank branches as needed. Keeps up to date and complies with all bank policies/procedures as well as applicable banking laws and regulations, including, but not limited to the Bank Secrecy Act, USA Patriot Act, and related anti-money laundering statutes, and federal consumer protection legislation and regulations. Other Duties as assigned. The duties outlined above are a summary and may not be an exhaustive or comprehensive list of all possible responsibilities, tasks, and duties. All job descriptions may be amended at any time at the sole discretion of FMHC. We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Requirements: Qualifications and Skills: 0-2 Years of banking experience is required. Experience handling cash is required. High School Diploma or equivalent is required. Experience in customer service is preferred. Proficiency in MS Office Outlook, Excel, Word or similar software is required. Cleartouch, Nautilus, various government and investor software/web portals is preferred. CRM is preferred. Driver's license is required (for float positions) Necessary competencies: Accountability Coachability Change Champion Communication Detail Orientation Organizational Savvy Process Oriented Service Orientation Physical Environment: While performing the duties of this job, the employee is regularly required to lift, walk, stand, sit, bend, reach with hands and arms, climb, push/pull, use hands, and see, hear and speak. The employee must occasionally lift and/or move up to 25 pounds. The noise level in the work environment is usually quiet to moderate. This position is performed in a retail bank setting. Employee must be able to work days and hours that branch is open including weekends and overtime as needed. PIa12b08969b0c-9553
Description: Position Summary: The Universal Banker is the core role within the retail branches. There are 3 levels within the Universal Banker job family with progressive responsibilities. All Universal Bankers provides exceptional front line customer service and sales within the branch. The Universal Banker 1 is the main customer facing role withing the branch. Emphasizes excellent customer service and sales, processes day-to-day teller transactions, takes direction and guidance from Universal Bankers 2 and 3. Strives to gain expertise in all assigned duties and supports training of new employees as needed. Duties and Responsibilities: Provides excellent customer service by processing customer transactions and handling account maintenance; answers customer inquiries both in person and on the telephone including Customer Relationship Center Support; follows-up with customers as necessary. Operates Teller window; maintains acceptable outages based on the Branch Operation Guidelines; maintains appropriate cash limits; follows policies and procedures to ensure compliance for branch audits. Appropriately escalates complex customer issues to Universal Bankers 2 and 3. Opens and closes basic accounts and services with accuracy and in accordance to bank policies and applicable regulations. Cross-sells bank's products and services and makes referrals for investment, mortgage and business banking products. As needed, supports Universal Bankers 2 and 3 with advanced account openings, sales and service. Understands and strives to meet individual, team and branch performance metrics and sales goals. Participates in team meetings, completes all assigned training and learns/keeps up to date with all assigned systems, software and procedures including Digital Banking system and online service procedures. As needed, performs basic opening and closing duties independently (including arming and disarming the branch). Assists with back-office duties including completing basic reporting, balancing ATMs and processing night/mail deposits. Follows all safety and security protocols and escalates issues appropriately. May float to other bank branches as needed. Keeps up to date and complies with all bank policies/procedures as well as applicable banking laws and regulations, including, but not limited to the Bank Secrecy Act, USA Patriot Act, and related anti-money laundering statutes, and federal consumer protection legislation and regulations. Other Duties as assigned. The duties outlined above are a summary and may not be an exhaustive or comprehensive list of all possible responsibilities, tasks, and duties. All job descriptions may be amended at any time at the sole discretion of FMHC. We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Requirements: Qualifications and Skills: 0-2 Years of banking experience is required. Experience handling cash is required. High School Diploma or equivalent is required. Experience in customer service is preferred. Proficiency in MS Office Outlook, Excel, Word or similar software is required. Cleartouch, Nautilus, various government and investor software/web portals is preferred. CRM is preferred. Driver's license is required (for float positions) Necessary competencies: Accountability Coachability Change Champion Communication Detail Orientation Organizational Savvy Process Oriented Service Orientation Physical Environment: While performing the duties of this job, the employee is regularly required to lift, walk, stand, sit, bend, reach with hands and arms, climb, push/pull, use hands, and see, hear and speak. The employee must occasionally lift and/or move up to 25 pounds. The noise level in the work environment is usually quiet to moderate. This position is performed in a retail bank setting. Employee must be able to work days and hours that branch is open including weekends and overtime as needed. PIa12b08969b0c-9553