Senior Universal Banker

Job Description

Job Description

GENERAL FUNCTION:

Plans, directs, and organizes the operational activities of the branch following established policies and procedures.

MAJOR DUTIES AND RESPONSIBILITIES:

• Performs primary job function including teller and/or platform duties.
• Assists with the supervision, training and directing of branch personnel with regards to all operational day-to-day activities.
• Works with the Branch Sales Manager to conduct annual and quarterly reviews for all branch personnel.
• Works closely with the Branch Sales Manager to process daily EIM items (pay/return decisions).
• Reviews and authorizes staff schedules including approving overtime and paid leave.
• Reviews accounts payable items (invoices) with the Branch Sales Manager for approval and forwards to the Accounting Department for processing.
• Implements the Branch Security Plan and trains staff, including but not limited to the opening/closing procedures and monitoring the branch's security system.
• Reports and monitors all technology issues at the branch location.
• Insures the accurate processing and/or reporting of the following:

• Garnishments, tax levies, subpoenas, etc.
• Cash items.
• Proof corrections.
• Cash counts.
• CIP verifications.
• Counterfeit Currency Report.

• Mail (USPS, UPS, interoffice, mail deposits, hold mail, etc.)
• Night deposit logs, agreements, business resolutions.
• Safe deposit boxes (audit, bank use boxes, verification of documents, etc.)
• Collateral boxes and holds for notes secured by deposit accounts.
• Balancing and reporting of the negotiable instruments.
• Branch certification of internal controls.

• Works with Branch Operations Administration to complete all quarterly and annual operational training including but not limited to the disaster recovery plan/business continuity plan and the implementation of such plans.
• Resolves customer complaints within the branch with assistance of the Branch Sales Manager as needed.
• Conducts branch audit and clears any exceptions under the guidance of Branch Operations Administration. Trains and cross-trains personnel in order to avoid any future exceptions.
• Ensures branch personnel are in compliance with all policies and procedures as related to Branch Operations, including record retention.
• Approves requisitions for purchasing of supplies for the branch under guidance of the Branch Sales Manager.

• Monitors and maintains property management by coordinating with the Facilities department regarding upkeep and needed repairs.
• Performs all other duties as assigned by supervisor.

JOB QUALIFICATIONS:

• Bachelor's degree from an accredited college with a concentration in accounting /finance preferred, or equivalent relevant experience.
• One to two years of retail banking experience or equivalent relevant experience required with a minimum of six months to one year supervisory experience preferred.
• Strong personal leadership skills, organizational skills and excellent verbal and written communication skills.
• Ability to analyze and summarize financial information and present recommendations for appropriate courses of action.

STANDARDS OF PERFORMANCE:

• Maintain positive work environment while being courteous and respectful to all.
• Must be alert in all job functions.
• Must follow all company policies and procedures.
• Ability to maintain matters of a highly confidential nature.
• Consults Branch Sales Leader on all significant decisions