Retail Banking Coordinator
Job Description
First Bank
Job Description
Effective Date:
EEO Code:
Job Description: Retail Banking Coordinator
Officer Title:
Employee Name:
Reports To: Retail Banking Administrator
Location:
FLSA Status:
Job Status:
Notes:
Summary: The Retail Banking Coordinator is responsiblefor the efficient and effective operation of the Teller and CSR platforms.Duties include scheduling and conducting training for new hires and existingemployees as needed, process and procedure management ensuring Tellers/CSRshave a clear guide to operation while protecting the bank both financially andcivilly, while ensuring these roles are serving to help the bank achieve itsstrategic objectives.
Duties andResponsibilities:
Develop thorough knowledge of bank products/services via training, Bank website, intranet information, etc. Schedules, coordinates and possibly conducts training for Retail Banking Staff.
Schedules meetings, answers routine questions, and coordinates communication with Backoffice, Frontline Staff and Management on behalf of the Retail Banking Administrator.
Administers sales and performance tracking for all retail employees Gathers all audit/survey information for external and internal audits for Branches Complies, creates and distributes the agendas for weekly and monthly meetings Receive and process incoming and outgoing branch cash shipments
Review exceptions and provide reminders, as needed
Assist in serving as a liaison between Backoffice and Frontline
Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures and internal controls, and meet all job-specific requirements in a timely fashion Promote and maintain positive relations with all employees, contacts, customers, and potential customers.
Secondary orAdditional Job Duties: 1. Administersspecial projects under direction of the Retail Banking Administrator requiringcoordination with all areas of the bank 2. Thisjob description in no way states or implies that these are the only duties tobe performed. You will be expected to follow any other job-related instructionsand to perform other job-related duties as requested by management.
Experience and Other Requirements
An associate degree in finance, accounting, business, or a related field Minimum of five (5) year banking experience (preferred) Documentation skills with attention to detail Must possess the ability to interact positively with all levels of the organization, including Management, the Board, Coworkers, and the Public. 5. Excellentoral, written, telephone, organizational and interpersonal communication skillsrequired. 6. Proficiency in Microsoft applications,including Word and Excel. 7. Must be proficient using e-mail and theinternet. 8. Proven record of problem-solving abilityand ability to work independently 9. Ability to coordinate multiple projectsand meet deadlines All First Bankemployees are required to: 1. Be attentive to our customer needs with awelcoming personality. 2. Possess a team-oriented attitude with adesire to see success in themselves and others. 3. Maintain a strict standard of confidentialityinvolving all transactions and relationships. 4. Maintain a professional appearanceappropriate for conducting business.
Statement ofUnderstanding: Iunderstand that the above duties and how I perform them are the requirements onwhich my performance will be judged. It is understood that these duties may berevised from time to time at the discretion of the Bank's management. Employee's Signature Date Bank Representative Date FIRST BANK MCCOMB MISSISSIPPI is an EEO employer - M/F/Vets/Disabled