Essential Responsibilities:

• Responsible for all operational, regulatory, and compliance activities in the branch such as:
  • Conduct required branch audits within the required timeframe
  • Mitigate risk by following safety protocol and addressing concerns regarding suspicious activity
  • Review accounts for quality control standards
• Assist Branch Manager by observing and coaching employee sales and service behaviors to drive production
• Mentor employees by providing developmental feedback and assisting with training
• Address employee-related concerns and issues in the absence of the Branch Manager
• Resolve complex member concerns and escalated issues as well as address member feedback
• Build relationships with business members and open business accounts
• Assist team members with specialized accounts, reviewing trusts, wills, and power of attorney (POA) documents
• Assist members as required by the needs of the business
• Perform other duties as necessary to support Branch Services

• High school diploma or GED required; college degree preferred
• Minimum five years of experience in Relationship Banker or related role required
• Prior experience mentoring or coaching peers in a team environment required
• Prior experience handling operational, regulatory, and compliance-related activities in the financial industry required

• Developing leadership skills with the ability to coach, develop, and train team members
• Strong written and verbal communication skills with the ability to effectively communicate with both members and team members
• Ability to foster collaboration and a positive work environment
• Strong attention to detail and organizational skills to effectively manage operations