Operations Services Lead - Dobson, NC

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Date :
4-17-2018
Location :
Dobson, NC US
Job ID :
30448
Functional Area :
Branch Retail - Operations
Employment Type :
Full-Time Non-Exempt
Education :
High School Diploma
Experience :
2 years
Days and Hours :
Mon - Thurs 8:15 - 5:15 & Fri 8:15 - 6:15
Physical Address :
217 North Main Street, Dobson NC
Department Name :
Dobson
Position Description :
Position Description:
Manage branch operations; teller transactions; basic to complex service and maintenance; deliver access products and services; identify referrals for branch and specialty partner sales. Used in branches managed by a Sales Manager II typically staffed with 4 or less total FTE (Full Time Equivalent).

Principal Accountabilities:

Operations and Administration:
Associates in roles defined to take deposits are accountable to accuracy, efficiency, and workload results as defined by the Operational Scorecard. The results may include a requirement for individual contribution as well as team performance.
Adheres to all regulations, compliance and Bank policies, procedures and delegated authorities.
Manages risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions.
Performs general office management duties as assigned.
Completes required training by established deadlines

Service & Sales Support and Referrals:
Demonstrates Bank's service standards of accuracy, responsiveness, courtesy, partnership and responsibility along with other service expectations as established.
Ensures service and referral activities are aligned to create value for both the customer and the bank.
Uses problem-solving, listening, understanding and responding techniques to address a customers' immediate needs and when appropriate, link need to a solution where there is an opportunity to expand or retain a relationship.
Regularly creates value added conversations with customers to uncover opportunities to make quality referrals to branch or other business partners.
Prepares sales support materials for prospect and customer calling efforts. Schedules prospect and client appointments.
Proactively looks for ways to enhance service and referral performance by seeking coaching, supporting Bank initiatives, and leveraging tools to enhance activities

Sales:
Achieve Financial, Production and Relationship results as defined by the role specific metrics and goals for the Sales Scorecards. The results may include a requirement for individual contribution as well as team performance.
Develops and implements an individual sales & service activities plan that aligns with the team plan.
Proactively looks for way to enhance sales performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities.
Ensures sales activities are aligned to create value for both the customer and the bank. Sales results should align with the needs of the community and ultimately support the organizational commitment to diverse lending.
Effectively engages partners to develop holistic customer relationships.
Uses a relationship selling approach in customer/prospect interactions, ensuring appropriate preparation and planning is completed and probing customer-centric conversations occur.
When appropriate, represents the Bank in the community by attending and participating in civic and community events for purpose of generating additional business and identifying potential CRA opportunities for the Bank.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified.

Position Requirements:
Basic Qualifications:
High school diploma or GED with a minimum of 2 years experience in financial services, customer service or bank operations.

Additional Requirements:
Considerable knowledge of consumer and business deposit risk management issues. Strong oral and written communication skills
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