The Relationship Supervisor 1 is responsible for ensuring that the teller’s area is properly managed to comply with all Bank policies and procedures. The Relationship Supervisor 1 is a member of the Branch management team in concert with the Manager and Assistant Manager. The Relationship Supervisor 1 directs the daily activities of the teller staff which includes scheduling, overrides, control of the vault, logs, Branch security and settlement. The Supervisor also coaches the staff on the Beneficial Conversation and ensures that the tellers are scheduled for all required training. The Supervisor recommends corrective actions and partners with the Manager and Assistant Manager on performance management. In the absence of the Manager and/or Assistant Manager, the Relationship Supervisor 1 will oversee the Branch. The Relationship Supervisor 1 embraces “Do What’s Right” as the singular priority in all activities.
Oversees and manages the teller function ensuring that policies and procedures are followed. Effectively investigates teller differences and reports monthly differences as required. Ensures office settlement and vault control. Adheres to audit and compliance requirements and adheres to audit checklist procedures. Coaches individual tellers on violations.
Demonstrates superior knowledge of operational processes and holds teller staff accountable for same. Vigilant regarding security. Handles customer transactions as needed.
Directs, coaches, and mentors teller staff and appropriately on-boards new employees. Ensures fair scheduling of staff, approves pay and schedules training classes as required. Supports the Beneficial Conversation and sales initiatives. Promotes the Beneficial brand and financial literacy objectives.
Able to open accounts and process loan applications as needed. Able to recommend products and services adhering to all procedures and policies.
Responsible for exemplifying customer service excellence and requiring the same from the teller staff. Able to resolve customer issues to the customer’s satisfaction. Takes full ownership of issues and resolutions.
Able to effectively communicate with staff, make recommendations for corrective action and partner with Branch management on performance management.
Minimum 2 years Teller or customer service experience with a proven track record of success
Experience in a leadership function or related experience
Proficient in Microsoft Office and Bank’s systems
Solid working knowledge of operational and regulatory policies and requirements
Superior knowledge to engage in The Beneficial Conversation by exploring customers’ financial goals and recommending the appropriate products and services
Personable with customers and employees alike
Strong organizational, administrative and communication skills
Ability to lead a staff
Successfully completes the NMLS (National Mortgage Licensing System) Registration process
TBC Educator Certified within six months in the job