Job Information
Horizon Bank Universal Banker Supervisor in Portage, Michigan
Job Overview
The Universal Banker Supervisor will support the operations of the Universal Banker team as delegated by management, and solve complex issues related to customer transactions. Serve as trainer/mentor to new hires; provide ongoing coaching/training to advisors. Perform regular Universal Banker duties in conjunction with supervisory responsibilities. Process customer transactions and new account opening timely, efficiently, and accurately. Complete customer initiated account maintenance and all other tasks associated with customer requests. Originate new deposit accounts and consumer loans. Responsible for initiating, enhancing and maintaining customer relationships by providing Exceptional Service and Sensible Advice. Able to probe for information regarding customer's needs and provide effective solutions. Must demonstrate a high of degree initiative and leadership and mastery of bank products and services, taking responsibility to keep up-to-date on changes. Universal Banker Supervisor generally has 3+ years of banking experience or professional sales experience in a service-oriented environment. Principal Accountabilities
Provide on-site supervision to enhance a positive teamwork environment, focusing on Universal Banker activities, management directives and branch goals. Solve complex issues related to customer transactions. Serve as trainer/mentor to new hires; provide ongoing coaching/training to advisors. Perform regular Universal Banker duties in conjunction with supervisory responsibilities. Represent the Bank to the customer in a courteous, professional manner in face-to-face and telephone communications. Provides timely, efficient, and accurate service in processing transactions in accordance with all regulations, policies and procedures. Maintain expert knowledge of bank processes, products and services, as well as banking regulations including Bank Secrecy Act (BSA). Develop and enhance customer relationships to identify cross selling and referral opportunities. Actively protect confidentiality of customer and account information. Demonstrate Horizon Bank's commitment to the communities in which we serve through support of local organizations and events. Duties
Supervise Universal Banker activities based on management objectives and branch goals. Display a high degree of initiative and influence others to deliver excellent customer experience, both internal and external. Ability to solve complex issues related to transaction processing, new account opening and maintenance and customer needs. Train and mentor new hires; provide ongoing training to advisors. Approve system over-rides. Responsible for proof operations. Process customer transactions, customer initiated account maintenance and all other tasks associated with customer requests. Report suspicious transactions or unusual occurrences to supervisor. Complete customer initiated account maintenance and all other tasks associated with customer requests. Recommend bank products and services to meet customer's changing needs. Train on vault responsibilities for management of cash inventories Efficiently gather customer information, identify financial needs, and educate customer on products and services. Recommend products based on the customer's needs. Originate new deposit accounts including checking, savings, ATM/Debit Cards, money market, CDs, IRAs and commercial accounts. Originate and provide advice on consumer loan products including personal loans, installment loans, home equity loans and lines of credit. Originate business deposit accounts, associated services and refer additional products and service to Treasury Management or Business Banker. Process basic life events including distribution of customers' estates to beneficiaries from any deposit account. Recommend referrals to trust department when appropriate. E