The Cape Cod Five Cents Savings Bank
Banking Center and Float Team Manager
The Cape Cod Five Cents Savings Bank, Barnstable, Massachusetts, us, 02630
Description
SUMMARY:The Banking Center & Float Team Manager leads the Bank's Float Team in addition to supporting Retail Banking Centers in the absence of management. The Banking Center & Float Team Manager will focus on providing leadership, delivering exceptional customer service, business development, and community relations. Responsibilities include exercising sound judgment; guiding the Float team in delivering outstanding customer service; coaching, directing and developing staff; establishing and achieving growth goals; ensuring operational efficiencies; lending; operations; administration of the facility, equipment and budget.ESSENTIAL JOB FUNCTIONS/RESPONSIBILITIES:Float Team ManagementManages and supports the daily operations of the Bank's Float Team.Provides coaching and support for the development and growth of float team staff.Responsible for managing float performance including ongoing performance feedback and preparation of appropriate disciplinary documentation.Interviews and recommends candidates for float positions.Manages float team schedule for team and across all Banking CentersIn conjunction with the VP of Retail Services assists with training placement, assigning mentors and observing float team members for relationship banker competencies.Assists in facilitating the Relationship Banker assessment process.Provides retail training at Banking Center and Assistant Banking Center Manager meetings.
Leadership and Staff SupervisionActively involved in instilling and maintaining a positive sales environment through education of the Bank's products and services.Clearly communicates productivity and performance standards to all Banking Centerpersonnel.Ensures effective communication with staff.Assures compliance and adherence to all Bank policies, procedures and processes, and all applicable state and federal banking laws, rules and regulations.Adheres to Bank Secrecy Act (BSA) responsibilities that are specific to the position.
Customer ServiceEngages in leading and coaching the Float and Banking Center teams to deliver exceptional customer service and financial guidance to customers.Develops staff in role of trusted financial advisor.Follows Cape Cod 5 customer service standards to ensure the Float and Banking Center teams provide outstanding service to all new, existing and potential customers.Resolves complex internal and external issues in a timely manner.
Business Development and Community RelationsEstablishes and meets business development goals for the Float Team and assigned Banking Center, in line with the organization's corporate goals.Focuses on developing commercial and retail prospects and building on existing customer relationships.Actively participates in centers of influence such as chambers of commerce and business and industry associations. Regularly attends organizations' meetings and develops/builds a referral and potential customer network.Participates in civic and community organizations that benefit the local communities.
Banking Center OperationsEnsures that the physical control and daily accounting of cash, checks, and other items of value is properly administered.Ensures satisfactory audit results through compliance with established policies and procedures.Identifies areas for improved workflow efficiencies.Maintains proper Banking Center security.Responsible for the day to day appearance and maintenance of the Banking Center.Participates in establishing and managing the assigned Banking Center budget.
EDUCATION & CERTIFICATIONS:Bachelor's Degree preferred or combination of secondary education and four years of progressive retail banking experienceFPQP - Financial Paraplanner Qualified Professional designation required, may be obtained within 24 months from date of hire.Notary PublicMedallion Signature GuaranteeNational Mortgage Licensing System (NMLS) registration eligibility
KNOWLEDGE, SKILLS & ABILITIES:Four or more years of progressively responsible management experience in retail banking or a financial institutionThorough knowledge of Bank products and servicesConsumer and small business lending origination experience requiredProven ability to conduct business developmentSuperior customer service, and problem solving skillsEffective training, coaching and mentoring skillsAbility to analyze and interpret general business periodicals, professional journals, and technical proceduresAbility to resolve complex problemsComputer literate, ability to quickly learn, promote and train in new programs and channels, e.g., mobile, digital, online bankingMust have experience with scheduling and analytics softwareAbility to work Banking Center hours and attend various in-person community and Bank events.Must have cyber security awareness to protect the digital environment, the Bank, and customersExcellent verbal and written communication skills
COMPETENCIES:Management CourageLeadership/Coaching/DevelopmentBusiness AcumenTechnology Enthusiast/Early AdopterCritical Thinking SkillsFinancial ComprehensionLearning Agility
WORKING RELATIONSHIPS/CONTACTS:Existing and potential customers in all business lines; branch staff (subordinates); all Bank department heads; Bank employees; external business associations; external vendors and consultants; landlord; auditors and regulators; politicians; Bank attorneysPHYSICAL DEMANDS:Normal Bank physical requirements. In addition, must be able to travel independently within the community and between branches. Must also be able to: lift coin (about 50 lbs.) and carry it between the vault and the teller line; crouch down to about two feet off the floor to reach safe deposit boxes; utilize branch equipment such as ATM, check scanner, cash dispenser/recycler, coin counter, coin roller, adding machine, office equipment, and computer. Must be able to effectively communicate with customers and employees.WORKING CONDITIONS:Internal -- work is normally performed in a climate-controlled office environment, where exposure to conditions of extreme heat/cold, poor ventilation, fumes and gases is very limited. The noise level is moderate and includes sounds of normal office equipment (computers, telephones, etc). No known environmental hazards are encountered in normal performance of duties. Length of day is unpredictable; long hours may be required to accommodate deadlines or special meetings.External -- Some travel including but not limited to travel to community events, Bank customers, remote Bank locations, and conferences is required; this may include some overnight travel.Environmental conditions are regular office and branch locations of the Bank.QualificationsEducation
Bachelors (required)Licenses & Certifications
Fin Paraplanner Qual Prof (required)NMLS MLO Registration (required)
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
SUMMARY:The Banking Center & Float Team Manager leads the Bank's Float Team in addition to supporting Retail Banking Centers in the absence of management. The Banking Center & Float Team Manager will focus on providing leadership, delivering exceptional customer service, business development, and community relations. Responsibilities include exercising sound judgment; guiding the Float team in delivering outstanding customer service; coaching, directing and developing staff; establishing and achieving growth goals; ensuring operational efficiencies; lending; operations; administration of the facility, equipment and budget.ESSENTIAL JOB FUNCTIONS/RESPONSIBILITIES:Float Team ManagementManages and supports the daily operations of the Bank's Float Team.Provides coaching and support for the development and growth of float team staff.Responsible for managing float performance including ongoing performance feedback and preparation of appropriate disciplinary documentation.Interviews and recommends candidates for float positions.Manages float team schedule for team and across all Banking CentersIn conjunction with the VP of Retail Services assists with training placement, assigning mentors and observing float team members for relationship banker competencies.Assists in facilitating the Relationship Banker assessment process.Provides retail training at Banking Center and Assistant Banking Center Manager meetings.
Leadership and Staff SupervisionActively involved in instilling and maintaining a positive sales environment through education of the Bank's products and services.Clearly communicates productivity and performance standards to all Banking Centerpersonnel.Ensures effective communication with staff.Assures compliance and adherence to all Bank policies, procedures and processes, and all applicable state and federal banking laws, rules and regulations.Adheres to Bank Secrecy Act (BSA) responsibilities that are specific to the position.
Customer ServiceEngages in leading and coaching the Float and Banking Center teams to deliver exceptional customer service and financial guidance to customers.Develops staff in role of trusted financial advisor.Follows Cape Cod 5 customer service standards to ensure the Float and Banking Center teams provide outstanding service to all new, existing and potential customers.Resolves complex internal and external issues in a timely manner.
Business Development and Community RelationsEstablishes and meets business development goals for the Float Team and assigned Banking Center, in line with the organization's corporate goals.Focuses on developing commercial and retail prospects and building on existing customer relationships.Actively participates in centers of influence such as chambers of commerce and business and industry associations. Regularly attends organizations' meetings and develops/builds a referral and potential customer network.Participates in civic and community organizations that benefit the local communities.
Banking Center OperationsEnsures that the physical control and daily accounting of cash, checks, and other items of value is properly administered.Ensures satisfactory audit results through compliance with established policies and procedures.Identifies areas for improved workflow efficiencies.Maintains proper Banking Center security.Responsible for the day to day appearance and maintenance of the Banking Center.Participates in establishing and managing the assigned Banking Center budget.
EDUCATION & CERTIFICATIONS:Bachelor's Degree preferred or combination of secondary education and four years of progressive retail banking experienceFPQP - Financial Paraplanner Qualified Professional designation required, may be obtained within 24 months from date of hire.Notary PublicMedallion Signature GuaranteeNational Mortgage Licensing System (NMLS) registration eligibility
KNOWLEDGE, SKILLS & ABILITIES:Four or more years of progressively responsible management experience in retail banking or a financial institutionThorough knowledge of Bank products and servicesConsumer and small business lending origination experience requiredProven ability to conduct business developmentSuperior customer service, and problem solving skillsEffective training, coaching and mentoring skillsAbility to analyze and interpret general business periodicals, professional journals, and technical proceduresAbility to resolve complex problemsComputer literate, ability to quickly learn, promote and train in new programs and channels, e.g., mobile, digital, online bankingMust have experience with scheduling and analytics softwareAbility to work Banking Center hours and attend various in-person community and Bank events.Must have cyber security awareness to protect the digital environment, the Bank, and customersExcellent verbal and written communication skills
COMPETENCIES:Management CourageLeadership/Coaching/DevelopmentBusiness AcumenTechnology Enthusiast/Early AdopterCritical Thinking SkillsFinancial ComprehensionLearning Agility
WORKING RELATIONSHIPS/CONTACTS:Existing and potential customers in all business lines; branch staff (subordinates); all Bank department heads; Bank employees; external business associations; external vendors and consultants; landlord; auditors and regulators; politicians; Bank attorneysPHYSICAL DEMANDS:Normal Bank physical requirements. In addition, must be able to travel independently within the community and between branches. Must also be able to: lift coin (about 50 lbs.) and carry it between the vault and the teller line; crouch down to about two feet off the floor to reach safe deposit boxes; utilize branch equipment such as ATM, check scanner, cash dispenser/recycler, coin counter, coin roller, adding machine, office equipment, and computer. Must be able to effectively communicate with customers and employees.WORKING CONDITIONS:Internal -- work is normally performed in a climate-controlled office environment, where exposure to conditions of extreme heat/cold, poor ventilation, fumes and gases is very limited. The noise level is moderate and includes sounds of normal office equipment (computers, telephones, etc). No known environmental hazards are encountered in normal performance of duties. Length of day is unpredictable; long hours may be required to accommodate deadlines or special meetings.External -- Some travel including but not limited to travel to community events, Bank customers, remote Bank locations, and conferences is required; this may include some overnight travel.Environmental conditions are regular office and branch locations of the Bank.QualificationsEducation
Bachelors (required)Licenses & Certifications
Fin Paraplanner Qual Prof (required)NMLS MLO Registration (required)
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)