Benefits:
- 401(k) matching
- Paid time off
Position Summary:
The Branch Support Specialist will act as a retail product and process expert, traveling throughout the branch footprint as needed, and providing support and guidance for retail teams at the guidance and direction of the Branch Manager Team Lead.
Duties and Responsibilities
- Maintain strong working knowledge of Prevail Bank products and services and be well familiarized with opening procedures and policies. This includes all consumer and business products and service types.
- When needed, travel to branches to help support the coverage of PTO and unexpected absences to ensure customers are receiving excellent service on both teller and banker interactions.
- In partnership with the Deposit Account Specialist, and with direction from the BM Team Lead – help provide ongoing training, support, and development to team members on account opening and maintenance processes, policies, and procedures.
- In partnership with the Teller Specialist, and with direction from the BM Team Lead – help provide ongoing training, support, and development to team members on teller transactions, policies, and procedures.
- Maintain knowledge of requirements for supporting documentation for CIP purposes for all deposit account types
- Provides Smartbanker support as needed – works closely with BM Team Lead and Deposit Account Specialist to ensure that policies, procedures, and resources guides are up to date and accurate
- Continue to take additional training, as needed, to ensure knowledge is up to date on processes and procedures with IRS requirements for HSA/IRAs, including certification programs, and business accounts.
- Acts as a SME on the SPARXS program and can model, support, and skill practice the process with retail team members to support engagement and growth.
- Supports bankers, as needed, on outstanding tickler report items.
- As needed, provide leadership support to branches in the absence of a branch manager due to PTO or other circumstances.
- Demonstrates engagement with bank tools and services such as Salesforce, MANTL, ClickSwitch/CardSWAP, and others. Able to help others engage with these systems.
- Joins training and retail calls, as needed, to answer questions and provide ongoing guidance to retail staff.
- Take on additional tasks, as needed, as assigned by manager
- Follow procedures and policies that ensure compliance with not only Bank policies and procedures, but also all applicable federal and state banking regulatory agency policies.
- Comply with bank standards for attendance and hours of work.
- Have the ability to be able to work in a fast-paced team environment to create a positive impact on the bank.
- Perform other duties as required to fulfill the responsibilities of the position.
Qualifications
Education/Experience:
Four-year degree or related experience in a relationship banker role; preference for previous supervisory experience. Previous experience in training environment preferred. Must be able to work under stress and handle difficult situations. This job requires skills needed in a typical office environment. This includes Microsoft Word and Excel skills, communications skills, as well as utilization of office equipment.
Skills and Abilities:
Adaptability:
Education/Experience:
Four-year degree or related experience in a relationship banker role; preference for previous supervisory experience. Previous experience in training environment preferred. Must be able to work under stress and handle difficult situations. This job requires skills needed in a typical office environment. This includes Microsoft Word and Excel skills, communications skills, as well as utilization of office equipment.
Skills and Abilities:
Adaptability:
- Able to adjust quickly to different work situations; remain composed under pressure and in stressful situations.
Attention to Detail:
- Regard for important details to assure accuracy in every transaction performed; detect errors; follow through on corrections and details.
Change Management:
- Must embrace change and see change as opportunity. Must be willing to express and support management's ideas to affected staff.
Customer Orientation:
- Respond sensitively to the needs and priorities of the customer; recognize and take appropriate action to meet their needs; establish an effective working relationship with customers to gain their respect and loyalty.
Oral/Written Communication:
- The ability to express thoughts and ideas in a clear and concise manner, both orally and in written form to a variety of audiences and to all levels of staff.
Professionalism:
· Project a positive image of the bank to all internal and external customers.
Time Management:
· Ability to effectively manage one’s time to complete work according to established deadlines. The ability to prioritize tasks to make the best use of time for high priority tasks.
Team Player:
· Must view oneself as part of an overall team. This includes supporting others throughout the entire bank to achieve the overall goals of the bank.
Working Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Travel:
Valid driver’s license required for travel to Bank offices, training sessions, customer meetings, Bank and community meetings, etc.
Physical Requirements
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees may be required to follow other job-related instructions and to perform other job-related duties as requested, subject to all applicable state and federal laws. Certain job functions described herein may be subjected to possible modification in accordance with applicable state and federal laws. There are different experiences that suggest other ways or circumstances where reasonable changes or accommodations are appropriate. All activities, demands, conditions, and requirements are linked to duties and responsibilities.
Job Description subject to change at any time at the discretion of management.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Prevail Bank
Prevail Bank is looking for dedicated individuals with the right skill set to continue to serve our customers and provide the best banking services possible. Our vision is to demonstrate our integrity and commitment to our customers and communities by providing quality products, services, technology and financial education. Our mission is to be an exceptional financial service resource for our customers, banking team and community by doing the right thing, taking ownership in finding solutions for our customers.
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Company Website: www.prevail.bank
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