Collaborates with Retail Sales Manager, Lending Division President, and other members of the branch staff on the overall management of the branch including strategic planning and attaining established branch sales goals, objectives, deposit growth, and staff development. Shares in the responsibility of the growth of their branch.
Ensures that standard operating procedures are being followed and provides guidance and training to branch personnel on operating problems, handling of exceptions and adjustments. Assists internal and external auditors with regular audit functions.
Acts as a resource to retail employees and other divisions and departments of the Bank with regard to customer issues. Resolves more complex customer problems.
Understands and maintains a thorough knowledge of Central Bank of Oklahoma's (CBOK) services, operations, and organization; communicates this understanding to others when appropriate, and refers inquiries and correspondence to the proper department or individual.
Actively participates in STEP program; attends appropriate sales and STEP training; utilizes STEP program initiatives; works with senior manager to set STEP goals and makes every effort to reach targeted goals. Makes referrals to other business units for traditional and non-traditional banking products and services. Actively solicits business through joint calling efforts with a Bank partner. Develops annual Branch Business Plan.
Recruits and develops staff to ensure proper staffing levels. Ensures accurate and complete performance management reviews and individual development plans are completed on a consistent and timely basis. Reviews and monitors individual staff compensation (merit and incentive compensation) to ensure competitiveness and appropriateness to skill and knowledge.
Responsible for personnel administration, such as training and development, coaching, counseling, and performance reviews. Responsible for recommendations and decisions on hiring, discipline, promotion, transfers, and termination of staff.
Meets retail sales goals as related to product sales, referrals, and deposit growth.
Implements the sales strategy for CBOK by leading weekly sales meetings, daily huddles, and both formal and informal coaching. Teaches sales skills by setting the example.
Acquires understanding of security procedures; practices established procedures. Understands role in case of robbery, whether victim or bystander, and knows proper post-robbery procedures.
Maintains prescribed security controls to protect against fraudulent operations and unnecessary risk or exposure. Monitors and reviews bank's security procedures and ensures staff's thorough understanding and full compliance of bank's security procedures. Ensures staff's understanding of their role in case of robbery and proper post-robbery procedures.
Ensures staff's thorough knowledge and understanding of compliance and regulatory issues relating to teller and customer service areas (i.e. Bank Secrecy Act, Regulations CC, E, DD, P, etc.) evidenced by appropriate application of these regulations in day-to-day operations.
Attends all required training.