Job Summary:

• Serves as a communicator to a team of company initiatives and information shared by Management.  
• Collaborates and communicates with Management on team member development training needs and performance.
• Leads and directs team members by example with excellent customer service skills and quality.
• Meets office deposit and loan growth goals. 
• Reviews these goals with the team on a weekly, monthly and per-program cycle basis to communicate progress toward the goals.
• Meets a minimum of monthly with each team member, 1:1 meetings, to review objectives and goals. 
• Receives team member’s input to improve office performance so that high-quality information flows in both directions. 
• Ensures that team members are completing functions outlined on the Retail Office
• Specifically reviewing functions related to team member performance, risk and security.
• Manages team member staff schedules to appropriately meet customer transaction demands.

Skills on Resume:

• Leadership (Soft Skills)
• Communication (Soft Skills)
• Collaboration (Soft Skills)
• Performance Management (Soft Skills)
• Customer Service Excellence (Soft More Skills)
• Goal Setting (Soft Skills)
• Risk Management (Hard Skills)
• Scheduling (Hard Skills)

Job Summary:

• Actively involved in installing and maintaining a positive sales environment through education of the Bank’s products and services.
• Communicates productivity and performance standards to all branch personnel.
• Ensures effective communication with staff and implementation of all policies and procedures.
• Plays a positive role in the development and growth of staff.
• Responsible for managing employee performance including ongoing performance feedback and preparation of appropriate documentation.
• Interviews and selects candidates for employment.
• Assures compliance with all Bank policies, procedures, and processes, and all applicable state and federal banking laws, rules and regulations.
• Engages in leading and inspiring the Banking Center team to deliver exceptional customer service and financial guidance to customers.
• Develops staff in the role of a trusted financial advisor.
• Follows the Cape Cod 5 customer service standards to ensure the Banking Center team provides outstanding service to all new, existing and potential customers

Skills on Resume:

• Product Knowledge (Hard Skills)
• Communication (Soft Skills)
• Policy Enforcement (Hard Skills)
• Staff Training (Soft Skills)
• Performance Reviews (Soft Skills)
• Recruitment (Soft Skills)
• Compliance (Hard Skills)
• Service Leadership (Soft Skills)

Job Summary:

• Build and maintain relationships with clients to uncover and satisfy their needs through the sale of financial products and services
• Assist clients with concerns or questions concerning their accounts. 
• Explain service charges, statement problems, product features, etc.
• Generate sales leads through community outreach activities and develop business partners, while building internal relationships
• Create workforce stability by cultivating an engaged and enthusiastic team through effective coaching on proper behaviors, sales techniques, service expectations and compliance guidelines
• Ensure the audit/compliance procedures of the center are followed while maintaining the highest level of customer service
• Ensure completion of regulatory compliance and training specific to sales and service responsibilities
• Ensure that security measures are adhered to regarding opening and closing procedures within the bank
• Represent oneself and the bank in a positive, courteous, friendly, and professional manner
• Actively participate in all areas of the bank, including teller transactions, new account openings, floor sales, operations and audit functions

Skills on Resume:

• Client Relations (Soft Skills)
• Service Explanation (Soft Skills)
• Lead Generation (Soft Skills)
• Team Leadership (Soft Skills)
• Audit Compliance (Hard Skills)
• Regulatory Training (Hard Skills)
• Security Practices (Hard Skills)
• Professional Conduct (Soft Skills)

Job Summary:

• Represent the Bank in the community and develop and promote additional business 
• Calling on existing and prospective customers to develop new business, and retain or expand existing relationships.
• Build meaningful relationships with the people we serve, learn customer’s goals and needs and make product and service recommendations.
• Generate sales leads and referrals through community outreach activities and visits with local businesses.
• May perform a broad variety of customer services and sales, such as opening new accounts or accepting applications for consumer loans.
• Exercise good judgment in decision-making in support of the Bank’s overall objectives.
• Foster a sales and customer-centered culture in alignment with the Bank’s mission and core principles. 
• Ensure team members receive appropriate training to develop abilities to sell and cross-sell bank products and services. 
• Proactively sell banking services.
• Develop and retain a high-performing sales and service team through leadership and coaching in all aspects of sales, service and operational excellence. 
• Support portfolio growth by identifying cross-sell opportunities
• Providing coaching to deepen relationships and increase client acquisition and retention.

Skills on Resume:

• Community Representation (Soft Skills)
• Customer Outreach (Soft Skills)
• Relationship Building (Soft Skills)
• Sales Generation (Soft Skills)
• Account Management (Hard Skills)
• Decision Making (Soft Skills)
• Sales Training (Soft Skills)
• Team Development (Soft Skills)

Job Summary:

• Provide training and development of team members (e.g., sales, operational, customer service, product knowledge, risk management).
• Supervise, coach and mentor team members to maintain high customer service levels and create banking center stability.
• Develop and maintain an engaged staff to foster high morale by establishing good communications and a positive environment.
• Review team member activities on a regular basis, address performance-related issues
• Suggest additional training, salary increases, promotions, or other actions to improve department performance. 
• Conduct and review performance evaluations and make recommendations with regard to hiring and terminating employees.
• Closely monitor established goals and provide regular feedback to staff members on meeting established objectives.
• May serve as a mentor and resource to assist other Banking Center Managers.
• Meet or exceed branch audit goals.
• Ensure year-over-year profitability through effective management of branch revenue production and profitability
• Meet or exceed company objectives as defined by growth in deposits, loans, number of households and household penetration.

Skills on Resume:

• Team Training (Soft Skills)
• Staff Supervision (Soft Skills)
• Staff Engagement (Soft Skills)
• Performance Review (Soft Skills)
• Talent Management (Soft Skills)
• Goal Monitoring (Soft Skills)
• Mentorship (Soft Skills)
• Profitability Management (Hard Skills)

Job Summary:

• Promote friendly relations with customers including local businesses, trade organizations and service clubs. 
• Participate in community activities to increase the Bank’s visibility and to enhance new business opportunities.
• Ensure excellence in customer service by providing service to customers and prospective customers on various banking matters.
• Provide sales and servicing of the Bank’s products and services. 
• Researches and resolves customer issues and complaints.
• Maintain office building, grounds, equipment and fixtures to project a professional image that attracts business.
• Administer daily supervision over banking center staff to ensure the proper functioning of day-to-day operations, including opening and closing procedures, vault activities, cash levels and inventory supply.
• Perform various administrative aspects including budgeting, reviewing delinquent deposit accounts 
• Taking appropriate action to collect and bring accounts current, management of cash items, and control of over/short by staff.
• Ensure accountability for audit integrity, risk management and security of the branch.
• Ensure the banking center's compliance with the company's policies and procedures and provide training
• Maintain security, compliance and operational programs and procedures relevant to the specific location.

Skills on Resume:

• Community Engagement (Soft Skills)
• Customer Service (Soft Skills)
• Sales Support (Hard Skills)
• Issue Resolution (Soft Skills)
• Facility Maintenance (Hard Skills)
• Staff Supervision (Soft Skills)
• Risk Management (Hard Skills)
• Compliance Oversight (Hard Skills)

Job Summary:

• Develops business by prospecting existing client portfolio, internal marketing efforts and external relationship development within the local community.
• Measures and manages sales activities to include client portfolio contacts and appointments. 
• Weekly community-based business development prospecting calls, measured on a daily/monthly/quarterly/annual basis.
• Identify the client's needs via a questions-based conversation. 
• Recommend bank products and services that benefit the client and provide solutions.
• Ensures client experience is " fast, easy, and personal" consistent with Company customer service standards.
• Educates clients on emerging bank technologies that include mobile banking solutions, Smart ATM's, ITM's and web-based banking that allows clients to facilitate transactions through self-serve channels.
• Recruit, interview and hire skill sets that support the bank's vision, mission and pillars.
• Coaching through role play, mentoring and motivating staff on a daily basis.
• Implements all banking center procedures and delegates same to ensure profitable and secure business, including conducting regular audits of teller drawers and vault

Skills on Resume:

• Client Prospecting (Hard Skills)
• Sales Management (Hard Skills)
• Needs Identification (Soft Skills)
• Product Recommendation (Soft Skills)
• Customer Education (Soft Skills)
• Recruitment (Soft Skills)
• Staff Coaching (Soft Skills)
• Procedure Implementation (Hard Skills)

Job Summary:

• Completing daily imaging, reviewing and approving select transactions to limit the bank's risk, 
• Ensuring accurate and timely completion of all logs, confirming operation of video cameras
• Timely changing of locks and security access to limit unauthorized access to the banking center and all computer programs.
• Ensures confidentiality of customer and employee information by practicing all security processes
• Training, coaching, and monitoring associates with respect to confidentiality policies
• Ensuring that all physical security measures are in place and functioning properly, including locks, video cameras, computer access, and key access.
• Responsible for knowing, following, and ensuring all banking center associates' adherence to all bank policies and procedures and applicable state and federal laws. 
• Promotes an ethical environment by modeling integrity and requiring ethical behaviors of all associates.
• Responsible for satisfactory outcome of audits/reviews by Compliance, Internal Audit, Deposit Operations, and other departments or regulatory bodies.
• Regular attendance is required, working at the work site during regular business hours and/or assigned hours

Skills on Resume:

• Transaction Oversight (Hard Skills)
• Security Management (Hard Skills)
• Access Control (Hard Skills)
• Information Security (Hard Skills)
• Staff Training (Soft Skills)
• Policy Compliance (Hard Skills)
• Ethical Leadership (Soft Skills)
• Audit Readiness (Hard Skills)

Job Summary:

• Ensure effective communication with staff and implementation of all policies and procedures.
• Play a positive role in the development and growth of staff.
• Interview and select candidates for employment, and resolve complex internal and external issues on time.
• Assure compliance with all Bank policies, procedures and processes, and all applicable state and federal banking laws, rules and regulations.
• Adhere to Bank Secrecy Act (BSA) responsibilities that are specific to the position.
• Develop staff in the role of the trusted financial advisor.
• Establish and meet business development goals for the Banking Center in line with the organization’s corporate goals.
• Focus on developing commercial and retail prospects and building on existing customer relationships.
• Actively participate in centers of influence such as chambers of commerce and business and industry associations. 
• Regularly attend organizations’ meetings and develop/build a referral and potential customer network.

Skills on Resume:

• Policy Implementation (Hard Skills)
• Staff Development (Soft Skills)
• Hiring Practices (Hard Skills)
• Regulatory Compliance (Hard Skills)
• BSA Adherence (Hard Skills)
• Advisor Training (Soft Skills)
• Goal Setting (Soft Skills)
• Network Building (Soft Skills)

Job Summary:

• Participate in civic and community organizations that benefit the local communities.
• Ensure that the physical control and daily accounting of cash, checks, and other items of value are properly administered.
• Ensure satisfactory audit results through compliance with established policies and procedures.
• Identify areas for improved workflow efficiencies.
• Maintains proper Banking Center security.
• Responsible for the day-to-day appearance and maintenance of the Banking Center.
• Participate in establishing and managing the Banking Center budget.
• Maintain appropriate controls to protect the bank against fraudulent activity and losses.
• Ensure all branch personnel are trained in banking policies and procedures, federal and state laws
• Effectively manage the department functions while meeting and adhering to corporate, legal, and regulatory policies, guidelines, and requirements regarding compliance

Skills on Resume:

• Community Engagement (Soft Skills)
• Cash Management (Hard Skills)
• Audit Compliance (Hard Skills)
• Workflow Improvement (Hard Skills)
• Security Management (Hard Skills)
• Facility Maintenance (Hard Skills)
• Budget Management (Hard Skills)
• Fraud Prevention (Hard Skills)

Job Summary:

• Resolves complex internal and external issues in a timely manner.
• Business Development and Community Relations
• Oversees daily operations and serves as the primary point for team members on customer service and transaction processing. 
• Controls monetary losses by emphasizing proper procedures to be followed
• Participates and promotes community activities to enhance public awareness of the bank. 
• Complies with all bank and personnel policies and procedures including policies and procedures regarding the Bank Secrecy Act.
• Complete periodic training provided and/or required by the Colony including but not limited to BSA training within required time frames assigned.
• Maintain audit/compliance procedures. 
• Adhere to audit controls to consistently achieve satisfactory audit ratings

Skills on Resume:

• Issue Resolution (Soft Skills)
• Business Development (Hard Skills)
• Operations Oversight (Hard Skills)
• Loss Prevention (Hard Skills)
• Community Outreach (Soft Skills)
• BSA Compliance (Hard Skills)
• Compliance Training (Hard Skills)
• Audit Management (Hard Skills)