FLOAT CUSTOMER SERVICE SUPERVISOR - East Bay Region jobs in United States
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BayCoast Bank · 1 month ago

FLOAT CUSTOMER SERVICE SUPERVISOR - East Bay Region

BayCoast Bank is a community banking institution, and they are seeking a Float Customer Service Supervisor to oversee customer interactions and ensure high-quality service across multiple branches. The role involves managing branch staff, resolving customer inquiries, and maintaining operational efficiency while promoting a customer-centric environment.

BankingFinanceFinancial ServicesVenture Capital

Responsibilities

Be the face of BayCoast Bank, presenting a professional, friendly, and helpful appearance with every interaction and ensuring that the teller staff consistently provides high quality customer service
Effectively engages with customer inquiries in a courteous and efficient manner according to the Bank’s problem resolutions procedures
Accurately processes various customer transactions
Leverages problem-solving by speaking clearly and persuasively in positive and negative situations. Listens and obtains clarification
Models and promotes Customer Centric service standards to the teller staff
Initiates contact with customers to ensure satisfaction
Enthusiastically participates in and supports Bank-sponsored marketing initiatives, sales meetings, training programs and campaigns/contests
Promotes a desire to help or serve both internal and external customers, to understand and meet their needs
Serves as an active member of the office customer service team with opening deposit accounts, taking loan applications, problem solving and providing Solutions to customers
Embraces the Bank’s commitment to Solutions by seeking and recognizing opportunities to refer our customers and new business to different areas of the Bank, BayCoast Insurance, BayCoast Financial Services, Plimoth Investment Advisors, and Baycoast Mortgage
Uses Salesforce to track identified tasks, leads, and opportunities. Strongly encouraged to utilize and track referrals through Solutions to ensure proper credit and recognition
Strives to meet and exceed branch initiatives and goals
Seeks and promotes opportunities to provide Merchant Services and Elan credit card products to customers
Maintains a current registration with the Nationwide Multistate Licensing System (NMLS)
Manages the daily staffing schedule and maintains a smooth workflow behind the teller line
Motivates, trains, and coaches the staff to improve relationship development and service skills
Provides guidance to subordinates in the more complex or non-routine aspects of their work
Consistently ensures staff adherence to bank policies and procedures regarding branch operations, security, and employment practices
Motivates staff to improve product knowledge through periodic testing
Exhibits confidence in self and others; inspires and motivates others to perform well. Effectively influences actions and opinions of others; accepts feedback from others. Gives appropriate recognition to others
Provides training to new tellers, as needed
Coaches each staff member to provide exceptional service by completing monthly Observations and establishing action plans
Participates as a 'team player' to accomplish branch tasks
Helps staff to develop their skills in order to achieve their goals which assist in their career path development
Responsible for overseeing the daily supervision of the teller line while performing the following duties: Responsible for the daily control of the vault, placing orders for cash in order to maintain an adequate on-hand cash supply. Ensures the security of the main branch cash, supplying and receiving cash to/from tellers when needed and is responsible for its settlement at days end
In the absence of the manager and when there is no Asst. Mngr. assigned, may be responsible for the daily operations of the branch and monthly and quarterly branch reports
Balances the ATM, night deposit and subject to verification bags daily
Issues Debit/ATM cards through Card @ Once and performs maintenance when cards are compromised due to lost, stolen or fraud
Demonstrates complete knowledge of Customer Service Associate (teller) transactions and performs Customer Service Associate (teller) transactions & other duties as needed
Consistently produces and exceeds the expected volume of teller transactions; adhering to the established teller difference limits
Prepares source documents completely and accurately and processes the appropriate paperwork correctly and promptly
Ensures monthly cash audits are completed/submitted on a timely basis
Maintains a high degree of accuracy, organization, and productivity in overseeing and conducting customer transactions
Signs bank checks, approves certain checks for encashment, and overrides certain transactions in accordance with proper procedures
Assists the Supervisory Staff in monitoring service performance and reports incidents to Branch Manager or Assistant Branch Manager
Assists in communicating goals and evaluating performance vs. goals set
Has a commanding knowledge of the features and benefits of BayCoast Bank products and services, ensuring the staff is also knowledgeable in products and services
Assists with the safe deposit box function
Process wire transfer request and approves wires in accordance with proper procedures
Accurately completes the loan application process
Inventories and orders branch supplies, as needed
Quickly responds to internal inquiries from other departments or areas
Maintains a neat, organized work area
Is responsible for opening and/or closing the branch in the absence of the Manager and Assistant Manager
Adheres to the Banks confidentiality policy and the safeguarding of customer information
Participates in Bank sponsored community events and organizations
Attends all required trainings/meetings as assigned or scheduled
Performs additional duties as requested

Qualification

Supervisory skillsCustomer serviceTeller operationsSalesforceBilingual Spanish/PortugueseProfessional telephone skillsInterpersonal communicationOrganizational skillsAttention to detailTeam player

Required

Minimum 1-year experience as a teller in a bank or other financial institution
Strong supervisory and interpersonal communications skills
A thorough understanding of teller operations
Professional telephone communications skills
Enthusiastic, customer-focused team player
Organized and dependable
Good knowledge of bank terminology, products and services
Skilled in typing and general use of office equipment
Ability to work accurately with figures and to perform detailed work
Positive and helpful attitude

Preferred

Bilingual: Spanish/Portuguese a plus

Benefits

Mileage reimbursement may be available for travel between locations

Company

BayCoast Bank

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BayCoast Bank is a bank that provides banking services, insurance, and investment services in Massachusetts and Rhode Island.

Funding

Current Stage
Growth Stage

Leadership Team

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Marie Pellegrino
Senior Vice President and CFO
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Jim Wallace
Executive Vice President & Chief Operating Officer
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Company data provided by crunchbase