Pioneer · 3 weeks ago
Client Service Supervisor - Wolf Road
Pioneer is a company focused on providing exceptional customer service and achieving sales goals. The Client Service Supervisor will lead a team to deliver outstanding service, manage transactions, and support the branch's operational compliance while fostering strong client relationships.
BankingFinancial ServicesInsuranceWealth Management
Responsibilities
Provides outstanding service and solutions to our clients
Processes all transactions accurately, including, but not limited to, deposits/withdrawals to accounts, payments on loans, check cashing, money order purchases, etc
Coordinates the proving process and prepares all required reports. Responsible for managing the branch cash supply
Acts as a first line of defense in detecting potentially fraudulent activities
Builds relationships with clients by actively listening to deepen relationships and anticipate their financial needs
Engages customers in a consultative manner using a holistic approach to explore solutions to improve their financial well-being
Leads by example while consistently achieving sales goals and supporting Branch Manager in coaching efforts
Assists management in monitoring branch operational and compliance related activity to ensure adherence to all policies and procedures including the completion and review of branch logs, reports, worksheets, forms, etc. Provide guidance to teller team in operational and procedural matters
Under the guidance of the Branch Manager/Assistant Branch Manager, may also have responsibility for maintaining work and vacation schedules for the teller staff
In the absence of the Branch Manager and Assistant Branch Manager, has full responsibility for all phases of the day to day operations within the office
Qualification
Required
A high school diploma or GED required
Minimum 1 year previous experience in a retail bank environment required
Required to pass the NYS exam to become a Notary Public within 3 months of starting position (study for this exam is independent, but the Bank will pay for the test.)
Preferred
Previous supervisory and/or training experience preferred
A two-year college degree in business or related field preferred
Recent retail and/or cashier/teller experience preferred
Prior experience with retail sales strongly preferred
Benefits
The Bank will pay for the test.
Company
Pioneer
Pioneer is a full-service financial institution serving individuals, businesses, and communities with twenty-two locations throughout New York’s Capital Region.
Funding
Current Stage
Growth StageLeadership Team
James Murphy
Executive Vice President and Chief Credit Officer
Recent News
2025-03-26
2024-11-20
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