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Fidelity Bank LA · 1 day ago

Financial Center Operations Leader

Kenner, LA

Full-time

Onsite

Senior Level

6+ years exp

Fidelity Bank LA is a community-focused financial institution committed to serving its clients and communities. The Financial Center Operations Leader is responsible for delivering exceptional client service and operational excellence while fostering a team-oriented environment and achieving sales goals.

BankingFinancial Services

Responsibilities

Management duties may include: timecard reviews/approvals, setting work schedules/managing overtime, participating in the hiring process for direct report openings, fostering professional development of direct reports, conducting mid-year and annual performance evaluations, coaching associates through the disciplinary process and ensuring team adherence to company policies and procedures

Prepare branches for achieving satisfactory mock audits & internal Bank audits to include: preparing for mock audits with staff, reviewing and updating branch logs such as vault logs/night drop/ATM/key/combo logs/retention logs, security, phone authentication, alarms, morning alert signals, SCRA, etc

Ensure calling efforts are made on overdraft accounts

Responsible for deposit exception management and resolution by identifying the root cause and resolving exceptions/errors before 45 days

Analyze charge offs for possible policy and procedure violations and report violations to management

Review overdrafts and determine if losses involved policy and procedure violations; consult with management on appropriate course of action

Monitor overdraft accounts approaching 60 days to ensure proper close out

Coach and mentor financial center staff when errors or issues occur; identify if additional training is needed

Manage direct operational issues and problems that arise with ATM’s, shipment issues, etc

Assist management with finding teller outages by attempting to locate large outages by reviewing associate work/journals and notifying the Regional Operations Specialist and HR of the outage and request assistance

Mentor branch new hires in operational soundness to include: setting up cash drawer/buying and selling cash, overseeing client transactions, assigning key/combos/sign on to systems/alarms, conducting night drop opening & processing/signing logs, conducting ATM opening/balancing/deposits/signing logs, observing locking workstations/keys on counter/morning signals, reviewing teller override limits and reviewing mock audits

Conduct all Teller vacation audits

Contribute to the financial center’s success by achieving assigned goals

Engage in consultative conversations with clients to build relationships, cross-sell, and promote Fidelity’s products and services

Open new deposit accounts and process consumer loan applications

Perform teller duties as necessary to maintain efficient customer service standards

Maintain knowledge of all Fidelity’s products and services

Assist in vault responsibilities as needed

Make calls to current clients and prospects to enhance current relationships and build new business

Provide customer assistance related to banking needs both in-person and over the phone

Assist supervisor with maintaining accurate reports

Assist in maintaining branch appearance standards

Adhere to all bank policies and procedures

Consistently exemplify our Core Values of Integrity, Community, Dependability, Excellence, Longevity, and Accountability

Comply with regulatory rules and regulations evidenced through successful completion of training and demonstrated ability

Perform other duties and/or special projects as appointed by management

Physical Requirements: primarily sitting with some standing, walking, lifting and bending

Qualification

Retail banking experienceOperational excellenceCross-selling experienceMicrosoft Office SuiteSales skillsLeadership skillsCustomer serviceCommunication skillsProblem solvingTeam collaboration

Required

GED or High school diploma

6+ years of retail banking experience

Strong retail banking operations experience with a proven track record of satisfactory audit results

Previous cross-selling and sales experience

Excellent knowledge of all retail financial institution products and services

Experience in other banking functions, such as bank sales, operations, and customer service

Ability to travel across company footprint

Ability to obtain registration with the Nationwide Mortgage Licensing System and Registry (NMLS)

Ability to achieve sales goals as set forth by management

Ensure branch operational soundness and achieve satisfactory audit results

Proficient in Microsoft Office Suite to include Word, Excel, Outlook, PowerPoint, Teams

Developed cognitive skills to include Judgement, Organization & Planning, Decision-Making, Problem Solving, Innovation

Developed intrapersonal skills to include Ambition, Follow-Through, Optimism, Development, Tenacity

Developed interpersonal skills to include Communication: Listening, Speaking, and Writing, Client Focus, Versatility, Resilience & Balance, Collaboration

Developed technology skills to include Social Branding, Technical Acumen, Knowledge Management

Developed leadership skills to include Developing Followers, Achieving Results, Implementing the Vision, Leading Teams, Addressing Conflict, Leading & Managing Change

Developed sales skills to include Questioning, Knowledge, Sales Drive, Prospecting