Farmers & Merchants State Bank · 7 hours ago
Branch Supervisor
Portland, IN
Full-time
Onsite
Mid, Senior Level
3+ years expFarmers & Merchants State Bank is seeking a Branch Supervisor to oversee Personal Bankers and Tellers in their assigned office. The role involves providing exceptional customer service, ensuring compliance with banking procedures, and managing daily operations within the branch.
Agriculture
Responsibilities
Monitor Personal Bankers and Tellers to ensure compliance with financial institution procedures and policies
Coach staff members on sale and service skills and fully utilize BN Control
Ensures that daily duties of Personal Bankers and Tellers are done timely and efficiently
Adhere to set goals and production requirements set by retail leadership
Transactional / ATM - ITM (Interactive Teller Machine) Cash Recycler - are balanced and monitor cash level, Night Depository processed
Quarterly surprise cash counts / reconciliations
Schedule staff, approve time reports
Order, ship and receive vault cash from Fed. Fill cash orders for tellers
Maintain vault security and office alarm equipment
Ensure dual control where required
Open/Close office, ensure maintenance of building is taken care of: snow removal, lawn/landscaping, repair and upkeep
Sign Cashier’s Checks / Wires to approved limits
Oversee training of new staff
Ensure direct reports’ testing / assessments are done timely
Complete performance evaluations for direct reports
Has a good understanding of the bank products/services and the customer’s current relationship, offers information on bank products and services that can benefit the customer and enhance their banking relationship. (Listens to the customer’s needs and matches those needs to the bank’s products and services resulting in referrals.)
Evaluate needs of potential customers and offer appropriate financial products and services while utilizing BN Control
Prepare and compile new customer account information to open new deposit accounts - including signature cards, new account sheets, check orders, direct deposit, and automatic bill pay
Accounts include all deposit products including: Certificate of Deposit opening, closing, deposits and partial withdrawals. IRA opening, distributions and contributions
Expert level banker knowledge including business accounts and Treasury products
Take applications, analyze and compile information and documentation collected to accurately approve or deny: credit cards, personal loans, and auto loans to approved lending authority and within Bank policy
Refer and schedule appointments with Home Loan Originators and also educate customers on various home loan products
Provide ongoing relationship servicing by informing and advising customers of status or enhancements to current accounts in order to maintain goodwill and gain additional business. Also suggest resolution on account disputes and other account activity
Respond promptly to customer inquiries and requests and resolves difficult customer transactions and situations
Promote and cross-sell Bank products and services as appropriate to customer needs, including FM Investments
Generate new business to assist in meeting profitability goals of the office
Receive checks and cash for deposit to savings and checking accounts, verify deposit amounts, examine checks for endorsement and negotiability, and enter transactions into bank records via an on-line terminal, as needed
Cash checks and pay money from savings and checking account upon verification of signatures and customer account balances. Inspect all checks, bonds, money orders, savings withdrawals, to determine their negotiability
Answer telephone calls, take messages, provide information and direct calls to appropriate staff as necessary
Follow established security procedures, as well as ensure customer information is safeguarded and kept confidential at all times
Assist customers as needed with ITM Machine (Interactive Teller Machine)
Clean and maintain work area, general office cleaning, and decorating
Comply and satisfactorily pass tests for bank policy and regulatory compliance that apply to position
Qualification
Required
High school diploma and Associate's Degree, and/or 3-5 years personal banker experience, leadership experience preferred
Basic math and computer skills
An internal candidate will have successfully completed Personal Banker 1 & 2 Development plans
Working knowledge of banking/financial products and services
Cash-handling experience
Excellent communication, customer service, and time-management skills
Ability to pass a background check
Strong dedication to accuracy and efficiency
Valid Driver's License
Personal Banker Certificate
Notary Public Commission
Company
Farmers & Merchants State Bank
Farmers & Merchants State Bank has operations across Wisconsin.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Kim Abraham
Vice President, Chief Marketing Officer
Recent News
2025-01-20
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