Liberty Savings Bank · 11 hours ago
Financial Center Client Services Supervisor
Sarasota,FL,US
Full-time
Onsite
Entry, Mid Level
1+ years expLiberty Savings Bank is looking for a Financial Center Client Services Supervisor to lead and mentor the customer service team while ensuring exceptional service and achieving sales goals. The role involves traveling to various financial centers, handling consumer loans, and overseeing banking transactions while maintaining compliance with policies and regulations.
BankingFinanceFinancial ServicesLending
Responsibilities
Works with the financial center sales staff to meet/exceed financial center sales goals by “modeling the way,” mentoring/coaching the staff, and using the CNA process to cross-sell additional products/services and generate consumer loan activity by completing loan applications
Ensures staff provides superior service to the customers by servicing transactional needs, maintaining confidentiality and responding to customer questions/requests in a timely manner
Proficient at identifying customer needs, recommending specific products and/or services and closing on sales opportunities identified through the CNA process
Expands customer relationships by making appropriate referrals, such as investments and mortgage/commercial loans
Mentors/develops financial center staff or floating CSR II staff by providing regular feedback on performance, providing opportunities for development, making recommendations to reward performance exceeding standards, and handling employee disciplinary issues in a professional, objective and impartial manner; provides input regarding performance appraisals to management. Region Sales Manager may delegate supervision of Floating staff to a Financial Center Supervisor
Ensures staff complies with the Privacy Policy, bank procedures and regulatory/operational/security guidelines by instructing/guiding employees and assisting with performing internal financial center audit functions
Performs banking transactions and opens new accounts as needed
Opens and closes the financial center as needed
Maintains and balances cash drawer, performs end of day balancing and ATM balancing
Performs account research and problem solving as needed
Upholds customer satisfaction by supporting external and internal customers and answering questions/requests in an effective/timely manner
Maintains customer confidence and protects operations by following the Privacy Policy and keeping information confidential
Complies with bank procedures and follows regulatory, operational and security guidelines. Adheres to the Check Handling Agreement. Successful Mystery Shop scores. Minimal bank monetary losses
Makes tele-consulting calls as directed by financial center management
May conduct presentations at Sales/Service Meetings
Contributes to the team effort by working on special projects/reports, performing other job-related duties, and accomplishing related results
Qualification
Required
Associate's Degree in related field or equivalent business experience required
Minimum of 18 months combination banking and/or sales experience required, 6 months with Liberty preferred
Demonstrated skills with new accounts and consumer loans required
Able to utilize sales techniques to expand banking relationships and a strong knowledge of bank operations/products and compliance regulations is required
Strong communication skills and the ability to communicate with all types of individuals, provide superior customer service and work well with others is required
Able to demonstrate a professional courteous manner, present a well-groomed, business-like appearance, demonstrate good presentation abilities and use proper telephone etiquette/grammar is required
Able to work a flexible schedule and travel to various financial centers as needed
Good basic computer skills and the ability to utilize industry-related software is required
Demonstrated skills in accuracy/balancing and cash handling
Preferred
6 months with Liberty preferred
Company
Liberty Savings Bank
Liberty Savings Bank offers all banking services like account, e-banking, loans, credit cards and insurance.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Ryan Powell
CEO
Andy Powell
Chief Financial Officer
Recent News
Fintech Finance
2024-03-22
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