Financial Center Operations Leader

Essential Duties and 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