Transaction Manager Jobs in Worcester, MA (NOW HIRING)

Salary Grade :15

SUMMARY:

The Assistant Banking Center Manager (ABCM) supervises the staff at a Fidelity Banking Center. Responsible for monitoring performance and operations, ensuring the highest level of customer care for Bank customers. As a trusted financial advisor, the ABCM will advise and deliver a full range of financial services to customers to meet their financial goals. As a member of the retail management team, the ABCM will provide exceptional care and support to staff in achieving their professional goals.

ESSENTIAL JOB FUNCTIONS & RESPONSIBILITIES:

1. Oversees, supervises and mentors Banking Center staff for purposes of the day-to-day administration of job duties, including scheduling, communicating overall goals, operations, and coaching reinforcing principles and values.
2. Monitors and decisions management reports.
3. Develops a rapport with customers, greeting customers by name, possesses an understanding of account ownership types and authority, as well as, being responsive and timely with correspondence and problem resolution.
4. Provides backup to the Banking Center Manager.
5. Provides excellent customer care to customers relative to daily transactions, addressing inquiries, and problem resolution in accordance with Bank policies and procedures.
6. Performs banking transactions including processing deposits and loan payments, verifying cash and endorsements, check cashing, money orders and treasurer's check issuance and savings bond redemption.
7. Fulfills all Banking Center opening and closing activities.
8. Introduces and advises on the Bank's deposit and consumer loan products and services to proactively meet customer needs.
9. Proficient in determining customers’ existing and prospective financial needs and identifies referrals to other business lines, e.g., Investment Services, TAM, Commercial Lending, Treasury Management, etc. Maintain a working knowledge of product and service offerings including consumer, business, deposit, lending, non-profit, retirement, digital banking, debit cards, etc.
10. Confidently discuss customer lending opportunities and assists customers in preparing loan applications for home equity loan products and other consumer loans.
11. Safeguards customer trust by upholding the duty of customer confidentiality.
12. Complies with all required laws, regulations, policies, and procedures.
13. Timely completion of all assigned learning activities.
14. Proficient in vault custodian duties.
15. Actively participate in Banking Center meetings and one-on-one coaching sessions.
16. Participates/volunteers in community groups and events.
17. Completes specialized training courses and certification programs as assigned and within allotted timeframes.
18. Additional duties as assigned.

EDUCATION & CERTIFICATIONS:

• Bachelor’s degree preferred, or combination of secondary education and four years of progressive retail banking experience
• Nationwide Mortgage Licensing System (NMLS) registration
• Notary Public commission
• Completion of Medallion signature guarantee training required

KNOWLEDGE, SKILLS & ABILITIES:

• Three or more years supervisory experience and proven leadership capabilities required, including minimum of one year retail banking supervisory experience.
• Conversant in all Bank business lines
• Ability to independently complete and mentor others in transactions and all platform services, including transactions, account opening, consumer loan products, IRAs, trust accounts, etc.
• Ability to execute more complex account openings and transactions independently
• Ability to supervise staff
• Critical thinking, decision making and problem-solving skills
• Demonstrated high level of judgement and decision-making ability
• Demonstrated ability to fulfill the opening/closing activities of the Banking Center
• Prior customer relationship building experience
• Must have a supervisory aptitude
• Demonstrated management and leadership skills
• Must have cyber security awareness to protect the digital environment, the Bank, and customers

COMPETENCIES:

• Managerial Courage
• Technology Savviness/Digital Enthusiast
• Financial Comprehension
• Adaptability and Flexibility
• Sales Aptitude
• Eager and Agile Learner

#ZR