Client service supervisor

Position Summary :

In this role you will embody and spearhead our IMAGINE culture within your team by consistently leading by example while providing top notch customer service and quarterly achievement of sales goals.

This will encompass listening, understanding and anticipating both the clients’ and employees’ goals and obstacles, while providing outstanding service and problem-solving skills in every interaction.

You will execute transactions with professionalism and accuracy and ensure your team is following suit. In doing so, you will support and implement Pioneer’s vision to build a partnership with our clients to both meet their current needs and achieve their financial goals.

Essential Job Functions :

• Provides outstanding service and solutions to our clients.
• Coordinates the proving process and prepares all required reports. Responsible for managing the branch cash supply.
• Acts as a first line of defense in detecting potentially fraudulent activities.
• Builds relationships with clients by actively listening to deepen relationships and anticipate their financial needs.
• Engages customers in a consultative manner using a holistic approach to explore solutions to improve their financial well-being.
• Leads by example while consistently achieving sales goals and supporting Branch Manager in coaching efforts.
• Assists management in monitoring branch operational and compliance related activity to ensure adherence to all policies and procedures including the completion and review of branch logs, reports, worksheets, forms, etc.

Provide guidance to teller team in operational and procedural matters.

• Under the guidance of the Branch Manager / Assistant Branch Manager, may also have responsibility for maintaining work and vacation schedules for the teller staff.
• In the absence of the Branch Manager and Assistant Branch Manager, has full responsibility for all phases of the day to day operations within the office.

Education & Experience :

• A high school diploma or GED required.
• Minimum 1-year previous experience in a retail bank environment required.
• Previous supervisory and / or training experience preferred.
• A two-year college degree in business or related field preferred.
• Recent retail and / or cashier / teller experience preferred.
• Prior experience with retail sales strongly preferred.
• Required to pass the NYS exam to become a Notary Public within 3 months of starting position (study for this exam is independent, but the Bank will pay for the test.)

Last updated : 2024-05-18