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Assists the branch manager in the daily operations of a retail banking branch office. Performs routine branch opening, closing, customer service, and other operational tasks and activities. Assumes responsibility for the supervision of the branch office during the manager's absence. Assists in training and managing branch staff. Ensures that branch operations follow all company policies and procedures. Maintains the required security, operational, and service quality standards. Usually has completed a bank management training program. May require a bachelor's degree. Typically reports to a branch manager. Supervises a group of primarily para-professional level staffs. May also be a level above a supervisor within high volume administrative/ production environments. Makes day-to-day decisions within or for a group/small department. Has some authority for personnel actions. Typically requires 3-5 years experience in the related area as an individual contributor. Thorough knowledge of functional area and department processes.
Manages a retail banking branch office that develops and grows customer relationships, promotes products and services, and delivers efficient operations. Oversees daily branch opening, closing, customer service, transaction processing, and reconciliation tasks and activities. Schedules, manages, and trains branch staff to maintain the required service coverage. Ensures staff understands and follows all company policies and procedures to maintain required security, operational, and service quality standards. Accountable for financial, operational, and customer satisfaction goals for the branch. Resolves escalated customer or operations issues. Coordinates with other bank teams to promote products and represent the bank in the community. May require a bachelor's degree. Typically reports to a group or regional branch manager. Manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. Typically requires 5 years experience in the related area as an individual contributor. 1 - 3 years supervisory experience may be required. Extensive knowledge of the function and department processes.
Provides centralized information and solutions services to assist branch employees with questions about processes and products. Serves as the point of contact to guide and assist branch staff with product information and operational policies. Responds to questions and resolve cases by researching bank procedures or regulatory governance and escalating issues internally as necessary. Completes call tracking and supporting documentation associated with each case. May research and address inquiries regarding specific transactions. Requires a high school diploma or equivalent. Typically reports to a supervisor or manager. Works independently within established procedures associated with the specific job function. Has gained proficiency in multiple competencies relevant to the job. Typically requires 3-5 years of related experience.