GENERAL DESCRIPTION
The Lead CSR is responsible for providing leadership and guidance for the operations of the branch, often using independent judgement. Directs and coordinates the daily workload of teller and new accounts duties with the guidance of the Branch Manager. Assumes the leadership role within the branch in the absence of the branch manager. Responsible for retaining existing relationships and opening new deposit accounts.
ESSENTIAL DUTIES AND RESPONSIBILITIES
1. Provide oversight on all operational activities including transaction accuracy and execution of operational leadership tasks as well as new account opening steps and necessary documents, per the bank's policies and procedures.
2. Supports attainment of branch goals by increasing the individual cross sales ratio for new accounts and existing customers. Refers new business to other company areas such as mortgage, credit card, and Wealth Management. Develops and builds customer loyalty.
3. Leads by example and sets the tone for branch staff for personal commitment to the Company and its culture. Supports the Branch Manager in assuring that sales and service behaviors of the personnel are consistent with the Company's core values and profit objectives.
4. Understands the mechanics of running a branch and is able to perform all the essential functions with a high degree of expertise to insure that his/her branch is operating consistently with all company practices, policies, and procedures. Assumes the day to day management duties of the branch in the absence of the Branch Manager.
5. Works with Branch Manager to identify and develop the future leaders and skilled staff to ensure a pipeline of talent exists with the branch to support the Company's vision and objectives. May also assist Branch Manager in the selection, development, training, and retention of staff.
6. Assigns duties to customer service representatives to ensure efficiency in the branch. Trains employee's on customer service and teller procedures.
7. Identifies ways to mitigate service delivery weaknesses and exploit potential service delivery strengths to differentiate FAB&T in the market.
8. Takes an active role in activities that promote the good will of the Company in the community.
9. Perform any other related duties as required or assigned.
PHYSICAL ACTIVITIES
While performing the functions of this job, the employee is continuously required to talk or hear; regularly required to stand, walk, sit, use hands to finger, handle, or feel, reach with hands and arms; and frequently required to stoop, kneel, crouch, or crawl; occasionally required to climb or balance, taste or smell. The employee must occasionally lift and/or move up to 100 pounds; frequently lift and/or move up to 25 pounds. Specific vision abilities required by this job include color vision; peripheral vision; depth perception; and ability to adjust focus.
ADDITIONAL INFORMATION
Understands and adheres to all compliance issues, attend training as required and related to this position, including but not limited to the Bank Secrecy Act, Privacy Act, US Patriot Act, and Security.
