Service Manager - Scotts Valley Banking Office
1/25/2012

JOB DESCRIPTION

Supervisor:     Operations Administrator

Department:     Operations

Status:    Exempt / Grade 4

OUTLINE OF POSITION AND DUTIES
The Service Manager of the Bank will manage daily operations of the office to ensure that excellent Client service is first priority. Communicate Client service standards to all staff, and ensure that Client standards are consistently met. Must have knowledge and ability to provide Clients with an understanding of all bank products and services, and endeavor to sell bank products and services. Ensure that the Bank is not placed in a potential loss situation.

PREFERRED EDUCATION: A.A in Business Administration

PREFERRED PRIOR EXPERIENCE: 5-7 years banking experience
2-3 years Supervisory experience

REQUISITE SKILLS:

  • Good Organizational Skills
  • Good Communication Skills
  • Thorough knowledge and understanding of all Bank products.
  • Thorough knowledge of Branch Certifications.
  • Understanding of all Regulatory and Compliance issues relative to new account activity.
  • Good counseling and teaching skills.

 
DUTIES - to include but not limited to:

  • Oversee daily operations of branch office.
  • Ensure all Client needs and requests are met in a timely, professional manner.
  • Responsible for developing and cross training all staff to ensure consistent excellent Client service.
  • Successfully complete all compliance and training courses assigned by the Bank.
  • Direct employee training to improve efficiency and ensure conformance with standard procedures and practices, and to ensure compliance with all Regulations.
  • Ensure that office cash supply is sufficient to service client needs, while staying within assigned cash limits.
  • Maintain appropriate cash control, ensuring safe cash conduct is always followed.
  • Ensures that all employees have a thorough knowledge of bank products and can explain features and benefits to customers.
  • Ensure that all staff members, especially those who have direct client contact, have a good knowledge of all bank systems.
  • Work in coordination with Relationship Managers to ensure that service quality standards are consistently met. Ensure that specific service needs of individual clients are addressed and managed.
  • Conduct weekly/monthly meetings with staff to ensure quality Client service.
  • Timely completion of job descriptions, performance evaluations, and goals for each subordinate.
  • Complete appropriate disciplinary action as required, following internal procedures at all times.
  • Compile required and special reports for activity.
  • Responsible for service quality standards, audit controls, and loss prevention.
  • Ensure that the Referral Goals and Cross Sales Ratios are met by all Service Staff.
  • Demonstrate leadership, teamwork and innovation with regard to motivating, training and rewarding direct reports at all times.
  • Set a positive, model example of providing exemplary internal and external Client Service.   Set and abide by high standards in work ethics and attendance.
  • Service Managers are expected to sell and refer Bank products and services
  • Other duties assigned by Manager.


EQUIPMENT USED (if applicable): General Office Equipment

SUPERVISORY RESPONSIBILITIES: Branch Operations Staff
 

Client Service Representative I - 30 hrs/wk - Bay Avenue Office
1/13/2012

JOB DESCRIPTION

Supervisor:    Service Manager

Department:    Operations

Status:        Non-Exempt
 
OUTLINE OF POSITION AND DUTIES
The individual will provide excellent client service to all clients of the bank.  They will process transactions for clients consistent with Bank’s policies and procedures.  They will possess a knowledge and understanding of all Bank products and services, and endeavor to sell these products and services to new and existing clients.  They will further ensure that the Bank is not placed in a potential loss situation.

PREFERRED EDUCATION:
High School Diploma

PREFERRED PRIOR EXPERIENCE:
6 months cash handling experience

REQUISITE SKILLS:

  • Good Communication skills.
  • Good Computer Skills.
  • Good Cash Handling Skills
  • Ability to lift up to 25lbs.
  • Ability to Sit/Stand for long periods.


DUTIES to include but not limited to:

  • Greet clients in a friendly, professional, courteous manner.
  • Receive deposits; verify cash and endorsements, issue receipts.
  • Accept checks for cashing, verifying funds and endorsements, taking and recording proper identification as necessary.
  • Possess a knowledge and understanding of all Bank products and services.
  • Issue Cashiers Checks per client request. 
  • Client Services Representatives are expected to seek and recognize opportunities for sales and cross sales and refer a minimum number of bank products and services on a quarterly basis for the calendar year as set by management.
  • Attend and successfully complete all assigned mandatory compliance and training courses assigned by the Bank.
  • Demonstrate exemplary internal and external customer service at all times.
  • Meet Sales Goals established through Bank-wide and Banking Office specific Campaigns.
  • Other duties as assigned by supervisor.


EQUIPMENT USED (if applicable):
General Office equipment
Cash Counting Equipment

SUPERVISORY RESPONSIBILITIES:
None

Credit Analyst
12/21/2011

JOB DESCRIPTION

Supervisor: VP Senior Relationship Manager

Department: Loan Administration – 81

Status: Non-Exempt

OUTLINE OF POSITION AND DUTIES
Develops and analyzes credit information pertaining to more complex commercial and business loans. Prepares, or assists in the preparation of, credit reports for presentation to loan officers, senior credit personnel and/or committees. Furnishes information relative to credit inquiries and provides assistance to loan officers and the Credit Manager. Prepares cash flow analysis summaries, presents facts and may offer opinions concerning credit worthiness.

PREFERRED EDUCATION: BA Business Administration     

PREFERRED PRIOR EXPERIENCE: 1-2 yrs related experience. Preferably in Banking environment.

REQUISITE SKILLS: Analytical, organizational, interpersonal, technical.

EQUIPMENT USED (if applicable): General Office Equipment

SUPERVISORY RESPONSIBILITIES: None