Provide operational support to retail bank employees and management, oversee audits, manage operational projects related to acquisitions, and track retail performance metrics.
Responsibilities
Provide Operational Support to Retail Bank Employees & Management
Deliver support of operational, product, compliance, system and any other issues daily via telephone or in-person contact
Develop and update retail operating procedures and intranet resources
Partner with support departments and frontline retail associates to determine issues and needs
Assist retail employees and management in researching/resolving operational issues
Provides individualized client service while handling daily transactions, addressing inquiries, and problem resolution, in accordance with Bank policies and procedures.
Responsibilities
Processes financial transactions for clients accurately and efficiently
Identifies client needs uncovered during business interactions and/or conversations, promotes products and services and refers clients to the appropriate bank colleague if needed
Builds client loyalty; establishes client relationships, including addressing each client by name
Consistently delivers exceptional customer service to each and every client
Follows established Bank policies, procedures, and guidelines
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