Cincinnati Careers

Office Manager – Carmel, IN

Office Manager – Carmel, IN

Department: Branch

Job Status: Full Time

FLSA Status: Exempt

Grade/Level:

Work Schedule: 32-40 hours per week; Saturday rotation is required

Location: Carmel, IN

Reports To: Community Executive

Amount of Travel Required: As Needed

Positions Supervised: Branch Staff

Position Summary

Responsible for the supervision and development of branch personnel.  Responsible for providing service to bank customers by conducting appropriate transactions accurately and efficiently and meeting the needs of customers.  Monitors branch activities and opens all types of accounts.  Performs functions such as cross selling products, making referrals and resolving customer problems; provides branch support in operations, procedures and compliance issues.  Mange the daily operations of the branch.

Essential Functions

Reasonable Accommodations Statement
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Essential Functions Statement(s)

  • Manage the daily operations of the branch
  • Supervise branch personnel; ensure bank policies and procedures are followed
  • Open and close the branch; maintain security policies and procedures
  • Performs teller duties on an as needed basis
  • Provides supervisor override when necessary
  • Assists tellers in locating cash discrepancies:  assists with unusual window transactions and answers difficult customer questions
  • Verifies money received or sent for deposit in the financial institution vault at designated times
  • Balances vault/branch on a daily basis and maintains cash limits set for the branch
  • Performs a variety of customer service transactions, such as account holds, file maintenance of accounts, name and address change requests and check reorders
  • Opens new accounts including checking, savings, CDs, IRAs, and HSAs
  • Cross-sells other financial institution services such as other deposit accounts, consumer and mortgage loans, IRAs, HSAs, safe deposit boxes, and traveler’s checks
  • Address customer problems and complaints; counsels customers with problems or disagreements with the bank’s policies and procedures
  • Prepares and distributes end-of-the-month branch loan, referral and gift card reports
  • Supervises vault operations and procedures.  Audits vault on a quarterly basis and works with the Vault Teller on weekly cash orders
  • Accepts applications for consumer and mortgage loans
  • Ensures that the branch is properly stocked with forms, supplies, etc.
  • Manages and track branch referral program

Position Qualifications

Competency Statement(s)

  • Business Acumen – Ability to grasp and understand business concepts and issues
  • Change Management – Ability to encourage others to seek opportunities for different and innovative approaches to addressing problems and opportunities
  • Coaching and Development – Ability to provide guidance and feedback to help others strengthen specific knowledge/skill areas
  • Decision Making – Ability to make critical decisions while following company procedures
  • Financial Aptitude – Ability to understand and explain economic and accounting information, prepare and manage budgets, and make sound long-term investment decisions
  • Self Confident – The trait of being comfortable in making decisions for oneself
  • Working Under Pressure – Ability to complete assigned tasks under stressful situations
  • Accountability – Ability to accept responsibility and account for his/her actions
  • Communication, Oral – Ability to communicate effectively with others using the spoken word
  • Customer Oriented – Ability to take care of the customers’ needs while following company procedures
  • Relationship Building – Ability to effectively build relationships with customers and co-workers

Skills & Abilities

Education:  Associate’s Degree (two year college or technical school)

Experience:  Two to four years related experience

Computer Skills:  MS Office

Work Environment:  Branch environment with interaction with the general public

Cincinnati Careers

Full Time Teller – Carmel, IN

Full Time Teller – Carmel, IN

Department: Branch

Job Status: Full Time

FLSA Status: Non Exempt

Grade/Level:

Work Schedule: 32-40 hours per week; Saturday rotation is required

Location: Carmel, IN

Reports To: Office Manager

Amount of Travel Required: None

Positions Supervised: None

Position Summary

Provide service to bank customers by conducting appropriate transactions accurately and efficiently and meeting the needs of customers by referring them to appropriate departments in the bank.

Essential Functions

Reansonable Accomodations Statement
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Essential Functions Statement(s)

  • Answer customers’ questions, and explain available services
  • Receive checking and savings deposits: verify cash and endorsements, receive proper identification for cash back, and issue receipts of deposit
  • Examine checks deposited and determine proper funds availability based on regulation requirements and complete Hold Notices
  • Process savings withdrawals
  • Cash checks: verify endorsement, receive proper identification, and ensure validity.
  • Answer basic customer inquiries regarding interest rates, service charges, and account histories while complying with disclosure requirements, regulations and consumer privacy policies
  • Cross-sell bank products and services
  • Refer customers to the proper department for issues that cannot be resolved at the teller line
  • Count cash, coin and roll loose coins
  • Issue cashier’s checks, Travelers Checks (single & multiple signer), process cash advances, and deluxe gift cards.
  • Accept loan payments: verify payment amount and issue receipts
  • Buy and sell currency from the vault as necessary, ensuring that teller drawer cash limits are not exceeded
  • Ensure teller station is properly supplied
  • Balance drawer daily, including periodic batching of cashed checks

Position Qualifications

Education: High School Graduate or General Education Degree (GED)

Experience: One to two years related experience; previous cash handling experience required

Computer Skills: Basic computer skills

We Are Always Accepting Applications and Resumes

Thank you for your interest in a career with United Fidelity Bank. We are always accepting applications and resumes. Send yours below, or select an available position to apply to that opening.