
Retail Administration Coordinator
Hyannis, MAJobSeen todaySeen in employer's feed today
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Job overview
The Retail Banking Administration Coordinator supports accurate, efficient, and compliant retail operations through quality control, operational support, and coordination of Retail Administration activities. The role conducts reviews, manages vendor due diligence and referral activities, assists with audits and examinations, and provides backup branch support. It also serves as a resource to branch and department staff, helping resolve routine issues and reinforce established controls.
Skills & qualifications
Skills
Qualifications
Full job description
As a part of the Retail Administration team, the Retail Banking Administration Coordinator supports accurate, efficient, & compliant retail operations through quality control, operational support, & coordination of key Retail Administration activities. The role also serves as a resource to branch & department staff, helping resolve routine issues, improve processes, & reinforce established controls. ESSENTIAL RESPONSIBILITIES Supports the Retail Administration Manager & Sales & Service Manager, along with their teams, by completing assigned recurring quality-control testing, branch visits, & operational reviews of designated retail activities, including specialized functions such as IRAs & safe deposit boxes; maintains supporting records, communicates identified exceptions & trends, tracks corrective action, & escalates significant or unresolved findings. This role supplements, but does not duplicate, the Quality Control Specialist?s daily review of reports, deposit-account documentation, new-account information, & deposit-related maintenance. Manages vendor due diligence & ongoing review activities by gathering, validating, & maintaining required documentation; tracking initial & periodic reviews, renewals, outstanding items, & corrective actions; & escalating incomplete, significant, or unresolved matters to management. Administers assigned vendor & referral activities, including maintaining vendor records & the referral database, coordinating routine requests & issue resolution, monitoring service & documentation requirements, supporting user-access reviews, & tracking referral activity, follow-up, & resulting sales for management reporting. Assists with audit & examination preparation for branches & Retail Administration by gathering, organizing, validating, & maintaining requested documentation; assists with responses, tracks outstanding items & corrective actions, & supports timely resolution of findings with branch management & other departments. Provides backup support for branch end-of-day procedures, including balancing, exception research, transaction or general ledger discrepancies, system outages, & other issues that may prevent successful completion of daily processing. Provides backup support for branch needs & Retail Administration functions during absences, peak workloads, staffing needs, & special projects within the employee?s authority & training. Helps review & develop Retail Administration resources & maintains broad knowledge of branch operations, quality control, due diligence, vendor management, & retail sales & service functions, including applicable workflows, controls, policies, procedures, products, programs, systems, & vendor platforms. Serves as a knowledgeable operational resource by researching questions & assisting branch & department staff with routine system, transaction, balancing, access, workflow, product, & procedural issues; coordinates with internal departments or vendors as needed & refers higher-risk or unresolved matters to the appropriate department or manager. Reviews Retail Administration policies, procedures, forms, product information, job aids, & reference materials; identifies knowledge gaps & emerging operational trends & assists with staff training & communications. Provides day-to-day procedural guidance to branch staff by reinforcing established procedures, assisting with routine issue resolution, & escalating operational or compliance concerns to the appropriate manager. Education &/or Experience Associate?s degree or an equivalent combination of education & experience; relevant specialized coursework is a plus. Two to three years of banking experience, including teller, customer service, or branch operations experience. Administrative or operational support experience preferred. Ability to acquire & maintain broad knowledge of retail banking operations, systems, policies, procedures, & controls. See complete job escription when applying.
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