Banking Center Ops Coordinator

ESSENTIAL DUTIES AND RESPONSIBILITIES

Operational efficiency

• Oversee center cash operations including cashboxes, vault, ATM, and TCRs to ensure center cash is managed, balanced, and secured within the established limits following bank policy.

• Process client transactions accurately and efficiently and using sound judgment when providing approvals and overrides to safeguard against fraud and errors.

• Stay informed on operational updates and communicate critical policy, procedure, and compliance changes or alerts to the team.

• Manage access controls by ensuring proper dual control where applicable, and uphold secure handling of keys, combinations, and sensitive assets in accordance with bank procedures.

• Mitigate the bank’s risk as outlined in the Compliance and risk management section below including assisting with cash audits and ensuring accurate record retention.

Compliance and risk management

• Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics.

• Lead the Operational Performance of the banking center through maintaining control over key risk areas of the center, including tellers’ difference, operational losses, and audit control procedures, resolution of out-of-balance conditions, compliance, and quarterly and annual audit functions.

• Ensure all audit and security policies and procedures are followed during open hours and at banking center opening and closing.

• Control the inventory of cash, Official Checks and Personal Money Orders through dual control.

Client experience

• Lead the Client Experience efforts of the banking center, including delivering excellent client experiences consistently and promptly resolve client issues effectively.

• Ensure an excellent overall client experience by assisting clients with select service needs.

• Responsible for ensuring proper control and maximum efficiency in transactional processing. Provide transactional processing support in order to keep client wait times to a minimum.

• Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning.

Sales and service

• Cross-sell and make referrals to bank partners to generate new business and deepen existing client relationships.

• Explain product benefits, changes, restrictions, requirements, and any other relevant product information to clients, prospects, and associates.

Team management

• Maintain workflow and handle scheduling the associates supporting financial transactions.

• Observe, coach, and lead the transactional processing team to ensure all strategic initiatives are executed effectively.

• Assist in evaluating employee performance and counseling when needed.

• Assist in determining and satisfying training needs and establish performance plans.

• Conduct meetings to develop a communication line to explain and institute new policies and to ensure continuous development of staff.

• Assist in conducting meetings to promote sales, product knowledge and client service

Perform all other job related duties as assigned

Job Identification: 1609

Job Category: Banking

Job Schedule: Full time

Degree Level: High School Equivalent