Frontline Manager III

ROLE The Frontline Manager III serves as a key member of branch leadership, in charge of frontline staff (Tellers and CSRs) and branch deposit operations, with lending authority. This position assists the Branch President in the management, profitability, and growth of the branch, exercising independent judgment in overseeing deposit operations, staff performance, customer relationships, and business development.

The Frontline Manager III originates and manages commercial and retail lending relationships, analyzes credit, structures loan recommendations, and makes lending decisions within assigned authority limits. The position supervises staff, recommends personnel actions, ensures compliance with banking regulations, policies, and procedures, and assumes branch leadership in the Branch President’s absence.

ESSENTIAL FUNCTIONS

This position is responsible for the following functions: Manage daily operations of the branch

• Assist the Branch President in overseeing branch operations, profitability, and strategic goals
• Serve as acting branch leader in the Branch President’s absence, making operational and personnel decisions as needed
• Resolve escalated customer issues and operational concerns using independent judgment
• Monitor branch performance, compliance, audits, and risk management activities
• Work with Branch President to coordinate branch facility maintenance and ensure a safe, efficient work environment Manage bank products
• Develop and manage commercial and retail deposit and lending relationships
• Exercise lending authority within approved limits and make loan recommendations
• Analyze credit information and structure lending solutions that meet customer needs
• Grow loan and deposit portfolios through business development and customer relationship management
• Monitor portfolio quality, delinquencies, and opportunities for portfolio growth Manage daily operations of the frontline
• Lead, coach, and develop Teller and CSR staff
• Be fully trained in the Teller and CSR functions to be able to assist with and complete teller and customer service tasks as needed
• Communicate deposit knowledge and updates to ensure Teller and CSR positions are properly informed to complete their duties
• Communicate organizational priorities, establish goals, monitor progress, hold staff accountable, and provide consistent coaching and timely feedback to branch Tellers and CSRs
• Develop and implement branch-level strategies to improve customer commitment and foster an environment that promotes positive customer experiences
• Manage deposit portfolio, overdraft reports, and deposit growth
• Oversee scheduling of the Teller and CSR positions and approve timesheets
• Make hiring decisions for Teller and CSR positions and communicate with Human Resources to coordinate onboarding
• Conduct performance assessments on Teller and CSR positions
• Coordinate with Human Resources to address employee behavioral and performance issues as needs arise
• Maintain Deposit Compliance and educate staff on updates
• Ensure branch audits are completed as required Develop community presence
• Maintain and expand banking relationship with customers and community
• Participate in civic and community affairs, functions, and organizations promoting community involvement for the bank Various other duties as assigned QUALIFICATIONS EDUCATION/CERTIFICATION: High school diploma or equivalent required Bachelor’s degree in Business, Finance, or related field preferred REQUIRED KNOWLEDGE: Complete knowledge, understanding, fully trained, and efficient in Teller and CSR duties and functions; understanding of bank policies and procedures EXPERIENCE REQUIRED: 5+ years of banking experience, including loan and deposit management preferred SKILLS/ABILITIES: Attention to detail, strong written and verbal communication, multi-tasking, customer service, applied leadership, self-motivation, self-management, problem-solving, organized, analytical, interpersonal, customer relationship building, time management, documentation, computer literacy, good independent judgment, leadership, product promotion and marketing, talent development and management, community relationship management PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION TALKING: Ability to speak effectively and communicate clearly AVERAGE HEARING: Ability to hear average conversations at a standard level in an office environment around other customers and bank personnel REPETITIVE MOTION: The employee is regularly required to type throughout the day FINGER DEXTERITY: The employee is regularly required to use hands to type and maneuver a mouse AVERAGE VISION: Specific vision abilities required by this job include close vision, color vision, peripheral vision, depth perception, and the ability to adjust focus with 20/20 vision (with or without the assistance of eyeglasses/contacts) PHYSICAL STRENGTH: The employee must occasionally lift and/or move up to 25 pounds (unassisted) as well as stand, sit, bend, kneel, squat, and walk for long periods of time WORKING CONDITIONS General professional office environment with climate control. Adequate lighting. Occasional travel to other bank branches. Occasional meetings with clients or bank personnel outside of normal business hours. Occasional additional hours outside of regular bank service hours may be required. MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION REASONING ABILITY: Ability to deal with a variety of variables under only limited standardization. MATHEMATICS ABILITY: Strong numeric capabilities; Ability to add, subtract, multiply and divide in all units of measure using whole numbers and common fractions. LANGUAGE ABILITY: Ability to read, analyze, and interpret documents. Ability to communicate clearly. INTENT AND FUNCTION OF JOB DESCRIPTIONS Job descriptions assist organizations in ensuring that the hiring process is fairly administered and that qualified employees are selected. They are also essential to an effective appraisal system and related promotion, transfer, layoff, and termination decisions. Well-constructed job descriptions are an integral part of any effective compensation system. All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all-inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate. In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization. Job descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.