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Lead Associate Operations - Park Road - Charlotte, NC



Charlotte, NC, USA
Posted on Thursday, July 11, 2024

Job Description

We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs.

As a Lead Associate - Operations in Branch Banking, you support the Branch Manager and Associates to ensure customer financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory banking requirements. You will make customers feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.

Job responsibilities
  • Works with the Branch Manager to set the tone of the branch environment to provide an exceptional customer experience and a dynamic and engaging culture
  • Processes and assist customers with transactions
  • Introduces customers to the branch team who will build relationships and assist with specialized financial needs
  • Makes customers’ lives easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
  • Supports the Branch Manager with all aspects of branch operations, including loss control, compliance, and audit standards
Required qualifications, capabilities, and skills
  • High school degree, GED, or foreign equivalent
  • Detail-oriented, organized, and have the ability to multi-task with a dedication to follow policies, procedures, and regulatory banking requirements
  • Availability to work Branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
  • Demonstrated ability to make connections, engage, and educate customers and refer to colleagues as appropriate
  • Strong desire and ability to influence, educate, and connect team, partners, and customers to technology
  • Demonstrated leadership abilities and proficiency in operations and transaction accuracy while working well in a team environment
  • Some College level or military equivalent or 2+ years of branch banking experience
Training requirement
  • Successful completion of the Lead Associate Operations training program is a pre-requisite to be considered active in Lead Associate Operations role