Acting Operation Manager
Housing Bank for Trade and Finance
Total years of experience :17 years, 7 Months
Involves managing bank`s operations team to deliver effective financial services to clients. Responsible for ensuring outstanding customer relations and high sales, as well as imbibing the bank’s service culture in all staff members through personal coaching and granting of bonuses and other incentives to motivate staff and delegate duties to various team members, giving them specific tasks to accomplish for the overall success of banking operations.
Responsibilities:
• Manage daily operations of branch in the absence of Branch Manager.
• Assist Branch Manager in implementing business development strategies. for assigned branch.
• Provide warm, friendly and welcoming atmosphere for both employees and customers.
• Provide quality and exceptionally services to customers.
• Assist Branch Manager to achieve sales target and projected profit.
• Select, train, supervise and evaluate the branch staff to enhance individual productivity and enable them to function according to job description.
• Assist Branch Manager to operate the branch in line with company procedures and policies.
• Ensure that the branch personnel comply with federal and state laws.
• Maintain operational standards to provide an excellent working environment for employees.
• Ensure the facility is kept clean, safe and orderly.
• Communicate personally with customers to ensure customer satisfaction.
• Resolve customer complaints promptly and efficiently.
• Support sales promotion activities including promotional campaigns, micro-marketing events, and trade shows
• Ensure operational excellence and integrity of the branch.
• Develop action plans to enhance operational controls and optimize customer service.
• Assist in performance appraisals, promotions, and compensation activities for employees.
provides superior customer service while promoting bank products and services. helps clients of the bank with routine financial transactions. Their day-to-day duties include making deposits, handling withdrawals and issuing money orders or cashier’s checks to bank customers.
Responsibilities:
• Under general supervision, performing daily transactions for customers and refer Bank products and services to the branch platform personnel, providing efficient and quality customer service, while meeting or exceeding minimum sales and service performance standards
• Accurately performs teller transactions in accordance with bank policies and procedures
• Services customers by processing all monetary transactions
• Ensures security procedures are followed and all tellers are up to date on current policies and procedures
• Maintain minimum amount of cash in teller’s area to ensure compliance with security/safety measures
• Recognizes and demonstrates skills learned by following through on referral opportunities by using open ended questions to generate a two-way conversation
• Represent Trustmark professionally, efficiently, and tactfully in order to assure customer satisfaction when in contact with customers, either face-to-face or by telephone
• Manage, coach, and provide training for Tellers
• Searches for the cause of an overage or shortage when a teller’s drawer does not balance correctly.
• Provides access to the vault and safety deposit boxes.
• Replenishes and troubleshoots ATM machines.
• Carries money to the vault and audits the vault regularly with the help of a second employee
helps clients of the bank with routine financial transactions. Their day-to-day duties include making deposits, handling withdrawals and issuing money orders or cashier’s checks to bank customers.
Responsibilities:
• Assist customers with routine account-related requests.
• Assist the operations processing specialist by verifying the accuracy of document images.
• Cross-sell bank products and services based on customer needs in accordance with the banks’ program standards.
• helping customers with loan and mortgage applications.
• Inquiries for home, car and personal loans.
• Promote bank products and services.
• Identify customer needs.
• Refer customers to appropriate banking services and representatives.
• Managing client relationships
• Leading projects
• Dealing with marketing campaigns
• Doing administrative tasks
• Overseeing projects
• Managing budgets and expenditure
• Generating leads
• Managing sales process
• Doing consultations
Develops a business plan and sales strategy
• Achieve organization Sales and Marketing objectives, delivery process with in targeted dates.
• Direct and coordinate company sales and marketing functions.
• Develop and coordinate sales selling cycle and methodology.
• Develop pricing strategy.
• Monitor, review and report on all sales and marketing activity and results.
• Research and develop strategies and plans which identify marketing opportunities, direct marketing, and new project development.
• Directly manage major and critical developing client accounts, and coordinate the management of all other accounts.
• Represent the company at various community and/or business meetings to promote the company.
• Promote positive relations with partners and vendors
• Analyzing the areas where the enterprise needs Mobility Solutions where data entry is needed at the point of activity.
• Designing the Enterprises turnkey mobility solution in terms of hardware (mobile computers, portable printers, RFID, bar coding, network, connectivity) & software (the related needed solution).
• Submitting the solution's full technical & financial proposal.
• Keep good relationship with Customer.
• Prepare Proposal for customer, Negotiate pricing and contractual terms.
• Meeting sales volumes, margins and customer satisfaction objectives.
• Interact with customers and give provide information enquiries about products or services
• Understand the customer’s problems and also resolve complaints
• Communicate with customers through various ways, in person, by telephone, e-mail or regular mail.
• Handle general questions and complaints, but some may have to specialize in a particular area and deal with specific problems
• Help a customer decide what product or service would be suitable for their needs
• Make regular changes or updates to a customer’s profile or account information
• Keep records of transactions and maintain a database of information