President SUPERVISES: Advertising Manager
Marketing Manager
Marketing Secretary/Clerk
JOB SUMMARY
Contribute to the growth and profitability of the bank through the management of marketing, advertising, branch sales, community relations, business marketing, telemarketing, customer service, new product development, and research. Ensure that a marketing and sales awareness prevails bank-wide.
DUTIES
1. Develop and direct overall marketing and sales operational plans.
2. Develop and direct advertising operational plans.
3. Develop and direct branch sales/community relations operational plans.
4. Develop and direct business marketing operational plans.
5. Develop and direct effective sales and product training, incentive, and recognition programs.
6. Develop and direct telemarketing/customer service operational plans.
7. Develop and direct product development operational plans.
8. Develop and coordinate new product development.
9. Hire staff.
10. Train personnel.
11. Set performance standards.
12. Give performance reviews.
13. Measure and monitor results.
ORGANIZATION
1. Initiate changes in the basic organizational structure to accomplish objectives developed with the Executive Vice President.
2. Activate new work procedures and systems to accomplish planning and bank development objectives more effectively.
FINANCES
Prepare the annual budget for the Marketing Department, administering allotted funds and recommending capital expenditures for planning and bank development.
RELATIONSHIPS
1. Responsible to the Executive Vice President for the fulfillment of functions and responsibilities.
2. Advise and assist department managers, officers, and staff in their respective functions associated with the areas for which he/she has direct responsibility.
3. Maintain extensive contact with customers, the public, and the community, conduct relationships in a manner that will enhance the overall marketing effort of the bank.
4. Will be called upon from time to time to participate with community organizations and in community projects.
JOB DESCRIPTION: Sales Training Officer DEPARTMENT/DIVISION: Marketing REPORTS TO: Senior Vice President-Marketing SUPERVISES: Marketing Manager
JOB SUMMARY
Supervise, develop, and implement all training activities within the bank. Evaluate the training needs and develop programs to meet those needs. Develop methods to measure the effectiveness of sales training.
DUTIES
1. Develop and implement basic sales skills training for the entire staff with particular emphasis on those employees who have direct customer contact.
2. Provide activities to motivate staff and help build a positive sales culture within the bank.
3. Develop and implement training for an officer call program.
4. Develop and implement ongoing teller training programs including customer courtesies and cross-selling.
5. Develop and implement telephone skills training for all personnel dealing with customers by phone.
6. Develop and implement advanced sales training including such sophisticated training as may be necessary, such as programs for handling the hostile customer, closing techniques, and effective probing.
7. Evaluate sales training needs for each department and initiate appropriate training.
ORGANIZATION
Make recommendations to supervisor about possible methods to improve the department.
FINANCES
Make recommendations to supervisor about the budgetary needs of the department.
RELATIONSHIPS
1. Responsible to the Senior Vice President-Marketing for the fulfillment of functions and responsibilities.
2. Will have extensive contact with customers and the public, conducting relationships in a manner that will enhance the overall marketing effort of the bank.
3. Will be called upon from time to time to participate with community organizations and in community projects.
JOB DESCRIPTION: Advertising Manager DEPARTMENT/DIVISION: Marketing REPORTS TO: Senior Vice President-Marketing SUPERVISES: Has no supervisory responsibility
JOB SUMMARY
Contributes to the growth and profitability of the bank, Ensures that a marketing and sales awareness prevails bank wide.
DUTIES
1. Execute the bank's mission statement, strategic plan, operational plans, and department activities.
2. Measure, monitor, and control budgets and expenditures in the areas of advertising, sales, and community relations.
3. Develop and direct marketing plans.
4. Develop and direct bank wide advertising programs.
5. Generate performance and activity reports for bank products.
6. Direct activities with advertising agencies for productions and advertising campaigns, direct mail pieces, and brochures.
7. Manage the production and media placement of advertising materials and programs.
8. Coordinate and prepare the monthly sales newsletter.
ORGANIZATION
Make recommendations to Senior Vice President-Marketing about possible methods to improve department.
FINANCES
Make recommendations to Senior Vice President-Marketing about the budgetary needs of the department.
RELATIONSHIPS
1. Responsible to Senior Vice President-Marketing for the fulfillment of functions and responsibilities.
2. Will have extensive contact with customers and the public.
3. Will be called upon to participate with community organizations and in community projects.
JOB DESCRIPTION: Marketing Assistant DEPARTMENT/DIVISION: Marketing REPORTS TO: Sales Administrator and Training Officer SUPERVISES: Has no supervisory responsibility
Contribute to the growth and profitability of the bank. Ensure that a marketing and sales awareness prevails throughout the bank.
DUTIES
1. Assist with quarterly business newsletter.
2. Prepare press releases and ensure timely placement.
3. Assist with performance and activity reports for bank products.
4. Assist with the production and media placement of advertising materials and programs.
5. Coordinate RSVPs and arrangements for social events.
6. Coordinate special events, such as branch openings, special promotions, anniversary events, and lobby displays.
7. Enhance bank awareness through volunteer functions.
8. Perform market research and coordinate demographic information and economic briefs.
9. Use marketing model software to generate marketing and demographic information.
10. Assist in preparing market and demographic analyses, including competitive prices and terms, customer banking trends, population trends, and to determine the potential profitability of new products.
ORGANIZATION
Make recommendations to supervisor about possible methods to improve department.
FINANCES
Make recommendations to supervisor about the budgetary needs of the department.
RELATIONSHIPS
1. Maintain extensive contact with the public. Conduct relationships in a manner that will enhance the overall marketing effort of the bank.
2. Participate with community organizations and in community projects.
JOB DESCRIPTION: Marketing Secretary/Clerk DEPARTMENT/DIVISION: Marketing REPORTS TO: Senior Vice President-Marketing SUPERVISES: Has no supervisory responsibility
JOB SUMMARY
Contribute to the growth and profitability of the bank. Ensure that a marketing and sales awareness prevails throughout the bank.
DUTIES
1. Answer and forward phone calls; take messages when necessary.
2. Perform routine filing.
3. Type correspondence and route reading materials.
4. Make photocopies and distribute them.
5. Order supplies for the marketing department.
6. Sort mail.
7. Set up training room for sales meetings and product trainin; seminars.
8. Keep track of marketing staff and their meeting schedules.
9. Cut out various newspaper advertisements and obituaries.
10. Coordinate and compile monthly marketing committee agenda.
11. Mail sympathy cards to customers' families.
ORGANIZATION
Make recommendations to supervisor about possible methods to improve department.
FINANCES
Make recommendations to supervisor about the budgetary needs of the department.
RELATIONSHIPS
1. Responsible to Senior Vice President-Marketing for the fulfillment of functions and responsibilities.
2. Maintain extensive contact with customers and the public. Conduct relationships in a manner that will enhance the overall marketing effort of the bank.
3. Participate with community organizations and in community projects.
JOB DESCRIPTION: Customer Service Supervisor DEPARTMENT/DIVISION: Marketing REPORTS TO: Senior Vice President^Marketing SUPERVISES: Customer Service Representative
JOB SUMMARY
Assume responsibility for supervising the efficient and effective operation of the customer service division of the marketing department.
DUTIES
1. Explain the different types of accounts available to customers and assist in the selection of the most appropriate one for their needs.
2. Open personal or business accounts and prepare all related documentation.
3. Assist customer with requests or complaints and research account problems.
4. Assist customer to reconcile checkbook.
5. Coordinate bank's charitable donation program from interviewing the requester to mailing a check to the organization.
6. Gather all necessary information for service brochures and updated inserts.
7. Explain credit card program to merchants, assisting them in completing agreements, collecting membership fee, and setting them up with necessary forms and imprinter.
8. Notify all participating merchants when changes occur in credit card program.
9. Assist customers with loan inquiries by interviewing customer, assisting them in completing applications, and providing loan-related information.
ORGANIZATION
Make recommendations to supervisor about possible methods to improve the department.
FINANCES
Make recommendations to supervisor about the budgetary needs of the department.
RELATIONSHIPS
1. Responsible to the Senior Vice President-Marketing for the fulfillment of functions and responsibilities.
2. Will have extensive contact with customers and the public, conducting relationships in a manner that will enhance the overall marketing effort of the bank.
3. Will be called upon from time to time to participate with community organizations and in community projects.
JOB DESCRIPTION: Customer Service Representative DEPARTMENT/DIVISION: Marketing REPORTS TO: Customer Service Supervisor SUPERVISES: Has no supervisory responsibility
JOB SUMMARY
Perform a variety of duties to provide existing and potential customers with efficient and accurate services.
DUTIES
1. Explain the different types of accounts available to customers and assist in the selection of the most appropriate one for their needs.
2. Open personal or business accounts and prepare all related documentation.
3. Assist customer with requests or complaints and research account problems.
4. Assist customer to reconcile checkbook.
5. Order Treasury Bills and Notes for customers; maintain records of maturity of these notes and bills; notify customers upon maturity.
6. Complete necessary forms for customers to have their checks directly deposited.
7. Transfer funds to various accounts.
8. Cross-sell the bank's services.
ORGANIZATION
Make recommendations to supervisor about possible methods to improve the department.
FINANCES
Make recommendations to supervisor about the budgetary needs of the department.
RELATIONSHIPS
1. Responsible to the Customer Service Supervisor for the fulfillment of functions and responsibilities.
2. Will have extensive contact with customers and the public, conducting relationships in a manner that will enhance the overall marketing effort of the bank.
3. Will be called upon from time to time to participate with community organizations and in community projects.
JOB DESCRIPTION: Deposit Counselor DEPARTMENT/DIVISION: Marketing REPORTS TO: Customer Service Supervisor SUPERVISES: Has no supervisory responsibility
JOB SUMMARY
Assist any customer in the bank to whatever extent possible. Open any type of new account. Oversee departmental maintenance.
DUTIES
1. File IRA folders and signature cards.
2. File W-9 forms and CD signature cards.
3. Open new accounts (checking, savings, Christmas Club, CDs, IRA and Brokerage).
4. Handle inquiries from branch personnel.
5. Answer other department personnel's phones when they have a cus tomer.
6. Fill out direct deposit applications as required.
7. Wait on lobby customers to help them or direct them to someom who can help them.
8. Compile report on all new accounts, CDs, and new money from pre vious week.
9. File weekly data processing reports and make copies for the president.
10. Update matured but not redeemed CD report.
11. Check monthly totals each week to see that all rates are valid.
12. Keep up with current rules and regulations.
13. Requisition supplies.
14. Keep up totals needed to balance CD interest checks and help fine: problem if they should be out of balance.
15. Make a monthly report of new accounts for previous month.
16. Report average rate on CDs for previous month.
17. Assist customers with bond coupons.
18. Have CD renewal letters run, stamped, folded, and stuffed for upcoming month.
19. Maintain social security number list.
20. Mail 1099's each year and handle customer inquiries about them.
21. Run and mail IRA statements in January and April and check to be sure they are in balance before mailing.
22. Balance daily CD transactions.
23. Collect branch work on CDs and new accounts. Check everything before it goes to Data Processing.
24. File branch signature cards.
25. Make sure teller machine is signed on and off each day.
ORGANIZATION
Make recommendations to supervisor about possible methods to improve department.
FINANCES
Make recommendations to supervisor about the budgetary needs of the department.
RELATIONSHIPS
1. Responsible to the Customer Service Supervisor for the fulfillment of functions and responsibilities.
2. Will have extensive contact with customers and the public, and is to conduct relationships in a manner that will enhance the overall marketing effort of the bank.
3. Will be called upon from time to time to participate with community organizations and in community projects.
JOB DESCRIPTION: Safe Deposit Attendant DEPARTMENT/DIVISION: Marketing REPORTS TO: Customer Service Supervisor SUPERVISES: Has no supervisory responsibility
JOB SUMMARY
Perform various duties to provide safe deposit customers with service and insure the security of the boxes.
DUTIES
1. Control customer entrance within the vault area.
2. Observe all security conditions and procedures for the safety and protection of customers and the bank.
3. Open and close safe deposit accounts.
4. Review safe deposit procedures for new customers.
5. Prepare and maintain required files.
ORGANIZATION
Make recommendations to supervisor about possible methods to improve the department.
FINANCES
Make recommendations to supervisor about the budgetary needs of the department.
RELATIONSHIPS
1. Responsible to the Customer Service Supervisor for the fulfillment of functions and responsibilities.
2. Will have extensive contact with customers and the public, conducting relationships in a manner that will enhance the overall marketing effort of the bank.
3. Will be called upon from time to time to participate with community organizations and in community projects.
JOB DESCRIPTION: ATM Coordinator and HRCS Officer DEPARTMENT/DIVISION: Customer Service Division REPORTS TO: Customer Service Supervisor SUPERVISES: Hourly Clerk
JOB SUMMARY
Responsible for the daily and long term operation of the ATM system; Make procedural changes and recommendations to Senior Management offering direction for the system's development. Responsible for assuring that the system is properly maintained. Coordination and good rapport with Data Processing, computer representatives, branches, New Accounts and Bookkeeping is required. Supervise ATM babysitting program. Assist in customer service, May assist in various Marketing functions. Knowledge of bank operations and thorough understanding of bank services are necessary. Daily decisions require a good deal of independent judgment under minimum supervision. Long term decisions require input from departments affected.
DUTIES
1. Do machine service.
2. Train employees and customers on ATM use and maintenance.
3. Do daily close out and resupply.
4. Perform balancing procedures and assistance.
5. Service coordination with the computer company.
6. Handle lost and stolen card procedures.
7. Handle fraud control.
8. Handle customer complaints and inquiries.
9. Handle PIN requests and issues and audit control.
10. Handle new and replacement card requests.
11. Maintain ATM account records.
12. Destroy void or unwanted ATM cards.
13. Maintain ATM babysitting schedules.
14. Provide monthly reports to management.
ORGANIZATION
1. Initiate changes in the basic organization structure to accomplish objectives developed with the Senior Vice President-Human Resources and Customer Services.
2. Activate new work procedures and systems to accomplish planning and bank development objectives more efficiently.
FINANCES
Make recommendations to supervisor about budgetary needs of department.
RELATIONSHIPS
1. Responsible to the Senior Vice President-Human Resources and Customer Services for the fulfillment of his or her functions and responsibilities.
2. Advise and assist department managers, officers, and staff in their respective functions associated with the areas for which he or she has direct responsibility.
3. Will have extensive contact with customers, the public and the community, and is to conduct relationships in a manner that will enhance the overall marketing effort of the bank.
JOB DESCRIPTION: Hourly Clerk DEPARTMENT/DIVISION: Customer Service Division REPORTS TO: ATM Coordinator SUPERVISES: Has no supervisory responsibility
JOB SUMMARY
Perform the paperwork maintenance necessary for ATM customers, cut and mail out all ATM cards, answer the phone for Department, and generally assist the ATM coordinator.
DUTIES
1. Write letters to ATM customers (type two times a month).
2. Cut new and duplicate ATM cards and mail them out (weekly).
3. File paperwork for new ATM cards (daily).
4. File duplicate card requests (daily).
5. Hot card ATM cards in the event of loss (daily).
6. Help customers with problems (deposits, withdrawals); look up transactions on microfiche (daily).
7. Fill out general ledger tickets and deposits to pay babysitters' mileage expense (monthly).
8. Buy liquor and mixers for the bank and keep the liquor closet in order (monthly).
9. Copy and distribute ATM monthly report (monthly).
10. Open and close ATM machines as necessary (daily).
11. Answer the phone for the ATM department; act as a receptionist (daily).
12. Haul and lift for marketing and other departments (weekly).
13. Act as Editor of the bank newsletter-i.e. contact civic organizations Parks Department,, and university and get current events for th< coming month; contact coupon merchants for their coupon change.1-for the coming month; take the typed copy to the printer (monthly).
14. Buy groceries for bank sponsored parties (monthly).
15. File computer printouts (daily).
16. Write collection letters in ATM fraud cases (monthly).
17. Make monthly calendar for ATM babysitters and distribute (monthly).
18. Make phone list changes for ATM babysitters and distribute (as needed).
19. Make trips to all branches to distribute ATM materials and supplies (as needed).
20. Send new card address changes to Auditing Department (daily).
ORGANIZATION
Make recommendations to supervisor about possible methods to improve department.
FINANCES
Make recommendations to supervisor about the budgetary needs of the department.
RELATIONSHIPS
1. Responsible to the ATM Coordinator and HRCS Officer for the fulfillment of functions and responsibilities.
2. Will have extensive contact with customers and the public, and is to conduct relationships in a manner that will enhance the overall marketing effort of the bank.
3. Will be called upon from time to time to participate with community organizations and in community projects.
