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Women’s Power Breakfast May 13, 2015

John C. Tsunis, James P. Johnis of Gold Coast Bank, Suffolk County Legislator Leslie Kennedy and The Holiday Inn Express Stony Brook cordially invite you to join us for a “Women’s Power Breakfast” featuring special guest Angie Carpenter, Islip Town Supervisor! Networking and discussion of local issues with top business and community leaders! Wednesday, May 13th at 8am!

Women's Power Breakfast

Branch Manager

***EXPERIENCE IN THE SOUTHAMPTON MARKET REQUIRED***

Reports to: Regional Branch Manager

Summary: Leads the sales activities of all personnel within the branch and responsible for developing new deposit, loan, and merchant business for a specific target market.

Duties and Responsibilities: include, but are not limited to the following. Other duties may be assigned:
1. Responsible to adhere to Bank policies and procedures with regard to new deposit and loan customers, and ensure that staff is in compliance as well.
2. Responsible for development of new business for the Bank by networking and managing a portfolio of COI (Centers of Influence)
3. Responsible for attaining established individual, branch, and Bank goals through active participation in sales management and officer call programs
4. Ensure profitability of branch by increasing fee income and controlling expenses.
5. Assist in budgeting & forecasting in accordance with the Bank’s goals & objectives
6. Oversee staff and clients within the branch by delivering financial service products to current and potential clients while meeting established plans and ensuring regulatory compliance.
7. Oversee and participate in expansion and management of consumer and business account relationships.
8. Identify customers with additional profit potential and develop action plans to expand those relationships.
9. Provide management direction to foster effective selection, development and reward of subordinates.
10. Employee will complete the required classes assigned to them by the Compliance Department in order to be in compliance.

Qualifications:
1. Must have a minimum of five to ten years of proven and progressive sales record, including outside business development. Previous banking experience is required.
2. Must have a Bachelor’s Degree or equivalent experience.
3. Must have strong background in sales, and sales planning.
4. Must have a strong background in management, and customer service skills.
5. Must have excellent in interpersonal skills excellent coaching skills and strong motivational skills.
6. Must have a strong commercial banking background
7. Must have strong operations knowledge including compliance issues and bank policies and regulations.
8. Must have a thorough understanding of the customer service concept and its importance in developing and expanding account relationships.

Assistant Branch Manager

***EXPERIENCE IN THE SOUTHAMPTON MARKET REQUIRED***

Reports to:  Branch Manager

Summary:  Responsible for ensuring that daily branch operational policies and procedures are being followed. Oversees teller staff to ensure smooth branch operations.

Duties and Responsibilities: include, but are not limited to the following. Other duties may be assigned:

  1. Schedules all teller personnel to ensure adequate coverage.
  2. Opens DDA, Savings, IRA and Certificates of Deposit. Processes debit card requests for clients.
  3. Files client signature cards and updates, as well as follows on closed accounts.
  4. Oversees all daily operating procedures.
  5. Reviews Balance Fluctuation Report Daily and reports any large account variances greater than $50k to Branch Manager immediately.
  6. Understands procedures to be followed in case of robbery or other emergency.
  7. Performs regular monthly audits of various branch assets, including, but not limited to: cash, GLs, new account kits and negotiable instruments.
  8. Responsible for reporting any significant differences to the Branch Manager.
  9. Promotes and sells the banks and products and services to all customers and prospects.
  10. Trains new teller personnel in processing and balancing procedures.
  11. Ensures exceptional customer service.
  12. Performs other duties as assigned.
  13. Employee will complete the required classes assigned to them by the Compliance Department in order to be in compliance.

 Qualifications:

  1. Must have a High School Diploma or GED or equivalent past work experience.
  2. Prior teller and or banking experience is preferred.
  3. Must have excellent oral communication skills, excellent written communication skills and excellent organizational skills.
  4. Must have a math aptitude and excellent reading skills.
  5. Must have excellent professionalism and excellent customer service skills.
  6. Must have excellent time management skills along with diplomacy.
  7. Must have excellent customer relation skills.

Must have excellent computer literacy and excellent keyboard skills.

Customer Service Representative

***EXPERIENCE IN THE SOUTHAMPTON MARKET REQUIRED***

Reports to:           Assistant Manager

Summary: Serves customers by providing product and service information; resolving product and service problems.

Duties and Responsibilities include, but are not limited to, the following.  Other duties may be assigned.

  1. Opens DDA, Savings, IRA and Certificates of Deposit. Processes debit card requests for clients.
  2. Files client signature cards and updates, as well as follows on closed accounts.
  3. Understands procedures to be followed in case of robbery or other emergency.
  4. Performs regular monthly audits of branch cash, GLs, new account kits and negotiable instruments. Responsible for reporting any significant differences to the Assistant Branch Manager.
  5. Promotes and sells the banks and products and services to all customers.
  6. Trains new teller personnel in processing and balancing procedures.
  7. Ensures exceptional customer service.
  8. Performs other duties as assigned.
  9. Employee will complete the required classes assigned to them by the Compliance Department in order to be in compliance.

Skills and Education:

  1. Must have a High School Diploma or GED or equivalent past work experience.
  2. Prior teller and or banking experience is preferred.
  3. Must have excellent oral communication skills, excellent written communication skills and excellent organizational skills.
  4. Must have a math aptitude and excellent reading skills.
  5. Must have excellent professionalism and excellent customer service skills.
  6. Must have excellent time management skills along with diplomacy.
  7. Must have excellent customer relation skills.

Must have excellent computer literacy and excellent keyboard skills.

Teller

***EXPERIENCE IN THE SOUTHAMPTON MARKET REQUIRED***

Reports to:           Assistant Branch Manager

Summary: To receive and process deposits, checks, payments and other transactions as well as issue negotiable instruments and other drafts by performing the duties as described below.

Duties and Responsibilities include, but are not limited to, the following. Other duties may be assigned.

  1. Receives and processes deposits, withdrawals, checks, payments and other transactions in an accurate manner according to policies and procedures.
  2. Issues bank checks, other drafts and prepares payroll for certain clients.
  3. Promotes and sells the bank’s products and services to all customers and prospects.
  4. Oversees all daily operating procedures.
  5. Performs daily balancing procedures of cash drawer, ATM and branch cash and reports differences.
  6. Understands and follows procedures in case of robbery or other emergency.
  7. Performs back counter item scanning and reconciliation of work.
  8. Handles and maintains branch cash limits by ordering/shipping currency as needed.
  9. Provides exceptional customer service.
  10. Employee will complete the required classes assigned to them by the Compliance Department in order to be in compliance.

Qualifications:

  1. High School Diploma or Equivalent
  2. Prior teller or banking experience preferred.
  3. Excellent oral communication skills, excellent written communication skills, and reading skills required.
  4. Must have an excellent aptitude in math.
  5. Must exhibit excellent professionalism and excellent customer relations.
  6. Must have excellent organization skills, customer skills and time management skills.
  7. Must have an excellent aptitude for the computer and exhibit excellent keyboard skills.