Thomas Rand Email & Phone Number

Plymouth, Massachusetts, United States

• Currency management for branches, customers and remote ATMs – meeting cash ordering deadlines and completing online transaction entry as needed.• Accurate and efficient processing of entries for the daily cash vault proof and monthly reconcilement.• Timely processing of adjusting entries for currency and coin to GL accounts and customer accounts.• Monitor the receipt of monthly reports for Branch Operations to verify completion and accuracy.• Provide prompt support to branches by fielding calls, conducting research and responding to emails in the areas of branch procedures, transaction research, troubleshooting branch technology, fraudulent item review, and Horizon Teller/Teller Capture.• Coordinate teller error research efforts. Manage incoming error emails, directing branches on initial research steps to be taken, and working with the Item Processing to verify branch out of balance conditions, review teller work, and escalate within the team as needed.• Work with the Branch Operations Specialist II on the monthly operational newsletter – assisting with layout design and review of idea submissions from other business units.• Understand the Banks responsibilities and obligations in the areas of Audit and Compliance as they relate to your daily duties and ensure that processes are in place for adherence.• Participate on committees, complete projects and attend meetings as assigned.• Work closely with Deposit Operations, Branch Administration, Customer Information Center and other business partners to ensure a streamlined workflow from the branches.• Perform other related duties as required.

Plymouth, Massachusetts, United States

Sandwich, Massachusetts

• Accountable for achieving an overall Legendary Customer experience in the Store• Ensures team members fully complete required Training prior to servicing Customers• Leads the operational standards of the Store, including but not limited to cash handling, control of negotiable items, preventing fraud, managing controllable expenses, promoting integrity, Customer privacy and Employee safety• Leads by example and coaches team members to focus on Customer experience, by having needs-based conversations and offering financial solutions to meet our Customers’ needs• Partners with Store Leadership to achieve both Store and individual performance metrics• Responsible for making sound decisions and timely problem resolution• Proactively reaches out to Customers to deepen relationships through needs-based conversations• Assumes Store Manager responsibilities when warranted• Assists Store Manager with effective scheduling and managing Paid Time Off (PTO)• Recruits, interviews, trains, orients, and evaluates employees in accordance with HR guidelines

Pocasset, Massachusetts

Hyannis, Massachusetts

• Consistently executes appropriate behaviors to deliver a Legendary Customer experience in the Store• Conducts needs-based conversations and offers financial solutions to meet our Customers’ needs• Makes quality referrals to appropriate partners• Responsible for meeting individual performance metrics• Responsible for making sound decisions and timely problem resolution• Proactively reaches out to Customers to deepen relationships through needs-based conversations• Performs a broad range of tasks of varying complexity and scope• Participates in opening and closing Store procedures• Opens accounts and related services• Originates loan applications, prepares documents and conducts loan closings

Pocasset, Massachusetts

• Leads and supports a team of service colleagues in achievement of a positive customer and colleague experience and provides day-to-day team leadership, work direction to ensure effective and efficient delivery of service/advice activities and/or solutions while maintaining operational compliance in store cash controls and procedures as well as regulatory guidelines• Leads all activities related to the Teller line from Operations to sales and servicing; including Teller Coaching and performing effective lobby leadership• Leads a team in completing day-to-day processes/transactions/activities, involving multiple steps and systems• Requires knowledge and understanding of a range of products and services, processes and systems in a set of focus areas, where transactions could be characterized by low to moderate risk• Responsible for Vault Management, including the auditing, reporting, and balancing of the Store Currency and transactions. Manages the Store currency levels, tracks currency shipments and deliveries• Requires process management knowledge and a good understanding of the business and operational function areas supported as they lead the operational standards of the Store, including but not limited to cash handling, control of negotiable items, preventing fraud, managing controllable expenses, promoting integrity, Customer privacy and colleague safety• Engages Customers, assesses needs, responds by providing service(s) or guidance• Closely monitors workflows, prioritizing tasks and delegating duties and responsibilities and work focus time horizon is generally short term• Coaches Teller team on financial transactions, customer experience, effective referral opportunities• Plans, organizes and coordinates the activities for own area and resolves operational issues• Manages team requiring workforce to decision on acceptable level of risk – specifically low risk potential (loss/reputational) transactions and/or requests

Osterville, Massachusetts

Hyannis, Massachusetts

• Consistently executes appropriate behaviors to deliver a Legendary Customer experience in the Store• Conducts needs-based conversations and offers financial solutions to meet our Customers’ needs• Makes quality referrals to appropriate partners• Responsible for meeting individual performance metrics• Responsible for making sound decisions and timely problem resolution• Trains and acts as a mentor to new Tellers• Assists Head Teller or Assistant Head Teller with daily duties as directed by management• Resolves problems independently, escalating more difficult issues to management• Processes regular Teller transactions for Customers including servicing Customer accounts, accepting loan payments, accepting safe deposit box payments, processing sales of gift cards, cashing checks, verifying currency, balancing cash drawer, and night deposits• Performs advanced transactions, including foreign exchange; Bank Secrecy Act (BSA), reporting and correcting discrepancies