A professional who directs and coordinates activities of workers engaged in providing financial services to customers, and assists in cash management activities. Responsibilities include:

• Trains new employees, prepares work schedules, and monitors work performance.
• Examines documents prepared by subordinates, such as savings bond applications and safe deposit vault entry and exit records, to ensure compliance with establishment policies and procedures.
• Monitors branch office operations to ensure that security procedures are being followed.
• Evaluates establishment procedures and recommends changes to manager, financial institution .
• Talks to customers to resolve account-related problems and to ensure positive public relations.
• Explains services to potential personal and business account customers to generate additional business for establishment.
• Assists workers to balance daily transactions, using calculator and computer terminal.
• Manages office in absence of manager, financial institution.
• May remove, count, and record cash from automated teller machine.
• May examine, evaluate, and process loan applications.
• May prepare, type, and maintain records of financial transactions.