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Retail Branch Assistant

2 months ago


Burlington, United States Community Bank System Full time
Overview

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

Responsibilities

This position is responsible for assisting the branch manager with managing branch operations with a focus on the retail sales and service aspects of the branch, and may assist with training of Tellers. A Retail Branch Assistant's responsibilities may include administrative tasks and overseeing various branch functions. Depending on branch need, this position may have a dual role, also performing the primary function of Senior Teller.

Essential Responsibilities:
  • Work with members of the branch sales team, such as the Branch Manager, Customer Service Representative and Retail Service Officers, to provide support with achieving established branch sales goals through the retention and development of customer relationships
  • Demonstrate cooperative efforts in working with other departments and within own branch while encouraging similar behavior from staff
  • Prepare and maintain loan files and supporting documents, as needed
  • Lending responsibilities as appropriate for business needs
  • Provide administrative support to the Branch Manager: producing reports and managing branch record keeping, ensure staff members adhere to established policies, procedures and controls
  • Assist branch staff with daily operations such as approving/declining non-standard transactions and resolving customer complaints
  • Coordinate security measures such as daily opening and closing of the branch, alarm testing, security training, etc.
  • May function as a teller or customer service representative on an as-needed basis
  • Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all training requirements in a timely manner
  • Perform other duties as assigned or directed
Qualifications

Education, Training and Requirements:
  • HS Diploma or GED required
  • Training in sales
  • Knowledge of the features and benefits of the bank's consumer deposit and loan products and services required
  • All applicants must be 18 years of age or older
Skills:
  • Excellent customer service, communication and analytical skills
  • Must be highly organized with an attention to detail
  • Ability to multitask
  • Ability to understand direction and adhere to established policies and procedures
  • Working knowledge of bank operating policies and procedures
  • Must be able to consistently demonstrate the Company's core values: a strong work ethic, integrity, respect for others, responsibility, transparency and humility
Experience:
  • Three (3) years of branch experience with at least two (2) years as a CSR/Senior Teller normally required.


Other Job Information

Hours: 40 hours/week

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

Minimum

USD $20.00/Hr.
Maximum

USD $26.49/Hr.