Retail Branch Assistant

Company: Community Financial System, Inc.
Location: Ogdensburg
Posted on: November 15, 2024

Job Description:

Overview:

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At Community Bank System, Inc. (CBSI), 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 230 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 CBSI, we offer competitive compensation, good 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 to assist the branch manager with managing branch operations with a focus on the retail sales aspects of the branch. A Retail Branch Assistant's responsibilities may include administrative tasks and overseeing various branch functions.

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

Prepare and maintain loan files and supporting documents, as needed
May attend mortgage closings, and will have other lending responsibilities
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/rejecting 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
Perform other duties as assigned or directed
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

Ancillary Duties:

As an integral member of the Branch, this position is responsible to assist the Branch, as well as the Bank, wherever necessary in achieving their annual goals. May be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levels.

Qualifications:

Education, Training and Requirements:

Associate's Degree in Finance or Business or equivalent training preferred
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 multi-task
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:

Five (5) years of branch experience with at least three (3) years as a CSR/Senior Teller normally required.

Other:

Employees in this job must register and comply with all rules and regulations of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act). Employees hired or transferring into this position will need to meet the qualification requirements, in Community Bank's sole discretion, under Reg. Z, prior to acting as a loan originator in a consumer credit transaction secured by a dwelling. Qualification requirements include but are not limited to an assessment of overall financial responsibility, character and general fitness.

Min: USD $21.75/Hr. Max: USD $30.50/Hr. 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.

Keywords: Community Financial System, Inc., Utica , Retail Branch Assistant, Hospitality & Tourism , Ogdensburg, New York