Job Description
Description:
Under the general supervision of the Branch Manager, of the assigned branch, performs supervisory and administrative functions, assists the teller and MSR area, and provides quality customer service in conformance with all established CBCU policies, strategies, and procedures.
The essential functions include, but are not limited to the following:
As directed by the Branch Manager or Assistant Branch Manager, performs any function necessary, within the scope of authority and expertise, to provide the highest level of customer service and responsiveness to the financial needs of all members.
Provide supervision and assistance to assigned staff by the organization's policies and procedures. Assist employees as necessary. Responsibilities include training, planning, assigning, and directing work; addressing complaints and resolving problems.
Understand, explain, and cross-sell products and services of benefit to the member such as checking and savings accounts, certificates of deposit accounts, individual retirement accounts (IRA), debit cards, and digital services.
Maintain current knowledge of all CBCU products and services.
Continuously empower staff through mentoring, coaching, and training.
Provide efficient, effective, and courteous customer service in person and via telephone. Perform a variety of customer service duties.
Open and close accounts and process a wide variety of transactions.
Respond to customer inquiries.
Assume responsibility for various department functions in the absence of staff members or overload situations, including providing coverage for Assistant Branch Manager and Branch Manager in the event of their absence.
Maintain audit standards and prepare monthly and quarterly reports as needed.
Participate in maintaining branch inventory and placing supply orders as needed.
Ensure proper upkeep of assigned equipment and ensure the branch facility is maintained in a neat, professional, and functionally efficient manner.
Perform related customer service, supervisory, and administrative duties as may be assigned or required to ensure the effectiveness of the assigned branch.
Ability to use Microsoft Word and Excel proficiently.
Ability to write professional, clear, concise correspondence to internal and external recipients.
Oversee the daily activities of the assigned branch. Open and close the branch.
Control vault activity. Maintain adequate quantities of cash and coin. Order cash for the branch.
Balance ATM. Ability to troubleshoot any issues. Place service request if necessary.
Perform daily branch consolidation/settlement duties
Acknowledge opportunities to generate referrals to other areas of the bank including but not limited to the Investment Center, Residential & Commercial Lending, and Business Banking Services.
Adhere to Bank’s dress code policy and monitor the dress code for all members of staff.
Perform all duties by prescribed regulatory compliance guidelines. Ensure compliance with established security procedures as well as cash handling procedures.
Adhere to audit and regulation policies and procedures and complete annual training on all required regulations,
Adhere to the Bank’s privacy and data security policies including but not limited to safeguarding of sensitive information and complying with relevant regulations to protect non-public information.Requirements:
Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.
• High school diploma or general education degree (GED).
• Previous experience with customers including at least two to three years in a teller position.
• Strong organizational and customer service skills.
• Demonstrated supervisory ability.
• Must possess basic knowledge of products and services.
• Able to use various types of office equipment, including computer terminals.
• Ability to write routine reports and correspondence.
• Ability to speak effectively before groups of customers or employees of the organization.
*Must be able to work rotating schedule of Monday through Saturday
Full-time