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Retail Branch Assistant

Community Bank, N.A.
United States, New York, Watertown
August 19, 2022
Overview

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, 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 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 job-specific training requirements in a timely fashion

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

Skills:

  • Excellent customer service, communication and analytical skills
  • Must be highly organized with an attention to detail
  • Ability to multitask
  • 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:

Candidates being considered for this position will be subject to additional background checks as required by regulations. 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 through

review of a criminal background check and credit report.

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