Retail Branch Assistant

About the position

The Retail Branch Assistant at Community Financial System, Inc. (CFSI) plays a crucial role in supporting the branch manager and ensuring smooth branch operations with a focus on retail sales. This position involves administrative tasks, customer service, and assisting in achieving branch sales goals while maintaining compliance with banking regulations.

Responsibilities
• Assist the branch manager with managing branch operations focusing on retail sales aspects.
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• Work with the branch sales team to support achieving established branch sales goals through customer relationship management.
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• Prepare and maintain loan files and supporting documents as needed.
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• Attend mortgage closings and handle other lending responsibilities.
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• Provide administrative support to the Branch Manager, including producing reports and managing record keeping.
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• Assist branch staff with daily operations, including approving/rejecting non-standard transactions and resolving customer complaints.
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• Coordinate security measures such as daily opening and closing of the branch and alarm testing.
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• Function as a teller or customer service representative as needed.
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• Maintain compliance with all laws and regulations applicable to the position.

Requirements
• Associate's Degree in Finance or Business or equivalent training preferred.
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• Training in sales is preferred.
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• Knowledge of the features and benefits of the bank's consumer deposit and loan products and services is required.
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• Five years of branch experience with at least three years as a CSR/Senior Teller is normally required.
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• Excellent customer service, communication, and analytical skills are essential.
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• Highly organized with attention to detail and ability to multi-task.
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• Working knowledge of bank operating policies and procedures.

Nice-to-haves
• Experience in a retail banking environment.
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• Familiarity with mortgage lending processes.

Benefits
• 11 paid holidays
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• Paid vacation
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• Medical, Vision & Dental insurance
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• 401K with generous match
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• Pension
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• Tuition Reimbursement
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• Banking discounts

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