Chelsea Groton Bank
Retail Banking - Branch Operations Specialist - Mystic Auto
Chelsea Groton Bank, Mystic, Connecticut, us, 06355
Branch Operations Specialist - Mystic Auto (NE-7)
This position is responsible for helping customers achieve their financial goals, small or large, by providing outstanding service in a courteous, professional and ethical manner. Whether processing day-to-day banking transactions or educating customers on bank services that enhance their financial well-being, branch operations specialists are cross-trained to serve by example and run the operational activities of the branch safely, efficiently and effectively.PRIMARY ACCOUNTABILITIES / RESPONSIBILITIES:Performs any functions necessary, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers.Proactively engages with customers on retail branch floor - informs and educates through various experiences including digital presentations - provides efficient, accurate and courteous customer service.Schedules the daily operational activities of the branch. Provides coaching and feedback to guide financial care professionals towards achieving accuracy and operational proficiency. Provides oversight for branch safety/soundness ensuring the accuracy of transactional and operational activities - reports exceptions to management in a timely fashion.Performs a variety of transactions to service the customer including processing deposits, withdrawals, payments, check cashing, commercial teller transactions, coin orders, cash advances, travelex, etc.Assists customers with account maintenance, CD renewals, address changes, research requests, check ordering, debit card orders, safe deposit access, notary services, and able to effectively demonstrate online banking and mobile banking services.Balances transactions and cash at the end of the day, balances ATM and participates in the branch settlement. Completes and maintains a variety of logs, records and inventories as required, including large currency transactions, wire transfers, branch/teller currency levels, etc.Assists in the orientation, training and development of new team members. Monitors and evaluates performance and provides feedback to enhance customer sales and service efforts. Assists management with performance evaluations and recommendations for promotional opportunities.Processes vault transactions; orders and ships cash. Verifies all cash transactions. Balances vault and ATM cash and branch.Ensures the security of various systems and cash storage. Maintains keys and combinations. Serves in an on-call capacity for ATM and alarm systems. Has branch opening and closing responsibilities. Performs other security and audit routines.Promotes the Bank's products and services and maintains an active participation in community affairs.Responsible for adhering to Bank policies and procedures related to regulatory compliance requirement applicable to job function.Performs related and unrelated duties as may be needed.POSITION REQUIREMENTS:High School; over 2 years of cash handling experience and over 3 years of customer service and problem solving experience required. Must demonstrate effective coaching experience - and be able to train and motivate Financial Care Professionals. Effective customer service, verbal & written communication, math, problem solving and organizational skills. Detail-oriented and able to multi-task and use various types of office equipment, including computer. Able to lead by example - effective coaching and mentoring skills required. Tech-savvy - use of and able to demonstrate features of banking technology with customers using a variety of tools. Proficient use of Microsoft Word, Excel, Outlook, and PowerPoint software applications is essential. Activity learns, demonstrates, and fosters the Chelsea Groton Bank culture. Physical requirements include the ability to move to various locations including the vault, ability to lift up to 15 pounds on an interim basis, and the flexibility to bend and reach.SUPERVISORY SCOPE:1-3INDEPENDENT ACTION:
Establishes operational efficiency within scope of established guidelines and practices. Consults with customer solutions manager or branch operations manager when clarification or exception to Bank policy may be required - proactively shares best practices and efficiency recommendations to retail banking leadership team.COMPLIANCE:
Responsible for adhering to Bank policies and procedures relating to regulatory compliance requirements applicable to the job function including but not limited to the Bank Secrecy Act, Anti-Money Laundering, and Fair Lending.
This position is responsible for helping customers achieve their financial goals, small or large, by providing outstanding service in a courteous, professional and ethical manner. Whether processing day-to-day banking transactions or educating customers on bank services that enhance their financial well-being, branch operations specialists are cross-trained to serve by example and run the operational activities of the branch safely, efficiently and effectively.PRIMARY ACCOUNTABILITIES / RESPONSIBILITIES:Performs any functions necessary, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers.Proactively engages with customers on retail branch floor - informs and educates through various experiences including digital presentations - provides efficient, accurate and courteous customer service.Schedules the daily operational activities of the branch. Provides coaching and feedback to guide financial care professionals towards achieving accuracy and operational proficiency. Provides oversight for branch safety/soundness ensuring the accuracy of transactional and operational activities - reports exceptions to management in a timely fashion.Performs a variety of transactions to service the customer including processing deposits, withdrawals, payments, check cashing, commercial teller transactions, coin orders, cash advances, travelex, etc.Assists customers with account maintenance, CD renewals, address changes, research requests, check ordering, debit card orders, safe deposit access, notary services, and able to effectively demonstrate online banking and mobile banking services.Balances transactions and cash at the end of the day, balances ATM and participates in the branch settlement. Completes and maintains a variety of logs, records and inventories as required, including large currency transactions, wire transfers, branch/teller currency levels, etc.Assists in the orientation, training and development of new team members. Monitors and evaluates performance and provides feedback to enhance customer sales and service efforts. Assists management with performance evaluations and recommendations for promotional opportunities.Processes vault transactions; orders and ships cash. Verifies all cash transactions. Balances vault and ATM cash and branch.Ensures the security of various systems and cash storage. Maintains keys and combinations. Serves in an on-call capacity for ATM and alarm systems. Has branch opening and closing responsibilities. Performs other security and audit routines.Promotes the Bank's products and services and maintains an active participation in community affairs.Responsible for adhering to Bank policies and procedures related to regulatory compliance requirement applicable to job function.Performs related and unrelated duties as may be needed.POSITION REQUIREMENTS:High School; over 2 years of cash handling experience and over 3 years of customer service and problem solving experience required. Must demonstrate effective coaching experience - and be able to train and motivate Financial Care Professionals. Effective customer service, verbal & written communication, math, problem solving and organizational skills. Detail-oriented and able to multi-task and use various types of office equipment, including computer. Able to lead by example - effective coaching and mentoring skills required. Tech-savvy - use of and able to demonstrate features of banking technology with customers using a variety of tools. Proficient use of Microsoft Word, Excel, Outlook, and PowerPoint software applications is essential. Activity learns, demonstrates, and fosters the Chelsea Groton Bank culture. Physical requirements include the ability to move to various locations including the vault, ability to lift up to 15 pounds on an interim basis, and the flexibility to bend and reach.SUPERVISORY SCOPE:1-3INDEPENDENT ACTION:
Establishes operational efficiency within scope of established guidelines and practices. Consults with customer solutions manager or branch operations manager when clarification or exception to Bank policy may be required - proactively shares best practices and efficiency recommendations to retail banking leadership team.COMPLIANCE:
Responsible for adhering to Bank policies and procedures relating to regulatory compliance requirements applicable to the job function including but not limited to the Bank Secrecy Act, Anti-Money Laundering, and Fair Lending.