Branch Specialist

Job Description

Job Description

MJK Connections is partnering with Mi Bank on this role that will assist clients with teller transactions, opening accounts and services, and problem solving. (S)He has the responsibility to assist in the office operations, which includes opening and closing the branch, answering phones, balancing the ATM, vault, reviewing daily/monthly/quarterly reports, and preparing reports. Typically, incumbent stays primarily in the office: (s)he has no calling requirements or required sales goals, and does not have a Book of Business.

ESSENTIAL FUNCTIONS

1. Customer Service — In accordance with the Bank's customer service standards, provides service at a level that consistently exceeds the expectations of clients and other Bank employees. Proactively greets and engages clients and other visitors as they enter the Bank to make them feel welcome and to offer them assistance.

2. Teller — Performs transaction processing functions including but not limited to processing client deposits, withdrawals, transfers, loan payments, night depository deposits, and assist clients with cashier's checks. Maintains a cash drawer to service client's needs, scans teller work and balances teller drawer at end of day. Prepare cash shipments / order cash for branch as needed.

3. Bank Products/Services - Remains current with the Bank's products and services and related programs and systems so that incumbent is well able to perform the responsibilities herein. Assists consumer and business clients with various activities, such as: opening accounts, ordering checks, issuing debit cards, resetting of PINs and passwords, assisting with stop payments, address/information changes, transaction issues, and with questions, complaints, etc. Accepts requests for wire transfers, and forwards to the processing Bank department. Inputs accounts and performs account maintenance - Creates/maintains client document files, assuring that the appropriate documents have been obtained. Incumbent is responsible for scanning various branch documents, such as account documentation. inputs accounts and services to the Bank's computer system.

4. Monthly Reviews – Assist with monthly alarm testing, auto door locks. Conduct monthly cash audits of teller drawers, vault and ATM.

5. Sales - Takes a proactive approach in knowing who the Bank's clients are, and knowing/learning about them so that their banking needs are appropriately matched with Bank products and services.

6. Procedural Knowledge/Compliance - Keeps abreast of all published Bank policies and procedures relating to his/her area of responsibility. In the performance of respective tasks and duties, is expected to maintain knowledge of Bank Secrecy Act regulations and all other regulatory, security and Bank policies and procedures. Remains current with Bank's online training programs, as are scheduled for incumbent.

7. Loss Prevention / Security — Personally maintains a loss level within the Bank's standards relative to approved checks, payment into uncollected funds, and payment of overdrafts. Ensures that balancing record falls within the Bank's teller difference standards. Maintains security controls in accordance with Bank policy to protect the office against criminal and fraudulent operations and unnecessary risk or exposure. Remains alert to situations presenting avoidable risk and takes appropriate action to minimize exposure.

8. Month/Quarter-End Reports —Prepares month-end audit reports for cash-handling, and ATM and uploads to the system.

9. Professional Appearance — Provides and maintains a professional, business-like atmosphere within the office. Ensures that the appearance of the office is also at a professional level. Reports any maintenance issues to appropriate Bank employees so that they may be quickly resolved, if unable to resolve him/herself.

10. Performs the above and other miscellaneous duties as directed by supervisor to the satisfaction of supervisor.

This above list of Essential and Supplemental Functions is not exhaustive. Other functions may be assigned and management retains the sole discretion to add or change the duties assigned at any time. The employee is expected to successfully perform the essential functions of the position with or without reasonable accommodation.

SOFTWARE/SYSTEMS ACCESS/USE

Position requires incumbent to be able to use the following software/systems, as well as any that may be added by the Bank in the future that apply to incumbent's position:

Microsoft Office Applications: Word, Excel, Outlook

Internal : Fiserv Navigator, Branch Capture,

Access Manager, Integrated Teller

External Software/Sites: Hub Spot, Harland Clark, OnBoard Advisor,

Security Corp, State of Michigan

EQUIPMENT

Position requires incumbent to be able to use the following equipment:

PC, copier, fax, printer, ATM (required ability to balance, load, and solve routine

issues), Teller Receipt Printer, image scanner.

REQUIRED SKILLS/PHYSICAL ABILITIES

Interpersonal Skills - Strong interpersonal skills that allow the incumbent to be provide

superior service to Bank clients and work well with other Bank employees.

Problem-Solving Skills Reasonably high level of problem-solving skills that allow incumbent

to resolve problems that may arise in carrying out above responsibilities.

Math Skills - Reasonable math skills that allow incumbent to resolve client issues, balancing

issues, etc.

Writing Skills - Reasonably high level of writing skills that allow incumbent to write emails,

letters, memos, and other documents from time-to-time that are clear, grammatically

accurate and are professional in appearance and content.

Reading and Comprehension Skills - Strong reading and comprehension skills that allow

incumbent to apply and comply with Bank policies and procedures, government regulations,

etc.

Work Independently - Ability to work independently with limited direction from supervisor.

Work Under Pressure - Ability to manage multiple demands and priorities, and realign

priorities, as necessary.

EDUCATION/EXPERIENCE REQUIREMENTS

Preferred Education: Bachelor's Degree

Required Education: High School Diploma

Preferred Experience: Customer Service Representative - 1 year

minimum

Required Experience: Teller Experience 1 year minimum