Branch Supervisor

Job Description

Job Description

Overview

At Community Financial System, Inc. (CFSI), 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 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, 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 CFSI, 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

The Branch Supervisor directly supervises the staff and operations of a small branch, or may work with a Branch or District Manager to provide supervision of staff and operations at one or more locations in need of additional oversight. The Branch Supervisor coordinates specific branch goals with the Branch or District Manager, supervises branch personnel, ensures office compliance with operating policies and procedures, provides required periodic reports and may have lending authority. Works directly with staff to provide an optimal customer experience.

Essential Responsibilities:

• Directly supervises the branch office and performs or delegates a variety of duties including oversight of branch service operations to include approval of transactional overrides; branch general ledger accounts; vault and drawer audits; approval of overdrafts; control of negotiable supplies; cash management, ordering and shipments; ATM balancing and maintenance; ensuring proper branch security measures are in place; preparation of regulatory, internal and operational reports; participation with audits of key branch functions
• Works with management in establishing growth, sales, and profit objectives for the office; provides input to these objectives and to the manner in which performance will be measured and controlled
• Solicits new business from current and prospective customers; maintains ongoing business relationships with customers to optimize additional cross-selling opportunities
• Monitors individual sales and customer service performance against goals and discusses performance with manager on a frequent basis
• Maintains thorough knowledge of features and benefits of all consumer products and services to ascertain customer needs and to fill those needs
• Monitors the progress of staff members and assists them with questions or problems, conducting regular staff meetings to keep all informed
• Opens and maintains deposit accounts in accordance with bank procedures
• May make loans to customers with oversight as appropriate
• Directly supervises assigned personnel as follows:
  • Assists in the selection of new personnel
  • Coordinates orientation and training of new personnel
  • Reviews employee performance throughout the introductory period and on a regular basis thereafter
  • Manages and maximizes performance levels of staff members through regular feedback; takes appropriate actions for performance improvement
  • Organizes, schedules, and distributes work among staff
  • Keeps personnel informed of pertinent policies and procedures and creates an atmosphere in which upward communication from staff is encouraged, conducting regular staff meetings to enhance employee engagement and desired level of customer service
  • Administers personnel policies and procedures
• 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 training requirements in a timely manner
• Model and hold staff accountable for upholding the core values of the Company: Integrity, Humility, Teamwork, and Excellence
• May be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levels

Ancillary Duties:

As an integral member of the branch staff this position is responsible to assist wherever necessary to ensure that the branch and the Bank achieve goals, including filing in as needed with any transactions and customer inquiries. 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:

• A.A.S. Degree of equivalent; specialized banking education and training
• Valid driver license and reliable transportation

Skills:

• Excellent interpersonal skills, including listening, persuading and motivating
• Excellent verbal and written communication skills
• Accurate and proficient math skills
• Attention to detail
• Clear thinking and ability to remain focused
• Must be able to consistently demonstrate the Company’s core values: Integrity, Humility, Teamwork and Excellence
• Internal product knowledge and teller training (provided after hire)

Experience:

• Minimum four (4) years’ experience in related positions normally required
• All applicants must be 18 years of age or older

Other:

This position requires National Mortgage Licensing System (“NMLS”) registration under the terms of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act).