Assistant Community Banking Officer

Position: Assistant Community Banking Officer

Reports to: Community Banking Officer

Grade Level: 105

Supervises: Assists with supervising Community Banking Mountaineers

Locations: Pittsfield Silverlake Office

The salary range for this role is $50,000 to $65,000 dependent upon qualifications and experience.

Job Summary:

As the Assistant Branch Manager, this position is primarily responsible for a full range of customer care featuring advanced levels of outreach. The Assistant Community Banking Officer oversees the operation of the branch in the absence of the Community Banking Officer, including supervising staff to ensure the team provides superior customer service in accordance with our Community Banking Service Standards and actively practices the company’s core commitments. In conjunction with the CBO, this position is responsible for setting business growth goals, maintaining and expanding account relationships, and achieving revenue growth. The Assistant CBO participates in community engagement and marketing activities, and helps maintain a positive branch image.

Primary Responsibilities:

The job performance of the Assistant Community Banking Officer includes the following, and other/related duties as assigned.

1. Customer Care

• Provide excellent customer care and quality customer services, including but not limited to, opening new consumer and commercial deposit accounts, opening IRA plans, consumer loan origination, performing account transfers and wires per bank regulations and guidelines.

• Perform activities requiring signing authority, including checks and transfers.

• Handle advanced customer care and problem resolution; outreach; manage customer account reports.

• Provide transactional support on the teller line to include vault operations and procedures.

2. Operations and Compliance

• Provide system and procedures training to branch personnel.

• Maintain the highest level of knowledge and understanding of all electronic banking channels.

• Comply, keep updated with policies, procedures, compliance training; comply with BSA/AML/OFAC regulations and guidelines. Participate in audits. Comply with the company’s code of ethics.

• Maintain a position of trust and responsibility by keeping all customer business confidential.

• Maintain knowledge of all bank policies and procedures relevant to this position.

• Open and close the branch office when necessary, following established security guidelines.

• Oversee the daily operation of the branch in the absence of the Community Banking Officer. Perform all Personal Banker duties as necessary.

3. Business Development

• Actively refer loan, insurance and investment services to achieve branch goals.

• Work on new business opportunities internally and externally, as sourced by the CBO. With the CBO, set business growth goals.

4. Individual and Team Effectiveness

• Demonstrate a strong commitment to the bank’s sales culture, established service standards and serve as a brand ambassador. Participate in community engagement and marketing activities.

• Maintain a commitment to ongoing training and education.

• Perform related customer service and clerical duties as assigned by the Community Banking Officer.

Qualifications:

Technical Knowledge/Skills

• Math literacy and intermediate financial calculations.

• Understanding of all aspects of electronic banking.

• Proficiency in Microsoft Office Suite.

• Systems knowledge (teller and customer management); LaserPro and DepositPro system knowledge.

• Branch procedures; cash handling; ATM processes and procedures.

• Product knowledge, e.g. deposit accounts, loan products, features/benefits.

• Business development; ability to work with the CBO to identify and target opportunities; manage and grow customer relationships.

• Sales process; as relates to selling through, cross-selling and making sales referrals.

Personal Skills:

• Critical thinking, including data analysis and problem-solving.

• Goal-orientation; ability to expend the time, effort and focus necessary to achieve goals.

• Personal accountability and accountability for others.

• Interpersonal skills; communication skills, including verbal, written and active listening.

• Empathy, ability to relate to and care for others.

• Flexibility, ability to adapt to situations and others.

• Conflict management; ability to identify, address and resolve issues or concerns with diplomacy.

• Intermediate supervisory skills, including support of individual/team professional development.

• Teamwork, and ability to set and achieve team goals.

• Customer service and relationship-management; strive to anticipate, meet, exceed customer expectations.

• Act and communicate professionally, with consideration, respect and courtesy.

Experience:

• Associate’s degree preferred.

• Minimum of two years of experience as a highly rated Personal Banker.

Other Requirements:

• Flexibility and availability to service all banking hours, as needed.

• Ability to travel up to 25% of the time outside a 25-mile radius.

• Ability to sit, drive, bend, make/answer telephone calls.