What are the responsibilities and job description for the Branch Operations Specialist - part time position at Citizens Bank and Trust?
Branch Operations Specialist/Floater - Part Time
Job Summary
The Branch Operations Specialist/Floater provides exceptional service to current and potential customers. This position assists account maintenance, safe deposit box operation, and teller line transactions and assists the lending team with loan extensions. The Branch Operations Specialist/Floater will report to the Branch Operations Manager and be assigned to support Baton Rouge branches as needed.
Essential Functions include the following. Other duties may be assigned.
Customer Service
High School diploma or equivalent
Training and Experience
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is required to stand; walk; sit; reach with hands and arms; stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 25 pounds. Work involves extensive use of computers and may include occasional pushing, pulling, or carrying objects weighing up to 25 pounds. Must be able to speak clearly and hear and understand normal conversations in person and over the phone. The noise level in the work environment is usually moderate.
Travel
This position will be required to travel to Baton Rouge branch locations as needed.
Equal Opportunity Employer/Veterans/Disabled
Job Summary
The Branch Operations Specialist/Floater provides exceptional service to current and potential customers. This position assists account maintenance, safe deposit box operation, and teller line transactions and assists the lending team with loan extensions. The Branch Operations Specialist/Floater will report to the Branch Operations Manager and be assigned to support Baton Rouge branches as needed.
Essential Functions include the following. Other duties may be assigned.
Customer Service
- Assists customers with balance inquiries, address changes, internet banking, account maintenance and opening and accessing safety deposit boxes.
- Completes domestic and international Wire Transfer forms and checks for accuracy.
- Learns new products and system updates.
- Accepts retail and/or commercial deposits, loan payments, process checking and savings account withdrawals.
- Cashes checks, processes transfers, and operates coin machine.
- Balances cash drawer in accordance with Bank procedures and regulations; maintains an adequate cash drawer at all times; buys and sells currency from the vault, as necessary.
- Issues Cashier’s Checks and Money Orders.
- Prepares Currency Transaction Reports (CTRs)
- Identifies and reports counterfeit bills.
- Processes daily Branch Capture.
- Understands and follows Restricted/Dormant Account Procedures.
- Recognizes and reports all suspicious or fraudulent activity, including check kiting and uncollected funds swindles.
- Monitors High Risk Customers.
- Maintains the highest level of confidentiality with all bank and customer information.
- Maintains knowledge of all Bank Regulations including BSA/AML and CIP procedures.
- Understands and follows regulation DD (Truth in Savings) Regulation E (Electronic Funds Transfer) Regulation CC (Availability of Funds and Collection of Checks).
- Understands and follows compliance on IRA’s, Levy's, Garnishments, Attachments, Power of Attorney, Personal Representatives, Legal requirements for Corporations.
- Completes all required annual compliance training including BSA.
High School diploma or equivalent
Training and Experience
- 10 years of prior banking experience.
- Knowledge of branch operations, including vault and ATM.
- Strong computer skills and the ability to learn job-related software, proficient in Microsoft Word, Excel, and Outlook.
- Ability to respond effectively to inquiries from internal team members and customers and demonstration of excellence in customer service.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is required to stand; walk; sit; reach with hands and arms; stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 25 pounds. Work involves extensive use of computers and may include occasional pushing, pulling, or carrying objects weighing up to 25 pounds. Must be able to speak clearly and hear and understand normal conversations in person and over the phone. The noise level in the work environment is usually moderate.
Travel
This position will be required to travel to Baton Rouge branch locations as needed.
Equal Opportunity Employer/Veterans/Disabled
