CSR III

Process complete range of Branch Operation functions while providing superior Customer Service. The incumbent to this position may also be charged with decision making and managing the branch in the event of a temporary absence of the Management staff. CSR III may be asked to assist with coaching junior employees in operational, compliance and sales functions.

• Accurately process various transactions, including but not limited to:

• Deposits, withdrawals, transfers, loan payments, issue money orders and Treasurer’s Checks, redeem US Savings Bonds
• Answer complex customer queries
• Handle cash and run/balance a cashbox
• Use, balance and maintain TCR ( Cash Recycler)

• Contribute to Branch goal achievement through sales, referrals, and retention of account relationships and excellent customer service
• Identify customer needs and effectively sell and cross-sell products and services through communicating ideas, suggestions and solutions

• Ability to open all deposit accounts
• Ability to take Residential and Consumer Loan applications (NMLS Certification required)
• Obtain Notary Public

• Comply with all regulatory requirements, including accurate completion of CTR’s
• Effectively work in a team environment with emphasis on contributing to the successful execution of a Branch Business plan
• Refer customers to Bank employees who specialize in the type of problem or query they present (Mortgage Loan Originator, Commercial Loan Officer, etc.)
• Comply with established policies, procedures and work ethics
• Perform other duties as assigned
• Ability to balance Vault, ATM, and Branch
• May be assigned as the Branch Operations designee

• Responsible for supervising staff and daily Branch Operations
• Assist with coaching and mentoring of staff members to attain their highest potential in Customer Service and Operational skills.

• At least 2 years of college or higher education completed or equivalent work experience

• 2-3 years in a Customer Service/Sales role

• Prior Retail Banking experience and knowledge of Branch Operations preferred
• Some supervisory experience is preferred
• Effective listener and communicator
• Ability to problem-solve and make sound decisions, following bank guidelines
• Ability to handle money and recall details of transaction services
• Ability to precisely follow policies and procedures and seek out assistance as needed

• Customer Focus
• Results Oriented
• Adaptability
• Collaboration
• Communication
• Composure
• Innovation
• Self-Development

Work Environment/Physical Demands/Condition Requirements:
Busy office environment, with moderate noise: computers, printers, phones, and light traffic.
Must be able to focus and not be easily distracted. Must be able to sit for at least 70% of the
workday. Some movement is required to retrieve files, etc. Must be able to see computer
screen and read documents. Able to lift 10 lbs.

General office equipment: Computer, Telephone, Mobile devices, Scanner

Satisfactorily completes all required compliance training and complies with all regulations which apply within the scope of the position.

Responsible for actively protecting the confidentiality of customer information and computer systems used in the bank by:

• Remaining alert to and reporting malicious or suspected malicious email.
• Participating in training opportunities to ensure continued protection of customer data.
• Provide feedback where possible to help improve the Bank’s security culture.

Responsible for maintaining confidentiality of all sensitive information.