Branch Review Specialist jobs in Jamestown, NY

Position

Branch Specialist (Teller)

Basic Function:

The Branch Specialist is responsible for handling all facets of financial interactions while providing excellent customer service. The Branch Specialist will handle customer banking transactions, assist or appropriately direct customers regarding inquiries, problems, or concerns, assist customers or potential customers with deposit and loan products, and assist with answering the telephone. The Branch Specialist is responsible for new account opening, electronic and/or remote banking service needs.

Principal Responsibilities:

• Handles all customer banking transactions, including various types of deposits, withdrawals, loan payments, check cashing within assigned limits, distribution of cashier’s checks, etc.
• Assists customers with electronic banking transactions, questions, and complications.
• Manages and balances a cash drawer, and in addition, adheres to the limits as set in the Internal Controls.
• Processing of night drop and mailed-in customer transactions in accordance with the Internal Controls.
• Supplies information to appropriate main office personnel for currency transaction reporting in accordance with the Internal Controls.
• Responsible for the reconciliation of deposit and general ledger accounts assigned, ensuring branch reconciliations are consistent, accurate, and complete.
• Responsible for maintenance and troubleshooting for customers regarding bank products and services as needed.
• Assists customers with inquiries regarding installment loan rates and payment amounts, or if outside the scope of required knowledge, directs customers to the appropriate personnel.
• Assists with filling, obtaining balances, deposits and settlement of ATM Machines.
• Responsible for monthly review of CCB Internal Controls as assigned.
• Responsible for answering of the telephone and assisting customers with professionalism and escalating complaints to Branch Manager when appropriate.
• Actively models customer service expectations among staff. Reinforces and maintains accountability for execution of exceptional customer experience and satisfaction. Bring a positive energy and confidence to CCB every day.
• Handles the control of teller supplies.
• Responsible for ordering customer checks.
• Responsible for the redemption of US Savings Bonds.
• Assists customers with access to safe deposit boxes, where applicable, and assists customers with any related questions.
• Maintenance of Check Card machines including balancing inventory and processing debit card requests in accordance with the Internal Controls.
• If/when assigned by branch assume vault teller responsibilities, adhering to procedures and policies in place. Vault teller duties include but are not limited to balancing of the branch’s vault cash, ordering and shipping currency to FED, shipping Canadian currency to M&T, shipping mutilated currency, vault/teller audits and balancing combined figures to the FMS cash account.
• Communicate with prospective or existing customers regarding deposit products offered by CCB, with the ability to recommend products which best suit the customer’s needs.
• Ability to open personal and business accounts, as needed to assist the Branch Manager. Must have an understanding of the required internal/external documents, CIP, and customer verification requirements when opening new accounts.
• Completes all duties to ensure compliance with BSA and OFAC requirements.
• Designated employee(s) will review and approve overdrawn accounts on a regular basis within approval limits on the Loan Authority/Overdraft Authority Matrix. Additionally the monitoring of overdrawn deposit accounts for the purpose of collection will be done in compliance to the Overdraft Policy.
• Each Specialist will be assigned to a branch (floaters/seasonal may be assigned to multiple locations), however upon request a Specialist may be asked to provide coverage at any of CCB’s branch locations to perform related duties.
• Responsible for processing wire transfers, as requested, as outlined in accordance with the Internal Controls.
• Designated employee(s) will monitor and track Reg D and Reg DD in accordance with the Internal Controls.
• Scanning documents to the OnBase system, and then reviewing and indexing the documents as needed.
• Designated employee(s) will monitor and track dormant accounts in accordance with the Internal Controls.
• Promotes an environment that supports diversity and upholds CCB’s core values
• All other duties as assigned

Education and Experience:

• High School Diploma or equivalent preferred
• Customer service experience preferred
• Cash handling experience preferred
• Banking and/or retail experience preferred

Level of Authority:

Non-exempt position

Reports To:

Branch Manager

** CCB is an Equal Opportunity Employer. CCB does not discriminate on the basis of race, religion, gender identity, age, non-disqualifying physical or mental disability, veteran status or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need.

Job Type: Full-time

Pay: $15.00 - $20.79 per hour

Expected hours: 35 per week

Benefits:

• 401(k) 6% Match
• 401(k) matching
• Dental insurance
• Dependent care reimbursement
• Disability insurance
• Employee assistance program
• Flexible spending account
• Gym membership
• Health insurance
• Health savings account
• Life insurance
• Opportunities for advancement
• Paid orientation
• Paid time off
• Paid training
• Retirement plan
• Tuition reimbursement
• Vision insurance
• Wellness program

Experience level:

• 1 year
• 2 years

Schedule:

• Monday to Friday
• No weekends

Experience:

• Cash handling: 1 year (Preferred)
• Banking: 1 year (Preferred)
• Customer service: 1 year (Preferred)

Ability to Relocate:

• Salamanca, NY 14779: Relocate before starting work (Required)

Work Location: In person