Customer Service Manager
Description

The Customer Service Manager with Community Bank in La Grande is expected to assist the Branch Manager in the efficient, effective management of a full-service branch office, ensuring that established policies and procedures are followed. The Customer Service Manager is responsible for completing and/or overseeing the day-to-day operations as delegated by the Branch Manager. Community Bank expects all employees to comply with the responsibilities of their assigned position to the highest degree of performance by:

  • Adhering to the Company’s policies and supporting Management decisions and goals in a positive, professional manner.
  • Representing Community Bank with a high level of integrity and professionalism.
  • Maintaining knowledge and understanding of banking rules, regulations, laws and all policies and procedures pertaining to them including, but not limited to, the Bank Secrecy Act.
  • Demonstrating a willingness to adapt to changing business needs and deadlines.
  • Possessing a work ethic that includes neatness and punctuality.
  • Exhibiting a professional, business-like appearance and demeanor.
  • Treating all individuals and groups with respect and dignity.
  • Performing the essential functions of their job safely, without endangering the health and safety of themselves or others.
Requirements

Essential Functions:

  • Responsible for the overall safety, security and day-to-day operations of the branch.
  • Ability to set the tone of the branch to provide an exceptional customer experience and a dynamic, engaging culture.
  • Process and oversee technical tasks such as opening and closing the branch, overdraft monitoring, wire transfers and collections, stop payments, and monitoring branch controls.
  • Develop and maintain in-depth knowledge of all operational requirements, processes and procedures.
  • Responsible for complying with, and ensuring staff follows, policies, procedures, security requirements, and government regulations.
  • Responsible for supervising, training, scheduling, assigning work to, and evaluating job performance of Tellers and Personal Bankers, making recommendations regarding hiring and salary, along with necessary discipline.
  • Establish regular coaching with your team to review goals and highlight further personal development. Consistently provide guidance and training to the team.
  • Conduct regular meetings to keep staff informed of products, services, and procedures, fraud mitigation scenarios and to resolve open issues.
  • Maintain a high level of employee morale to minimize turnover and maximize customer service satisfaction.
  • Develop strategies to have difficult conversations with customers when necessary, with the goal of a positive outcome. Escalate to your supervisor when appropriate.
  • Ensure all transactions have been processed at the close of each business day and address and escalate (if appropriate) branch cash outages.
  • Responsible for satisfactory branch audits.
  • Delegate and track monthly, quarterly and annual certifications.
  • Ensure that ATMs are serviced, operational and balanced each day.
  • Represent the Bank by being involved in and joining service clubs, area organizations and attending community events and meetings.
  • Responsible for completing timecards each day worked; communicating leave requests or timecard corrections to supervisor as needed.
  • Maintain positive internal business relationships.
  • Provide superior customer service.


Additional responsibilities:

  • Backup Teller and/or Personal Banker duties when needed.
  • Source, originate and process simple to complex consumer loans.
  • Resolve conflict with minimal help.
  • Review employee timecards, edit, correct and approve each pay period; monitor employee leave time to insure it is being used according to company policy; notify Human Resources when an employee requests, or may require, an extended leave of absence (such as FMLA); conduct performance reviews; prepare disciplinary documentation when appropriate; and complete the necessary paperwork and process when hiring or terminating an employee.
  • Responsible for completing all digital, in-person and other training courses as assigned.
  • Perform other duties as assigned.


Environment and Interaction

Work areas are inside, in a climate-controlled environment, with moderate background noise. Position may involve occasional travel to branch locations. Position may involve exposure to potentially hazardous conditions (e.g., robbery).· Reports To: Branch Manager

Material and Equipment Used:

Computer, Fax Machine, Copier, Voicemail, Typewriter, Automobile, Printer, Telephone, Email, General Office Supplies

Physical Activities Required to Perform Essential Functions:

· Sitting/Mobility: Approximately 60% of time is spent working at a desk. Balance of time (approximately 40%) is spent moving around work areas.

· Communication: Ability to effectively communicate with co-workers, clients and outside agencies in writing, in person and over the phone.

· Vision: Ability to effectively use a computer screen and interpret printed materials, memos and other appropriate paperwork.

· Lifting/Carrying: Ability to transport files and supplies (up to 25 pounds).

· Stooping/Kneeling: Ability to access files and stock supplies.

· Reaching/Handling: Ability to input information into computer systems and retrieve and work with appropriate paperwork, equipment, and supplies.


Proficiencies:

  • Excellent written and oral communication skills; ability to communicate effectively and project a professional image when giving and taking information in writing, in person and over the phone.
  • Solid word processing and computer database skills.
  • Good interpersonal skills with the ability to work with individuals and groups at all organization levels; ability to work independently and as part of a team.
  • Ability to take initiative and prioritize tasks; good time-management, organizational, problem-prevention and problem-solving skills.
  • Knowledge and understanding of banking rules, regulations, laws and all policies and procedures pertaining to them including but not limited to the Bank Secrecy Act.
  • Complete familiarity with the Bank’s savings, checking and lending policies and guidelines, as well as specific loan programs, qualifications, insurance, etc., to provide full savings and loan services.
  • Thorough knowledge of branch operations to coordinate daily functioning of the branch and to resolve employee and customer problems.
  • Excellent customer service skills with the ability to conduct customer escalation calls and deal with potential savings and loan customers.
  • Strong analytical ability with active listening skills.
  • Ability to work accurately with close attention to detail.
  • Ability to maintain confidentiality of sensitive information.
  • Ability to study and apply new information.

Education and Experience:

  • High school diploma or equivalent.
  • At least three (3) years of progressively more responsible experience within a financial institution to gain necessary experience and background knowledge to manage a full-service branch and deal effectively with employee and customer relations matters.
  • Must be bondable.

Company Benefits:

  • Comprehensive employee benefits, including: medical, dental, vision, LTD, and life insurance, HSA contribution
  • Paid vacation, sick, plus federal holidays
  • 401k with employer match
  • Tuition reimbursement
  • Employee stock/profit sharing plan