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.
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