Branch Manager in Training

Overview

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

Responsibilities

This position is responsible for managing a branch office in the absence of a Branch Manager on a leave or vacation, or when there is a Branch Manager vacancy. The person in this position will lead by example in the areas of community involvement, calling efforts, and customer service. This position will be expected to meet the financial service needs of customers; ensure the branch’s compliance with operating policies and procedures as well as outside regulatory requirements; responsible for adhering to required staffing levels; provide periodic reports; may have consumer lending authority.

Essential Responsibilities:

Ensure assigned branch is properly staffed and staff is trained to meet customer sales and service needs as well as branch objectives

Lead in the selection of new personnel and support scheduling to ensure branch coverage

Review employee performance throughout the probationary period and on a regularly scheduled basis thereafter

Manage and maximize performance levels of staff members through schedules, distribution of assignments and regular feedback

Work with management to establish growth, sales and profit objectives

Implement strategies to achieve goals assigned to the branch as established in the region’s annual operating plan; assist in the development of the annual budget for the branch and adhere to budget parameters

Serve as an active member of the customer service team and be held accountable for branch sales and lending performance

Conduct “outside” sales and customer service calls on present and prospective customers within the branch office market area

Conduct regularly scheduled sales and customer service meetings (at least monthly) with focus on having informed staff on progress and results

Collaborate with other business partners & Bank affiliates to identify sales and referral opportunities

Establish and confirm all branch operations are performed in accordance with established bank policies and procedures, either directly or through appropriate supervision (i.e. cash balancing, dual control, etc.)

Coordinate proper security, facility, and risk measures to minimize loss, and to ensure presentation of the branch

May monitor and review loans for appropriate risk rating to minimize risk rating changes by the bank’s loan review processes

Demonstrate cooperative efforts in working with other departments and within own branch while encouraging similar behavior from staff

Actively participate in the community as a reflection of the bank’s goal for strong community involvement

Handle advertising and contribution requests

Monitor progress and results throughout the year with the District and Regional Managers ensuring that the branch is performing at a level consistent to achieve established growth, sales and profit objectives

Other related duties as assigned or directed

Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner

Ancillary Duties:

As an integral member of the branch, this position is also responsible to provide assistance wherever necessary to help the Branch and the Bank in achieving their annual goals.

Qualifications

Education, Training and Requirements:

Associate Degree in Finance or Business or equivalent training preferred

Specialized banking education, experience and training

Valid driver license and reliable transportation; travel is an essential part of this position

All applicants must be 18 years of age or older

Skills:

Proficient reading, writing, grammar and mathematics skills

Proficient interpersonal communication, negotiation and sales skills

Demonstrated management and supervisory skills

Sound judgement and reasoning

Thorough knowledge of the features and benefits of bank products and services

Working knowledge of bank operating policies and procedures

Must be able to consistently demonstrate the Company’s core values: Integrity, Excellence, Teamwork, and Humility

Experience:

Minimum five (5) years of related experience is normally required, preferably in a branch

Other Job Information

Hours: 40 hours/week

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

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 may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

Minimum

USD $22.60/Hr. Maximum

USD $33.93/Hr.

This position is responsible for managing a branch office in the absence of a Branch Manager on a leave or vacation, or when there is a Branch Manager vacancy. The person in this position will lead by example in the areas of community involvement, calling efforts, and customer service. This position will be expected to meet the financial service needs of customers; ensure the branch’s compliance with operating policies and procedures as well as outside regulatory requirements; responsible for adhering to required staffing levels; provide periodic reports; may have consumer lending authority.

Essential Responsibilities:

Ensure assigned branch is properly staffed and staff is trained to meet customer sales and service needs as well as branch objectives

Lead in the selection of new personnel and support scheduling to ensure branch coverage

Review employee performance throughout the probationary period and on a regularly scheduled basis thereafter

Manage and maximize performance levels of staff members through schedules, distribution of assignments and regular feedback

Work with management to establish growth, sales and profit objectives

Implement strategies to achieve goals assigned to the branch as established in the region’s annual operating plan; assist in the development of the annual budget for the branch and adhere to budget parameters

Serve as an active member of the customer service team and be held accountable for branch sales and lending performance

Conduct “outside” sales and customer service calls on present and prospective customers within the branch office market area

Conduct regularly scheduled sales and customer service meetings (at least monthly) with focus on having informed staff on progress and results

Collaborate with other business partners & Bank affiliates to identify sales and referral opportunities

Establish and confirm all branch operations are performed in accordance with established bank policies and procedures, either directly or through appropriate supervision (i.e. cash balancing, dual control, etc.)

Coordinate proper security, facility, and risk measures to minimize loss, and to ensure presentation of the branch

May monitor and review loans for appropriate risk rating to minimize risk rating changes by the bank’s loan review processes

Demonstrate cooperative efforts in working with other departments and within own branch while encouraging similar behavior from staff

Actively participate in the community as a reflection of the bank’s goal for strong community involvement

Handle advertising and contribution requests

Monitor progress and results throughout the year with the District and Regional Managers ensuring that the branch is performing at a level consistent to achieve established growth, sales and profit objectives

Other related duties as assigned or directed

Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner

Ancillary Duties:

As an integral member of the branch, this position is also responsible to provide assistance wherever necessary to help the Branch and the Bank in achieving their annual goals.

Education, Training and Requirements:

Associate Degree in Finance or Business or equivalent training preferred

Specialized banking education, experience and training

Valid driver license and reliable transportation; travel is an essential part of this position

All applicants must be 18 years of age or older

Skills:

Proficient reading, writing, grammar and mathematics skills

Proficient interpersonal communication, negotiation and sales skills

Demonstrated management and supervisory skills

Sound judgement and reasoning

Thorough knowledge of the features and benefits of bank products and services

Working knowledge of bank operating policies and procedures

Must be able to consistently demonstrate the Company’s core values: Integrity, Excellence, Teamwork, and Humility

Experience:

Minimum five (5) years of related experience is normally required, preferably in a branch