Brewster, NY, 10509, USA
1 day ago
Branch Operations Specialist - Training (Hudson Valley)
Overview Responsible for performing a variety of duties to support the efficient and accurate paying and receiving function as well as support the consumer sales and service function of the branches according to Company policies and procedures; perform policy and procedural audits within assigned branch region; coordinate work within the unit, as well as with other units and/or departments; report pertinent information to the Community Banking Officer ; respond to inquiries or requests for information. Responsible for conducting and supporting retail training which may include facilitation, design and performance consulting. Support the Community Banking Branch Administration functions. Responsibilities + Travel between branches to perform internal branch assessments to ensure proper implementation and adherence to established policies and procedures. + Provide support in the development of branch policies and procedures, document approved policies and procedures in the standard format. + Provide support with Learning and Development to ensure retail training prepares staff for adequate skills + Deliver in person and/or virtual training to new Tompkins Community Bank team members in performing teller-related functions. + Complete System Access Form for all new team members performing teller and platform related functions. + Give feedback on content and delivery methods to support program designer in the spirit of improving retail training programs. + In partnership with local branch administration, identify appropriate retail coaches. + Teach retail coaches adult learning principles and establish the expectations of coaches in on-the-job training for new team members. + Work closely with coaches and managers to assess skill sets of new team members performing teller functions. + Perform a variety of duties to support the retail side of the Company: + Provide general support to branches regarding deposit and core system issues, Teller transaction and difference issues, legal and compliance issues and general product questions. + Test new products on the core system. + Review daily teller balancing. + Review monthly Branch Control Forms, identify where corrections are needed, and communicate issues to branches. + Review Missing TIN Report, contacting various branches when necessary. + Maintain Float Teller Differences Records. + Support branches for Teller Difference Research. + Balance Teller Suspense Accounts. + Assist with monthly float schedule. + Complete FDICIA monthly reconciliation certifications in Trecs. + Maintain Teller Transaction Log. + Monitor CD Penalties to ensure exception document as applicable. Qualifications + A High School Diploma or GED. + A minimum of three (3) years’ experience in a branch position with some experience as a Customer Service Specialist. + Notary License. + Proficient PC skills (Microsoft Word and Microsoft Excel), proficient interpersonal relations and communicative skills. + Ability to work independently. + Proficient presentation or facilitation skills. Benefits + Medical + Dental + Vision + 401(k) Match + Profit Sharing + Paid Time Off + 11 Holidays + Tuition Reimbursement + Free Parking throughout Tompkins Community Bank + Employee Referrals EEO Statement Tompkins is committed to a policy of Equal Employment Opportunity ("EEO") with respect to all team members and applicants for employment and a work environment free from discrimination (including unlawful harassment) based on race, color, religion, sex, sexual orientation, transgender status, gender non-conformity, gender identity, gender expression, national origin, age, marital status, domestic violence victim status, disability, predisposing genetic characteristics, military or veteran status or status in any group protected by federal, state, or local law. For more information, please click here (https://jjk-ecomm-llpmc-prod.s3.us-east-2.amazonaws.com/posters/federal/FED-E-B-EEOC-FMLA-POLY\_49654.pdf) #communitybank Pay Range USD $27.50 - USD $30.50 /Hr.
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