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