Retail Banking- Customer Solutions Assistant Manager

OVERVIEW:

This position is responsible for helping customers achieve their financial goals, small or large, by providing outstanding service in a courteous, professional and ethical manner. Whether processing day-to-day banking transactions or educating customers on bank services that enhance their financial well-being, customer solutions assistant branch managers are cross-trained to fully handle operational, customer service, and consumer and business product/service tasks efficiently and effectively. In addition, customer solutions assistant branch managers will serve in a leadership role and are experts in the areas of small business, technology, and residential lending.

ACCOUNTABILITIES / RESPONSIBILITIES:

Performs any functions necessary, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers.

POSITION REQUIREMENTS:

A.S. or equivalent; 3 plus years of cash handling, customer service, lending, supervisory, and problem solving experience required. Must demonstrate effective coaching experience and be able to train and motivate Financial Care Professionals. Successful completion of the small business, technology, leadership and residential lending training milestones. Effective customer service, verbal & written communication, math, problem solving and organizational skills. Detail-oriented and able to multi-task and use various types of office equipment, including computer. Able to lead by example - effective coaching and mentoring skills essential. Tech-savvy - use of and able to demonstrate features of banking technology with customers using a variety of tools. Proficient use of Microsoft Word, Excel, Outlook, and PowerPoint software applications is essential. Activity learns, demonstrates, and fosters the Chelsea Groton Bank culture. Physical requirements include the ability to move to various locations including the vault, ability to lift up to 15 pounds on an interim basis, and the flexibility to bend and reach.

In compliance with the federal Secure and Fair Enforcement for Mortgage Licensing Act (SAFE Act) and various state banking laws, MLOs at Chelsea Groton Bank must satisfy certain professional state-licensing requirements prior to engaging in loan origination activities on behalf of Chelsea Groton Bank.

SUPERVISORY SCOPE:

Limited supervisory responsibility

INDEPENDENT ACTION:

Performs work within established guidelines and according to specific procedures. Refers problems to immediate supervisor.

COMPLIANCE:

Responsible for adhering to Bank policies and procedures relating to regulatory compliance requirements applicable to the job function including but not limited to the Bank Secrecy Act, Anti-Money Laundering, and Fair Lending.