Chelsea Groton Bank · 2 months ago
Retail Banking- Retail Branch Management Trainee
Norwich, CT, US
Full-time
Onsite
Entry Level
2+ years expChelsea Groton Bank is seeking a Retail Banking- Retail Branch Management Trainee to participate in a defined professional development program. The role involves providing outstanding customer service, managing financial transactions, and gaining insights into bank operations while preparing for leadership roles across the retail branch network.
Banking
Responsibilities
Performs a variety of financial transactions to service the customer including processing deposits, withdrawals, payments, check cashing, commercial teller transactions, coin and currency orders, etc
Assists customers with account opening, account maintenance, CD renewals, address changes, research requests, check ordering, debit card orders, safe deposit access, notary services, fraud services, and able to effectively demonstrate online banking and mobile banking services
Balances transactions and cash at the end of the day and assists with Video Banking ATM balancing and branch settlement. Maintains keys and combinations. Assists with other security and audit routines
Ensures that transactions and reports are processed accurately, and proper documentation completed
Assists with vault transactions, processes, cash ordering, balancing, and verification
Proactively engages with customers on the retail branch floor provides efficient, accurate and courteous customer service with a strong focus on financial education
Maintains knowledge of Bank’s products and services. Identifies and actively engages customers in determining needs and goals. Refers to a business partner as appropriate
Interview consumer loan applicants objectively, recommend appropriate products based on needs and ability to repay. Follow loans from application to closing efficiently and accurately. Refers to MLO’s as appropriate. Work towards NMLS registration
Promotes the Bank’s products and services and maintains an active participation in community affairs
Exhibits strong leadership competencies including team and coaching communication, emotional intelligence, performance management, agility, innovation, resourcefulness, positivity, and collaboration
Demonstrates and applies management competencies including hiring, onboarding, team scheduling, incentive tracking, conduct management, administrative reporting, process improvement, and operational quality control. Responsible for adhering to Bank policies and procedures related to regulatory compliance requirements applicable to the job function
Maintains expert knowledge of Bank’s products and services. Recommends and creates customized solutions utilizing the full product and service portfolio., participates in business development, onboarding, and retention activities
Facilitates an efficient and accurate loan process, from interview through application and to closing. Earns and then annually satisfies the SAFE MLO testing requirements for NMLS registration
Assists with monitoring and evaluating team member performance in conjunction with Customer Solutions Manager, provides feedback to enhance customer sales and service efforts. Provides input for performance reviews, professional development and training milestones, and promotional recommendations
Assists staff in performing operational duties, as needed, e.g., balancing, account problems, etc. Provide policy overrides on computer system to process transactions
Owns branch safety and soundness responsibilities. Processes vault transactions. Orders and ships cash; Verifies all cash transactions; Balance vault and ATM cash and branch
Ensure the security of applications, systems and cash storage. Maintains building keys, security, and vault combinations with opening/closing responsibilities. Serves in an on-call capacity for ATM and alarm systems
Assists with branch events and initiatives
Qualification
Required
Associate's degree is required
Two+ years of customer facing sales experience to include cash handling, supervisory or demonstrated leadership experience, and problem resolution
In lieu of a college degree, a minimum of five years of work experience in a related field is required
Effective customer service, verbal & written communication skills
Math, critical thinking, problem solving and organizational skills
Detail-oriented and able to multi-task and use various types of office equipment, including a variety of computers and mobile applications
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 Office suite is essential
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
Preferred
Bachelor's degree is preferred
Demonstrates and applies management competencies including hiring, onboarding, team scheduling, incentive tracking, conduct management, administrative reporting, process improvement, and operational quality control
Must demonstrate effective coaching skills and the ability to train and motivate team members
Maintains expert knowledge of Bank's products and services
Participates in business development, onboarding, and retention activities
Facilitates an efficient and accurate loan process, from interview through application and to closing
Earns and then annually satisfies the SAFE MLO testing requirements for NMLS registration
Assists with monitoring and evaluating team member performance in conjunction with Customer Solutions Manager
Provides feedback to enhance customer sales and service efforts
Provides input for performance reviews, professional development and training milestones, and promotional recommendations
Assists staff in performing operational duties, as needed, e.g., balancing, account problems, etc
Owns branch safety and soundness responsibilities
Processes vault transactions
Orders and ships cash; Verifies all cash transactions; Balance vault and ATM cash and branch
Ensure the security of applications, systems and cash storage
Maintains building keys, security, and vault combinations with opening/closing responsibilities
Serves in an on-call capacity for ATM and alarm systems
Assists with branch events and initiatives
Company
Chelsea Groton Bank
We help customers and communities achieve their specific goals by taking them on as if they were our own.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Tony Joyce
Chief Executive Officer
Laureen 'Lori' Dufficy
Executive Vice President, Chief Experience & Engagement Officer, CFMP
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