46 jobs found

Overview Suncoast Post Tension, Ltd. is an established post tension and rebar manufacturing company that has been in business for over 30 years. We supply construction related materials to builders from one of our nine facilities in the US. As a primary function this position is to manage all administrative tasks related to the office, such as front office and assistants, handle new hires, make sure that the office runs smoothly without any issues. The Office Manager will also supervise the field service assistants with coordination of stressing and repair schedules along with accounting and billing inquiries. The Office Manager will also facilitate all new hire onboarding needs along with any other tasks deemed necessary by the Branch Manager and or Branch Sales Manager. Responsibilities Essential Responsibilities Process payroll for stressors, subcontractors New employee setup, new hire paperwork for all labor employees and system setup Handle daily logs such as branch cash and deposits. Expense and purchase card logs, and credit card account log Creating invoices/billing Entering of incoming orders Address any shipping issues Verifying deliveries and provide proof to customers Setting up new builders in the system Adding new items to customer's price lists Addressing invoice discrepancies Keeping record of stress logs and reports Coordinating schedules for all stress and repair crews Preparing subcontractor invoices for approval Running credit cards for cash accounts Oversee employee who conducts inventory of all office supplies, approves and submits order Oversee postage is run and processed daily, serves as backup with primary employee is out and serve as backup Oversee scanning of invoices, receiving documents, remote deposit logs, credit card logs, AP, subcontractor payroll, etc. and serve as backup Other duties as assigned Qualifications Education: High school diploma required; 2-year associates degree preferred Required background: 5+ years of administrative experience, in a role where mentoring was involved Proven track record of leadership and management Proficient in Microsoft Office applications Get-it-done attitude Ability to meet fast paced and dynamic schedules and deadlines Must be well organized, self-motivated, reliable, detail oriented, and possess excellent interpersonal & customer relations skills Excellent computer skills and written & verbal communication skills necessary Additional Information Salary Range: $55,000 - $60,000 DOE Actual salary will be based on a variety of factors including relevant internal and external experience, knowledge, skills, scope of job, geographical location or other factors permitted by law Benefits: 401(k) + matching Health, Dental, Vision insurance Life insurance Paid time off (PTO) Holiday Pay Suncoast Post-Tension is an Equal Opportunity Employer. We encourage qualified women, minorities, veterans, individuals with disabilities, and others to apply.

Assistant Branch Manager I Department: Branch Administration Reports to: Market Manager Supervises: Teller and Customer Service Staff Status: Full-time / Exempt / On-Site Only Must already be authorized to work in the United States. Relocation is not provided. Partners Bank is a rapidly growing community bank with operations in Maine and New Hampshire that has established superior service level expectations. We offer generous compensation and benefits while fostering opportunities for growth and flexible work schedules when appropriate. Summary for Assistant Branch Manager I: Assist the Market Manager in the day-to-day operations of the branch to ensure efficiency and adherence with established regulatory, compliance and operating policies and procedures. Provide on-going guidance and training to branch staff on products, services, processes, procedures, etc. Confer and participate with the Market Manager in resolving personnel issues, and in hiring and scheduling staff. Complete employee performance evaluations and other documentation for their Market Manager's review as needed. Oversee workflow and teller and customer service activities independently in the absence of the Market Manager. Sales production responsibilities for new deposit and consumer loans. Answers questions on all services the financial institution provides and is proficient in recognizing sales and quality referral opportunities. Job Requirements for Assistant Branch Manager I: Three or more years of prior supervisory, sales, service and operations experience in a financial institution is necessary. Proficient verbal and written communication. Proven strong customer sales, service and interpersonal skills. Ability to work independently as well as with a variety of people in a team environment. Adapt easily to change and is able to effectively handle multiple tasks. Excellent organizational, problem resolution, technical and computer skills. Proven supervisory skills with the ability to effectively motivate and direct the activities of others. Proficient knowledge of branch, teller and customer services processes, policies, guidelines and operating procedures. Specific Job Functions for Assistant Branch Manager I: Manage overall daily branch operations and ensures staff's on-going compliance with the Bank's operating procedures, policies and guidelines. Responsible for insuring branch cash audits and routine audit/security reports are completed and submitted on schedule. Oversee teller and customer service staffing schedules to ensure adequate coverage and efficient workflows are maintained. Coach, mentor and provide on-going cross training of staff to build their skills and knowledge in various areas including operations, compliance, sales and service. Engage in sales activities to promote Partners Bank products and services to existing customers and prospects. Proficient in the sale, service and personal production of all deposit and consumer loan products and services. Participate in the preparation and delivery of employee performance evaluations and documentation. Provide input in the hiring of branch tellers and customer service staff, and employee disciplinary action plans. Capable of managing the branch temporarily in the Market Manager's absence Represent the bank at various community events and encourages staff participation. Perform additional duties as required. This Job Description for the Assistant Branch Manager I describes the essential functions and qualifications of the job described. It is not an exhaustive statement of all the duties, responsibilities, or qualifications of the job. This document is not intended to exclude modifications consistent with providing reasonable accommodations for a disability. This is not a contract. Your signature will indicate that you have read this Job Description and understand the essential functions and qualifications for the job. PId9e4d38700fe-6366

Teller I (Seasonal Float) Department: Branch Administration Reports to: Market Manager / Assistant Branch Manager Supervises: None Status: Full-Time / Non-exempt / On-Site Only Must already be authorized to work in the United States. Relocation is not provided. Partners Bank is a rapidly growing community bank with operations in Maine and New Hampshire that has established superior service level expectations. We offer generous compensation and benefits while fostering opportunities for growth and flexible work schedules when appropriate. Summary for the Float Seasonal Teller: Process various transactions and handle routine customer service issues working within established operational guidelines, policies, and procedures. Perform these functions while providing an exemplary level of customer service. Answer routine customer questions on various banking related products and services and recognize opportunities to make referrals as appropriate. Job Requirements for the Float Seasonal Teller: Enjoy working with a variety of people and in a team environment. Previous customer service experience is preferred. Knowledgeable in the use of computers and other technologies Able to interact easily with others and display strong interpersonal and communication skills. Organized, able to multitask and adapt well to change. Exemplary customer service skills. Specific Job Functions for the Float Seasonal Teller: Responsible for handling and responding to customer service requests promptly and efficiently. Process a variety of transactions accurately and efficiently. Build and maintain a strong knowledge of the Bank's products and services to cross sell and make referrals appropriately. Provide quality customer service to external customers and coworkers. Participate in on-going job-related training programs including sales, service, compliance, and product knowledge. Balance cash drawer accurately and efficiently. Assist branch team with all teller related tasks as needed. Understands and adheres to various policies and procedures including security, compliance, and operations. Perform additional duties as required. This Job Description for the Float Seasonal Teller describes the essential functions and qualifications of the job described. It is not an exhaustive statement of all the duties, responsibilities, or qualifications of the job. This document is not intended to exclude modifications consistent with providing reasonable accommodations for a disability. This is not a contract. Your signature will indicate that you have read this Job Description and understand the essential functions and qualifications for the job. PI82fbd304b75e-1425

This position requires Spanish and English speaking skills Are you interested in working alongside leaders in the mortgage industry who will help you grow your career? If so, we are looking for you! We are looking for a skilled mortgage loan officer assistant to join our top-producing team and assist our mortgage loan origination officers. This position requires a unique mix of sales and customer service skills, plus the ability to manage loan files from beginning to end. Effective communication skills are essential for building relationships that help us to obtain future business. This support will allow our Loan Officer to spend the majority of their days originating more loans into the pipeline. If you are detail-oriented, thorough, and can offer top-notch customer service, start your application today! This position requires Spanish and English speaking skills Compensation: $50,000 - $60,000 yearly Responsibilities: Serve as the primary contact and liaison between clients, branch manager, and assigned loan originator and conduct meetings to coordinate any follow-up items Handle all customer and in-house inquiries about transactions so the process is smooth and customers receive excellent service Check all loan package documents for complete accuracy and submit any discrepancies to the loan officer/ loan originator Assist with administrative duties such as making and screening calls, booking appointments, etc. Gather and coordinate necessary loan documentation necessary for verifications and underwriting such as loan files, loan packages, credit reports, and additional mortgage application paperwork Qualifications: NMLS license or training is not required, but is desired Understand basic loan financing options such as conventional loans, FHA, VA, adjustable/ fixed, commercial loans, etc. Preferred degree in banking or finance, and a high school diploma or equivalent is required Ability to effectively work in a strong team-oriented environment and provide outstanding communication and customer service to clients About Company Cornerstone First Mortgage is a full-service mortgage bank headquartered in San Diego, licensed in 49 states and Puerto Rico. All aspects of the loan process (processing, underwriting, and funding) are conducted in-house. We have grown exponentially over the past few years and are always looking for driven and motivated individuals to join our team. Compensation details: 0 Yearly Salary PIf8d5-

Description: Partners 1st Federal Credit Union will provide U with a competitive salary, paid illness, personal time, vacation, holidays, medical/dental/vision/life insurance, generous 401(k) retirement plan with company matches, tuition reimbursement, weekly pay, and a professional and fun office working environment. Are U willing to provide our members with your enthusiasm for service, integrity to become their trusted financial partner, create and support quality teamwork among staff and able to apply your knowledge, skills and experience with member service and problem solving to accomplish important and meaningful work. This position is for U if you have strong problem solving and time management skills, a good work ethic, prior leadership, cash handling, and sales experience, and are able to work at our Dupont Rd. location, Fort Wayne, IN, full-time, 40 hrs/wk, with a rotating schedule of: (Week A) Mon-Fri: 8:15am-5:15pm, & Sat: Off (Week B) Mon & Tues: 8:15am-5:15pm, Wed: 8:15am-12:45pm, Thurs & Fri: 8:15am-5:15pm, & Sat: 8:45am-12:15pm Role Responsible for assisting the Branch Sales Manager (BSM) with the overall management of respective branch activities, including sales and service, community leadership, human resource management, meeting goals and financial compliance standards, and increased branch profitability. Oversees the efficient execution of operational and lending processes within the branch, ensuring compliance with policies, procedures and regulatory compliance. Enhances the member experience by implementing member relationship sales strategies that drive growth and optimize branch performance to deliver seamless service and achieve financial success. Trains, directs and supervises branch staff, while maintaining a professional and cohesive work environment. Major Duties and Responsibilities 20% Assist the BSM with managing direct reports to maximize monthly sales, meeting loan and deposit growth goals, increasing branch profitability, creating efficiencies, and the potential of the branch personnel of the credit union. This includes supporting the BSM in directing job assignments, monitoring staff performance, coaching, counseling, training, assuring compliance with regulatory requirements and organizational mission, values, policies and work rules. Assists with appraising performance and provide recommendations for staff promotion and termination, as appropriate. Provides leadership and development. 20% Acts as a loan liaison, between member and centralized underwriting department. Ensures loan requests are within established policies, limits and loaded properly before loan approval. Responsible for proper documentation and funding. Ensures that branch achieves assigned loan production goal by asking for a comfortable payment range and offering a fully protected loan. Demonstrates sales skills and abilities. 20% Assists the BSM with member engagement leading to growth and profitability of branch. This includes involvement in community engagement activities providing credit union awareness and establishing new business, creating positive member experience enhancing the member experience with the goal of retention and growth. Provides the best experience possible by ensuring members' requests and questions are promptly resolved. This may include performing teller transactions and handling member complaints. Ensures members are informed of credit union services and policies. Counsels members regarding their financial needs and services requested. Troubleshoots and resolves internal and external inquires. 15% Assists BSM to ensure branch personnel are well trained in all phases of their respective jobs. Assists in onboarding training of new employees in overall branch procedures. Actively participates in cross-training personnel and assures staff is kept abreast of all products and services. Conducts security training. 15% Ensures all branch transactions are balanced at the close of each day. Servicing ATMs as required. Oversees individual accountability for the handling of cash and assists in resolving balancing problems. 5% Maintain communications with RSM and Branch Experience management team. 5% Performs other duties as assigned. Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. This role requires behaviors and actions that reflect the credit union's culture, mission, and core values through exceptional service that supports both employees and members. A strong commitment to service excellence and member-focused solutions is essential to the success of this position and the credit union. Requirements: Knowledge and Skills EXPERIENCE Two to five years of similar or related experience, including time spent in preparatory positions. EDUCATION/CERTIFICATIONS/LICENSES High school degree or GED required. INTERPERSONAL SKILLS A significant level of trust and diplomacy is required to be an effective subject matter expert in the position. In-depth dialogues, conversations and explanations with customers, direct and indirect reports and outside vendors of a sensitive and/or highly confidential nature is a normal part of the day-to-day experience. Communications can involve motivating, influencing, educating and/or advising others on matters of significance. OTHER SKILLS Must have valid drivers license and reliable transportation to travel as needed. ADA Requirements PHYSICAL REQUIREMENTS Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 20 lbs. Must be able to stand, sit, walk for extend periods of time. Reach and grasp using arms, hands and fingers. Must be capable of climbing / descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of travel by automobile (as driver and passenger), commercial airlines, rental vehicles and public transportation and be able to lodge in public facilities. Must be capable of regular, reliable and timely attendance. WORKING CONDITIONS Must be able to routinely perform work indoors in climate-controlled private office with minimal noise. MENTAL AND/OR EMOTIONAL REQUIREMENTS Must be able to perform job functions independently and work effectively either on own or as part of a team. Must be able to plan and direct the work activities of self and others. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be able to perform basic financial calculations with extreme accuracy. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters. PI848503fac5-

Job Description Under direction from branch manager and assistant, provide prompt, efficient and friendly services to customers, involving receipt and payment of cash, and to recognize customer needs with suggestions appropriate to the bank's services Follow established policies in accordance with the bank's and supervisor's direction Evaluate new and existing customer relationships and recommend bank products and services to support their financial success Ensure that each personal banker/teller balances and assists in identifying any discrepancies Ensure that all discrepancies are properly initialed and, if required, reported to the manager immediately Accountable for personal achievement of monthly new account production as assigned by upper management Participate in an active sales environment that may require in-store aisle prospecting Attend business development calls, or other sales opportunities, with a member of management Responsible for the guidance, development and assistance of personal banker growth and sales production Sell and prepare money orders, cashier's checks, Bank-to-bank wires, and certificates of deposits Provide bank services to a diverse customer base, including a large Spanish speaking population Ensure that the appearance of the teller area and personnel are neat, organized and in accordance with bank policy Regular and predictable attendance and punctuality Other duties as assigned Physical Requirements: Required to stand or walk for extended periods of time dependent upon branch location Operate a computer and other office machinery Schedules are prepared based on business need and subject to change at any time Ability to lift up to 50 lbs FNBT is an equal opportunity employer.

Civista Bank Description: Position Purpose: An Assistant Branch Manager (ABM) is responsible for overseeing the branch's daily activities, including driving branch performance, sales growth and exceptional customer service. The ABM is both a player and a coach in achieving branch goals by assessing customer's needs, building relationships, and solving problems. The ABM demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve. Key Accountabilities, Responsibilities and Expectations: Working daily with the branch team to create an exceptional customer experience by building relationships, assessing needs, recommending products and referring customers to our partners in order to grow the bank. Support and coach branch employees to enhance performance and career development. Leading the team through the sales process, change management and embracing new ideas to focus on growing the branch and the organization. Open personal, business, and loan account including additional products and services. Develop an expansive knowledge of products and services to fulfill customer needs. Achieve monthly, quarterly and yearly customer satisfaction metrics both individually and as a team. Exhibit a working knowledge of all aspects of the consumer lending process in daily and weekly activities; building customer trust and managing relationships through the life of the loan. Daily oversight to ensure operational tasks are followed and completed, adhering to bank policies, procedures, and regulations. Open personal, business, and loan account including additional products and services. Meet the required annual branch deposit and consumer loan goals as established. Conduct interviewing and hiring process in conjunction with Branch Manager and Regional Manager. Understand and encourage the use of technology in every day banking interactions, including teaching customers how to use technology, mobile banking, P2P, online banking etc. All other duties as assigned and any activities that support the key accountabilities. Requirements: Qualifications, Knowledge and Skills: Demonstrate the ability to lead, coach, motivate and develop staff. 2-3years' experience in retail or in branch banking environment. Drive an exceptional customer experience. Supervise and coach the team to achieve sales excellence, ensure the delivery of World Class customer service. Associate's or Bachelor's Degree preferred. High School diploma or equivalent required. Physical Requirements: Work involves eye strain due to the constant use of computer screens, reading of reports and so forth. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. Work involves lifting and moving files of up to 50 lbs. Work involves ability to read, hear, write, and communicate professionally both in person and via telephone. Work involves some travel to attend meetings, training, and so forth. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time. PIfa75d8e836d9-6127

Customer Service Assistant II Department: Branch Administration Reports to: Market Manager/Assistant Branch Manager Supervises: None Status: Full-Time / Non-exempt / On-Site Only Must already be authorized to work in the United States. Relocation is not provided. Partners Bank is a rapidly growing community bank with operations in Maine and New Hampshire that has established superior service level expectations. We offer generous compensation and benefits while fostering opportunities for growth and flexible work schedules when appropriate. Summary for the Customer Service Assistant II: The Customer Service Assistant (CSA) II performs all the duties of Teller and Customer Service Representatives as needed. Working within established guidelines, policies and procedures, the individual will sell and service all deposit and some consumer loan products, handle various customer inquiries and problem resolution and processes a wide variety of transactions. Is proficient in the use of various teller and customer service equipment and technology. Proactively utilizes needs-based sales techniques to uncover opportunities and recommends appropriate products and services to meet customer needs. Proficient in new account opening, maintenance and the Bank's online banking services. Responsible for the development of new business relationships and maintaining existing relationships. Job Requirements for the Customer Service Assistant II: Two or more years teller and/or customer service banking experience in a branch or call center environment. Interacts easily with others and enjoys working with a variety of people and in a team environment. Excellent sales, service, interpersonal and communication skills. Strong organizational, technical and computer skills Adapts well to change and able to effectively multi task Extensive knowledge of teller and customer service processes, policies, guidelines and procedures. Strong product knowledge Specific Job Functions for the Customer Service Assistant II: Highly proficient in the processing of a wide variety of various teller and customer service-related transactions and activities Proactively develops cross-sell opportunities and responds to customers' inquiries to recommend appropriate product and services to meet their needs. Proficient in opening accounts, assisting with online banking inquiries, services and functionality, performing various account maintenance, handling basic consumer loan requests and making referrals to other lines of business. Maintain and balance cash drawer accurately and efficiently. Provide exceptional service to customers, coworkers and team members. Understand and adhere to various policies and procedures including security, compliance and operations. Participates in on-going job-related training programs including but not limited to sales, service, compliance and product knowledge. Perform additional duties as required. This Job Description for the Customer Service Assistant II describes the essential functions and qualifications of the job described. It is not an exhaustive statement of all the duties, responsibilities, or qualifications of the job. This document is not intended to exclude modifications consistent with providing reasonable accommodations for a disability. This is not a contract. Your signature will indicate that you have read this Job Description and understand the essential functions and qualifications for the job. PIbe7278d773fe-8541

Customer Service Assistant II Department: Branch Administration Reports to: Market Manager/Assistant Branch Manager Supervises: None Status: Full-Time / Non-exempt / On-Site Only Must already be authorized to work in the United States. Relocation is not provided. Partners Bank is a rapidly growing community bank with operations in Maine and New Hampshire that has established superior service level expectations. We offer generous compensation and benefits while fostering opportunities for growth and flexible work schedules when appropriate. Summary for the Customer Service Assistant II: The Customer Service Assistant (CSA) II performs all the duties of Teller and Customer Service Representatives as needed. Working within established guidelines, policies and procedures, the individual will sell and service all deposit and some consumer loan products, handle various customer inquiries and problem resolution and processes a wide variety of transactions. Is proficient in the use of various teller and customer service equipment and technology. Proactively utilizes needs-based sales techniques to uncover opportunities and recommends appropriate products and services to meet customer needs. Proficient in new account opening, maintenance and the Bank's online banking services. Responsible for the development of new business relationships and maintaining existing relationships. Job Requirements for the Customer Service Assistant II: Two or more years teller and/or customer service banking experience in a branch or call center environment. Interacts easily with others and enjoys working with a variety of people and in a team environment. Excellent sales, service, interpersonal and communication skills. Strong organizational, technical and computer skills Adapts well to change and able to effectively multi task Extensive knowledge of teller and customer service processes, policies, guidelines and procedures. Strong product knowledge Specific Job Functions for the Customer Service Assistant II: Highly proficient in the processing of a wide variety of various teller and customer service-related transactions and activities Proactively develops cross-sell opportunities and responds to customers' inquiries to recommend appropriate product and services to meet their needs. Proficient in opening accounts, assisting with online banking inquiries, services and functionality, performing various account maintenance, handling basic consumer loan requests and making referrals to other lines of business. Maintain and balance cash drawer accurately and efficiently. Provide exceptional service to customers, coworkers and team members. Understand and adhere to various policies and procedures including security, compliance and operations. Participates in on-going job-related training programs including but not limited to sales, service, compliance and product knowledge. Perform additional duties as required. This Job Description for the Customer Service Assistant II describes the essential functions and qualifications of the job described. It is not an exhaustive statement of all the duties, responsibilities, or qualifications of the job. This document is not intended to exclude modifications consistent with providing reasonable accommodations for a disability. This is not a contract. Your signature will indicate that you have read this Job Description and understand the essential functions and qualifications for the job. PIbe7278d773fe-8541

Customer Service Assistant II Department: Branch Administration Reports to: Market Manager/Assistant Branch Manager Supervises: None Status: Full-Time / Non-exempt / On-Site Only Must already be authorized to work in the United States. Relocation is not provided. Partners Bank is a rapidly growing community bank with operations in Maine and New Hampshire that has established superior service level expectations. We offer generous compensation and benefits while fostering opportunities for growth and flexible work schedules when appropriate. Summary for the Customer Service Assistant II: The Customer Service Assistant (CSA) II performs all the duties of Teller and Customer Service Representatives as needed. Working within established guidelines, policies and procedures, the individual will sell and service all deposit and some consumer loan products, handle various customer inquiries and problem resolution and processes a wide variety of transactions. Is proficient in the use of various teller and customer service equipment and technology. Proactively utilizes needs-based sales techniques to uncover opportunities and recommends appropriate products and services to meet customer needs. Proficient in new account opening, maintenance and the Bank's online banking services. Responsible for the development of new business relationships and maintaining existing relationships. Job Requirements for the Customer Service Assistant II: Two or more years teller and/or customer service banking experience in a branch or call center environment. Interacts easily with others and enjoys working with a variety of people and in a team environment. Excellent sales, service, interpersonal and communication skills. Strong organizational, technical and computer skills Adapts well to change and able to effectively multi task Extensive knowledge of teller and customer service processes, policies, guidelines and procedures. Strong product knowledge Specific Job Functions for the Customer Service Assistant II: Highly proficient in the processing of a wide variety of various teller and customer service-related transactions and activities Proactively develops cross-sell opportunities and responds to customers' inquiries to recommend appropriate product and services to meet their needs. Proficient in opening accounts, assisting with online banking inquiries, services and functionality, performing various account maintenance, handling basic consumer loan requests and making referrals to other lines of business. Maintain and balance cash drawer accurately and efficiently. Provide exceptional service to customers, coworkers and team members. Understand and adhere to various policies and procedures including security, compliance and operations. Participates in on-going job-related training programs including but not limited to sales, service, compliance and product knowledge. Perform additional duties as required. This Job Description for the Customer Service Assistant II describes the essential functions and qualifications of the job described. It is not an exhaustive statement of all the duties, responsibilities, or qualifications of the job. This document is not intended to exclude modifications consistent with providing reasonable accommodations for a disability. This is not a contract. Your signature will indicate that you have read this Job Description and understand the essential functions and qualifications for the job. PIbe7278d773fe-8541

Customer Service Assistant II Department: Branch Administration Reports to: Market Manager/Assistant Branch Manager Supervises: None Status: Full-Time / Non-exempt / On-Site Only Must already be authorized to work in the United States. Relocation is not provided. Partners Bank is a rapidly growing community bank with operations in Maine and New Hampshire that has established superior service level expectations. We offer generous compensation and benefits while fostering opportunities for growth and flexible work schedules when appropriate. Summary for the Customer Service Assistant II: The Customer Service Assistant (CSA) II performs all the duties of Teller and Customer Service Representatives as needed. Working within established guidelines, policies and procedures, the individual will sell and service all deposit and some consumer loan products, handle various customer inquiries and problem resolution and processes a wide variety of transactions. Is proficient in the use of various teller and customer service equipment and technology. Proactively utilizes needs-based sales techniques to uncover opportunities and recommends appropriate products and services to meet customer needs. Proficient in new account opening, maintenance and the Bank's online banking services. Responsible for the development of new business relationships and maintaining existing relationships. Job Requirements for the Customer Service Assistant II: Two or more years teller and/or customer service banking experience in a branch or call center environment. Interacts easily with others and enjoys working with a variety of people and in a team environment. Excellent sales, service, interpersonal and communication skills. Strong organizational, technical and computer skills Adapts well to change and able to effectively multi task Extensive knowledge of teller and customer service processes, policies, guidelines and procedures. Strong product knowledge Specific Job Functions for the Customer Service Assistant II: Highly proficient in the processing of a wide variety of various teller and customer service-related transactions and activities Proactively develops cross-sell opportunities and responds to customers' inquiries to recommend appropriate product and services to meet their needs. Proficient in opening accounts, assisting with online banking inquiries, services and functionality, performing various account maintenance, handling basic consumer loan requests and making referrals to other lines of business. Maintain and balance cash drawer accurately and efficiently. Provide exceptional service to customers, coworkers and team members. Understand and adhere to various policies and procedures including security, compliance and operations. Participates in on-going job-related training programs including but not limited to sales, service, compliance and product knowledge. Perform additional duties as required. This Job Description for the Customer Service Assistant II describes the essential functions and qualifications of the job described. It is not an exhaustive statement of all the duties, responsibilities, or qualifications of the job. This document is not intended to exclude modifications consistent with providing reasonable accommodations for a disability. This is not a contract. Your signature will indicate that you have read this Job Description and understand the essential functions and qualifications for the job. PIbe7278d773fe-8541

Customer Service Assistant II Department: Branch Administration Reports to: Market Manager/Assistant Branch Manager Supervises: None Status: Full-Time / Non-exempt / On-Site Only Must already be authorized to work in the United States. Relocation is not provided. Partners Bank is a rapidly growing community bank with operations in Maine and New Hampshire that has established superior service level expectations. We offer generous compensation and benefits while fostering opportunities for growth and flexible work schedules when appropriate. Summary for the Customer Service Assistant II: The Customer Service Assistant (CSA) II performs all the duties of Teller and Customer Service Representatives as needed. Working within established guidelines, policies and procedures, the individual will sell and service all deposit and some consumer loan products, handle various customer inquiries and problem resolution and processes a wide variety of transactions. Is proficient in the use of various teller and customer service equipment and technology. Proactively utilizes needs-based sales techniques to uncover opportunities and recommends appropriate products and services to meet customer needs. Proficient in new account opening, maintenance and the Bank's online banking services. Responsible for the development of new business relationships and maintaining existing relationships. Job Requirements for the Customer Service Assistant II: Two or more years teller and/or customer service banking experience in a branch or call center environment. Interacts easily with others and enjoys working with a variety of people and in a team environment. Excellent sales, service, interpersonal and communication skills. Strong organizational, technical and computer skills Adapts well to change and able to effectively multi task Extensive knowledge of teller and customer service processes, policies, guidelines and procedures. Strong product knowledge Specific Job Functions for the Customer Service Assistant II: Highly proficient in the processing of a wide variety of various teller and customer service-related transactions and activities Proactively develops cross-sell opportunities and responds to customers' inquiries to recommend appropriate product and services to meet their needs. Proficient in opening accounts, assisting with online banking inquiries, services and functionality, performing various account maintenance, handling basic consumer loan requests and making referrals to other lines of business. Maintain and balance cash drawer accurately and efficiently. Provide exceptional service to customers, coworkers and team members. Understand and adhere to various policies and procedures including security, compliance and operations. Participates in on-going job-related training programs including but not limited to sales, service, compliance and product knowledge. Perform additional duties as required. This Job Description for the Customer Service Assistant II describes the essential functions and qualifications of the job described. It is not an exhaustive statement of all the duties, responsibilities, or qualifications of the job. This document is not intended to exclude modifications consistent with providing reasonable accommodations for a disability. This is not a contract. Your signature will indicate that you have read this Job Description and understand the essential functions and qualifications for the job. PIbe7278d773fe-8541

Customer Service Assistant II Department: Branch Administration Reports to: Market Manager/Assistant Branch Manager Supervises: None Status: Full-Time / Non-exempt / On-Site Only Must already be authorized to work in the United States. Relocation is not provided. Partners Bank is a rapidly growing community bank with operations in Maine and New Hampshire that has established superior service level expectations. We offer generous compensation and benefits while fostering opportunities for growth and flexible work schedules when appropriate. Summary for the Customer Service Assistant II: The Customer Service Assistant (CSA) II performs all the duties of Teller and Customer Service Representatives as needed. Working within established guidelines, policies and procedures, the individual will sell and service all deposit and some consumer loan products, handle various customer inquiries and problem resolution and processes a wide variety of transactions. Is proficient in the use of various teller and customer service equipment and technology. Proactively utilizes needs-based sales techniques to uncover opportunities and recommends appropriate products and services to meet customer needs. Proficient in new account opening, maintenance and the Bank's online banking services. Responsible for the development of new business relationships and maintaining existing relationships. Job Requirements for the Customer Service Assistant II: Two or more years teller and/or customer service banking experience in a branch or call center environment. Interacts easily with others and enjoys working with a variety of people and in a team environment. Excellent sales, service, interpersonal and communication skills. Strong organizational, technical and computer skills Adapts well to change and able to effectively multi task Extensive knowledge of teller and customer service processes, policies, guidelines and procedures. Strong product knowledge Specific Job Functions for the Customer Service Assistant II: Highly proficient in the processing of a wide variety of various teller and customer service-related transactions and activities Proactively develops cross-sell opportunities and responds to customers' inquiries to recommend appropriate product and services to meet their needs. Proficient in opening accounts, assisting with online banking inquiries, services and functionality, performing various account maintenance, handling basic consumer loan requests and making referrals to other lines of business. Maintain and balance cash drawer accurately and efficiently. Provide exceptional service to customers, coworkers and team members. Understand and adhere to various policies and procedures including security, compliance and operations. Participates in on-going job-related training programs including but not limited to sales, service, compliance and product knowledge. Perform additional duties as required. This Job Description for the Customer Service Assistant II describes the essential functions and qualifications of the job described. It is not an exhaustive statement of all the duties, responsibilities, or qualifications of the job. This document is not intended to exclude modifications consistent with providing reasonable accommodations for a disability. This is not a contract. Your signature will indicate that you have read this Job Description and understand the essential functions and qualifications for the job. PIbe7278d773fe-8541

Customer Service Assistant II Department: Branch Administration Reports to: Market Manager/Assistant Branch Manager Supervises: None Status: Full-Time / Non-exempt / On-Site Only Must already be authorized to work in the United States. Relocation is not provided. Partners Bank is a rapidly growing community bank with operations in Maine and New Hampshire that has established superior service level expectations. We offer generous compensation and benefits while fostering opportunities for growth and flexible work schedules when appropriate. Summary for the Customer Service Assistant II: The Customer Service Assistant (CSA) II performs all the duties of Teller and Customer Service Representatives as needed. Working within established guidelines, policies and procedures, the individual will sell and service all deposit and some consumer loan products, handle various customer inquiries and problem resolution and processes a wide variety of transactions. Is proficient in the use of various teller and customer service equipment and technology. Proactively utilizes needs-based sales techniques to uncover opportunities and recommends appropriate products and services to meet customer needs. Proficient in new account opening, maintenance and the Bank's online banking services. Responsible for the development of new business relationships and maintaining existing relationships. Job Requirements for the Customer Service Assistant II: Two or more years teller and/or customer service banking experience in a branch or call center environment. Interacts easily with others and enjoys working with a variety of people and in a team environment. Excellent sales, service, interpersonal and communication skills. Strong organizational, technical and computer skills Adapts well to change and able to effectively multi task Extensive knowledge of teller and customer service processes, policies, guidelines and procedures. Strong product knowledge Specific Job Functions for the Customer Service Assistant II: Highly proficient in the processing of a wide variety of various teller and customer service-related transactions and activities Proactively develops cross-sell opportunities and responds to customers' inquiries to recommend appropriate product and services to meet their needs. Proficient in opening accounts, assisting with online banking inquiries, services and functionality, performing various account maintenance, handling basic consumer loan requests and making referrals to other lines of business. Maintain and balance cash drawer accurately and efficiently. Provide exceptional service to customers, coworkers and team members. Understand and adhere to various policies and procedures including security, compliance and operations. Participates in on-going job-related training programs including but not limited to sales, service, compliance and product knowledge. Perform additional duties as required. This Job Description for the Customer Service Assistant II describes the essential functions and qualifications of the job described. It is not an exhaustive statement of all the duties, responsibilities, or qualifications of the job. This document is not intended to exclude modifications consistent with providing reasonable accommodations for a disability. This is not a contract. Your signature will indicate that you have read this Job Description and understand the essential functions and qualifications for the job. PIbe7278d773fe-8541

Customer Service Assistant II Department: Branch Administration Reports to: Market Manager/Assistant Branch Manager Supervises: None Status: Full-Time / Non-exempt / On-Site Only Must already be authorized to work in the United States. Relocation is not provided. Partners Bank is a rapidly growing community bank with operations in Maine and New Hampshire that has established superior service level expectations. We offer generous compensation and benefits while fostering opportunities for growth and flexible work schedules when appropriate. Summary for the Customer Service Assistant II: The Customer Service Assistant (CSA) II performs all the duties of Teller and Customer Service Representatives as needed. Working within established guidelines, policies and procedures, the individual will sell and service all deposit and some consumer loan products, handle various customer inquiries and problem resolution and processes a wide variety of transactions. Is proficient in the use of various teller and customer service equipment and technology. Proactively utilizes needs-based sales techniques to uncover opportunities and recommends appropriate products and services to meet customer needs. Proficient in new account opening, maintenance and the Bank's online banking services. Responsible for the development of new business relationships and maintaining existing relationships. Job Requirements for the Customer Service Assistant II: Two or more years teller and/or customer service banking experience in a branch or call center environment. Interacts easily with others and enjoys working with a variety of people and in a team environment. Excellent sales, service, interpersonal and communication skills. Strong organizational, technical and computer skills Adapts well to change and able to effectively multi task Extensive knowledge of teller and customer service processes, policies, guidelines and procedures. Strong product knowledge Specific Job Functions for the Customer Service Assistant II: Highly proficient in the processing of a wide variety of various teller and customer service-related transactions and activities Proactively develops cross-sell opportunities and responds to customers' inquiries to recommend appropriate product and services to meet their needs. Proficient in opening accounts, assisting with online banking inquiries, services and functionality, performing various account maintenance, handling basic consumer loan requests and making referrals to other lines of business. Maintain and balance cash drawer accurately and efficiently. Provide exceptional service to customers, coworkers and team members. Understand and adhere to various policies and procedures including security, compliance and operations. Participates in on-going job-related training programs including but not limited to sales, service, compliance and product knowledge. Perform additional duties as required. This Job Description for the Customer Service Assistant II describes the essential functions and qualifications of the job described. It is not an exhaustive statement of all the duties, responsibilities, or qualifications of the job. This document is not intended to exclude modifications consistent with providing reasonable accommodations for a disability. This is not a contract. Your signature will indicate that you have read this Job Description and understand the essential functions and qualifications for the job. PIbe7278d773fe-8541

Customer Service Assistant I (CSA) Float Department: Branch Administration Reports to: Branch Manager/Assistant Branch Manager Supervises: None Status: Full-Time / Non-exempt / Onsite only Must already be authorized to work in the United States. Relocation is not provided. Partners Bank is a rapidly growing community bank with operations in Maine and New Hampshire that has established superior service level expectations. We offer generous compensation and benefits while fostering opportunities for growth and flexible work schedules when appropriate. Summary for the Customer Service Assistant I (CSA) Float: The incumbent performs a variety of teller and customer service duties as needed. Is highly proficient in the processing of teller transactions, and able to complete basic customer service related tasks such as opening routine checking, savings and certificate of deposit accounts, processing account maintenance, etc. Working within established guidelines, policies and procedures, the individual will sell and service all deposit accounts, handle various customer inquiries and provide prompt problem resolution. Strong knowledge of the Bank's various deposit and electronic banking products and services is required. Using needs-based sales techniques, uncovers referral opportunities and recommends appropriate products and service to meet customers' needs. Job Requirements for the Customer Service Assistant I (CSA) Float: Minimum of one year of teller or customer service banking experience in a branch or call center environment. Strong sales, service, interpersonal and communication skills. Interacts well with others and enjoys working with a variety of people in a team environment. Strong organizational, technical and computer skills. Adapts well to change and is able to effectively multitask. Strong knowledge of teller and customer service processes, policies, guidelines and procedures. Satisfactory product knowledge of banking products and service with ability for further development. Specific Job Functions for the Customer Service Assistant I (CSA) Float: Highly proficient in the processing of various teller transactions and routine customer service-related tasks and functions. Able to identify cross sell opportunities and respond to various customers' inquiries to recommend appropriate products or solutions to meet their needs. Able to open basic deposit accounts, assist with electronic banking inquiries, services and functionality, complete account maintenance and make referrals to other lines of business, etc. Maintain and balance a cash drawer accurately and efficiently. Provide a high level of service to customers, coworkers and team members. Understand and follow various policies, guidelines and procedures including security, compliance and operations. Participate in on-going job related training programs including but not limited to sales, service, compliance and product knowledge. May float to another local branch to cover staffing if needed. Performs additional duties as required. This Job Description for the Customer Service Assistant I (CSA) Float describes the essential functions and qualifications of the job described. It is not an exhaustive statement of all the duties, responsibilities, or qualifications of the job. This document is not intended to exclude modifications consistent with providing reasonable accommodations for a disability. This is not a contract. Your signature will indicate that you have read this Job Description and understand the essential functions and qualifications for the job. Our generous benefits are listed on our website: Partners.Bank/about/careers/ PI4e705f1-

Member Service Associate (MSA) 1 and 2 Department: Member Services Reports To: Assistant Branch Manager or Branch Manager FLSA: Non-exempt Date last updated: 04-01-2024 Summary Receive and pay out money, and keep records of money and negotiable instruments involved in financial transactions by performing the following duties. Essential Duties and Responsibilities include the following. Other duties may be assigned. Welcome on-site visitors, determine the nature of business and guide visitors to appropriate personnel or help them directly. Receive checks and cash for deposit in person, via mail or by night deposit. Verify amount and examine checks for endorsements. Cash checks and complete withdrawals and pays out money after verification of signatures and member balances. Enter members' transactions into computer to record transactions and issue computer generated receipts. Place holds on accounts for uncollected funds. Order daily supply of cash, and count incoming cash. Balance currency, coin, and checks in cash drawer at end of shift and compare totaled amounts with data displayed on computer screen. Explain, promote and sell products or services that will benefit the member. Research and resolve member inquiries. Complete transactions for money orders, cash advances, gift cards, savings bonds, cashiers checks, verifications, and loan payments when necessary. Assist other departments and areas as needed (i.e. filing, scanning, phones, etc.) Use CDM/Recyclers to assist members in transactions. Supervisory Responsibilities This job has no supervisory responsibilities. Competencies To perform the job successfully, an individual should demonstrate the following competencies: Dependability - Responds to requests for service and assistance, follows instructions, responds to management direction, takes responsibility for own actions, commits to doing the best job possible, keeps commitments. Job Knowledge/Job Fit - Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, keeps abreast of current developments, requires minimal supervision, Displays understanding of how job relates to others, Uses resources effectively. Adaptability - Adapts to changes in the work environment, manages competing demands, accepts criticism and feedback, Changes approach or method to best fit the situation. Communications - Exhibits good listening and comprehension, keeps others adequately informed, selects and uses appropriate communication methods, speaks clearly & persuasively, Writes clearly & informatively. Participates in meetings. Teamwork - Balances team and individual responsibilities, exhibits objectivity and openness to others' views, Gives and welcomes feedback, contributes to building a positive team spirit, Puts success of team above own interests Quality - Demonstrates accuracy and thoroughness, displays commitment to excellence, looks for ways to improve and promote quality, applies feedback to improve performance, monitors own work to ensure quality. Planning & Organization - Adheres to attendance/punctuality expectations, prioritizes and plans work activities, uses time efficiently, plans for additional resources, integrates changes smoothly, Sets goals and objectives, Works in an organized manner. Sales and Service (INSPIRE SALES and SERVICE) - Displays courtesy and sensitivity, manages difficult/emotional member situations, meets commitments, focuses on & responds promptly to member needs, solicits member feedback to improve service, explains financial concepts clearly, explains product features & benefits, recommends products to members, and overcomes objections. Requirements Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: High school diploma or general education degree (GED) preferred; or three to six months related experience and/or training; or equivalent combination of education and experience. Language Skills: Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to members, clients, and other employees of the organization. Mathematical Skills: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs. Reasoning Ability: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. Ability to research data and make accurate decisions. Computer Skills: To perform this job successfully, an individual should have the ability to use and operate Contact Management systems, 10-key, faxes, copiers, scanning equipment, drive-up equipment, and Internet software (spread sheets and word processing). Certificates, Licenses, Registrations: Must complete ongoing sales and service training Other Skills and Abilities Other Qualifications: Employee must be familiar with credit union robbery preparedness procedures. A MSA1 will be required to complete a pre-determined list of functions and training (see MSA1 training plan in Performance Pro forms) within the first 12 month of hire date. Physical Demands and Work Environment: The physical demands and work environment 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 is regularly required to stand, walk, sit; use hands to finger, handle, or feel and reach with hands and arms; and talk or hear. The employee is frequently required to climb or balance and stoop, kneel, crouch, or crawl. For employees who are assigned to a retail branch, the employee may be required to regularly stand and the availability to sit for any length of time may be limited. The employee is occasionally required to taste or smell. The employee must frequently lift and/or move up to 50 pounds and occasionally lift and/or move up to 100 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision and ability to adjust focus. The employee regularly works near moving mechanical parts. The noise level in the work environment is usually moderate Salary Description $16.00 - $20.00 per hour

Member Service Associate (MSA) 1 and 2 Department: Member Services Reports To: Assistant Branch Manager or Branch Manager FLSA: Non-exempt Date last updated: 04-01-2024 Summary Receive and pay out money, and keep records of money and negotiable instruments involved in financial transactions by performing the following duties. Essential Duties and Responsibilities include the following. Other duties may be assigned. Welcome on-site visitors, determine the nature of business and guide visitors to appropriate personnel or help them directly. Receive checks and cash for deposit in person, via mail or by night deposit. Verify amount and examine checks for endorsements. Cash checks and complete withdrawals and pays out money after verification of signatures and member balances. Enter members' transactions into computer to record transactions and issue computer generated receipts. Place holds on accounts for uncollected funds. Order daily supply of cash, and count incoming cash. Balance currency, coin, and checks in cash drawer at end of shift and compare totaled amounts with data displayed on computer screen. Explain, promote and sell products or services that will benefit the member. Research and resolve member inquiries. Complete transactions for money orders, cash advances, gift cards, savings bonds, cashiers checks, verifications, and loan payments when necessary. Assist other departments and areas as needed (i.e. filing, scanning, phones, etc.) Use CDM/Recyclers to assist members in transactions. Supervisory Responsibilities This job has no supervisory responsibilities. Competencies To perform the job successfully, an individual should demonstrate the following competencies: Dependability - Responds to requests for service and assistance, follows instructions, responds to management direction, takes responsibility for own actions, commits to doing the best job possible, keeps commitments. Job Knowledge/Job Fit - Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, keeps abreast of current developments, requires minimal supervision, Displays understanding of how job relates to others, Uses resources effectively. Adaptability - Adapts to changes in the work environment, manages competing demands, accepts criticism and feedback, Changes approach or method to best fit the situation. Communications - Exhibits good listening and comprehension, keeps others adequately informed, selects and uses appropriate communication methods, speaks clearly & persuasively, Writes clearly & informatively. Participates in meetings. Teamwork - Balances team and individual responsibilities, exhibits objectivity and openness to others' views, Gives and welcomes feedback, contributes to building a positive team spirit, Puts success of team above own interests Quality - Demonstrates accuracy and thoroughness, displays commitment to excellence, looks for ways to improve and promote quality, applies feedback to improve performance, monitors own work to ensure quality. Planning & Organization - Adheres to attendance/punctuality expectations, prioritizes and plans work activities, uses time efficiently, plans for additional resources, integrates changes smoothly, Sets goals and objectives, Works in an organized manner. Sales and Service (INSPIRE SALES and SERVICE) - Displays courtesy and sensitivity, manages difficult/emotional member situations, meets commitments, focuses on & responds promptly to member needs, solicits member feedback to improve service, explains financial concepts clearly, explains product features & benefits, recommends products to members, and overcomes objections. Requirements Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: High school diploma or general education degree (GED) preferred; or three to six months related experience and/or training; or equivalent combination of education and experience. Language Skills: Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to members, clients, and other employees of the organization. Mathematical Skills: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs. Reasoning Ability: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. Ability to research data and make accurate decisions. Computer Skills: To perform this job successfully, an individual should have the ability to use and operate Contact Management systems, 10-key, faxes, copiers, scanning equipment, drive-up equipment, and Internet software (spread sheets and word processing). Certificates, Licenses, Registrations: Must complete ongoing sales and service training Other Skills and Abilities Other Qualifications: Employee must be familiar with credit union robbery preparedness procedures. A MSA1 will be required to complete a pre-determined list of functions and training (see MSA1 training plan in Performance Pro forms) within the first 12 month of hire date. Physical Demands and Work Environment: The physical demands and work environment 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 is regularly required to stand, walk, sit; use hands to finger, handle, or feel and reach with hands and arms; and talk or hear. The employee is frequently required to climb or balance and stoop, kneel, crouch, or crawl. For employees who are assigned to a retail branch, the employee may be required to regularly stand and the availability to sit for any length of time may be limited. The employee is occasionally required to taste or smell. The employee must frequently lift and/or move up to 50 pounds and occasionally lift and/or move up to 100 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision and ability to adjust focus. The employee regularly works near moving mechanical parts. The noise level in the work environment is usually moderate Salary Description $16.00 - $20.00 per hour

Member Service Associate (MSA) 1 and 2 Department: Member Services Reports To: Assistant Branch Manager or Branch Manager FLSA: Non-exempt Date last updated: 04-01-2024 Summary Receive and pay out money, and keep records of money and negotiable instruments involved in financial transactions by performing the following duties. Essential Duties and Responsibilities include the following. Other duties may be assigned. Welcome on-site visitors, determine the nature of business and guide visitors to appropriate personnel or help them directly. Receive checks and cash for deposit in person, via mail or by night deposit. Verify amount and examine checks for endorsements. Cash checks and complete withdrawals and pays out money after verification of signatures and member balances. Enter members' transactions into computer to record transactions and issue computer generated receipts. Place holds on accounts for uncollected funds. Order daily supply of cash, and count incoming cash. Balance currency, coin, and checks in cash drawer at end of shift and compare totaled amounts with data displayed on computer screen. Explain, promote and sell products or services that will benefit the member. Research and resolve member inquiries. Complete transactions for money orders, cash advances, gift cards, savings bonds, cashiers checks, verifications, and loan payments when necessary. Assist other departments and areas as needed (i.e. filing, scanning, phones, etc.) Use CDM/Recyclers to assist members in transactions. Supervisory Responsibilities This job has no supervisory responsibilities. Competencies To perform the job successfully, an individual should demonstrate the following competencies: Dependability - Responds to requests for service and assistance, follows instructions, responds to management direction, takes responsibility for own actions, commits to doing the best job possible, keeps commitments. Job Knowledge/Job Fit - Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, keeps abreast of current developments, requires minimal supervision, Displays understanding of how job relates to others, Uses resources effectively. Adaptability - Adapts to changes in the work environment, manages competing demands, accepts criticism and feedback, Changes approach or method to best fit the situation. Communications - Exhibits good listening and comprehension, keeps others adequately informed, selects and uses appropriate communication methods, speaks clearly & persuasively, Writes clearly & informatively. Participates in meetings. Teamwork - Balances team and individual responsibilities, exhibits objectivity and openness to others' views, Gives and welcomes feedback, contributes to building a positive team spirit, Puts success of team above own interests Quality - Demonstrates accuracy and thoroughness, displays commitment to excellence, looks for ways to improve and promote quality, applies feedback to improve performance, monitors own work to ensure quality. Planning & Organization - Adheres to attendance/punctuality expectations, prioritizes and plans work activities, uses time efficiently, plans for additional resources, integrates changes smoothly, Sets goals and objectives, Works in an organized manner. Sales and Service (INSPIRE SALES and SERVICE) - Displays courtesy and sensitivity, manages difficult/emotional member situations, meets commitments, focuses on & responds promptly to member needs, solicits member feedback to improve service, explains financial concepts clearly, explains product features & benefits, recommends products to members, and overcomes objections. Requirements Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: High school diploma or general education degree (GED) preferred; or three to six months related experience and/or training; or equivalent combination of education and experience. Language Skills: Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to members, clients, and other employees of the organization. Mathematical Skills: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs. Reasoning Ability: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. Ability to research data and make accurate decisions. Computer Skills: To perform this job successfully, an individual should have the ability to use and operate Contact Management systems, 10-key, faxes, copiers, scanning equipment, drive-up equipment, and Internet software (spread sheets and word processing). Certificates, Licenses, Registrations: Must complete ongoing sales and service training Other Skills and Abilities Other Qualifications: Employee must be familiar with credit union robbery preparedness procedures. A MSA1 will be required to complete a pre-determined list of functions and training (see MSA1 training plan in Performance Pro forms) within the first 12 month of hire date. Physical Demands and Work Environment: The physical demands and work environment 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 is regularly required to stand, walk, sit; use hands to finger, handle, or feel and reach with hands and arms; and talk or hear. The employee is frequently required to climb or balance and stoop, kneel, crouch, or crawl. For employees who are assigned to a retail branch, the employee may be required to regularly stand and the availability to sit for any length of time may be limited. The employee is occasionally required to taste or smell. The employee must frequently lift and/or move up to 50 pounds and occasionally lift and/or move up to 100 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision and ability to adjust focus. The employee regularly works near moving mechanical parts. The noise level in the work environment is usually moderate Salary Description $16.00 - $20.00 per hour

Member Service Associate (MSA) 1 and 2 Department: Member Services Reports To: Assistant Branch Manager or Branch Manager FLSA: Non-exempt Date last updated: 04-01-2024 Summary Receive and pay out money, and keep records of money and negotiable instruments involved in financial transactions by performing the following duties. Essential Duties and Responsibilities include the following. Other duties may be assigned. Welcome on-site visitors, determine the nature of business and guide visitors to appropriate personnel or help them directly. Receive checks and cash for deposit in person, via mail or by night deposit. Verify amount and examine checks for endorsements. Cash checks and complete withdrawals and pays out money after verification of signatures and member balances. Enter members' transactions into computer to record transactions and issue computer generated receipts. Place holds on accounts for uncollected funds. Order daily supply of cash, and count incoming cash. Balance currency, coin, and checks in cash drawer at end of shift and compare totaled amounts with data displayed on computer screen. Explain, promote and sell products or services that will benefit the member. Research and resolve member inquiries. Complete transactions for money orders, cash advances, gift cards, savings bonds, cashiers checks, verifications, and loan payments when necessary. Assist other departments and areas as needed (i.e. filing, scanning, phones, etc.) Use CDM/Recyclers to assist members in transactions. Supervisory Responsibilities This job has no supervisory responsibilities. Competencies To perform the job successfully, an individual should demonstrate the following competencies: Dependability - Responds to requests for service and assistance, follows instructions, responds to management direction, takes responsibility for own actions, commits to doing the best job possible, keeps commitments. Job Knowledge/Job Fit - Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, keeps abreast of current developments, requires minimal supervision, Displays understanding of how job relates to others, Uses resources effectively. Adaptability - Adapts to changes in the work environment, manages competing demands, accepts criticism and feedback, Changes approach or method to best fit the situation. Communications - Exhibits good listening and comprehension, keeps others adequately informed, selects and uses appropriate communication methods, speaks clearly & persuasively, Writes clearly & informatively. Participates in meetings. Teamwork - Balances team and individual responsibilities, exhibits objectivity and openness to others' views, Gives and welcomes feedback, contributes to building a positive team spirit, Puts success of team above own interests Quality - Demonstrates accuracy and thoroughness, displays commitment to excellence, looks for ways to improve and promote quality, applies feedback to improve performance, monitors own work to ensure quality. Planning & Organization - Adheres to attendance/punctuality expectations, prioritizes and plans work activities, uses time efficiently, plans for additional resources, integrates changes smoothly, Sets goals and objectives, Works in an organized manner. Sales and Service (INSPIRE SALES and SERVICE) - Displays courtesy and sensitivity, manages difficult/emotional member situations, meets commitments, focuses on & responds promptly to member needs, solicits member feedback to improve service, explains financial concepts clearly, explains product features & benefits, recommends products to members, and overcomes objections. Requirements Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: High school diploma or general education degree (GED) preferred; or three to six months related experience and/or training; or equivalent combination of education and experience. Language Skills: Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to members, clients, and other employees of the organization. Mathematical Skills: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs. Reasoning Ability: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. Ability to research data and make accurate decisions. Computer Skills: To perform this job successfully, an individual should have the ability to use and operate Contact Management systems, 10-key, faxes, copiers, scanning equipment, drive-up equipment, and Internet software (spread sheets and word processing). Certificates, Licenses, Registrations: Must complete ongoing sales and service training Other Skills and Abilities Other Qualifications: Employee must be familiar with credit union robbery preparedness procedures. A MSA1 will be required to complete a pre-determined list of functions and training (see MSA1 training plan in Performance Pro forms) within the first 12 month of hire date. Physical Demands and Work Environment: The physical demands and work environment 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 is regularly required to stand, walk, sit; use hands to finger, handle, or feel and reach with hands and arms; and talk or hear. The employee is frequently required to climb or balance and stoop, kneel, crouch, or crawl. For employees who are assigned to a retail branch, the employee may be required to regularly stand and the availability to sit for any length of time may be limited. The employee is occasionally required to taste or smell. The employee must frequently lift and/or move up to 50 pounds and occasionally lift and/or move up to 100 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision and ability to adjust focus. The employee regularly works near moving mechanical parts. The noise level in the work environment is usually moderate Salary Description $16.00 - $20.00 per hour