Branch Coordinator - Cedar Falls, IA

Job Duties and Responsibilities

• Supports both customers and staff to strengthen relationships, improve efficiency, and reinforce the branch’s commitment to trust, responsiveness, and community connection.
• Performs branch functions such as running a cash drawer, opening accounts, and assisting the onboarding of new employees.
• Serves as a point of contact for branch staff, including Manager and Assistant Manager, resolving day-to-day problems and issues.
• Works with the Retail Operations team to ensure the branch complies with necessary operational and regulatory functions.
• Aids in operational and technical question resolution, escalating complex issues as needed.
• Aids in the creation, implementation, and monitoring of processes and controls to mitigate risk.
• Aids in compliance review, regulatory audits, and new account reviews.
• Assists in the completion of morning reports and escalates any items requiring additional review.
• Aids in the onboarding of new employees, providing guidance on systems, processes, and procedures.
• Maintains awareness of changes and new regulatory requirements to ensure LSB policies and procedures remain compliant.
• Monitors training reports to ensure all branch staff complete required compliance training on time and with understanding.
• Processes customer transactions accurately and professionally, maintaining a high level of customer service.
• Greets customers and provides a welcoming, top-notch customer service experience.
• Answers and routes telephone calls, identifies customer needs, and refers to the appropriate products or services.
• Takes messages, provides information, and directs calls to appropriate staff.
• Responds to client inquiries regarding interest rates, service charges, and account histories, ensuring compliance with disclosure requirements, regulations, and consumer privacy policies.
• Refers clients for additional retail and bank services.
• Embraces and promotes the use of Salesforce and LSB360.
• Accurately balances teller drawer, vault, coin machine, and ATM.
• Bundles and scans appropriate work through the Branch Capture System.
• Acts in accordance with all LSB regulatory policies and procedures.
• Complies with internal controls, operational procedures, and risk management policies.
• Represents Lincoln Savings Bank professionally in conduct, communication, and appearance while performing all job-related duties.
• Performs additional duties and responsibilities as assigned by management.

Necessary Skills and Attributes

• High school diploma or equivalent required
• 1+ years of Retail banking or operations experience required
• Proficient in Microsoft Office (Word, Outlook, Excel, PowerPoint)
• Excellent verbal, written, and interpersonal communication skills
• Strong analytical skills and high attention to detail and accuracy
• Ability to stay organized, track progress, maintain priorities, and communicate issues and status effectively
• Self-motivated and willing to take ownership of projects
• Team player
• Occasionally lifts and/or moves items over 10 pounds without reasonable accommodation
• Proven track record of referring clients to all business lines while meeting or exceeding sales goals
• Highly effective and professional written and verbal communication skills