Operational Management: - Assist in managing the daily operations of the branch, ensuring efficient workflow and adherence to policies and procedures. - Oversee cash handling processes, including balancing cash drawers, vault management, and ensuring adequate cash levels. - Monitor and manage branch security, ensuring all safety protocols are followed.Customer Service: - Provide high-quality customer service, addressing and resolving customer inquiries and issues promptly and professionally. - Promote and cross-sell banking products and services to meet customer needs and achieve branch sales goals. - Handle escalated customer complaints and service issues, ensuring customer satisfaction and retention.Staff supervision - Assist in recruiting, training, and supervising branch staff, fostering a positive and productive work environment. - Conduct performance evaluations, provide feedback, and support staff development. - Schedule and coordinate staff activities to ensure coverage and efficiency.Sales and Business Development: - Support the Branch Manager in developing and implementing strategies to achieve sales targets and branch growth. - Identify and pursue new business opportunities, including potential clients and partnerships. - Monitor and analyze branch performance metrics, providing regular reports to the Branch Manager.Compliance and Risk Management: - Ensure branch operations comply with all regulatory requirements and internal policies. - Conduct regular audits and risk assessments to identify and address potential issues. - Stay informed about changes in banking regulations and industry trends.Financial Management: - Assist in managing branch budgets, expenses, and financial reports. - Monitor and control branch expenses to optimize profitability. - Support the Branch Manager in preparing financial forecasts and performance reports.

• Analyze cases for risk assessment, making determinations if fraudulent activity exists, and take appropriate action to process and report all accounts• Interacting with multiple vendor systems to analyze, process and report account information including FEDLINE and PSCU• Process fraud and dispute claims related to debit card and ACH transactions for Chargeback • Managing dispute/fraud caseload by researching, investigating, documenting, and resolving claim• Routinely contacts customers and other bank associates to confirm the legitimacy of high-risk payment transactions prior to occurrence.• Analyzes current processes for opportunities for future fraud prevention, proactive monitoring, and procedural updates, as well as opportunities for process improvements, including streamlining functions, resolving processing problems, and improving service quality. • Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.• Assists in the planning, creation, and maintenance of complex analyses requiring a broad understanding of Bank concepts, processes, and analytic techniques. • Participates in implementation of new fraud prevention related computer systems, tools, and procedures

• Process a wide variety of loan applications including: Vehicle, home equity products,credit cards, personal loans and more• Reject loans by explaining deficiencies to applicants.• Complete loan contracts by explaining provisions to applicants, obtaining signatures andnotarizations, and collecting fees.• Prepare and submit timely and accurate loan files.• Provide customers with information on available products, and processing their requests • Set and exceed monthly sales goals• Open/close accounts including Checking, Savings, Money Market, Certificates of Deposit; orderedbank supplies, ATM/debit cards; processed wire transfers, ACHs, Cashier's Checks, stop payments,loan payments and loan applications. Provided navigational assistance with online and mobilebanking.• Manage a wide variety of customer service and administrative tasks to resolve customer issuesquickly and efficiently.• Answer member calls while quickly and efficiently answering questions and concerns • Present, promote and sell products/services using solid arguments to existing and prospectiveCustomers

• Evaluate current barriers to data collection and how these factors affect marginalized communities with wealth creation.• Develop an end of the year report to present to the Human Rights Commission (HRC) with recommendations on concrete action steps to support the efforts of the EOGW with supporting long-term economic success of marginalized populations in the City of Eugene.• Monitor and contribute to efforts and/or policies that impact unhoused and economically marginalized communities in Eugene.• Identify barriers to housing affordability and strategies for ending homelessness that center communities of color, are culturally specific and/or responsive, and result in the reduction of disparities in homelessness and rent burden among people of color and people with disabilities in Eugene. Provide a list of identified homeownership strategies. • Identify needs to support long-term economic success of populations who experience systemic economic disadvantages in business creation, access to traditional capital and wealth creation.• Evaluate current economic development incentives, grants, tax breaks, technical assistance, and other supports in terms of racial justice, and provide recommendations for modifications if appropriate.Follow up on the city of Eugene request to provide recommendations on the recent proposal to increase from $25K to $150K on contracting services for the city of Eugene.

• Assisting Loan Officer with requests and tasks needed to complete and process applications • Work withthe borrower to gather financial information such as credit reports, verify the accuracy to determinecreditworthiness, and complete the mortgage loan application• Order property and loan documentation such as appraisals, inspections, title searches, site surveys,contracts, and property tax records to help process mortgage loan files• Prepare and submit detailed loan packages to the lender underwriting department for approval ordenial• Act as a liaison between applicants, mortgage brokers and loan officers, real estate agents, andmortgage lending underwriters to help further loan approval• Ensure loan files meet lending and regulatory guidelines and policies• Maintain detailed documentation of the process in our system - from origination to close

• Processed a wide variety of loan applications including: Vehicle, home equity products,credit cards, personal loans and more• Rejects loans by explaining deficiencies to applicants.• Completes loan contracts by explaining provisions to applicants, obtaining signatures andnotarizations, and collecting fees.• Prepares and submit timely and accurate loan files.• Provide customers with information on available products, and processing their requests •Set and exceeded monthly sales goals• Open/close accounts including Checking, Savings, Money Market, Certificates of Deposit; orderedbank supplies, ATM/debit cards; processed wire transfers, ACHs, Cashier's Checks, stop payments,loan payments and loan applications. Provided navigational assistance with online and mobilebanking.• Managed a wide variety of customer service and administrative tasks to resolve customer issuesquickly and efficiently.• Answered member calls while quickly and efficiently answering questions and concerns •Present, promote and sell products/services using solid arguments to existing and prospectivecustomers• encourage team building, referrals, and sales coaching of new team members, training andshadowing