Retail Administration Associate

Welcome to PeoplesBank! We are the largest mutually chartered bank in Western Mass and Northern Connecticut, we are proud to lead the way in green values, sustainable energy financing, and charitable giving. Our commitment to operating in the best interest of our customers is matched by our dedication to fostering an inclusive and engaging work environment. We offer excellent compensation, workplace flexibility, and a competitive benefits package to our associates. Our award-winning culture has earned us recognition as the Best Place to Work and Best Local Bank . Join our team of dedicated and innovative individuals and be a part of our dynamic, successful organization. Let's make a difference together!

Summary :

The Retail Administration Associate plays a key role in supporting the operational efficiency and regulatory compliance of the Retail Administration department. This position is responsible for executing audits, generating reports, and performing a variety of administrative tasks that ensure smooth day-to-day operations. The Associate will also contribute to the development and maintenance of the Retail SharePoint page and respond to basic departmental inquiries. This role requires strong attention to detail, excellent organizational skills, and the ability to work collaboratively across teams. This role is based at our Executive Offices in Holyoke, MA.

Essential Duties and Responsibilities :

• Conducts software and hardware user access reviews for Retail; documents findings, submits necessary forms, and performs system updates as needed.
• Balances and distributes the monthly Teller Difference Report; tracks resolutions and supports quarterly performance reviews.
• Monitors CIP and Existing Customer Record Errors; tracks resolutions and communicates monthly reports to Retail Growth and Leadership teams.
• Assists banking center associates with customer closeout procedures in accordance with CIP policy; monitors and reports missing attestations.
• Performs monthly audits and reporting of key banking center data points, including cash limits, Card@Once adjustments, and Official Check errors.
• Oversees reconciliation of the Suspense Retail General Ledger and ACBB General Ledger; researches and resolves outstanding transactions in collaboration with Retail Operations Analysts.
• Maintains and updates the Retail SharePoint page; collaborates with stakeholders to ensure content accuracy and relevance.
• Tracks completion of monthly Security, Compliance, and Fraud Prevention training for Retail associates; reports missing documentation to Retail Leaders.
• Builds and maintains expertise in PeoplesBank's core systems, Retail hardware / software, and procedures.
• Responds to basic Retail-related inquiries from other departments; supports audits and exams by gathering required documentation.
• Complete all required compliance training and adhere to federal, state, and bank regulations, policies, and CARE standards.
• Other related duties as assigned.

Education and Experience :

Skills Required :

Computer / Technical Skills :

Work Environment and Physical Demands :

The working conditions and physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the associate is regularly required to sit, use hands to sort, write and keyboard, and to listen and speak. The associate is frequently required to reach, walk, stoop, crouch. The associate is occasionally required to stand, lift, bend, drive and travel.