About The Position

Assistant Banking Center Managers assist Banking Center Managers with daily banking center operations and lead sales and service professionals to meet or exceed sales goals and provide valuable customer service. The role supports new-business development and the retention and expansion of existing customer relationships. The position assists with operational functions and staff support, including answering questions, coaching, encouragement, feedback, and constructive criticism. It processes loan applications and customer-initiated financial transactions, opens accounts, and sells banking products and services. The Assistant Manager builds customer relationships, identifies needs, generates leads through community outreach, develops business partners, and resolves customer questions and concerns. The role promotes an engaged team through coaching on behaviors, sales techniques, service expectations, and compliance. It helps ensure audit, regulatory, training, and security procedures are followed while maintaining customer service standards. Supervisory duties include coaching, counseling, scheduling, training, approving transactions, coordinating duties, reviewing time cards, and conducting performance evaluations. Banking center standard hours are Monday through Friday, 9:00 a.m. to 6:00 p.m., and Saturday, 9:00 a.m. to 1:00 p.m. Candidates must be available for weekend hours. A shift differential is available for certain hours.

Requirements

  • At least three years of successful sales experience in an incentive-driven or relational selling environment, with demonstrated success meeting and exceeding goals.
  • Supervisory abilities, including leadership, sound decision-making, motivating others, and addressing conflict positively and productively.
  • Ability to participate proactively and effectively in a sales program and meet or exceed established sales and referral expectations.
  • Availability to work weekends and/or extended hours as required.
  • Proficiency with Microsoft applications, including Word, Outlook, and Excel.
  • Must have a current Notary or be willing to become one by pursuing the application, bond, and notary seal at the Bank’s expense.
  • Ability to stand or sit for long periods and perform typing and repetitive motions.
  • Ability to lift and carry cash drawers, coin bags, and boxes weighing up to 25 pounds.

Nice To Haves

  • Previous banking experience.
  • Extensive knowledge of banking products and services.
  • Fluent verbal and written English/Spanish skills.
  • Sales management experience in a retail banking environment.

Responsibilities

  • Assist in overseeing banking center operations and support staff through answering questions, coaching, encouragement, feedback, and constructive criticism.
  • Process loan applications and customer-originated financial transactions, open new accounts, and sell banking products and services.
  • Build and maintain customer relationships by identifying and satisfying needs through financial products and services.
  • Generate sales leads through community outreach and develop business partners while building internal relationships.
  • Assist customers with account questions and concerns, explain charges, statement problems, and product features, and resolve complex or sensitive issues.
  • Coach and develop an engaged team on appropriate behaviors, sales techniques, service expectations, and compliance guidelines, while modeling those standards.
  • Ensure the banking center follows audit and compliance procedures and maintains high customer service standards.
  • Ensure completion of regulatory compliance and role-specific sales and service training for self and associates.
  • Ensure security measures are followed for bank opening and closing procedures.
  • Represent the bank in a positive, courteous, friendly, and professional manner.
  • Perform supervisory duties, including coaching, counseling, scheduling, training, approving transactions, coordinating job duties, reviewing time cards, and preparing and conducting performance evaluations.
  • Meet or exceed established sales and referral activity expectations.

Benefits

  • Shift differential of $5 per hour for Monday through Friday from 5:00 p.m. to 6:00 p.m. and Saturdays from 12:00 p.m. to 1:00 p.m.
  • The Bank covers the costs associated with becoming a Notary, including the application, bond, and notary seal.
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