Assistant Branch Manager I (Savannah)

COASTAL STATES BANK•Savannah, GA

1d•Onsite

About The Position

The Assistant Branch Manager I supports the Branch Manager with daily operations, staff leadership, and client service. The role requires full proficiency in Relationship Banker I–III responsibilities, including knowledge of loan products, payment options, servicing processes, and guidance throughout the loan lifecycle. The Assistant Branch Manager initiates and processes loans, ensures accurate documentation, assists with servicing inquiries, and supports consumer and business banking needs. The role has expanded oversight of branch operations, audits, scheduling, staff coaching, and client issue resolution. In the Branch Manager’s absence, the Assistant Branch Manager serves as the branch’s operational leader and helps ensure compliance, efficiency, and alignment with CSB’s Core Values: Character, Commitment, Service, Trust, and Community. The position is performed in a professional, regulated office environment with compliance, security, and operational standards. It is primarily stationary and involves regular use of standard office equipment, frequent communication and perception, and sedentary work. Duties and responsibilities may change, and the position description does not create an employment contract beyond an at-will employment relationship.

Requirements

High school diploma or equivalent.
Knowledge of basic math.
Proficiency operating computers and calculators accurately and efficiently.
Excellent customer relations skills and the ability to serve clients professionally.
Ability to acquire and maintain knowledge of state and federal banking regulations and policies.
Responsibility for completing required compliance and job-specific training.

Nice To Haves

Some college.
At least 3 years of progressive retail banking, cash handling, account servicing, HELOC origination and processing, Treasury solutions, and business banking experience is preferred.
Experience leading and mentoring peers.
Proficiency with banking technology, including Premier UI, Mantl, Verafin, and CheckFree; CheckFree is preferred but not required.
Strong interpersonal and communication skills and the ability to build trust.
Detail orientation and strong organizational and critical-thinking skills.
Comfort with digital banking tools and the ability to educate clients on their use.
Knowledge of a wide range of Microsoft Office applications.

Responsibilities

Provide timely, courteous service to walk-in and telephone clients, communicate clear expectations, and follow up on unresolved issues.
Support clients with CSB products and services, including Online Banking, Mobile Deposit, Zelle, Digital Wallet, and Card Hub.
Assist clients with opening, maintaining, and closing deposit accounts and safe deposit boxes.
Issue, activate, and support debit cards; educate clients on digital card management.
Process address changes, stop payments, and check orders for consumer and business accounts.
Oversee and perform teller transactions; balance drawers, ATMs, TCRs, and the vault.
Process cashier’s checks, foreign currency exchanges, savings bond redemptions, night drops, and domestic and foreign wires.
Ensure CTR completion, BSA/KYC compliance, and proper collection of identification and documentation.
Open and maintain consumer accounts, including CDs, and process account maintenance involving signers, powers of attorney, ownership, beneficiaries, and other updates.
Troubleshoot mobile deposit, Zelle, Bill Pay, and digital banking issues; respond to fraud alerts and assist with fraud resolution.
Open and manage basic and complex business accounts and review and approve documentation.
Take and process HELOC and small business loan applications; gather and verify supporting documentation.
Originate HELOCs, consumer loans, and small business loans; assist the Branch Manager with loan documentation and client questions about loan products and the loan lifecycle.
Identify Treasury Management opportunities and coordinate referrals with Treasury Management officers.
Conduct outbound calls for client retention and growth, and distribute and monitor team calling assignments.
Manage day-to-day branch operations in the Branch Manager’s absence, including partner emails, NSF decisions, and non-post reviews.
Ensure monthly, semi-annual, and annual audits are completed; maintain operational soundness and audit readiness.
Exercise wire approval authority within policy limits.
Resolve escalated client issues and complaints and reinforce client-first service and operational accuracy.
Supervise, guide, coach, and mentor branch team members, including Relationship Banker I–III staff.
Observe staff performance, identify training and development opportunities, use training checklists and proficiency scorecards, and assist with performance evaluations.
Collaborate with the Branch Manager on staffing schedules and support staffing needs at other branches.
Participate in networking, external calling, and community outreach, and support the Branch Manager in developing and executing branch call plans.
Complete required compliance training, including BSA and Information Security training, and acquire and maintain knowledge of state and federal banking regulations and policies.
Capture required CTR and Monetary Instrument Log data, review parties against the OFAC list, and promptly report potential suspicious activity to management or compliance staff.