Assistant Branch Manager I (Savannah)

Coastal States Bank•Savannah, GA

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 escalated client issues. In the Branch Manager’s absence, the Assistant Branch Manager acts as the branch’s operational leader, maintaining compliance, efficiency, and alignment with CSB’s Core Values: Character, Commitment, Service, Trust, and Community. The position is based in a professional, regulated office environment and involves regular use of standard office equipment. It is primarily stationary and involves sedentary work.

Requirements

High school diploma or equivalent.
Knowledge of basic mathematics.
Proficiency operating computers and calculators accurately and efficiently.
Excellent customer relationship skills and the ability to provide professional client service.
Ability to manage multiple priorities with professionalism and efficiency.
Ability to maintain proficiency in balancing, reporting, operational accuracy, and compliance.

Nice To Haves

Some college.
At least 3 years of progressive retail banking and experience with cash handling, account servicing, HELOC origination and processing, Treasury solutions, and business banking.
Experience leading and mentoring peers.
Proficiency with banking systems such as Premier UI, Mantl, Verafin, and CheckFree; CheckFree is preferred but not required.
Strong interpersonal and communication skills and the ability to build trust with clients.
Detail orientation, strong organizational skills, 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

Deliver timely, knowledgeable client service in person and by telephone, follow up on unresolved issues, and uphold CSB’s client service standards.
Support clients with CSB products and services, including online and mobile banking, Mobile Deposit, Zelle, Digital Wallet, Card Hub, Bill Pay, and debit cards.
Open, maintain, and close consumer accounts, including DDA, savings, money market, and CDs; process account changes, stop payments, check orders, and safe deposit box servicing.
Open and manage basic and complex business accounts and review and approve account documentation.
Oversee and perform teller transactions; balance drawers, ATMs, TCRs, and the vault; and process cashier’s checks, foreign currency exchange, savings bond redemptions, night deposits, and domestic and foreign wires.
Ensure CTR completion, BSA/KYC compliance, required identification and documentation collection, Monetary Instrument Log data capture, OFAC review, and timely reporting of potentially suspicious activity.
Originate and process loan applications, including HELOCs, consumer loans, and small business loans; gather and verify documentation and answer client questions about loan products and the loan lifecycle.
Respond to fraud alerts and assist clients with fraud resolution and digital banking issues.
Identify Treasury Management opportunities and coordinate referrals with Treasury Management officers.
Conduct outbound calls for client retention and growth, and participate in networking, external calls, and community outreach.
Manage day-to-day branch operations when the Branch Manager is absent, including daily tasks, partner emails, NSF decisions, and non-post reviews.
Ensure monthly, semi-annual, and annual audits are completed, exercise wire approval authority within policy limits, and maintain operational soundness and audit readiness.
Resolve escalated client issues and complaints and reinforce client-first service, operational accuracy, ownership, and accountability.
Supervise, guide, coach, and mentor branch team members, including Relationship Banker I–III staff; identify training opportunities and monitor progress using checklists and proficiency scorecards.
Assist the Branch Manager with staff performance evaluations and the development and execution of branch call plans.
Collaborate with the Branch Manager on staffing schedules and assist with coverage needs at other branches.
Complete required compliance and job-specific training in a timely manner and maintain knowledge of applicable state and federal banking regulations and policies.