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 branch 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 client guidance throughout the loan lifecycle. The Assistant Branch Manager initiates and processes loans, ensures documentation is accurate, 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, promoting compliance, efficiency, audit readiness, and CSB’s Core Values: Character, Commitment, Service, Trust, and Community. This position works in a professional, regulated office environment and is primarily stationary, with regular use of standard office equipment. Duties and responsibilities may change, and the position is at will.

Requirements

High school diploma or equivalent.
Knowledge of basic math.
Ability to operate computers and calculators accurately and efficiently.
Excellent customer relations skills.
Ability to maintain required knowledge of state and federal banking regulations and policies.
Proficiency in required balancing, reporting, and compliance standards.
Ability to manage multiple priorities professionally and efficiently.
Ability to communicate and build trust with clients and serve them professionally.
Ability to complete required compliance training and follow bank policies and procedures related to BSA, including CTR data capture, Monetary Instrument Log data capture, and OFAC review.

Nice To Haves

Some college education.
At least 3 years of progressive retail banking, cash handling, account servicing, HELOC origination and processing, treasury solutions, and business banking experience.
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.
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 consistent, proactive client service, including promptly greeting clients, communicating expectations, answering calls by the third ring, and following up on unresolved issues.
Provide support and guidance on CSB products and services, including online and mobile banking, Mobile Deposit, Zelle, Digital Wallet, Card Hub, and other digital banking tools.
Assist clients with opening, maintaining, and closing consumer accounts, savings accounts, money market accounts, certificates of deposit, and safe deposit boxes.
Issue, activate, manage, and troubleshoot debit cards; educate clients about digital card management.
Process address changes, stop payments, and check orders, and coordinate account changes for special account types with support teams.
Oversee and perform teller transactions; balance drawers, ATMs, teller cash recyclers, and the vault.
Process cashier’s checks, foreign currency exchanges, savings bond redemptions, night drops, and domestic and foreign wires.
Ensure proper completion of CTRs and compliance with BSA/KYC requirements, including collecting required identification and documentation.
Maintain consumer accounts and process updates involving signers, powers of attorney, ownership, beneficiaries, and other account details.
Open and manage basic and complex business accounts, including reviewing and approving documentation.
Take and process loan applications, including HELOC and small business applications; collect and verify documentation and answer client questions about loan products and the loan lifecycle.
Respond to fraud alerts and assist clients with fraud resolution.
Identify Treasury Management opportunities and coordinate referrals to Treasury Management officers.
Conduct outbound calls to support client retention and growth, and distribute and monitor team calling assignments.
Mentor and support Relationship Banker I–III team members, provide daily guidance and coaching, and identify training and development opportunities.
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 audit readiness, and exercise wire approval authority within policy limits.
Resolve escalated client issues and complaints, reinforce client-first service and operational accuracy, and support client satisfaction goals.
Use training checklists and proficiency scorecards to review employee progress and assist the Branch Manager with performance evaluations.
Collaborate with the Branch Manager on staffing schedules and assist with staffing coverage 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 comply with relevant bank policies and procedures.
Promptly inform a manager or compliance staff of potential suspicious activity and maintain required knowledge of state and federal banking regulations and policies.