Assistant Branch Manager II
About The Position
The Assistant Branch Manager II leads the branch’s day-to-day operations and supervises, trains, and coaches teller staff. The role supports the Branch Manager in developing an ongoing sales performance culture and helps clients achieve their financial goals by recommending bank products and services and referring clients to other specialists when appropriate. The Assistant Branch Manager assumes full management responsibilities when the Branch Manager is absent. This position oversees routine financial transactions and is a leader in sales, operations, and client service. It manages branch operations and teller-team development, ensures operational tasks are completed on time, follows policies and procedures to minimize risk, and works toward satisfactory internal audit results. The role engages clients in discussions about current and future financial needs, presents tailored solutions, resolves account questions and technical problems, and refers clients to other business lines as appropriate. It maintains knowledge of operational processes and compliance requirements, supports operational-efficiency initiatives, and ensures staff comply with policies, security requirements, and government regulations. Travel may be up to 20%.
Requirements
- High school diploma required; an equivalent combination of education and experience may be considered.
- 0 to 2 years of experience in a supervisory or management role leading a project, process, or team.
- Extensive knowledge of retail product philosophy, policies, procedures, documentation, and systems.
- Thorough knowledge of retail products and services, complex accounts, and consumer and QuickStep lending.
- Proven client-service, interpersonal, and relationship-building skills.
- Effective verbal and written communication skills, including proper phone and email etiquette.
- Effective selling, cross-selling, and referral skills.
- Strong mathematical, problem-solving, and negotiation skills.
- Ability to manage complex operational issues, including supporting other branches in the absence of the Division Operations Manager.
- Experience in a financial sales representative-oriented role.
- Ability to travel up to 20%.
Nice To Haves
- NMLS registration preferred.
- Retail banking experience; the stated experience duration is incomplete in the posting.
Responsibilities
- Lead day-to-day branch operations and act in a full management capacity when the Branch Manager is absent.
- Supervise, train, mentor, and coach teller staff.
- Support the Branch Manager in developing an ongoing sales performance culture.
- Oversee routine financial transactions, including check cashing, withdrawals, deposits, and loan payments.
- Lead sales, operations, and client service activities at the branch.
- Complete operational tasks on time and follow policies and procedures to minimize risk and support satisfactory internal audit results.
- Engage clients proactively to understand their current and future financial needs using the Banner Way process and tools.
- Present tailored financial solutions and refer clients to other bank specialists or lines of business as appropriate.
- Answer client questions and resolve technical problems on client accounts.
- Maintain in-depth knowledge of operational processes and requirements and meet compliance standards.
- Initiate solutions or participate in bank-wide projects to improve operational efficiency.
- Comply with and ensure staff compliance with policies, procedures, security requirements, and government regulations.
Benefits
- Medical, dental, and vision insurance.
- Long-term disability, short-term disability, and life insurance.
- Paid vacation time and sick time.
- 11 company-paid holidays.
- 401(k) with up to 4% match.
- Tuition reimbursement up to $5,250 annually.
- Incentive potential.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
