Assistant Branch Manager II

Middlesex Savings Bank•Bedford, MA

About The Position

The Assistant Branch Manager II represents Middlesex Savings Bank to the public and employees and promotes the Bank’s core values and mission. The role focuses on customer experience, staff development, operational excellence, performance goals, sound decision-making, and the success of the Bank and branch team. The Assistant Branch Manager II assists the Branch Manager in overseeing a small, medium, or large branch and ensuring its effective and efficient operation. Responsibilities include overseeing branch staff; helping schedule, coordinate, and delegate work; supporting service and sales goals; conducting customer transactions; and deepening customer relationships by recommending appropriate products and services. The role may oversee an office without a Branch Manager assigned on premises.

Requirements

Associate’s degree or equivalent required.
At least 3 years of Senior Banker experience or similar customer-service-related experience within banking required.
Some supervisory experience required.
Demonstrated leadership ability.
Knowledge of basic math principles and ability to perform basic mathematical procedures.
Demonstrated customer service, sales, organizational, communication, and interpersonal skills.
Strong attention to detail.
At least intermediate technology skills, including knowledge of Microsoft Office applications.
Initiative and ability to make decisions independently.
Knowledge of bank and branch security procedures.
Ability to work extended and weekend hours; scheduling and work-location flexibility required.
Ability to sit for extended periods.
Ability to lift and carry at least 25 pounds.
Must attain Notary Public designation within 6 months.

Nice To Haves

Bachelor’s degree preferred.

Responsibilities

Assist the Branch Manager in overseeing customers’ experience in the branch and ensure that products and services address customer needs and expectations.
Develop new business by establishing and growing customer relationships, including coordinating with business partners as appropriate.
Perform complex service recovery and assist and train staff in handling difficult customer situations.
Develop staff skills by setting expectations, assessing competencies, conducting performance evaluations, coaching, and holding staff accountable.
Assist with difficult employee situations in collaboration with HR and participate in interviewing branch candidates.
Help execute branch controls, ensure quality and accuracy, and maintain staff understanding of policies, procedures, and risks.
Support staffing and efficiency monitoring while maintaining service levels; lead on operational issues such as complex wire approvals and ATM or recycler troubleshooting.
Follow compliance, security, risk, confidentiality, and audit protocols; maintain knowledge of regulatory compliance and industry developments and apprise staff of relevant information.
May maintain primary responsibility for vault cash, including cash orders, shipments, and accuracy.
Lead by example as an active member of the branch team and perform Branch Manager duties during the manager’s absence, as appropriate.
Perform Assistant Manager I, Senior Banker, and Banker functions as necessary and appropriate.
Support team-building efforts and staff meetings, and coordinate with business partners on meetings, training, and transitions to other business lines.
Manage tasks, time, and priorities effectively; communicate professionally in writing, verbally, and electronically; and keep the Branch Manager informed of relevant community events or opportunities.
Participate in community events supported by the branch, as appropriate.
Make dependable decisions aligned with Bank values and standards; use planning to drive results and recommend solutions to problems or issues.
Assist the Branch Manager with overseeing the branch facility and perform other related or unrelated duties as required.