Assistant Branch Manager II

Middlesex Savings Bank•Bedford, MA
•$45,122 - $74,451

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 supports the Branch Manager in overseeing a small, medium, or large branch, ensuring effective and efficient operations. The Assistant Branch Manager II oversees branch staff, helps schedule and delegate work, supports service and sales goals, conducts customer transactions, and recommends products and services to deepen customer relationships. They may oversee an office without a Branch Manager on premises. The role focuses on customer experience, staff development, operational excellence, team leadership, and sound decision-making. The Assistant Branch Manager II helps manage customer needs and service recovery, coaches and evaluates staff, assists with branch controls and risk mitigation, and takes a leadership role in operational issues. They may perform Branch Manager duties in the Branch Manager’s absence and perform Assistant Manager I, Senior Banker, and Banker functions as needed. The position also assists with branch facility oversight and other related duties.

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 mathematics 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.
  • 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 the customer experience and ensuring staff identify customer needs and offer appropriate products and services.
  • Develop new business by establishing and growing customer relationships, including coordinating with business partners as appropriate.
  • Handle complex service recovery and assist and train staff in resolving difficult customer situations.
  • Develop staff skills by setting expectations, assessing competencies, conducting performance evaluations, coaching, and holding staff accountable.
  • Assist the Branch Manager with difficult employee situations and participate in interviewing branch candidates.
  • Ensure quality and accuracy of work and assist with effective, timely execution of branch controls.
  • Balance risk mitigation and procedural accuracy with customer expectations, making appropriate exceptions.
  • Help ensure staff understand operational policies, procedures, and risks, and assist with staffing and efficiency tools while maintaining service levels.
  • Lead on operational questions and issues, including complex wire approvals and troubleshooting recyclers and ATMs.
  • Follow compliance, security, risk, confidentiality, and other Bank policies; maintain regulatory and industry knowledge and inform staff of relevant developments.
  • May have primary responsibility for vault cash, cash orders and shipments, and their accuracy; ensure adherence to security and audit protocols, including cash audits.
  • Lead by example and perform Branch Manager functions in the Branch Manager’s absence, as appropriate.
  • Perform Assistant Manager I, Senior Banker, and Banker functions as necessary and appropriate.
  • Take ownership of individual and team performance; support team building and staff meetings, and coordinate with business partners for meetings and training.
  • Follow through on assignments, manage time and priorities, communicate professionally, and keep the Branch Manager informed of relevant community events and 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.
  • Obtain the Notary Public designation within six months.
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