Assistant Branch Manager - Winter Park

Climate First Bank • Winter Park, FL

2d • Onsite

About The Position

Climate First Bank is seeking an Assistant Branch Manager to support the Branch Manager with efficient daily operations, team leadership and development, and exceptional customer service at its Winter Park branch. The role involves identifying customer needs, recommending appropriate banking products and services, and confidently overseeing the branch when the Branch Manager is unavailable.

The position combines branch leadership and business growth with operational, security, and compliance responsibilities. The Assistant Branch Manager helps achieve profit, performance, and customer service goals; coaches less experienced staff; handles customer concerns; and ensures branch procedures, security controls, and regulatory requirements are followed. The role also supports the bank’s environmental, social, economic, and racial justice commitments.

This is an in-person role at 1150 S. Orlando Avenue, Winter Park, Florida. Occasional U.S. travel for company events or leadership sessions may be required. The work includes sustained standing and sitting, frequent speaking and listening, regular PC use and attention to a monitor, and occasional lifting of up to 20 pounds. The employer is tobacco-free; employees must affirm that they are non-smokers or commit to cessation within 90 days of accepting an offer.

Requirements

• Excellent sales, interpersonal, communication, and supervisory skills.
• Superior customer service skills.
• Strong attention to detail and the ability to multitask and manage time effectively.
• Knowledge of financial products and services, banking regulations, and applicable laws.
• Solid organizational skills and the ability to perform effectively in a fast-paced environment.
• Ability to communicate confidently, precisely, and professionally; listen carefully; respond promptly; and handle customer concerns tactfully.
• Ability to take ownership of work, anticipate branch needs, solve problems efficiently, and step into a leadership role when needed.
• Ability to adapt to changing routines, stay focused under pressure, and manage priorities consistently.
• Ability to learn new tools and use technology to improve efficiency.
• Ability to contribute as part of a team and communicate clearly.
• Valid work authorization; the employer does not offer visa sponsorship.
• Must affirm non-smoker status or commit to cessation within 90 days of offer acceptance.

Nice To Haves

• Prior consumer lending experience.

Responsibilities

• Support the Branch Manager in achieving profit, performance, and customer service goals.
• Coach less experienced staff to strengthen their sales and operational skills.
• Oversee daily branch activity and lead the team when the Branch Manager is developing business or otherwise unavailable.
• Understand the Bank’s products and services and listen actively to prospects’ and clients’ needs.
• Respond promptly to customer requests and recommend banking products and services suited to identified needs.
• Handle and follow up on customer grievances and research items in accordance with Bank policy.
• Open and close the branch and stay current on security policies and procedures.
• Test security equipment and oversee teller and vault cash audits.
• Follow established procedures for robberies and other emergencies.
• Enforce dual-control procedures and maintain accuracy and professionalism in daily banking services.
• Stay informed about applicable regulatory requirements and complete mandatory compliance and IT training.
• Learn and follow established Bank policies, procedures, and regulations.
• Question suspicious activity and work with the relevant departments to help prevent fraud.
• Demonstrate commitment to environmental, social, economic, and racial justice.

Benefits

• Employer-paid health coverage for employees, with an employer contribution for dependents.
• Medical, dental, and vision insurance.
• Health Savings Account (HSA).
• Free telemedicine access via Teladoc.
• 401(k) with a 6% employer match and no vesting period.
• Employee stock options.
• Employee banking perks.
• 0% financing for employee solar loans.
• Employee-only mortgage product with exclusive interest rates and terms.
• 0% financing for eligible electric vehicles.
• Referral incentives.
• Two to four weeks of vacation based on officer level, plus additional tenure-based time.
• 64 hours of paid sick time for full-time employees.
• Company-paid life insurance.
• Short- and long-term disability insurance.
• Voluntary life, accident, and critical illness coverage.
• Employee Assistance Program with free counseling, legal, and financial services.
• The position may be eligible for an annual bonus, incentives, and equity.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed