Assistant Branch Manager - Waterloo, IA

Lincoln Savings Bank•Waterloo, IA

4d•Onsite

About The Position

The Assistant Branch Manager is a consultative role that assists with overseeing branch operations, coaching staff, managing customer relationships, and supporting sales and service objectives while ensuring compliance with regulatory and operational standards. Working closely with the Branch Manager, this position helps drive team performance, employee development, operational excellence, and a positive customer experience. The role has personal and branch sales goals and may lead the branch when the Branch Manager is absent. The Assistant Branch Manager supports teller operations and provides guidance to the teller team; cultivates customer relationships by listening and recommending financial solutions across deposit and credit products and services; and uses the CRM to manage customer relationships and interactions. The role performs Universal Banker duties, opens consumer and commercial deposit accounts, answers questions about lending and credit policies, and handles consumer loan applications, underwriting, and coordination with Central Loan Processing for decisions and closings. It also resolves complex customer issues within established policies and applicable laws and regulations. The position assists with hiring, training, coaching, assigning and directing work, and evaluating retail staff. It requires managing workflows and deadlines, following internal controls and risk-management policies, maintaining professional conduct, and representing Lincoln Savings Bank in community and networking activities. Travel between branches and occasional company-related travel may be required; a valid driver’s license is required.

Requirements

High school diploma or equivalent required.
Knowledge of banking policies, procedures, and regulations sufficient to perform duties with minimal supervision.
Experience in banking or sales.
Experience managing, leading, or coaching teams.
Proficiency in Microsoft Office, including Outlook, Word, Excel, and PowerPoint.
Ability to manage workflows and meet deadlines consistently.
Proven track record of referring clients to all business lines while meeting or exceeding sales goals.
Ability to take initiative and use sound judgment in decision-making and higher-level problem-solving.
Highly effective and professional written and verbal communication skills.
Ability to occasionally lift and/or move items over 10 pounds without reasonable accommodation.
Valid driver’s license required for occasional company-related travel.
Ability to travel between branches as needed.

Nice To Haves

Bachelor’s degree in Business Administration, or an equivalent combination of education and relevant experience.
Nationwide Mortgage Licensing System (NMLS) credentials, or ability to obtain them.

Responsibilities

Assist in overseeing branch operations and teller-related tasks, providing guidance and direction to the teller team.
Partner with the Branch Manager to support team performance, employee development, operational excellence, and a positive customer experience.
Meet personal and branch sales goals and support sales and service objectives.
Cultivate customer relationships by listening to customer needs and providing financial solutions across deposit and credit products and services.
Perform essential Universal Banker duties and lead the branch in the Branch Manager’s absence.
Use the CRM to manage customer relationships and interactions productively.
Manage workflows and consistently meet deadlines.
Open consumer and commercial deposit accounts accurately.
Maintain knowledge of lending and credit policies and answer customer questions.
Prepare and make consumer loan applications, underwrite consumer loans, and work with Central Loan Processing to decision and close loans.
Resolve complex customer issues within established policies and procedures and applicable state and federal laws and regulations.
Comply with internal controls, operational procedures, and risk-management policies.
Assist with hiring, training, and coaching branch retail employees; assign and direct workloads; and appraise staff performance.
Respond openly to coaching and incorporate feedback for continuous improvement.
Travel between branches to assist as needed and undertake occasional company-related travel.
Maintain professional appearance and behavior standards.
Represent Lincoln Savings Bank professionally and positively, including participating in civic, community, and networking events.
Perform additional duties and responsibilities as assigned by management.