Assistant Branch Manager

Washington Trust Bank•Spokane, WA

3d•Onsite

About The Position

The Assistant Branch Manager plays a key role in managing and supporting sales and service activities within the branch. This position involves coaching staff on corporate training programs, partnering with the Branch Manager to provide sales support, training, coaching, mentoring, and development. The role is responsible for marketing Washington Trust banking products and services, identifying new clients, and generating leads. Additionally, the Assistant Branch Manager performs compliance and risk management duties, ensuring adherence to bank policies and procedures.

Requirements

Excellent verbal, written and interpersonal communication skills.
Goal oriented, self-motivated and enthusiastic.
Ability to sell products & services to clients.
Ability to prioritize workflow, solve client or staff problems, and manage multiple tasks.
Required to maintain the security and confidentiality of Bank and client information.
Strong leadership skills including team recognition, motivation and conflict resolution.
Completion of all appropriate Sales, Service, Employee Retention and Management training.
May be required to have or obtain a Mortgage Loan Originator registration number through the Nationwide Mortgage Licensing System & Registry (NMLS).

Nice To Haves

Bilingual candidates preferred but not required.

Responsibilities

Manage and support the implementation of sales and service activities in the branch.
Coach staff on all corporate-sponsored training programs.
Partner with the branch manager to provide sales support, training, coaching, mentoring, and development to all branch staff.
Ensure core competency and development plan documentation for all staff is completed.
Market Washington Trust banking products and services, including preparing for client calls, making sales calls, and follow-up.
Identify opportunities and continually prospect for new clients.
Generate leads through existing relationships and referrals.
Meet regularly with the Branch Manager to provide feedback on branch strategies and plan for branch growth.
Perform compliance and risk management duties as required or assigned.
Co-manage and motivate the team to achieve sales goals and activities.
Conduct periodic sales, one-on-one, and all-staff meetings.
Participate and promote team involvement in community organizations and business development activities.
Contribute to the achievement of branch and market goals.
Drive goal planning and develop strategies for the branch.
Emulate the highest level of client service and demonstrate a high level of product knowledge.
Ensure professionalism and service expectations align with corporate standards.
Maintain a high level of product knowledge and client service skills.
Work with other managers and staff to exceed client needs.
Ensure and coordinate daily operation of cash and teller functions, as well as Personal Banker functions.
Provide administrative and operational direction and support for the branch.
Provide professional financial advice, guidance, and solutions.
Directly conduct coaching with the personal banker, training, human resource functions, and staff development activities.
Work with regional manager and human resources in recruitment and hiring process.
Oversee all regulatory and compliance activity within the branch, including branch audits.
Incorporate effective internal controls into all relevant work processes.
Maintain a comprehensive understanding of internal controls.
Ensure timely updates to internal controls documentation.
Comply with bank policies and procedures, and governmental regulatory requirements.
Manage the branch to proactively identify and prevent fraud situations.
Train teams to identify and manage risk effectively.
Ensure teams are equipped with the necessary tools and knowledge to proactively mitigate risk-related situations.
Act as the Compliance Representative and facilitate compliance information at meetings.
Conduct spot checks and training for audits.
Analyze workloads and workflows, designing and implementing best practices.
Manage the branch to proactively educate, identify and prevent fraud situations.
Adhere to and manage team to bank security and dual control policies.
Research and troubleshoot complex issues.
Demonstrate positive leadership behaviors.
Act as the branches’ primary operation contact providing daily support.
Manage personal bankers and other branch staff as assigned.
Manage performance review documentation, development and delivery to Personal Bankers.
Assist with Personal Banker performance management.
Manage client base to meet bank income goals.
Maintain reasonable fee waiver and budgetary expectations.
Conduct other duties as assigned by the Branch Manager.