Assistant Branch Manager

Southside Bank•Granbury, TX

1d•Onsite

About The Position

The Assistant Branch Manager helps manage and direct branch operations to ensure smooth service and compliance with bank policies and procedures. Working with the Branch Manager, this role supervises and schedules employees, supports staff development, addresses operational issues, and helps ensure that customer traffic is adequately covered. The Assistant Branch Manager leads by example in providing professional, accurate, and value-added customer service, building customer relationships, and supporting branch sales and revenue goals. The position also handles banking transactions and services, supports consumer loan and account origination, and safeguards sensitive information and bank assets. The role is non-exempt and reports to the Branch Manager.

Requirements

Associate’s degree or equivalent from a two-year college or technical school; alternatively, six months to one year of related experience and/or training, or an equivalent combination of education and experience. These qualifications are described as preferred.
Minimum two years of banking experience preferred.
Proficiency in typing, use of a 10-key calculator, and data entry.
Excellent oral and written communication skills.
Completion and comprehension of Southside Bank instructor-led classes: New Employee Orientation; Teller Training; Teller Advanced and Professional Teller; Product Knowledge; Back to Basics; Customer Service; New Accounts; Business Account Documentation; Loan School; and IRA Fundamentals.
Ability to multitask, prioritize, organize, and delegate assignments.
Ability to meet the physical demands of the position, including remaining stationary for much of the workday, moving around the branch, handling items with manual dexterity, and transporting up to 25 pounds of coin 5–25 feet as many as five times a day depending on deliveries.

Nice To Haves

Associate’s degree or equivalent, or the stated alternative combination of related experience, training, and education.
Minimum two years of banking experience.
Participation in professional development through training, seminars, or professional associations, as applicable.

Responsibilities

Deliver Southside Bank customer service standards and handle customer interactions accurately and efficiently.
Complete customer thank-you calls and follow up on problem resolution as directed by management.
Meet or exceed operational and sales goals, including balancing and attendance goals as applicable.
Explain bank products and services, develop rapport with customers, identify customer needs, and refer customers to other bank departments as needed.
Work with tellers and bankers to identify sales opportunities, cross-sell consumer loans, originate consumer loan applications, and support profitable loan portfolio growth.
Open traditional and Roth IRAs and assist with contributions, distributions, rollovers, and transfers.
Protect sensitive bank information and records and accurately communicate account information to customers.
Work with the Branch Manager to manage branch operations, follow policies and procedures, analyze and resolve operational issues, and support compliance and audit requirements.
Follow procedures to prevent fraud and comply with applicable regulations, including Bank Secrecy Act and anti-money-laundering requirements; verify and report applicable transactions such as CTRs, SARs, monetary logs, and Reg CC holds.
Maintain cash drawer limits and balancing standards, report cash outages, and follow Teller Over/Short Policies.
Authorize exceptions and transactions within assigned authority limits and obtain supervisor approval for transactions exceeding those limits.
Monitor and attempt collection of overdrawn accounts.
Accept and verify deposits; cash checks; process less-cash transactions, loan payments, cash advances, official checks, stop payments, cardholder claim statements, savings bond redemptions, and collection items such as dealer drafts and foreign items.
Provide additional customer services as applicable, including notary services, account reconciliation, and problem resolution.
Ensure the coin machine, cash recycler, ATM, or ITM is balanced using dual-control procedures; perform vault transactions and prepare branch cash orders.
Provide customers with required disclosures and brochures and communicate applicable disclosure requirements and regulations.
Complete opening and closing duties as needed and potentially respond to after-hours alarm or ATM/ITM issues.
In the Branch Manager’s absence, supervise team assignments and performance development; maintain positive relationships and promote an effective team environment.
Support employee growth and development, evaluate staff, recommend disciplinary action as needed, assign developmental work, counsel employees on career growth, and help provide staff training.
Create staff schedules that cover peak customer traffic and assign duties to support efficient customer service.
Prioritize, organize, delegate, and multitask; participate in team efforts to achieve departmental and company goals.
Continue professional development through training, seminars, and professional associations as applicable.
Follow safety policies and procedures, report unsafe activities, and adhere to equal employment opportunity and affirmative action policies.
Perform additional duties as assigned or directed.