Assistant Branch Manager

Woodforest National Bank•Cleveland, OH

About The Position

As an Assistant Branch Manager at Woodforest National Bank, you support the Branch Manager in driving branch performance, customer relationship growth, and operational excellence. The role involves executing retail sales and marketing strategies, coaching team members, supporting community engagement, and ensuring consistent delivery of the Woodforest Experience. You are expected to demonstrate an ownership mindset and model the bank’s Core Values of Ownership, Service, Community, and Integrity. This hands-on leadership role combines customer engagement, frontline coaching, community involvement, and operational discipline. You will help manage branch sales and service activity, support compliance and operational controls, mentor team members, and perform branch servicing duties as needed. The position is full-time and may require supporting nearby branches within approximately 45 miles as business needs require.

Requirements

At least 3 years of relevant and transferable sales and/or customer service experience; alternatively, an Associate’s degree and 2 years of such experience, or a Bachelor’s degree and 1 year of such experience.
High school diploma or equivalent required.
Demonstrated leadership capability; supervisory or coaching experience is preferred.
Strong interpersonal, communication, and marketing-oriented sales skills.
Comfort working in a performance-driven retail banking environment and conducting outside sales.
Proactive approach to seeking business outside the branch; goal-oriented, disciplined, and team-focused.
Open to direct coaching and feedback.
Ability to work flexible or extended hours based on business needs; reliability is expected.
Effective problem-solving skills and ability to maintain composure and a positive attitude with customers and colleagues.
Knowledge of, or ability to quickly learn, products, services, policies, procedures, regulatory guidelines, and the sales and service process.
Ability to maintain confidentiality, follow directions, and apply policies, procedures, and guidelines.
Strong organization, prioritization, and multitasking skills in a fast-paced environment, with accuracy and attention to detail.
Ability to understand instructions, forms, and applications, and familiarity with financial statements and credit reports.
Must maintain a mobile device compatible with the Cisco Duo app for secure authentication.

Nice To Haves

Prior supervisory or coaching experience.

Responsibilities

Partner with the Branch Manager to support retail growth, deposit performance, and customer acquisition.
Drive individual and team contributions to branch sales goals through customer engagement, referrals, and marketing efforts.
Support branch operations, including compliance with policies and procedures, audits, and cash controls.
Engage customers with professionalism and warmth, resolve concerns, and deliver consistent service across teller, platform, and digital interactions.
Coach team members to identify customer needs and recommend relevant retail banking products and services.
Promote a technology-forward retail banking experience for customers and team members.
Participate in branch community engagement and retail marketing activities; build relationships with retail partners, community members, and local businesses.
Partner with Community Development Relationship Managers and branch leadership on outreach aligned with community needs and branch goals.
Uphold ethical standards, regulatory requirements, customer confidentiality, and privacy; foster trust, transparency, and respect.
Model performance and customer-experience expectations and mentor team members through observation, feedback, and on-the-job development.
Assist with scheduling, workflow management, and coverage planning.
Perform branch servicing duties as needed, including teller transactions, account opening, cash handling, ATM servicing, and audits.
Practice prudent expense management and resource stewardship.
Support nearby branches within approximately 45 miles as business needs require.