Assistant Branch Manager - Lexington

Carter Bank•Lexington, VA

1d•$39,375 - $61,585

About The Position

The Assistant Branch Manager develops, expands, and maintains customer business relationships while supporting and holding branch associates accountable. The role helps ensure the branch’s financial performance, customer satisfaction, and compliance with bank policies and procedures. It demonstrates leadership and models the skills and behaviors needed to build high-performing teams. The position supports the branch’s strategic plan to grow deposits, loans, and fee income; promotes bank products and services; oversees the quality of sales, servicing, customer experiences, and relationship management; and supports branch operations and associate performance. It also originates consumer and small-business loans, helps customers select appropriate lending and deposit solutions, and performs a range of customer and account transactions. The Assistant Branch Manager collaborates with internal and vendor partners, supports hiring and onboarding, coaches and mentors associates, addresses customer issues and complaints, and helps maintain safe, effective branch operations. The role may require work outside designated branch hours to meet business needs and occasional overnight travel.

Requirements

High school diploma or equivalent required.
Previous experience in a financial institution or similar professional or retail services industry required.
Successful customer-service and/or sales experience required.
Proven leadership capability in a prior position.
Strong mentoring, coaching, and leadership skills.
Excellent customer-service skills.
Excellent collaboration skills.
Attention to detail and ability to multitask.
Strong verbal and written communication skills.
Ability to lead effectively in a fast-paced environment.
Basic math and accounting skills, with emphasis on balancing.
Basic computer literacy.
Knowledge of Word and Excel.
Ability to sit, stand, walk to a terminal, and occasionally stoop.
Ability to periodically lift bags and/or trays of coins and bills.
Ability to travel, including occasional overnight travel.

Nice To Haves

Some college.
Successful account or relationship-management experience.
Successful operations experience.
Knowledge of banking products and services.

Responsibilities

Guide associates in consistently applying the retail operating model’s behaviors, skills, and tools.
Participate in executing the branch strategic plan to grow core deposits, loans, and fee income.
Support associate action planning, reinforce expectations, and assess performance.
Promote employee morale to help minimize turnover and maximize customer-service satisfaction.
Support the branch manager’s strategy for deposit and loan growth by promoting bank products and services.
Oversee the quality of consumer and business product sales and servicing.
Identify and submit quality referrals to branch associates, internal partners, and vendor partners.
Oversee customer-service quality and relationship-management actions and decisions.
Deliver exceptional customer experiences.
Ensure safety and wellness standards are consistently practiced.
Support effective branch operations by reinforcing expectations for branch associates.
Oversee adherence to bank and regulatory policies and procedures.
Ensure systems and facilities are maintained.
Collaborate with internal partners to identify opportunities and areas for improvement.
Respond effectively to issues, errors, and complaints.
Apply performance and talent-management processes consistently and support their application by others.
Demonstrate adaptability and model the skills and behaviors defined in the retail imperatives and the bank’s tradition of care.
Originate consumer and small-business loans for existing and new customers.
Help customers identify appropriate lending and deposit solutions; complete deposit openings, loan applications, and loan closings.
Work with Retail Credit staff to review complicated transactions, structure loans, and handle loan exceptions.
Review reports concerning production, HR, branch operations, retail operations, and relationship management.
Process transaction override approvals as needed.
Provide customer services including opening and servicing accounts, cashing checks, taking deposits, accepting payments, completing withdrawals, balancing customer accounts, ordering checks, transferring funds, originating specified loans, and handling other transactions.
Engage customers, ask relevant questions, listen to their needs, and direct them to appropriate teammates.
Assist the Branch Manager with planning, oversight, and training for new-hire onboarding.
Coach and mentor branch associates.