Assistant Branch Manager - 58 East

Carter Bank•Danville, VA

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 branch policies and procedures. It demonstrates leadership competency and models skills and behaviors that contribute to high-performing teams. The Assistant Branch Manager supports execution of the branch strategic plan, including growth in deposits, loans, and fee income; associate planning and performance; customer service; product sales and servicing; and effective branch operations. The position originates consumer and small-business loans, helps customers select suitable lending and deposit solutions, and supports account opening, loan applications, and loan closings. It also oversees policy adherence, customer relationship management, referrals, facilities and systems, and responses to issues and complaints. The role assists the Branch Manager with onboarding and training new associates and coaches and mentors branch staff. The position requires a high school diploma or equivalent and prior experience in a financial institution or a similar professional or retail services industry, along with successful customer service and/or sales experience and demonstrated leadership capability. Some college, account or relationship management experience, operations experience, and knowledge of banking products and services are beneficial. The role involves sitting, standing, walking to a terminal, occasional stooping, periodically lifting bags or trays of coins and bills, and travel that may occasionally include overnight stays. Work outside designated branch hours may be required to meet business needs. The stated annual salary range is $39,375–$61,585. Eligible associates may participate in Carter Bank’s benefits package.

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 and collaboration skills.
Detail-oriented and able 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 Microsoft Word and Excel.
Able to sit, stand, walk to a terminal, and occasionally stoop.
Able to periodically lift bags and/or trays of coins and bills.
May need to work outside designated branch hours to meet business needs.
Travel is required, with occasional overnight travel.

Nice To Haves

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

Responsibilities

Demonstrate and guide consistent use of the retail operating model’s defined behaviors, skills, and tools.
Participate in executing the branch strategic plan to grow core deposits, loans, and fee income.
Support branch 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 deposit and loan growth strategy 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 and relationship-management actions and decisions, and deliver exceptional customer experiences.
Ensure safety and wellness standards are in place and consistently practiced.
Support branch operational effectiveness by reinforcing expectations for branch associates.
Oversee adherence to bank and regulatory policies and procedures, and ensure systems and facilities are maintained.
Collaborate with internal partners to identify opportunities and areas for improvement.
Respond effectively to issues, errors, and complaints.
Support consistent application of performance and talent-management processes and model the retail imperatives and the bank’s tradition of care.
Originate consumer and small-business lending for existing and new customers.
Help customers identify appropriate lending and deposit solutions; complete deposit opening processes, loan applications, and loan closings.
Work with Retail Credit staff to review complicated transactions, structure loans, and address loan exceptions.
Review reports identified in the toolkit and cadence relating to production, HR, branch operations, retail operations, and relationship management.
Process override approvals for transactions 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 performing other transactions.
Engage customers, ask relevant questions, listen to their needs, and direct them to an appropriate teammate.
Assist the Branch Manager with planning, oversight, and training for onboarding new associates.
Coach and mentor branch associates.