Assistant Branch Manager

Yonkers/McLean Avenue•Yonkers, NY

About The Position

The Assistant Branch Manager supports daily branch operations and customer service while helping ensure regulatory compliance, security, and strong sales performance. The role supervises branch personnel through training, coaching, discipline, and evaluation; coordinates staffing and payroll activities; and helps resolve customer issues. The Assistant Branch Manager also monitors operational and financial controls, supports staff development, and manages the branch when the Branch Manager is absent.

Requirements

  • High school diploma or G.E.D. equivalent.
  • Minimum three to five years of bank operations experience.
  • Demonstrated ability to supervise effectively and build and maintain rapport with management and subordinates; generally equivalent to two years of supervisor experience.
  • Demonstrated knowledge of bank products and services and associated software and programs, including Microsoft Office.
  • Demonstrated ability to identify, investigate, and resolve problems concerning customer accounts and transactions.
  • Demonstrated ability to manage in a sales environment, including staff coaching, skills transfer, and conducting Individual Development Plan meetings and branch sales meetings.
  • Outstanding oral and written communication skills.

Nice To Haves

  • Two to four years of college preferred.

Responsibilities

  • Supervise, train, coach, discipline, and evaluate branch personnel to maintain productivity.
  • Direct daily branch operations and guide personnel in serving customers in accordance with regulatory requirements.
  • Coordinate weekly personnel schedules to maintain appropriate staffing.
  • Review and submit payroll, and document and report attendance to Human Resources.
  • Investigate and follow up to ensure branch personnel comply with bank policies and procedures.
  • Conduct monthly operational meetings.
  • Ensure regulatory compliance.
  • Resolve customer complaints or needs beyond the authority of subordinates by analyzing situations and making decisions.
  • Promote sales performance and customer satisfaction by conducting sales meetings, transferring skills, and fostering an engaging team atmosphere.
  • Create and monitor individual development plans for branch personnel.
  • Review and settle in-clearing check items by examining account history and paying or returning rejected items in accordance with Regulation CC.
  • Review daily printouts required by bank policy and procedure to prevent financial loss and monitor suspicious activity in accordance with BSA and other regulatory requirements.
  • Inspect automated teller machines and ensure security cameras are functioning properly for branch and customer security and safety.
  • Maintain dual control and proper security procedures.
  • Ensure Currency Transaction Reports are completed daily and submitted within the appropriate timeframe.
  • Review business profiles to ensure required information is completed and documented, and complete and submit quarterly compliance reports to meet BSA requirements.
  • Administer signature guarantees under the guidelines of the Securities Transfer Agents Medallion Program.
  • Complete monthly State of the Branch and General Ledger Reconciliation reports to review branch financial activity and ensure required actions are conducted.
  • Provide management coverage by managing the branch in the absence of the Branch Manager.
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