Assistant Branch Manager
About The Position
The Assistant Branch Manager plays a key role in supporting the daily operations of the branch and maintaining a high standard of customer service. Reporting structure may vary based on the needs of the branch, with the role typically supporting a Branch Manager or, in some cases, working more directly with the VP, Retail Operations Manager and Branch Coordinator. This role contributes to the overall success of the branch by supporting daily operations, guiding staff performance, and contributing to the training and development of team members. They also ensure branch security and control procedures are consistently followed while reinforcing strong customer service and operational standards. In addition, they serve as a representative of the organization by actively building and strengthening relationships within the local community and identifying opportunities for business development. All Assistant Branch Managers have a “home branch” but may be asked to cover for any of our other branches at any time. Being able to work at each of our locations is mandatory.
Requirements
- High school diploma or equivalent required; associate or bachelor’s degree preferred
- 2+ years of experience in retail banking, or a customer-facing financial services environment
- Prior supervisory or leadership experience preferred
- Strong understanding of branch operations, policies, and regulatory requirements
- Demonstrated ability to deliver high-quality customer service and build strong customer relationships
- Experience with sales, cross-selling, or business development in a branch environment
- Strong communication and interpersonal skills, with the ability to work effectively with customers and team members
- Proven ability to manage multiple priorities and maintain accuracy in a fast-paced environment
- Strong problem-solving skills and sound judgment when handling customer and operational issues
- Familiarity with banking systems and standard office applications
- Ability to work both independently and as part of a team
Responsibilities
- Support daily branch operations, ensuring adherence to policies, procedures, and regulatory requirements
- Assume responsibility for branch operations in the absence of the Branch Manager or when acting as the primary on-site leader
- Monitor daily branch activity to ensure efficient workflow and consistent service delivery
- Deliver a high level of customer service and maintain a professional presence
- Address and resolve customer inquiries and issues in a timely and effective manner
- Maintain strong product knowledge to support customer needs and recommend appropriate solutions
- Support sales efforts through cross-selling products and identifying opportunities to deepen customer relationships
- Assist with local business development and community outreach initiatives
- Support the training, coaching, and development of branch staff
- Assist with performance management activities, including feedback and annual reviews
- Review and approve transactions within established authority limits
- Ensure branch security, control procedures, and compliance requirements (including BSA, CIP, and OFAC) are followed
- Monitor customer activity and ensure proper documentation and reporting
- Assist with operational reporting and support branch performance goals
- Represent the bank at community events and participate in outreach efforts
- Perform additional operational or leadership duties as needed
Benefits
- Health, Dental, Vision (85 - 90% Paid by the Employer Depending on Plan Selection)
- 401k w/ 3% Non elective contribution + up to an additional 6% Match
- AD&D, STD, LTD, GTL, Voluntary Life Insurance
- 13 Holidays, 15 Days of PTO
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
Number of Employees
11-50 employees
