Assistant Branch Manager

Bank of Greene•Hudson, NY

About The Position

The Assistant Branch Manager supports the Branch Manager and assumes responsibility for efficiently running daily branch operations in the manager’s absence. The role develops deposit and loan relationships, provides superior customer service, and promotes a service culture through coaching, guidance, and staff motivation. The position assists with branch operations, customer transactions, cash management, security, internal controls, compliance, business development, and staff supervision. The Assistant Branch Manager helps meet sales and production goals, supports employee training and performance management, and maintains confidentiality. The role also requires obtaining an MLO number through the Nationwide Mortgage Licensing System and Registry and a New York State Notary credential. Employees receive training in applicable Bank Secrecy Act, USA PATRIOT Act, and related compliance procedures. They must recognize and report suspicious activity and meet the Bank’s BSA/AML/CIP/OFAC Program requirements.

Requirements

  • Bachelor’s degree in business or finance preferred, or equivalent work experience.
  • At least two years of experience in a financial institution.
  • Excellent interpersonal, communication, and computer skills.
  • Detail-oriented, with strong organizational skills and a high degree of accuracy.
  • Strong ability to build customer relationships that enhance the bank’s overall marketing effort.

Nice To Haves

  • Bachelor’s degree in business or finance.

Responsibilities

  • Assist the Branch Manager in overseeing daily branch operations and perform the manager’s duties in their absence.
  • Provide excellent customer service and use tact and diplomacy when dealing with customers and employees.
  • Perform Financial Service Representative and Teller duties as needed.
  • Open and maintain deposit accounts and support knowledge of deposit products, consumer loans, and mortgage loans.
  • Assist with opening the teller cashbox and handling customer transactions.
  • Supervise vault and safe deposit box operations and procedures.
  • Approve customer and bank transactions within established authority limits and follow policies for check approvals and overrides.
  • Maintain branch and teller cash levels within limits, including ordering and shipping cash through the Federal Reserve.
  • Adhere to security procedures and help ensure the branch is operationally sound and achieves satisfactory audits.
  • Manage the review and maintenance of internal control logs and daily and monthly reports.
  • Conduct business development activities to build customer relationships for deposit accounts and loan originations.
  • Assist staff in meeting sales targets and production goals.
  • Develop supervisory and leadership skills to manage, motivate, and train branch employees.
  • Prepare staff performance reviews and disciplinary notices as needed.
  • Ensure compliance with the Community Reinvestment Act and applicable bank compliance requirements.
  • Maintain the highest level of confidentiality with information obtained.
  • Obtain an MLO number through the Nationwide Mortgage Licensing System and Registry and obtain New York State Notary status.
  • Complete required BSA training, become familiar with customers’ normal account activity, and promptly report suspicious transactions or activity.
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