Assistant Branch Manager

Southside Bank • Cleburne, TX

3d • Onsite

About The Position

The Assistant Branch Manager supports the Branch Manager in directing branch operations and ensuring compliance with bank policies, procedures, and applicable regulations. The role supervises and schedules branch employees, helps resolve operational issues, and may supervise the team’s assignments and performance development when the Branch Manager is absent. It also supports employee training, development, scheduling, and performance recommendations.

The position provides customer service, explains bank products and services, develops customer relationships, identifies sales opportunities, and supports consumer loan origination and cross-selling. It performs and oversees a range of teller and branch transactions, maintains cash and security controls, assists with account and transaction issues, and follows audit, compliance, information-security, and anti-money-laundering requirements. The role is based at the Cleburne branch and reports to the Branch Manager.

Requirements

• Associate’s degree or equivalent from a two-year college or technical school, or six months to one year of related experience and/or training, or an equivalent combination of education and experience; the posting identifies this qualification as preferred.
• Minimum two years of banking experience preferred.
• Proficiency in typing, 10-key calculator use, and data entry.
• Excellent oral and written communication skills.
• Completion and comprehension of Southside Bank instructor-led classes: New Employee Orientation, Teller Training, Teller Advanced and Professional Teller, Product Knowledge, Back to Basics Customer Service, New Accounts, Business Account Documentation, Loan School, and IRA Fundamentals.
• Ability to multitask and prioritize, organize, and delegate assignments.
• Ability to meet the stated physical demands, including transporting 25 pounds of coin 5–25 feet up to five times a day, depending on coin deliveries.
• Ability to remain stationary for 75% of the time and frequently move around the branch to assist customers and access equipment.
• Ability to operate a computer and office productivity equipment and to position oneself to maintain branch computers.

Nice To Haves

• Related experience and/or training of six months to one year, or an equivalent combination of education and experience.
• Minimum two years of banking experience.

Responsibilities

• Perform the bank’s customer service standards and provide accurate, efficient, professional service to customers and employees.
• Make customer thank-you calls and follow up on problem resolution as directed by management.
• Meet operational and sales goals, including applicable balancing and attendance goals.
• Explain bank products and services, develop customer relationships, identify customer needs, and refer customers to other bank departments as appropriate.
• Work with tellers and bankers to identify sales opportunities and maximize revenue.
• Originate consumer loan applications and cross-sell consumer loans when opening accounts.
• Open traditional and Roth IRAs and assist customers with contributions, distributions, rollovers, and transfers.
• Protect sensitive bank information and records and accurately communicate account information.
• Work with the Branch Manager to manage branch operations and ensure compliance with bank policies and procedures.
• Assist in analyzing and resolving operational issues and authorize exceptions when warranted and authorized.
• Follow fraud-prevention and compliance procedures, including verifying identification and reviewing account history and applicable transaction reporting.
• Maintain cash drawer limits, meet daily balancing standards, report cash outages, and follow teller over/short policies.
• Assist with audit procedures, including auditing team cash boxes.
• Supervise branch team assignments and performance development when the Branch Manager is absent.
• Monitor and attempt collection of overdrawn accounts.
• Accept and verify deposits; cash checks; process less-cash transactions within authorized limits; and obtain approval for transactions exceeding those limits.
• Perform customer services such as selling official checks, processing cash advances and loan payments, completing stop payments and cardholder claim statements, redeeming savings bonds, and assisting with notary services, account reconciliation, and problem resolution as applicable.
• Ensure coin machine, cash recycler, and ATM or ITM balancing is performed using proper dual-control procedures.
• Perform vault-related transactions, including preparing branch cash orders.
• Provide required disclosures and communicate regulatory requirements to customers.
• Maintain professional development through applicable training, seminars, and professional associations.
• Process collection items such as dealer drafts and foreign items.
• Complete opening and closing duties when needed and may be on call for after-hours alarm or ATM/ITM issues.
• Support a positive team environment, assist employees with customer-relations issues, and participate in efforts to achieve company goals.
• In conjunction with the Branch Manager, support employee growth and development, evaluate staff, and make recommendations for disciplinary action as needed.
• Assign work and provide coaching to support employee development and advancement.
• Create staff schedules that cover peak customer traffic and ensure assigned staff receive training.
• Comply with safety, equal employment opportunity, affirmative action, audit, information security, Bank Secrecy Act, anti-money-laundering, and other applicable requirements.
• Prioritize, organize, delegate assignments, multitask, and perform additional duties as assigned.

Benefits

• Medical, prescription drug, dental, and vision insurance for team members and dependents beginning on the first day of employment.
• 401(k) with a match.
• Basic, voluntary, and dependent life insurance.
• Paid time off.
• Paid bank holidays.
• Workplace wellness programs.
• Employee assistance programs.
• Tuition reimbursement.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree