Assistant Branch Manager - Waterloo, IA

Lincoln Savings Bank•Waterloo, IA

9h•Onsite

About The Position

The Assistant Branch Manager is a consultative role that assists with overseeing branch operations, coaching staff, managing customer relationships, and supporting sales and service objectives while ensuring compliance with regulatory and operational standards. Working closely with the Branch Manager, this position helps drive team performance, employee development, operational excellence, and a positive customer experience. The Assistant Branch Manager is responsible for both personal and branch sales goals and may lead the branch in the Branch Manager’s absence. The role includes providing guidance to tellers, handling Universal Banker duties, opening consumer and commercial deposit accounts, supporting customers with deposit and credit products, and using CRM tools to manage customer relationships. It also involves making and underwriting consumer loan applications and coordinating with Central Loan Processing to decision and close loans. The position helps hire, train, coach, direct, and evaluate branch retail employees, resolves complex customer issues within established policies, and complies with applicable laws, operational procedures, internal controls, and risk management policies. The Assistant Branch Manager may travel between branches and occasionally travel for company-related business. A valid driver’s license is required. The role also represents Lincoln Savings Bank in community, civic, and networking activities and performs additional duties as assigned by management.

Requirements

High school diploma or equivalent.
Knowledge of banking policies, procedures, and regulations sufficient to perform duties with minimal supervision.
Experience in banking or sales.
Experience managing, leading, or coaching teams.
Proficiency in Microsoft Office, including Outlook, Word, Excel, and PowerPoint.
Ability to occasionally lift and/or move items over 10 pounds without reasonable accommodation.
Proven track record of referring clients to all business lines while meeting or exceeding sales goals.
Ability to take initiative and use sound judgment in decision-making and higher-level problem-solving.
Highly effective and professional written and verbal communication skills.
Valid driver’s license.

Nice To Haves

Bachelor’s degree in Business Administration, or an equivalent combination of education and relevant experience.
Nationwide Mortgage Licensing System (NMLS) registration, or ability to obtain it.

Responsibilities

Assist in overseeing branch operations and support sales and service objectives while ensuring regulatory and operational compliance.
Partner with the Branch Manager to drive team performance, employee development, operational excellence, and a positive customer experience.
Meet personal and branch sales goals.
Assist with teller-related tasks and provide guidance and direction to the teller team.
Build client relationships by listening to customer needs and offering financial solutions across deposit and credit products and services.
Perform the essential duties of Universal Bankers and lead the branch when the Branch Manager is absent.
Use CRM productively to manage customer relationships and interactions.
Manage workflows and consistently meet deadlines.
Open consumer and commercial deposit accounts accurately.
Maintain knowledge of the bank’s lending and credit policies and answer client questions.
Make and underwrite consumer loan applications and work with Central Loan Processing to decision and close consumer loans.
Resolve complex customer issues within established policies and procedures and in accordance with state and federal laws and regulations.
Comply with internal controls, operational procedures, and risk management policies.
Assist with hiring, training, and coaching branch retail employees; assign and direct work; and appraise staff performance.
Demonstrate openness to coaching and incorporate feedback for continuous improvement.
Travel between branches as needed and occasionally travel for company-related business.
Maintain the organization’s standards of professional appearance and behavior.
Represent Lincoln Savings Bank professionally and positively, including participating in civic, community, and networking events to strengthen relationships and the bank’s community presence.
Perform additional duties and responsibilities as assigned by management.