Assistant Branch Manager
About The Position
The Assistant Branch Manager plays a crucial role in maintaining high productivity among branch personnel through effective supervision, training, coaching, disciplining, and evaluation. This position directs daily branch operations, providing guidance and assistance to staff in meeting customer needs while adhering to all regulatory requirements. The Assistant Branch Manager is responsible for coordinating weekly schedules, reviewing and submitting payroll, and documenting attendance. They ensure adherence to bank policies and procedures through investigation and follow-up, conducting monthly operational meetings and ensuring regulatory compliance. This role involves resolving complex customer complaints, maximizing sales performance, promoting an engaging team atmosphere, and conducting sales meetings and individual development plan sessions. Additionally, the Assistant Branch Manager oversees the review and settlement of in-clearing check items, monitors daily printouts for financial loss prevention and suspicious activity, inspects ATMs and security cameras, ensures proper dual control and security procedures, and manages the completion and submission of Currency Transaction Reports and Quarterly Compliance reports. They also administer signature guarantees, complete monthly financial reports, and provide management coverage in the Branch Manager's absence.
Requirements
- High School diploma or G.E.D. equivalent
- Minimum three to five years bank operations experience
- Demonstrated ability to be an effective supervisor and to build and maintain rapport with management and subordinates. Generally equivalent to two years Supervisor experience
- Demonstrated knowledge of Bank Products & Services, and all associated software and programs, including Microsoft Office
- Demonstrated ability to identify, investigate and resolve problems concerning customer accounts/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
- Maintains high level of productivity among branch personnel through careful supervision, including training, coaching, disciplining, and evaluating.
- Directs the daily branch operations by providing guidance and assistance to branch personnel in servicing customer needs in accordance with all regulatory requirements.
- Maintains proper daily staffing requirements by coordinating the weekly branch personnel schedule. Responsible to review and submit payroll. Documents and reports attendance to Human Resources Department.
- Ensures that branch personnel follow bank policies and procedures by investigation and follow-up. Conduct monthly operational meetings. Ensures regulatory compliance.
- Resolves customer complaints or needs that may exceed the authority of subordinates by analyzing situations and making decisions.
- Maximizes sales performance and projects and promotes an engaging team atmosphere to maintain a high level of customer satisfaction by conducting sales meetings and performing skills transfers. Creates and monitors individual development plans for branch personnel.
- Ensures proper review and settlement of in-clearing check items by reviewing account history and paying or returning rejected items in accordance with Regulation CC.
- Reviews daily printouts required by bank policy and procedure to prevent financial loss and monitor suspicious activity in accordance with BSA and other regulatory requirements.
- Inspects automated teller machines and ensures security cameras are functioning properly for branch and customer security and safety. Maintains dual control and proper security procedures.
- Ensures Currency Transaction reports are completed daily and submitted in appropriate timeframe. Reviews business profiles to ensure required information is completed and documented accordingly, completes and submits Quarterly Compliance report in order to be compliant with BSA requirements.
- Administers signature guarantees under the guidelines of the Securities Transfer Agents Medallion Program.
- Completes monthly State of the Branch and General Ledger Reconciliation reports, to review the financial activities of the branch and ensure all required actions are conducted.
- Provides management coverage by managing the branch in the absence of the Branch Manager.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
