Assistant Branch Manager

First National Bank Of Pennsylvania•Bethel Park, PA

8d•Onsite

About The Position

The Assistant Branch Manager is primarily responsible for consistently meeting customer requests within the retail branch environment and assisting with management of the branch and sales team. The incumbent develops and maintains a personal referral network, executes branch leads according to consumer bank standards, completes customer transaction requests, and converts transactions into qualified sales or referral leads. The role adheres to FNB policies, procedures, strategies, and Core Values. The position promotes sales through referral management, sales leads, outbound calling, and identifying customer financial needs. It includes recommending and cross-selling bank products and services, incorporating digital products into customer interactions, and maintaining accurate referral, customer, and applicant data using approved branch technology. The Assistant Branch Manager supports the lifecycle of customer relationships and helps manage branch sales activity through coaching, sales huddles, and monitoring results. Operational duties may include scheduling work, directing staff, monitoring workflow, maintaining supplies, opening and closing the office, and ordering and managing vault cash. The role also performs traditional teller transactions as needed and other assigned duties and projects. All employees are responsible for managing risk and complying with regulatory requirements and company procedures. The position may require overnight travel for training, particularly during onboarding.

Requirements

High school diploma or GED.
At least 2 years of job-related experience.
Experience in a related position.
Knowledge of banking policies, procedures, consumer products, and services.
Sales and customer service skills.
Excellent customer service skills.
Excellent written and verbal communication skills.
Excellent organizational, analytical, and interpersonal skills.
Detail-oriented.
Ability to use a personal computer and job-related software.
MS Word at a basic level.
MS Excel at an intermediate level.
MS PowerPoint at a basic level.
Nationwide Mortgage Licensing System and Registry Identifier is required; it is preferred.

Nice To Haves

Nationwide Mortgage Licensing System and Registry Identifier preferred.

Responsibilities

Promote the sales process through referral management, leveraging sales leads, outbound calling, and identifying customer financial needs.
Recommend and cross-sell bank products and services to meet customers’ banking needs in a courteous and professional manner.
Incorporate FNB digital products and services into customer interactions.
Use FNB-approved branch technology to input and maintain effective data quality for referrals, customers, and applicants.
Complete and manage the lifecycle of new and existing relationships according to consumer bank standards.
Assist with daily sales activity by coaching branch staff on prescribed sales activities, assisting with pre-shift sales huddles, and monitoring and measuring sales results.
Coordinate and complete assigned operational duties, including scheduling work, providing direction, monitoring workflow, maintaining supplies, opening and closing the office, and ordering and managing vault cash.
Ensure tasks are performed in accordance with current policies and procedures.
Perform traditional teller transactions as needed.
Perform other related duties and projects as assigned.
Serve as a risk manager by understanding, reporting, responding to, managing, and monitoring daily business risks.
Comply with applicable regulatory laws, guidelines, and company procedures.