Assistant Branch Manager

Woodforest National Bank•Rochester, NY

About The Position

As an Assistant Branch Manager at Woodforest National Bank, you support the Branch Manager in driving branch performance, customer relationship growth, and operational excellence. You help execute retail sales and marketing strategies, coach team members, and ensure consistent delivery of the Woodforest Experience. The role calls for a hands-on leader who balances customer engagement, frontline coaching, community involvement, and operational discipline while modeling Woodforest’s Core Values of Ownership, Service, Community, and Integrity. You may mentor or lead junior staff but do not typically have formal responsibility for personnel decisions. Travel to nearby branches within approximately 45 miles may be expected as business needs require. Working conditions involve standing most of the time, with possible walking, moving, bending, stooping, or sitting for brief periods, and occasional lifting and carrying of items up to 30 lbs. You must maintain a mobile device compatible with the Cisco Duo app for secure authentication.

Requirements

  • At least 3 years of relevant and transferable sales and/or customer service experience; alternatively, an Associate’s degree and 2 years of such experience, or a Bachelor’s degree and 1 year of such experience.
  • High school diploma or equivalent required.
  • Demonstrated leadership capability; supervisory or coaching experience is preferred.
  • Strong interpersonal, communication, and marketing-oriented sales skills.
  • Comfort working in a performance-driven retail banking environment.
  • Ability to work flexible or extended hours based on business needs, with demonstrated reliability.
  • Proactive approach to seeking business outside the branch; comfortable with outside sales.
  • Goal-oriented, disciplined, team-focused approach and strong interpersonal skills; openness to direct coaching and feedback.
  • Effective problem-solving skills and ability to remain composed and positive with customers and team members.
  • Knowledge of, or ability to quickly learn, products, services, policies, procedures, regulatory guidelines, and sales and service processes.
  • Ability to maintain confidentiality, follow directions, and apply policies, procedures, and guidelines.
  • Strong organization, prioritization, and multitasking skills in a fast-paced environment, with accuracy and attention to detail.
  • Ability to understand instructions, forms, and applications, and familiarity with financial statements and credit reports.
  • Ability to maintain a mobile device compatible with the Cisco Duo app for secure authentication.

Nice To Haves

  • Prior supervisory or coaching experience.

Responsibilities

  • Partner with the Branch Manager to operate the branch with a business-owner mindset, supporting retail growth, deposit performance, and customer acquisition.
  • Drive individual and team contributions to branch sales goals through proactive customer engagement, referrals, and marketing efforts.
  • Support branch operations by ensuring compliance with policies, procedures, audits, and cash controls.
  • Deliver the Woodforest Experience through a strong personal presence, warm and professional customer engagement, solution-focused conversations, and effective resolution of customer concerns.
  • Coach and support team members in identifying customer needs and recommending valuable retail banking products and services.
  • Ensure consistent, high-quality service across teller, platform, and digital interactions.
  • Promote a technology-forward retail banking experience for customers and team members.
  • Support and participate in branch-level community engagement and retail marketing activities.
  • Build and maintain relationships with retail partners, community members, and local businesses to drive branch traffic and relationship growth.
  • Partner with Community Development Relationship Managers and branch leadership on outreach aligned with community needs and branch goals.
  • Uphold ethical standards, regulatory requirements, customer confidentiality, and privacy.
  • Foster trust, transparency, and respect within the branch team.
  • Act as a visible leader and role model, reinforcing performance, behavior, and customer experience expectations.
  • Coach, mentor, and support team members through observation, feedback, and on-the-job development.
  • Assist with scheduling, workflow management, and coverage planning.
  • Perform branch servicing duties as needed, including teller transactions, account opening, cash handling, ATM servicing, and audits.
  • Practice prudent expense management and resource stewardship.
  • Support nearby branches within approximately 45 miles when business needs require.
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