Assistant Branch Manager

Washington Trust Bank•Spokane Valley, WA

5d•$25 - $38•Onsite

About The Position

The Assistant Branch Manager plays a key role in managing and supporting sales and service activities within the branch. This position involves coaching staff on corporate training programs, partnering with the Branch Manager to provide sales support, training, coaching, mentoring, and development to all branch staff. The role is also responsible for ensuring core competency and development plan documentation is completed for all staff. Additionally, the Assistant Branch Manager will market Washington Trust banking products and services, prospect for new clients, generate leads, and conduct regular meetings with the Branch Manager to discuss branch strategies and growth plans. Compliance and risk management duties are also a significant part of this role.

Requirements

Excellent verbal, written and interpersonal communication skills.
Goal oriented, self-motivated and enthusiastic.
Ability to sell products & services to clients.
Ability to prioritize workflow, solve client or staff problems, and manage multiple tasks.
Required to maintain the security and confidentiality of Bank and client information.
Strong leadership skills including team recognition, motivation and conflict resolution.
Completion of all appropriate Sales, Service, Employee Retention and Management training.

Nice To Haves

May be required to have or obtain a Mortgage Loan Originator registration number through the Nationwide Mortgage Licensing System & Registry (NMLS).
Bilingual candidates preferred but not required.

Responsibilities

Co-manage and motivate the team to achieve sales goals and activities.
Conduct periodic sales, one-on-one, and all-staff meetings.
Participate and promote team involvement in community organizations and business development activities.
Partner with the Branch Manager in the implementation of sales processes, taking the lead and managing sales goals and initiatives.
Contribute to the achievement of branch and market goals.
Drive goal planning and develop strategies for the branch.
Emulate the highest level of client service in all situations and demonstrate a high level of product knowledge.
Ensure professionalism and service expectations are aligned with corporate standards and followed by all branch personnel.
Maintain a high level of product knowledge and client service skills, staying up-to-date with changes to products and services.
Work with other managers and staff to exceed client needs in a responsive, efficient manner across department lines.
Ensure and coordinate daily operation of cash and teller functions, as well as Personal Banker functions with accuracy and efficiency.
Provide administrative and operational direction and support for the branch.
Provide professional financial advice, guidance, and solutions through staff and directly to clients.
Coach all corporate-sponsored training programs.
Directly conduct coaching with the personal banker, training, human resource functions, and staff development activities.
Ensure that core competency and development plan documentation for all staff is completed.
Provide sales support, training, coaching, mentoring, and development to all branch staff.
Work with the regional manager and human resources in the recruitment and hiring process.
Perform compliance and risk management duties as required or assigned.
Oversee all regulatory and compliance activity within the branch, including the branch audit.
Incorporate effective internal controls into all relevant work processes and maintain a comprehensive understanding of internal controls.
Ensure timely updates to internal controls documentation when changes occur in risk parameters and/or workflow.
Comply with bank policies and procedures, and governmental regulatory requirements.
Manage the branch to proactively identify and prevent fraud situations.
Train teams to identify and manage risk effectively, staying current on fraud and risk trends.
Ensure teams are equipped with the necessary tools and knowledge to proactively mitigate risk-related situations.
Act as the Compliance Representative and facilitate appropriate compliance information at regular Assistant Manager meetings.
Conduct necessary spot checks and training for audits for the branches.
Adhere to the bank policy manual.
Analyze workloads and workflows, designing and implementing best practices.
Manage the branch to proactively educate, identify, and prevent fraud situations.
Adhere to and manage the team to bank security and dual control policies.
Research and troubleshoot complex issues.
Demonstrate positive leadership behaviors through team motivation and development while leading by example.
Act as the branch’s primary operation contact, providing daily support in problem resolution relative to policies, procedures, compliance, technical and operational issues, as well as business and personal document interpretation.
Manage personal bankers and other branch staff as assigned by the Branch Manager.
Deliver coaching and training of job expectations, Human Resource functions, and staff development activities.
Manage performance review documentation, development, and delivery to Personal Bankers.
Assist with Personal Banker performance management.
Partner with Branch Manager and Human Resources in recruitment and hiring process.
Manage client base to meet bank income goals.
Maintain reasonable fee waiver and budgetary expectations, as assigned by Branch Manager.
Conduct other duties as assigned by the Branch Manager.