Assistant Branch Manager

Southside Bank•Arlington, TX

13d•Onsite

About The Position

The Assistant Branch Manager helps manage and direct branch operations to ensure smooth service and adherence to bank policies and procedures. Working with the Branch Manager, this role supervises and schedules employees, supports operational and compliance activities, and leads by example in delivering exceptional customer service and developing lasting customer relationships. The position uses sound judgment to verify transactions and refers questionable items to the Branch Manager or above. It also requires maintaining a professional appearance and behavior. The Assistant Branch Manager serves customers through account and loan services, product guidance, transaction processing, and problem resolution. The role supports branch security, cash controls, audits, regulatory compliance, staff development, and a positive team environment. In the Branch Manager’s absence, the Assistant Branch Manager supervises the branch team and its work assignments and performance development.

Requirements

Associate’s degree or equivalent from a two-year college or technical school; alternatively, six months to one year of related experience and/or training, or an equivalent combination of education and experience. The posting describes this qualification as preferred.
Minimum two years of banking experience preferred.
Proficiency in typing, use of a 10-key calculator, and data entry.
Excellent oral and written communication skills.
Completion and comprehension of Southside Bank instructor-led classes: New Employee Orientation; Teller Training, Teller Advanced, and Professional Teller; Product Knowledge; Back to Basics Customer Service; New Accounts; Business Account Documentation; Loan School; and IRA Fundamentals.
Ability to multitask, prioritize, organize, and delegate assignments.
Ability to comply with applicable laws and regulations, including the Bank Secrecy Act and related anti-money-laundering laws, and the Bank’s Information Security Program.
Ability to perform the physical and environmental demands described for the role, with reasonable accommodations as applicable.

Responsibilities

Deliver Southside Bank’s customer service standards and provide accurate, efficient service in customer interactions.
Make customer thank-you calls and follow up on problem resolution as directed by management.
Meet or exceed operational and sales goals, including balancing and attendance standards.
Explain bank products and services, build customer relationships, identify customer needs, and refer customers to other bank departments when appropriate.
Work with tellers and bankers to identify sales opportunities and maximize revenue.
Protect sensitive bank information and records, and communicate account information accurately.
Originate consumer loan applications and cross-sell consumer loans when opening new accounts.
Open traditional and Roth IRAs and assist with contributions, distributions, rollovers, and transfers.
Work with the Branch Manager to manage branch operations, resolve operational issues, and ensure policies and procedures are followed.
Follow fraud-prevention and compliance procedures, including verifying identification and account history and ensuring accurate reporting of CTRs, SARs, monetary logs, and Reg CC holds.
Maintain cash drawer limits and daily balancing standards, report cash outages, and follow Teller Over/Short Policies.
Authorize exceptions to normal procedures when justified and authorized, and obtain required approvals for transactions exceeding assigned limits.
Comply with audit policies and procedures, including auditing team cash boxes.
Supervise the branch team’s work assignments and performance development in the Branch Manager’s absence.
Monitor and attempt to collect overdrawn accounts.
Accept and verify deposits; cash checks; process less-cash transactions; and perform customer services such as official checks, cash advances, loan payments, stop payments, cardholder claim statements, savings bond redemptions, notary services, account reconciliation, and problem resolution.
Ensure the coin machine, cash recycler, and ATM or ITM are balanced using proper dual-control procedures.
Perform vault transactions, including preparing branch cash orders.
Communicate regulatory disclosure requirements and provide disclosures and brochures as needed.
Pursue professional development through training, seminars, and professional associations as applicable.
Process collection items, including dealer drafts and foreign items.
Promote a positive, courteous, and caring environment for customers and employees, consistent with the bank’s mission, CORE Values, and Blue Book culture guide.
Complete opening and closing duties when needed and be available for after-hours alarm or ATM/ITM issues as applicable.
Support team efforts and assist employees with customer-relations issues, including check holds and errors; approve transactions within assigned authority limits.
Perform additional duties as assigned or directed.
In conjunction with the Branch Manager, support employee growth and development, provide leadership by example, evaluate staff, and recommend disciplinary action as needed.
Assign development-oriented work, counsel employees about advancement, create staff schedules that cover peak customer traffic, and ensure staff receive appropriate training.
Comply with safety policies and report unsafe activities to a supervisor or Human Resources.
Follow the bank’s equal employment opportunity and affirmative action policy.
Multitask, prioritize, organize, and delegate assignments.