ASST BRANCH MANAGER
About The Position
Walden Savings Bank is seeking an Assistant Branch Manager to support the daily operations and success of its Pine Bush, NY branch. Reporting to the Branch Manager, this role delivers high-quality customer service, supports sales and business development, oversees and develops branch staff, and helps ensure compliance with bank policies, procedures, and applicable regulations. The Assistant Branch Manager contributes to branch goals, employee performance, customer relationship development, and continuity of operations, including assuming responsibility for the branch when the Branch Manager is absent. The role requires a strong financial-services background, excellent interpersonal and communication skills, and the ability to coach employees while maintaining accuracy, security, and customer satisfaction. Work is typically performed indoors in a climate-controlled shared office environment with minimal noise. The role is primarily sedentary, includes computer work that may average 6–8 hours per day, and may involve occasional lifting up to 20 pounds, emergency stair navigation, extended hours, and travel based on business needs. Regular, reliable, and timely attendance is required.
Requirements
- Three to five years of experience working in a financial institution.
- Bachelor’s degree or an equivalent combination of education and work experience.
- Notary Public commission required.
- Ability to supervise, coach, train, and develop employees, monitor performance, and support team accountability.
- Strong customer service and sales skills, including the ability to recognize customer needs and identify appropriate products, services, and referral opportunities.
- Excellent communication, interpersonal, organizational, and computer skills.
- Strong attention to detail, sound judgment, and ability to manage multiple priorities while maintaining accuracy and professionalism.
- Ability to perform essential job functions independently and collaboratively, plan and direct work activities, follow written and verbal instructions, and communicate clearly and professionally.
- Accurate mathematical skills and ability to interact effectively with individuals from diverse backgrounds while providing exceptional customer service.
- Ability to manage competing priorities, respond professionally to changing business needs, and maintain composure in a fast-paced environment.
- Discretion and confidentiality when handling sensitive customer, employee, and bank information.
- Regular, reliable, and timely attendance.
Nice To Haves
- Previous supervisory or leadership experience.
Responsibilities
- Provide advanced customer service, including opening new accounts, processing loan applications, and responding to complex customer inquiries.
- Use a needs-based sales approach to identify customer needs, recommend appropriate products and services, and refer customers to appropriate business partners.
- Provide leadership, guidance, and ongoing training to the Branch Team Lead, Teller Team Lead, and Tellers.
- Support employee development in product knowledge, sales, customer service, and compliance; conduct regular one-on-one meetings and maintain accurate performance records.
- Assist the Branch Manager with daily branch operations and assume responsibility for the branch in the Branch Manager’s absence.
- Monitor workflow and staff performance, and help the branch meet service and operational goals.
- Maintain knowledge of branch security procedures and bank policies; monitor lobby activity and assist with preventing and responding to potential fraud.
- Ensure compliance with applicable laws and regulations, including Bank Secrecy Act (BSA), USA PATRIOT Act, and Office of Foreign Assets Control (OFAC) requirements.
- Coordinate and complete required branch and teller audits, ensuring accuracy and compliance with established procedures.
- Oversee checking, savings, and loan-related transaction processing, and assist with teller responsibilities during peak business hours or as needed.
- Support sales initiatives by identifying cross-selling opportunities and connecting customers with appropriate banking partners.
- Prepare and review reports concerning branch performance, business volume, deposits, loan portfolios, and audit results.
Benefits
- Comprehensive medical, dental, vision, and supplemental health options.
- Benefits available for both full-time and part-time employees.
- 401(k) with employer match.
- Tuition assistance up to $5,250 annually.
- Paid time off and holidays.
- Performance-based pay increases and employee recognition programs.
- Free checking account, loan discounts, and other financial perks.
- Dress Down Fridays and an inclusive work environment.
- Community Service Program opportunities.
- Ongoing mentorship, cross-training, and career advancement support.
- Long-term disability and life insurance.
- Incentive compensation based on bank and individual performance goals, paid quarterly and annually based on hire date.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
