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 functioning and compliance with policies and procedures. In partnership with the Branch Manager, this role supervises and schedules employees, supports their development, and leads by example in delivering courteous, consistent customer service and building lasting customer relationships. The position applies sound judgment to transactions, refers questionable items to management, and maintains professional conduct and the security and confidentiality of bank information. The role supports customer service, sales, lending, account servicing, compliance, cash management, and branch administration. It may involve opening and closing duties outside lobby hours and being on call for after-hours alarm or ATM/ITM issues. The Assistant Branch Manager also helps maintain a positive team environment and may supervise the branch team when the Branch Manager is absent. Work takes place in a well-lit, heated or air-conditioned indoor branch office with adequate ventilation and moderate office noise. The employee must be able to remain stationary for much of the workday, operate computers and office equipment, move around the branch, and transport up to 25 pounds of coin between work areas and the vault. Southside Bank uses E-Verify to confirm the employment eligibility of newly hired employees and is an equal opportunity employer.

Requirements

Associate’s degree or equivalent from a two-year college or technical school, or six months to one year of related experience and/or training, or an equivalent combination of education and experience; this qualification is described as preferred.
Minimum two years of banking experience preferred.
Proficiency in typing, 10-key calculator use, 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 maintain professional appearance and behavior and protect confidential information.
Ability to remain stationary for 75% of the time; frequently move around the branch; operate computers, scanners, printers, and other office productivity machinery; position oneself to access equipment, including under desks or in different branch areas; and detect, recognize, and identify customers.
Ability to transport 25 pounds of coin 5–25 feet to the vault, up to five times per day depending on coin deliveries.
Compliance with applicable laws and regulations, bank policies and procedures, safety practices, audit requirements, BSA and anti-money-laundering laws, and the Bank’s Information Security Program.

Nice To Haves

Minimum two years of banking experience.
Associate’s degree or equivalent from a two-year college or technical school, or six months to one year of related experience and/or training, or an equivalent combination of education and experience.

Responsibilities

Deliver the bank’s customer service standards, accurately handle customer interactions, complete thank-you calls and follow up on problem resolution as directed, and meet applicable operational and sales goals.
Explain bank products and services, build relationships with new and existing customers, identify customer needs, refer customers to other departments, and work with tellers and bankers to identify sales opportunities.
Originate consumer loan applications, cross-sell consumer loans, open traditional and Roth IRAs, and assist with IRA contributions, distributions, rollovers, and transfers.
Protect sensitive bank information and records and accurately communicate account information to customers.
Assist the Branch Manager with effective branch operations, policy compliance, and analysis and resolution of operational issues.
Follow fraud-prevention and compliance procedures, verify identification and transaction details, and ensure accurate reporting for CTRs, SARs, monetary logs, and Regulation CC holds.
Maintain cash drawer limits and daily balancing standards, report cash outages, and follow teller over/short policies.
Authorize exceptions within assigned authority, obtain required supervisory approval for transactions exceeding limits, and comply with audit procedures, including auditing team cash boxes.
Supervise branch employees’ work assignments and performance development in the Branch Manager’s absence; provide leadership, training, coaching, and recommendations concerning staff development or discipline.
Monitor and attempt collection of overdrawn accounts.
Accept and verify deposits; cash checks; process less-cash transactions, official checks, cash advances, loan payments, stop payments, cardholder claim statements, savings bond redemptions, and other customer requests within authorized limits.
Perform notary services when applicable and help customers with account reconciliation and problem resolution.
Ensure coin machine, cash recycler, and ATM or ITM balancing is completed using proper dual-control procedures; perform vault transactions and prepare branch cash orders.
Provide required disclosures and brochures and communicate regulatory requirements to customers.
Process collection items, including dealer drafts and foreign items.
Complete opening and closing duties when needed, including before or after lobby hours; may be on call for after-hours alarm or ATM/ITM issues.
Support a positive, courteous team atmosphere and assist employees with customer issues such as check holds and errors.
Create staff schedules that cover peak customer traffic, assign duties and training to support service and employee growth, and prioritize, organize, delegate, and multitask.
Continue professional development through applicable training, seminars, and professional associations; follow bank policies, safety procedures, equal employment policies, applicable laws, BSA and anti-money-laundering requirements, and the Bank’s Information Security Program.
Perform additional duties as assigned or directed.