Assistant Branch Manager

Washington Trust Bank Careers•Spokane Valley, WA

5d•Onsite

About The Position

The culture here at WTB really is like no other company. I'm lucky to be able to be a part of such a family oriented organization, and I love welcoming people into it and showing them what makes this such a special place to work. This role is located at the Sullivan Branch in Spokane Valley, WA. The schedule is Monday-Friday 8:15 am to 6:15 pm, Saturday 9:45 am to 2:15 pm, with flexibility required. Regular, reliable attendance is essential. The primary focus is managing and supporting sales and service activities within the branch, coaching staff on corporate training programs, and partnering with the Branch Manager on sales support, training, coaching, mentoring, and development. This includes ensuring core competency and development plan documentation is completed, marketing Washington Trust banking products and services, prospecting for new clients, and generating leads through existing relationships and referrals. Regular meetings with the Branch Manager are held to provide feedback on branch strategies and plan for growth. Compliance and risk management duties are also a key part of the 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

Manage and support implementation of sales and service activities in the branch.
Coach to all corporate sponsored training programs.
Partner with branch manager to provide sales support, training, coaching, mentoring and development to all branch staff.
Ensure that core competency and development plan documentation for all staff is completed.
Responsible for marketing Washington Trust banking products and services including preparing for client calls, making sales calls, and call follow-up.
Identify opportunities and continually prospect for new clients.
Generate leads through existing relationships; ask Center of Influence (COI) and other referrals sources and all new clients for referrals.
Meet regularly with Branch Manager to give feedback on branch strategies and plan for further growth of the branch.
Perform compliance and risk management duties as required or assigned.
Co-manage and motivate 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 when appropriate.
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 the branch and market goals.
Drive goal planning and develop strategies for the branch.
Take ownership and emulate the highest level of client service in all situations.
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.
Keep 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.
Directly conduct coaching with the personal banker, training, human resource functions and staff development activities.
Work with regional manager, when necessary and human resources in recruitment and hiring process.
Ultimately responsible for all regulatory and compliance activity within the branch including overseeing of the branch audit.
Incorporate effective internal controls into all relevant work processes.
Maintain a comprehensive understanding of internal controls, focusing specifically on key controls.
Ensure timely updates to internal controls documentation when changes occur in risk parameters and/or workflow.
Accountable for complying with bank policies and procedures, and governmental regulatory requirements.
Manage 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 the necessary spot checks and training for audits for the branches.
Adhere to bank policy manual.
Analyze workloads and workflows, designing and implementing best practices.
Manage branch to proactively educate, identify and prevent fraud situations.
Responsible for adhering and managing 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 branches’ primary operation contact providing daily support to branches in problem resolution relative to policies, procedures, compliance, technical and operational issues, as well as business and personal document interpretation.
Maintain responsibility for managing personal bankers and other branch staff as assigned by the Branch Manager.
Directly 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.
Manage client base to meet bank income goals.
Directly responsible for maintaining reasonable fee waiver and budgetary expectations, as assigned by Branch Manager.
Conduct other duties as assigned by the Branch Manager.