Assistant Branch Manager - Winter Park

Climate First Bank•Winter Park, FL

3d•Onsite

About The Position

Climate First Bank is seeking an Assistant Branch Manager to support the Branch Manager with efficient daily operations, help lead and develop the branch team, deliver exceptional customer service, identify customer needs, and oversee the Winter Park branch when the Branch Manager is absent. The position is in person at 1150 S. Orlando Avenue, Winter Park, Florida. Occasional U.S. travel for company events or leadership sessions may be required. The Assistant Branch Manager supports branch performance and customer service goals, coaches less experienced staff, and leads daily branch activity when needed. The role involves understanding bank products and services, responding to customer requests, recommending products based on customers’ needs, and handling customer grievances and research items in accordance with Bank policy. The role also includes opening and closing the branch; maintaining security practices; testing security equipment; overseeing teller and vault cash audits; following emergency procedures; enforcing dual-control procedures; and maintaining accuracy and professionalism in daily banking services. The employee must stay current on applicable regulatory requirements and complete mandatory compliance and IT training, follow Bank policies and procedures, and help prevent fraudulent activity by questioning suspicious activity and collaborating with relevant departments. Climate First Bank is a Florida Benefit Corporation and FDIC-insured commercial bank whose stated mission and commitments include sustainability, transparency, ethical banking, and environmental, social, economic, and racial justice. The employer is tobacco-free; employees must affirm they are non-smokers or commit to cessation within 90 days of offer acceptance. The company does not offer visa sponsorship and requires valid work authorization.

Requirements

Excellent sales, interpersonal, communication, and supervisory skills.
Superior customer service skills.
Strong attention to detail and the ability to multitask and manage time effectively.
Knowledge of financial products and services, banking regulations, and applicable laws.
Solid organizational skills and the ability to perform effectively in a fast-paced environment.
Ability to communicate professionally, listen carefully, respond promptly, handle customer concerns tactfully, and build trust.
Ability to learn new tools quickly and use technology to create efficiencies and improve work.
Ability to contribute as part of a team and step into a leadership role when needed.
Valid U.S. work authorization; the employer does not offer visa sponsorship.
Must affirm non-smoker status or commit to cessation within 90 days of offer acceptance.
Ability to meet the stated physical demands, including occasional lifting up to 20 lbs.

Nice To Haves

Prior consumer lending experience is preferred.

Responsibilities

Support the Branch Manager in achieving profit, performance, and customer service goals.
Coach less experienced staff to strengthen sales and operational skills.
Oversee daily branch activity and lead the team when the Branch Manager is unavailable or developing business.
Understand the Bank’s products and services, listen to prospects’ and clients’ needs, respond promptly to requests, and recommend suitable products and services.
Handle and follow up on customer grievances and research items in accordance with Bank policy.
Open and close the branch and remain current on security policies and procedures.
Test security equipment and oversee teller and vault cash audits.
Follow established procedures for robberies and other emergencies.
Enforce dual-control procedures and maintain accuracy and professionalism across daily banking services.
Stay informed of applicable regulatory requirements and complete mandatory compliance and IT training.
Follow established Bank policies, procedures, and regulations.
Question suspicious activity and collaborate with relevant departments to help prevent fraud.
Adopt a commitment to environmental, social, economic, and racial justice.

Benefits

Medical, dental, and vision insurance; the employer pays 100% of employee coverage and contributes toward dependent coverage.
Health Savings Account (HSA).
Free telemedicine access via Teladoc.
401(k) with a 6% employer match and no vesting period.
Employee stock options.
Employee banking perks.
0% financing for employee solar loans.
Employee-only mortgage product with exclusive interest rates and terms.
0% financing for eligible electric vehicles.
Referral incentives.
Two to four weeks of vacation based on officer level, plus additional tenure-based time.
64 hours of paid sick time for full-time employees.
Company-paid life insurance.
Short- and long-term disability insurance.
Voluntary life, accident, and critical illness coverage.
Employee Assistance Program with free counseling, legal, and financial services.
Position may be eligible for an annual bonus, incentives, and equity.