Assistant Branch Manager - Lexington

Carter Bank•Lexington, VA

22h

About The Position

The Assistant Branch Manager develops, expands, and maintains customer business relationships while supporting and holding branch associates accountable. The role helps ensure financial performance, customer satisfaction, and compliance with branch policies and procedures, and models leadership behaviors that contribute to high-performing teams. The Assistant Branch Manager supports the branch’s strategic plan and growth objectives for deposits, loans, and fee income; coaches associates; oversees sales, servicing, customer experience, branch operations, and adherence to bank and regulatory requirements. The position also originates consumer and small-business lending, assists customers with deposit and lending solutions, handles a range of customer transactions, and supports hiring, onboarding, and training. The role may require work outside designated branch hours and occasional overnight travel.

Requirements

High school diploma or equivalent required.
Previous experience in a financial institution or a similar professional or retail services industry required.
Successful customer service and/or sales experience required.
Demonstrated leadership capability in a prior position.
Strong mentoring, coaching, and leadership skills.
Excellent customer service and collaboration skills.
Attention to detail and ability to multitask.
Strong verbal and written communication skills.
Ability to lead effectively in a fast-paced environment.
Basic math and accounting skills, with emphasis on balancing.
Basic computer literacy and knowledge of Word and Excel.
Ability to sit, stand, walk to a terminal, and occasionally stoop.
Ability to periodically lift bags and/or trays of coins and bills.
Ability to travel, including occasional overnight travel.
May need to work outside designated branch hours to meet business needs.

Nice To Haves

Some college.
Successful account or relationship management experience.
Successful operations experience.
Knowledge of banking products and services.

Responsibilities

Guide associates in consistently applying the retail operating model’s behaviors, skills, and tools.
Participate in executing the branch strategic plan to grow core deposits, loans, and fee income.
Support associate action planning, reinforce expectations, and assess performance.
Promote employee morale, customer service satisfaction, and retention.
Support the Branch Manager’s strategies for deposit and loan growth by promoting bank products and services.
Oversee the quality of consumer and business product sales and servicing.
Identify and submit referrals to branch associates, internal partners, and vendor partners.
Oversee customer service and relationship-management actions and decisions, and deliver exceptional customer experiences.
Ensure safety and wellness standards are in place and consistently practiced.
Support branch operational effectiveness and reinforce expectations for branch associates.
Oversee adherence to bank and regulatory policies and procedures, and ensure systems and facilities are maintained.
Collaborate with internal partners to identify opportunities and improvements.
Respond to issues, errors, and complaints.
Apply performance and talent management processes consistently; demonstrate adaptability and model the bank’s retail imperatives.
Originate consumer and small-business lending for existing and new customers.
Help customers identify appropriate lending and deposit solutions; complete deposit openings, loan applications, and loan closings.
Work with Retail Credit staff to review complicated transactions, structure loans, and address loan exceptions.
Review reports relating to production, human resources, branch operations, retail operations, and relationship management.
Process transaction override approvals as needed.
Provide customer services including opening and servicing accounts, cashing checks, accepting deposits and payments, completing withdrawals, balancing customer accounts, ordering checks, transferring funds, originating specified loans, and handling other transactions.
Engage customers, identify their needs through relevant questions and listening, and direct them to the appropriate teammate.
Assist the Branch Manager with planning, oversight, and training for onboarding new associates.
Coach and mentor branch associates.