Assistant Branch Manager-Martinsville

Carter Bank • Martinsville, VA

2d • Onsite

About The Position

The Assistant Branch Manager develops, expands, and maintains customer business relationships and supports and holds branch associates accountable to help ensure financial performance, customer satisfaction, and compliance with branch policies and procedures. The role demonstrates leadership competency and models skills and behaviors that contribute to high-performing teams.

The position supports the branch’s strategic plan and the Branch Manager’s strategies for growing deposits, loans, and fee income. It guides associate performance and action planning, supports employee morale, oversees the quality of sales, servicing, customer service, and relationship management, and promotes the bank’s products and services. The Assistant Branch Manager also supports effective branch operations, safety and wellness practices, regulatory compliance, and the maintenance of branch systems and facilities.

The role originates consumer and small-business loans, helps customers identify suitable lending and deposit solutions, completes account-opening and loan processes, and works with Retail Credit staff on complicated transactions, loan structures, and exceptions. It reviews specified reports, processes transaction override approvals as needed, performs a range of customer service and banking transactions, and helps onboard, train, coach, and mentor branch associates. The position may require work outside designated branch hours to meet business needs 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.
• Proven 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 an emphasis on balancing.
• Basic computer literacy.
• Knowledge of Microsoft Word and Excel.
• Ability to meet the position’s physical demands, including sitting, standing, walking to a terminal, occasional stooping, and periodically lifting 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

• Demonstrate and guide the consistent application of 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 to support retention and customer service satisfaction.
• Support the Branch Manager’s deposit and loan growth strategy by promoting bank products and services.
• Oversee the quality of consumer and business product sales and servicing.
• Identify and submit quality referrals to branch associates, internal partners, and vendor partners.
• Oversee customer service quality and relationship-management actions and decisions, and consistently deliver exceptional customer experiences.
• Ensure safety and wellness standards are in place and consistently practiced.
• Support branch operations effectiveness by reinforcing expectations for branch associates.
• Oversee adherence to bank and regulatory policies and procedures.
• Ensure branch systems and facilities are maintained.
• Collaborate with internal partners to identify opportunities and areas for improvement.
• Respond effectively to issues, errors, and complaints.
• Demonstrate and support performance and talent-management processes.
• Model adaptability and the skills and behaviors defined in the retail imperatives and the bank’s tradition of care.
• 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 toolkit and cadence reports related to production, HR, Branch Operations, Retail Operations, and Relationship Management.
• Process transaction override approvals as needed.
• Provide customer services including opening and servicing accounts, cashing checks, taking deposits, accepting payments, completing withdrawals, balancing customer accounts, ordering checks, transferring funds, originating specified loans, and completing other transactions.
• Engage customers, ask relevant questions, listen to their needs, and direct them to appropriate teammates.
• Assist the Branch Manager with planning, oversight, and training during new-hire onboarding.
• Coach and mentor branch associates.

Benefits

• Eligible associates may participate in Carter Bank’s benefits package, including medical, dental, vision, life insurance, disability coverage, other voluntary benefits, 401(k), paid time off, and paid holidays.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED