Assistant Branch Manager
About The Position
The Assistant Branch Manager works closely with the Branch Manager to achieve branch and Bank goals through daily operational excellence, supervision and leadership of Tellers, and Breakthrough Client Service. The role processes transactions, helps clients select appropriate account and loan products, cross-sells bank services, and makes referrals to other departments as appropriate. The Assistant Branch Manager ensures the branch meets or exceeds operating standards and is responsible for satisfactory audits. The position monitors sales and service goals, coaches team members to deepen customer relationships using Client and Business Financial Review, and builds long-term relationships with consumers and businesses in the local community. It also backs up the personal banking team by opening accounts, receiving loan requests, and gathering credit-related information. The role manages, leads, trains, and coaches Tellers, and may oversee personal bankers in collaboration with the Branch Manager. It also performs and oversees branch operations, including opening and closing the branch, overdraft monitoring, wire transfers and collections, stop payments, and monitoring branch controls. The position requires acting as a Bank MLO for open-end transactions only, such as home equity lines of credit; it is not authorized to act as a Bank Closed-End MLO.
Requirements
- High school diploma or GED.
- Two years of retail banking experience.
- Customer service background in retail or banking.
- Ability to grow sales by developing lasting, knowledge-based client relationships and offering customized solutions.
- Leadership skills, including handling difficult customer and associate conversations professionally, transparently, and courteously.
- Strong attention to detail and ability to multitask effectively.
- Proficiency with spreadsheets, banking computer systems, related software, and office equipment.
- Ability to perform repetitive movements for tasks such as counting cash, typing, and handling documents.
- Register as a Bank MLO in compliance with SAFE Act requirements.
Nice To Haves
- Associate’s or Bachelor’s degree, or a vocational or technical degree in banking, business, or a related field; equivalent work experience is also preferred.
- One year of management or supervisory experience.
- One year of consumer and small business lending origination experience.
Responsibilities
- Work with the Branch Manager to achieve branch and Bank goals and ensure daily operational excellence.
- Supervise and lead Tellers and provide Breakthrough Client Service.
- Process transactions, place clients in appropriate account and loan products, cross-sell bank services, and make referrals to other departments.
- Ensure the branch meets or exceeds operating standards and achieve satisfactory audits.
- Monitor sales and service goals and coach team members to deepen customer relationships using Client and Business Financial Review.
- Develop and maintain long-term relationships with consumers and businesses in the local community, providing proactive solutions and problem resolution in line with the bank’s service standards.
- Back up the personal banking team by opening new accounts, receiving loan requests, and gathering credit-related information.
- Manage, lead, train, and coach Tellers; may oversee personal bankers in collaboration with the Branch Manager.
- Perform and oversee branch opening and closing, overdraft monitoring, wire transfers and collections, stop payments, and monitoring branch controls.
- Act as a Bank MLO for open-end transactions only and comply with SAFE Act registration requirements.
Benefits
- Competitive incentive plan
- Professional development and tailored premier banker programs
- Career growth opportunities
- Medical, dental, and vision coverage for eligible associates
- 401(k) retirement savings plan with employer match for qualifying associate contributions
- Employee assistance program
- Life insurance
- Disability insurance
- Tuition assistance
- Mental health resources
- Identity theft protection
- Legal support
- Auto and home insurance
- Pet insurance
- Online discount marketplace
- Paid vacation, sick days, volunteer days, and holidays
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
High school or GED
