Assistant Branch Retail Manager

First Montana Bank•Butte, MT

13d•$39,000 - $59,000•Onsite

About The Position

This role involves performing essential duties related to customer service, transaction processing, and branch operations. The Assistant Branch Retail Manager supports the Branch Retail Manager and Market President in supervising retail functions, managing staff, training, ensuring system integrity, overseeing cash handling, resolving customer complaints, approving transactions, managing the CARE program, conducting cash counts, and ensuring compliance with banking regulations. The position also requires contributing to customer satisfaction, bank growth, and efficient branch operations through sales, cross-selling, and accurate transaction processing.

Requirements

High School Diploma or General Education Degree required
2-3 years related experience required
Valid Driver’s License
Ability to be bonded
Ability to obtain Notary Public certification
Ability to adapt to changes, delays or unexpected events in the work environment
Ability to manage competing demands and prioritize tasks
Ability to change approach or method to best fit the situation
Ability to maintain focus for extended periods of time
Ability to complete research projects with resourcefulness and persistence
Ability to synthesize complex or diverse information
Ability to use intuition and experience to complement existing data
Working knowledge of Word Processing software
Working knowledge of Spreadsheet software
Working knowledge of Internet browser functionality and navigation
Ability to follow instructions, both in written and verbal format
Ability to respond to management direction
Ability to complete tasks on time or notify the appropriate person with an alternate plan when necessary
Ability to maintain satisfactory relationships with others
Excellent customer service skills
Good overall understanding of appropriate human relations
Ability to make prudent and timely decisions
Ability to exhibit sound and accurate judgment
Ability to explain reasoning for decisions
Ability to read and interpret documents such as safety rules, operating and maintenance instructions and procedure manuals
Ability to write routine reports and correspondence
Ability to effectively present information in one-on-one and small group situations to customers and other employees
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals
Ability to compute rate, ratio, and percent and to draw and interpret bar graphs
Ability to coordinate eyes, hands, fingers, and feet accurately and handle precise movements
Ability to identify and/or prevent problems before they occur
Ability to formulate alternative solutions to problems when necessary
Ability to transfer learning from past experiences to new experiences of similar nature
Ability to complete duties accurately and on time
Ability to edit the accuracy and thoroughness of one’s work as well as the work of others
Ability to constructively apply feedback to improve performance
Ability to generate ideas to improve and promote quality in work
Ability to apply common sense understanding to carry out instructions furnished in written, oral or diagram form
Ability to deal with problems involving several concrete variables in standardized situations
Ability to carry out supervisory responsibilities in accordance with the Company’s policies and applicable laws
Ability to interview, hire, train, and coach employees
Ability to plan, assign and direct work
Ability to review performance
Ability to appraise/discipline employees when necessary
Ability to address complaints and questions and resolve problems

Nice To Haves

Bachelor’s Degree preferred
3 years banking experience strongly preferred
1-2 years supervisory or management experience strongly preferred

Responsibilities

Serve customers at a window or desk and process a variety of transactions including deposits, withdrawals, check cashing, loan payments, and sale of money orders, cashier’s checks, and prepaid cards.
Ensure dual control procedures are followed and all documentation is accurate and complete, adhering to all internal policies, procedures, laws, and regulations.
Balance individual cash drawer daily, maintain authorized cash levels, and report, investigate, and correct balancing errors.
Balance vault cash and branch cash daily, order/sell cash or coin through the Federal Reserve, and coordinate armored car transportation.
Provide miscellaneous customer services such as wire transfers, stop payments, check orders, notary acknowledgments, and debit card disputes.
Close out accounts as requested by customers and redeem certificates of deposit.
Answer incoming phone calls, resolve customer inquiries, or transfer calls to the appropriate department.
Perform other duties as assigned, which may include filling and balancing ATMs, performing file maintenance reviews, following dormant account procedures, assisting with safe deposit audits, and filling teller supplies.
Follow the Customer Acquisition and Relationship Enhancement (CARE) program to sell and cross-sell bank products and services, determining customer needs and recommending appropriate solutions.
Accept, review, and approve or reject applications for new accounts, ensuring proper documentation and compliance with identification and OFAC check requirements.
Open approved new accounts with accurate documentation and disclosures, inputting information into the system and setting up associated services.
Demonstrate and assist customers with online banking, bill payment, mobile banking, and other online services.
Supervise, on a day-to-day basis, some or all of the retail functions to ensure efficient operations and excellent customer service.
Ensure consistent procedures and guidelines are followed by staff and promptly communicate issues to management.
Participate in interviewing, hiring, appraising, and disciplining subordinate employees.
Provide direct management of branch retail staff and functions in the absence of the Branch Retail Manager.
Assist with the training, motivation, and development of branch retail staff, including conducting staff meetings.
Assist with ensuring the system integrity and document accuracy of all transactions performed by CCA and Teller staff.
Monitor transaction errors to identify causes and make recommendations for improvement.
Ensure high standards for teller balancing are met and immediately report significant offages.
Oversee adherence to cash, dual, and other internal controls by retail staff.
Oversee the scanning of branch work daily, ensuring accuracy and proper balancing.
Perform or oversee vault teller duties, including verification of Federal Reserve cash shipments.
Resolve customer complaints and inquiries in a timely and effective manner.
Approve checks for cashing and deposit, sign cashier’s checks, approve/decline debit card limit increases and mobile deposit limits, and approve customer wire transfer requests within approved limits.
Assist with management of the CARE program to ensure standards are met and maintain accuracy of the CARE tracking spreadsheet.
Conduct and document scheduled and surprise cash counts of CCA/Teller cash, vault, ATM, and electronic cash recycler.
Assist with completion of branch internal controls procedures and maintenance of the branch internal controls binder.
Assist with efforts to ensure compliance with retail-related regulations, including reviewing Currency Transaction Reports (CTRs) for accuracy.