Assistant Treasurer, Branch Manager
About The Position
The Branch Manager oversees the efficient operation of the branch and ensures that staff completely and properly perform operational functions. The role conveys trust, service, security, and satisfaction to customers and staff, and is responsible for achieving branch scorecard goals by coaching and supporting staff. The Branch Manager assists customers with desk-area transactions, recognizes customer needs, understands retail banking products and services, and maintains proficiency in operational efficiency and teller functions. The position fosters a positive environment to mentor and lead a team, grow the customer base, and provide an excellent customer experience. Strong attention to detail and creative problem-solving are expected. The role includes advising customers on financial matters and banking activities, overseeing staff development and branch operations, supporting business development, and maintaining compliance with operational procedures. The position may also require opening and closing the branch and assisting other branches as needed.
Requirements
- At least 2 years of management experience.
- A four-year degree or equivalent experience in branch management.
- Proficiency in Microsoft Word, Excel, and OpenOffice applications.
- Ability to assist customers with a variety of banking transactions and demonstrate excellent customer service skills.
- Ability to perform operational and teller functions, including account servicing and consumer loan application and closing activities.
- Strong attention to detail, creative problem-solving, and sound judgment.
- Ability to communicate orally and hear well enough to communicate with customers, coworkers, and outside bank personnel.
- Ability to read reports and use a computer.
- Ability to perform normal daily physical activities, including walking, standing, sitting, stooping, bending, pushing, and pulling.
- Occasionally lift 20–30 pounds, such as files or a cash drawer.
Responsibilities
- Understand Adirondack Trust Company (ATC) products and services, recognize customer needs, provide solutions, and suggest appropriate bank products and services.
- Open, close, and maintain deposit accounts and safe deposit boxes.
- Adhere to ATC customer service standards and help the branch achieve Voice of the Customer (VOC) benchmark scores.
- Assist with cross-training employees.
- Advise customers and prospective customers on financial matters and complex banking activities, including business accounts, foreign exchange, estates, trusts, IRAs, bonds, and wire transfers.
- Keep staff informed of changes in operational policies and procedures.
- Coach and develop staff on an ongoing basis.
- Obtain and maintain Notary Public and NMLS credentials.
- Open and close the branch and assist other branches as needed.
- Understand security equipment, including video and door-access systems, and security procedures; handle employee problems, emergencies, and staff-absence coverage.
- Exercise sound judgment in addressing customer problems, complaints, and judgment calls.
- Prepare performance appraisals and disciplinary notices as required.
- Arrange service calls for machines, indoor and outdoor facilities, and service companies as needed.
- Understand consumer loan products, take applications, and close loans.
- Support and participate in internal business-development initiatives and prospect calling.
- Perform pre-audits to support ongoing compliance with procedures.
- Oversee branch schedules to use staff resources efficiently while meeting customer needs.
- Understand and manage branch scorecard targets.
- Perform other duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
