Assistant Treasurer, Branch Manager

Adirondack Trust Company•Saratoga Springs, NY

About The Position

The Branch Manager oversees the efficient operation of the branch, ensuring all operational functions are complete and properly performed by the staff. They must convey a feeling of trust, service, security, and satisfaction to customers and staff. The Branch Manager is responsible for attaining branch goals as outlined on the branch scorecard, including coaching and supporting staff towards goal achievement. They must have the ability to assist customers in all types of desk area transactions, have excellent customer service skills, recognize customer needs, and have familiarity with all retail banking products and services. The Branch Manager must be proficient in both operational efficiency and all aspects of the teller function. They should foster a positive environment, which is necessary to mentor and lead a team and grow their customer base while providing excellent customer experiences. The Branch Manager must show strong attention to detail and display creative problem-solving.

Requirements

Minimum of 2 years of Management Experience.
A four-year degree or equivalent experience in branch management.
Proficient in Microsoft Word, Excel, and Open Office applications.

Responsibilities

Thorough understanding of ATC products and services and ability to recognize customer needs, provide solutions, and suggest new bank products and services to customers.
Ability to open, close, and maintain all types of deposit accounts and safe deposit boxes.
Adhere to ATC customer service standards to ensure the branch achieves benchmark scores for Voice of the Customer Surveys.
Assist with the cross-training of other employees.
Advises customers and potential customers on financial matters, including more complex banking activities, such as establishing business accounts, foreign exchange, estates, trusts, IRAs, bonds, wire transfers, etc.
Keep staff informed of pertinent changes in operational policy and procedures.
Responsible for ongoing coaching and development of staff.
Obtain and maintain Notary Public and NMLS.
Ability to open and close branch and assist other branches as needed.
Knowledgeable of security equipment, including the video and door access systems. Good understanding of security procedures, handling employee problems, emergency situations, and staff absence coverage.
Demonstrates good decisions on customer problems and/or complaints and judgment calls.
Prepare performance appraisals and disciplinary notices as required.
Knowledge of branch maintenance and able to place proper service calls for problems regarding machines, indoor and outdoor facilities, and service companies.
Knowledge of consumer loan products, ability to take applications, and close loans.
Support and participate in internal business development initiatives and prospect calling.
Perform pre-audits to ensure ongoing adherence with compliance procedures.
Oversee the creation and implementation of branch schedules that provide for the most efficient use of staff resources while meeting customer needs.
Make efforts to understand and manage scorecard targets.