Banker Trainer - Assistant Manager (Plattsburgh Region)
About The Position
The Banker Trainer – Assistant Branch Manager is responsible for supporting branch management while leading the onboarding and training process for branch team members. The position combines operational oversight with a strong focus on employee development, ensuring team members are equipped with the knowledge, skills, and confidence to deliver exceptional customer experiences. In addition, the role reinforces a people-first culture while maintaining compliance with regulatory requirements and achieving branch performance goals. This is achieved by consistently supporting the development and growth of team members through coaching, responding to inquiries, safeguarding customer information, and detecting/preventing fraud. This role performs a variety of management duties while overseeing branch operations in the absence of the Branch Manager. The position works closely with the Regional Manager and Retail department to identify skills gaps and support targeted development.
Requirements
- Associate’s degree or equivalent experience required
- Obtain and maintain Nationwide Multistate Licensing System (NMLS) certification and Signature Guarantee certification within required timeframes, in accordance with regulatory and company requirements
- Exceptional written and verbal communication skills in English; able to convey complex concepts clearly and professionally to customers, coworkers, management and other stakeholders.
- Demonstrated commitment to delivering high-quality customer service with a courteous, patient, and professional demeanor; skilled in active listening and assessing customer needs.
- Strong interpersonal abilities with a focus on collaboration, engagement, and building trust with internal and external partners.
- Solid understanding of banking products and services; knowledge of banking platforms preferred.
- Sound judgement, creative thinking, and the ability to identify solutions that meet both customer and business needs.
- Experience in sales, referrals, or promoting financial products to customers.
- Proficient in Microsoft Office applications (Word, Outlook, Excel) and ability to effectively learn and utilize department specific systems and software.
Nice To Haves
- 4 years of experience in Banking, Customer Service, or Retail sales preferred
- 1 year of supervisory experience preferred
- Prior experience training, coaching, or mentoring employees strongly preferred; ability to develop team members across varying experience levels, fostering growth and confidence
Responsibilities
- Facilitate the onboarding process, including systems, products and service standards for team members
- Monitor and analyze training progress for newly hired team members to ensure accuracy, knowledge retention, identify skill gaps, and coordinate supplemental training and development to strengthen performance and support employee retention
- Partner with the Branch Manager to develop and execute branch growth strategies and maintain a strong community presence
- Lead branch operations and serve as the primary management point of contact in the absence of the Branch Manager
- Provide coaching, mentoring, continuous training, and performance feedback to enhance employee performance and engagement
- Maintain up-to-date knowledge of and adherence to applicable Company policies and procedures, and federal regulations, such as the consumer protection laws governing loan origination
- Provide consistent, outstanding customer service by anticipating and reacting to customer needs
- Support sales efforts of Company; actively participate in cross-sell program and make
- Solicit new business while maintaining current customer relationships
- Oversee and adhere to requirements pertaining to branch security, fraud prevention, and Bank Secrecy Act; identify counterfeit currency and monetary instruments
Benefits
- Competitive compensation including potential bonus and incentives as well as paid vacation, sick time, and holidays
- Medical, Dental, and Vision Insurance and Flexible Spending Plan
- Multiple retirement plans including: 401(k), Pension, and Employee Stock Ownership
- Education and Tuition Reimbursement
- Employee Assistance Program for our employees and their immediate family members
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
