Branch Assistant

BankFive•Fall River, MA

2d•$19 - $24•Onsite

About The Position

The Branch Assistant supports tellers in their daily objectives, promotes regulatory compliance and sound branch operations, and assists management with administrative functions. The role delivers customer service to current and prospective customers, helps deepen and retain customer relationships, mentors teller staff, meets personal sales goals, and guides platform staff toward branch sales goals.

Requirements

High school diploma or equivalent is required.
Bank experience is required.
NMLS registration or eligibility for registration is required.
Proven customer service, sales or business development, and problem-solving skills are required.
Ability to use office equipment, including a computer terminal, and knowledge of banking platform programs are required.
Ability to work under pressure and within deadlines, prioritize, and manage changing priorities and multiple tasks simultaneously.
Notary public status is required, with eligibility for registration required at hire.
Ability to lift more than 50 pounds and stand for extended periods.
Ability to follow written and verbal directions and use hands and fingers to operate computers and other office machinery.
Ability to move around the office, access file cabinets and equipment, and crawl, squat, or kneel to place or move objects.
Ability to communicate verbally with customers and coworkers and use a telephone to exchange information.
Close and distance vision and the ability to adjust focus.
Ability to travel regularly between the main office and branches, sometimes with less than a day’s notice.

Nice To Haves

Associate’s degree in Business or a related area.
Two years of progressive retail banking experience.
Intermediate Microsoft Office skills.

Responsibilities

Ensure operational integrity and risk management by making sure procedural requirements and processes are understood and followed.
Meet established sales goals and act as a leader in the branch.
Oversee teller staffing, coaching, and performance management; guide tellers through complex customer transactions and assist with their training and coaching.
Participate in daily teller activities, including processing transactions and performing standard teller duties.
Support platform team members in understanding and following operational policies and procedures.
Greet and interact with customers and non-customers while providing world-class service.
Maintain and balance the assistant’s cash drawer, daily ATM transactions, branch work, and vault cash.
Answer questions about bank products and services, open customer accounts, take loan applications when opportunities arise, and help resolve customer problems.
Identify referral opportunities that benefit customers and deepen their banking relationships with BankFive.
Complete other projects as assigned.