About The Position

The Community Office Supervisor (Assistant Branch Manager) supports customer relationships, business development, branch operations, and team development. The position provides day-to-day direction and coaching to branch professionals and serves as acting branch leader in the PBO’s absence. It also supports the Community Banking Office’s short- and long-term goals and performs other duties as assigned or directed. The role requires a high school diploma or equivalent and 3–5 years of retail banking experience. Previous experience leading, coaching, and developing team members to achieve sales and operational goals, as well as consumer loan experience, is required. An associate or bachelor’s degree, business development experience, and experience managing branch performance goals and analyzing data to improve results are preferred.

Requirements

  • High school diploma or equivalent required.
  • 3–5 years of retail banking experience required.
  • Previous experience leading, coaching, and developing team members to achieve sales and operational goals required.
  • Consumer loan experience required.
  • Excellent verbal, written, and interpersonal communication skills.
  • Ability to influence positive outcomes through coaching, collaboration, and relationship building.
  • Strong leadership presence and ability to inspire trust, confidence, and accountability.
  • Strategic thinking and ability to connect daily activities to broader branch objectives.
  • Strong organizational skills and ability to balance multiple priorities.
  • Sound decision-making and independent judgment in complex situations.
  • Results-oriented mindset while maintaining a strong focus on customer experience.
  • Ability to build relationships within the community and demonstrate emotional intelligence.
  • Commitment to developing future leaders and fostering continuous improvement.
  • Ability to analyze performance results and implement plans to improve results.
  • Proficiency in technology and digital banking tools, and ability to learn new systems and help customers with digital banking solutions.
  • Ability to maintain focus and mental alertness while performing responsibilities.
  • Ability to lift and move up to 25 pounds.
  • Ability to communicate in person, by email, and by telephone with customers and staff.
  • Ability to sit and/or stand for extended periods.
  • Specific vision abilities may include close vision and the ability to adjust focus.

Nice To Haves

  • Associate or bachelor’s degree preferred.
  • Business development experience preferred.
  • Experience managing branch performance goals and analyzing data to improve results preferred.

Responsibilities

  • Build, develop, and maintain relationships with existing and prospective customers by identifying financial needs, recommending appropriate solutions, and delivering exceptional customer experiences.
  • Respond promptly to customer inquiries, resolve complex issues and concerns, and support customer loyalty and retention.
  • Identify opportunities to expand customer relationships through deposit, loan, wealth, and digital banking services and referrals to other lines of business.
  • Conduct customer outreach and follow-up using the bank’s CRM system; oversee branch outreach and coach professionals on its execution.
  • Represent the bank through networking, business development, and community involvement.
  • Perform account servicing, loan preparation, and other banking activities.
  • Review branch performance reports and use data to identify opportunities to improve branch results.
  • Serve as acting branch leader in the PBO’s absence and ensure continuity of branch operations.
  • Organize priorities, monitor workflow, and support timely completion of operational responsibilities and customer needs.
  • Monitor operational reports and assist with accurate, timely completion of regulatory, audit, and compliance requirements.
  • Manage operational, compliance, fraud, and security risks while promoting fraud awareness and prevention.
  • Maintain a professional, organized, customer-focused branch environment and help direct customer flow to the appropriate banking professional.
  • Provide day-to-day direction, guidance, and support to branch professionals.
  • Conduct regular team meetings to communicate updates, policies, procedures, goals, and branch priorities.
  • Assist the PBO with identifying, developing, and preparing future leaders within the branch.
  • Coach branch professionals to identify customer opportunities, conduct effective financial conversations, and achieve sales and relationship goals.
  • Recognize team and individual accomplishments through recognition, positive reinforcement, and ongoing communication.
  • Attend the annual meeting to develop office goals and monthly Retail Banking Management Meetings to discuss and evaluate progress.
  • Perform other duties as assigned or directed.
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