Senior Assistant Branch Manager

Fremont Bank•Carmel-by-the-Sea, CA

13h•$73,000 - $90,000

About The Position

The Senior Assistant Branch Manager delivers exceptional customer service in accordance with Fremont Bank standards while overseeing branch operations, staff development, and sales performance. The role supports the Branch Manager in maintaining efficient teller-line operations, operational integrity, staff productivity, and branch security. It implements and reinforces bank policies, procedures, and security measures, and ensures associates follow applicable standards and regulations. Responsibilities include balancing vault cash, maintaining cash limits and supplies, completing operational reports and certifications, and training and supervising branch associates. The role leads sales and relationship-expansion activities, including outbound calling, outside prospecting, referrals, account opening, and recommendations of consumer and business banking products and services. It also develops internal partner relationships and contributes to branch sales goals. Outside business development may involve cold calling and community networking. The Senior Assistant Branch Manager directly manages operations positions, including Tellers, Senior Tellers, Lead Tellers, and Operations Supervisors. The role participates in hiring, training, performance management, scheduling, sales meetings, and goal tracking. In the Branch Manager’s absence, it assumes responsibility for branch operations, sales, coaching, training, and staff development. The position requires a flexible schedule, including weekends, and may involve outside business development activities. Fremont Bank describes its culture as people-first, inclusive, relationship-centered, and grounded in community involvement and local reinvestment.

Requirements

At least 4 years of sales and customer service experience in a customer-facing banking environment, including prior consumer and business account opening responsibilities.
Successfully pass the Regulation CC Exam and Operational Knowledge Exam and obtain Signing Authority.
Demonstrated success building client relationships and achieving banking sales and lending objectives.
Knowledge of small business deposit and lending products.
Demonstrated success in small business lending, prospecting, and cold calling new outside business opportunities.
Knowledge of bank products and services and effective sales techniques.
Understanding of banking regulatory compliance issues.
Excellent listening, presentation, verbal, and written communication skills.
At least 1 year of cash handling experience is recommended.
Basic computer literacy, including a Windows-based computer environment and working knowledge of Microsoft Office.
Strong time-management and organizational skills.
Vision and hearing sufficient for interacting with clients by phone and in person; clear and understandable verbal communication.
Ability to walk and stand during outside business development activities.
Willingness to perform assigned telemarketing duties.
Proven leadership capabilities and thorough understanding of goal setting and personnel development techniques.
Superior interpersonal skills, including the ability to de-escalate hostile client interactions and mediate employee relations issues.
Ability to motivate staff in sales productivity and operational compliance.
Professional appearance.
Ability to lift at least 25 pounds.
High school diploma or GED.
Ability to maintain a flexible schedule, including weekends.

Nice To Haves

At least 2 years of supervisory experience or equivalent.
College degree.

Responsibilities

Provide exceptional customer service consistent with or exceeding the bank’s Six Diamond Experience standards.
Identify client needs, expand client relationships, and complete required documentation and account paperwork.
Resolve client issues and requests in a timely and professional manner.
Explain, promote, and refer consumer and business banking products and services to current and prospective clients.
Meet assigned sales and referral objectives and contribute to branch goals, including partner referrals.
Maintain performance records and pipeline activities, and review results with Branch Management.
Conduct telemarketing and client follow-up when assigned.
Participate in outside business development, including in-person cold calling and community networking events.
Communicate consumer and business deposit and lending products, merchant payment, payroll, and treasury management services accurately.
Recommend and submit small business lending products and applications with supporting documentation.
Open new accounts and service existing consumer and business accounts.
Follow and explain bank policies and procedures and comply with applicable state and federal laws and regulations.
Perform operational duties accurately, including cash handling and balancing cash drawers and vault cash.
Maintain teller and branch cash limits and coordinate cash shipments to meet branch needs.
Complete and submit branch reports, certifications, and audits accurately and on time.
Train associates in customer service, banking procedures, and regulatory requirements; participate in branch meetings and training workshops.
Stay current on bank activities, promotions, products, services, policies, procedures, and relevant industry training.
Maintain a flexible work schedule, including weekends, and perform other assigned duties.
Assume Branch Manager duties and responsibilities in the Branch Manager’s absence.
Directly manage Tellers, Senior Tellers, Lead Tellers, and Operations Supervisors.
Hire, train, manage performance, and conduct annual performance appraisals for operations staff.
Coordinate associate schedules to meet client needs and ensure compliance with policies and procedures.
Work with the Branch Manager to develop and implement actions to meet sales goals and objectives.
Conduct daily quick-start sales meetings and weekly and monthly sales production meetings with branch personnel in cooperation with the Branch Manager.
Track branch personnel sales goals and encourage associates to achieve strong performance.

Benefits

Medical, dental, and vision insurance.
Flexible Spending Accounts, including dependent care and health savings accounts.
Employee Stock Ownership Plan (ESOP).
401(k) with employer match.
Performance-based bonuses or incentives.
Paid holidays, vacation, and sick time.
Free personal checking and savings accounts.
Home loan rate discounts.
Tuition reimbursement and professional development resources.
On-site gym and discounted health club memberships.
Employee Assistance Program (EAP).