Assistant Branch Manager

A growing financial institution is seeking a Senior Branch Specialist to support daily branch operations, deliver exceptional client service, and contribute to business development efforts. This individual will serve as a key member of the branch team, helping ensure operational excellence, regulatory compliance, and relationship growth. Key Responsibilities Client Service & Relationship Management Deliver outstanding service to clients in person, over the phone, and through email. Respond to client inquiries and resolve account-related issues promptly and professionally. Identify client needs and make appropriate referrals to internal banking partners. Support a customer-first culture and contribute to an exceptional client experience. Business Development Engage with existing and prospective clients to deepen relationships and identify opportunities. Generate referrals for banking, lending, treasury, and wealth management services. Develop and maintain relationships with community partners and professional referral sources. Participate in outreach initiatives, networking events, and client follow-up activities. Track client interactions, referrals, and business development efforts. Branch Operations Assist with daily branch operations, transaction processing, and operational oversight. Support operational improvements and process efficiency initiatives. Provide backup support for branch staff as needed. Assist with cash handling, vault operations, approvals, and dual-control procedures. Coordinate with internal departments to resolve operational issues. Prepare operational, compliance, and performance reports. Compliance & Risk Management Ensure compliance with banking regulations, policies, and procedures. Support account opening processes and documentation reviews. Assist with BSA/AML compliance requirements. Participate in audits, risk assessments, and quality assurance activities. Complete required compliance and regulatory training. Qualifications Bachelor's degree in Business, Finance, Accounting, or related field preferred. 3+ years of banking, financial services, customer service, or sales experience. Strong relationship-building and client-facing skills. Experience working in a branch environment preferred. Knowledge of banking operations, compliance, and account servicing. Proficiency in Microsoft Office Suite. Strong organizational, communication, and problem‑solving skills. Preferred Traits Customer-focused mindset Strong business acumen Detail-oriented and highly organized Ability to multitask in a fast‑paced environment Collaborative team player Proactive and results-driven professional Competitive compensation package, benefits, paid time off, professional development opportunities, and career growth within a dynamic financial institution. #J-18808-Ljbffr