Assistant Branch Manager

Division: Retail Banking
Department: Various - Branch Network
Reports to: Branch Manager
Status: Non-Exempt
Grade: 8

Pay Range: $21.55 - $36.63

Actual compensation within the pay range will be determined based on factors including, but not limited to, skills, prior relevant experience, and specific work location.

Location: New Hartford, NY

Purpose/Objective:

The Assistant Branch Manager partners with the Branch Manager to drive branch growth by managing customer relationships, directing daily operations, supervising and developing team members, and ensuring exceptional customer experience. Acts as a leader within the branch, fostering a positive, motivated, and diverse team environment, and serves as acting manager in their absence. Mentor and coach to colleagues in areas of performance, product knowledge, account opening and customer experience process.

Key Accountabilities:

Customer Relationship Management
• Provide an outstanding customer experience at all points of contact.
• Engage customers and prospects, build rapport, and proactively develop new relationships while retaining and expanding existing ones.
• Advise customers on product selection, identify financial needs, and deliver tailored solutions including deposit, lending, and business partner referrals.
• Educate and assist customers with digital banking services and recommend convenient banking options.
• Handle complex customer issues, explain bank policies and procedures, and resolve service concerns.
• Participate in outbound calling campaigns, branch initiatives and community involvement to develop new business.

Branch Leadership & Development
• Assist in building and managing a sales culture to achieve branch goals and bank-wide initiatives.
• Mentor, coach, and train branch colleagues to achieve individual and team sales goals and customer experience.
• Conduct team meetings, communicate bank policies, programs, and objectives.
• Provide input for staff performance management, including evaluations, salary adjustments, transfers, and disciplinary actions.
• Participate in hiring and performance management of branch staff.

Branch Operations & Compliance
• Oversee branch audit processes and review various branch reports.
• Follow all bank policies and procedures, including security of bank assets and confidentiality of customer information with adherence to Customer Information Practices.
• Ensure compliance with all banking regulations, policies and procedures, including BSA/AML.
• Assist in managing daily branch operations, including opening/closing, security, audit, and compliance procedures.
• Ensure proper documentation and compliance for all new accounts, loan requests, and account maintenance.
• Maintain professional branch appearance and supply inventory.
• Provide support to branch and lead in team meetings.

Education:
• High school diploma or equivalent required.

Experience:
• Minimum 2 years of banking experience.
• Supervisory experience preferred.
• Strong sales, management, and team leadership abilities.
• Proven results in a goal-oriented sales or customer service environment.
• Demonstrated strength in team leadership required.
• Knowledge of bank products, services, and operating procedures.
• Excellent oral and written communication skills.
• Detail-oriented with strong organizational and time management skills.
• Basic computer skills; familiarity with Microsoft Office (Word, Excel, Outlook).
• Must be eligible for registration in the Nationwide Mortgage Licensing System & Registry (SAFE Act) and other licensing as required.
• Ability to work flexible hours, including Saturdays and travel to nearby offices as required.
• Cash handling experience preferred.

Skills & Knowledge:
• Superior customer service and relationship building skills.
• Strong communication and interpersonal skills.
• Ability to work in a flexible, cross-trained environment.
• Strong coaching and mentoring skills required.
• Ability to prioritize workflow, multi-task, and meet deadlines.
• Enthusiastic, goal-oriented, and customer-focused.
• Ability to analyze situations and solve complex issues.

Behavioral Expectations:
• Demonstrate teamwork, adaptability, accountability, and leadership, in alignment with Beacon Bank's core values. The Core Four are the guiding principles that illustrate what we stand for at Beacon Bank and how we serve our clients, colleagues and communities.

Beacon Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or would like to request alternative methods of applying, please contact us at View email address on click.appcast.io.

Division: Retail Banking

Department: Various • Branch Network

Reports to: Financial Center Manager

Status: Non-Exempt

Grade: 7

Location:• 50-52 Main Street, Chatham, NY

Purpose/Objective:


Assists the Financial Center Manager with growing the Bank by managing customer relationships, directing branch operations, supervising team members and while ensuring that the entire team is consistently providing excellent customer service.

Key Accountabilities:
•Educates clients on our products and services offered in the branches and digitally. Initiates, processes and closes various loans, including Consumer, Home Equities and Small Business. Is adept at asking clients questions related to their finances and managing relationships with such tools as the Relationship Builder and Salesforce. Works with clients to refer partnership solutions such as Wealth, Insurance, Cash Management and Mortgage. Lead through lobby management, ensure prompt welcomes of assistance to clients, and genuinely thank clients for their business. Resolves routine and complex client issues or problems. Is proficient in the digital banking space and can assist clients with adoption. Ensures proper documentation and compliance for all new accounts and account maintenance. 35%
•Assists Financial Center Manager in building/managing sales culture to achieve branch goals and Bank-wide initiatives. Bring out the best in the employees, by educating, coaching, developing, and training employees. Monitors quality and efficiency of client experience in the branch, including the Branch Consistency Standards. Communicates Bank policies, programs, and objectives. Takes on a leadership role in conducting staff meetings and morning huddles. Maintains awareness of Federal and state banking regulations and branch security program. May review and approve legal documents related to accounts. Stays abreast of new products, services, and promotions and educates and supports the entire branch team. 35%
•Provides ongoing assistance in managing day-to-day branch operations; opens and closes the branch while ensuring adherence to security measures. Provides backup to the Branch Officer and/or client service line. Conducts and/or approves client transactions and exceptions as needed. Ensures the branch maintains a professional appearance and supply inventory levels. Reviews various branch reports; may oversee monthly branch audit process. 20%
•Provides input for staff performance management. May recommend salary adjustments and transfers. Resolves routine personnel problems and provides support in counseling or disciplinary actions. Assists with interviewing potential candidates and in making hiring decisions. May manage time and attendance for staff. May also be responsible for weekly scheduling of branch staff as well as the monthly Saturday schedule. 10%
•Ensures compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by one's duties.

Must be eligible to be registered in the Nationwide Mortgage Licensing System & Registry for purposes of SAFE Act. Available to work Saturday hours and travel to nearby offices as required.

Education:

High school diploma or equivalent

Experience:

3-5 years of branch banking experience
Demonstrated ability in decision making, handling difficult situations, initiative, and leadership

Skills & Knowledge:

Excellent customer service/sales skills
Decision making and problem-solving skills
Written/verbal communication skills
Ability to handle multiple tasks
Strong interpersonal skills
Supervisory/management skills

Berkshire Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin