Assistant Branch Manager

Job Description

Job Description

Summary of Job Description:

The Assistant Branch Sales Manager supports the overall leadership, sales performance, operational effectiveness, and customer experience of the branch. This role partners with the Regional Branch Sales Manager to develop team members, drive business growth, ensure regulatory compliance, and deliver exceptional service. The Assistant Branch Sales Manager serves as a leader, coach, and mentor while helping create a high-performing, customer-focused culture aligned with Lake Shore Bank values.

Key Responsibilities:

Leadership & Team Development

• Recruit, coach, develop, and retain high-performing team members.

• Provide ongoing performance coaching, career development, and succession planning support.

• Lead employee training, cross-training, and onboarding initiatives.

• Promote employee engagement, accountability, and service excellence.

• Support staffing, scheduling, payroll administration, and workforce planning activities.

Sales & Relationship Management

• Develop customer and business relationships through proactive outreach and community involvement.

• Support achievement of branch goals for deposits, loans, treasury services, and customer growth.

• Coach employees on consultative sales and relationship-building techniques.

• Promote digital banking solutions, mobile banking, online services, and digital wallet adoption.

• Participate in community events and business development activities representing Lake Shore Bank.

Operations & Risk Management

• Assist in overseeing daily branch operations and internal controls.

• Ensure operational procedures, audit standards, and security requirements are consistently followed.

• Review operational reports and resolve customer or operational concerns.

• Support consumer lending activities, account maintenance, and branch administration.

• Maintain a strong focus on fraud prevention, operational risk management, and process improvement.

Compliance

• Maintain compliance with BSA, AML, OFAC, CIP, privacy, security, and all applicable banking regulations.

• Ensure staff complete required compliance and regulatory training.

• Monitor adherence to policies, procedures, and Code of Conduct standards.

• Escalate suspicious activity, fraud concerns, and compliance issues appropriately.

Core Competencies

• Leadership

• Coaching & Development

• Customer Focus

• Business Development

• Communication

• Operational Excellence

• Risk Management

• Compliance Awareness

• Problem Solving

• Accountability

Required Qualifications:

• Strong knowledge of consumer lending, deposits, and branch operations.
• Strong communication, coaching, and leadership skills.
• Proficiency in Microsoft Office and banking technology platforms.
• SAFE Act / NMLS registration required when applicable.

Preferred Qualifications:

• Previous retail banking, branch operations, and sales leadership experience preferred.
• Associate or Bachelor degree preferred, or equivalent banking leadership experience.

This job description in no way should be construed as a contract for employment. These job duties may be subject to change at any time, due to reasonable accommodation or other reasons. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.

“Position is responsible for delivering Lake Shore’s Best Service— Putting People First —to new and existing customers, and serving Lake Shore’s internal team with equal quality.”

Maintaining and enhancing reputation is critical to any company’s future success, but this is especially so in the financial services sector. As an employee of Lake Shore Bank, you will be held closely to the Code of Conduct policy which includes integrity in your actions.