Assistant Branch Manager

Job Description

Job Description

Job Summary:

Under the supervision of the Branch Manager, the Assistant Branch Manager is responsible for providing exceptional customer service while conducting transactions in an accurate and timely manner. The Assistant Branch Manager is also responsible for the sales and servicing of all bank products and services consistent with Bank policies and regulations. The Assistant Branch Manager is expected to identify sales opportunities, cross sell products and services including referrals to branch sales team and brokerage personnel. The Assistant Branch Manager oversees the team to ensure adherence to service standards, policies and procedures, and model/coach proper behaviors. The Assistant Branch Manager must be proficient in instructing others in performing a variety of job responsibilities. Sets the example of meeting and/or exceeding the expectations of the Assessment/Deployment Coaching process; sales, service, operations, and cross training/personal development.

Principal Responsibilities:

Responsible for Generating Business and Deepening Customer Relationships

Work with team to actively support branch sales. Providing team with coaching and guidance.

Contribute to team sales goal attainment. Model appropriate sales techniques.

Participate in Team Sales Meetings, Sales Campaigns, and Branch focused sales events.

Maintain current and accurate records of sales tracking results.

Achieve personal goals in the areas of quality account opening and referrals of consumer and business accounts.

Cross sell products and services, such as business products, consumer checking, debit cards, E-banking, and other referrals to established affiliates; appropriately to every customer by identifying needs and providing solutions. Providing coaching to the team to achieve their cross-sell goals.

Development Opportunities

Able to originate and close loans. Maintains a unique Identifier number through the NMLS Federal Registry. Is responsible to provide the unique NMLS number to mortgage applicants as required and requested, number must be included on all written, and electronic communication including, telephone voicemail, text messages, and email signatures and business cards.

Maintains and oversees wire authority of up to $100,000.

Conduct all types of account opening/maintenance functions.

Responsible for Providing Exceptional Customer Service

Provides efficient, effective, and courteous customer service. Act as a role model to the team. Consistently deliver service by acknowledging customers immediately, making eye contact, using the customer’s name and giving undivided attention. Using standard greetings and farewells and thanking the customer for banking with us. Hold team accountable to do the same.

Constantly look for ways to improve the customer experience and communicate those ideas to branch management.

Build customer relationships to encourage business retention.

Complete all work with accuracy and in a timely manner.

Addresses customer complaints as outlined by Bank policy. Ensure timely resolution of any concern’s customers may have.

Responsible for Adhering to Policies, Procedures, and Ensuring Operational Soundness

Perform a variety of transactions to service the customer, including processing deposits, withdrawals, making payments, cashing checks, redeeming bonds, and scan daily work, etc.

Perform operational functions and adhere to the policy and procedure as is outlined in our Bank’s manuals (i.e., Reg. CC, BSA, etc.).

Perform functions such as answering phone, filing, safe deposit box escort, audits, etc.

Performs all duties in accordance with prescribed regulatory compliance guidelines and hold team accountable to the same.

Complete audits and enforce proper security and procedures.

Order cash and schedule shipments as well as verify other negotiable instruments.

Oversees balancing of the vault and daily balancing procedures of the branch.

Responsible for opening and closing branch with management team.

Responsible for Leadership and Coaching

Participate in the performance review process. Including performance improvement plans.

Provide and identify ongoing coaching, training, development, goal setting and recognition of team.

Recommend procedural changes and communicate them to branch management.

Responsible for new hire onboarding.

Responsible for Identifying Cross Training Opportunities and Personal Development

Continuously strive to improve personal development through policy, product, and baking knowledge.

Attend relevant seminars and courses to update and advance knowledge and skills.

Participate in community and professional relationships for the benefit of the bank.

Maintain current knowledge of Bank’s products and services as well as policies and procedures and ensure team understands them.

Volunteer for special projects within the scope of your job responsibilities including CRA eligible activities.

Education/Experience Requirements:

Associates Degree or equivalent required with 1 year to 5 years of relevant supervisory experience in banking, retail or sales. Demonstrated customer service and sales skills. Must possess strong communication, problem solving, and organizational skills. Proven ability to interact in a positive and professional manner with customers and peers. Knowledgeable in all bank policies and regulations related to branch transactions. Must have full working knowledge of Microsoft Office Suite; Outlook, Word, Excel and PowerPoint. Must be able to work extended or weekend hours. Regular attendance is an essential function of this position.

Initiative:

The Assistant Branch Manager tasks are generally standardized, not subject to major variation. Some application of judgment is required in guiding, training Universal Bankers, balancing, night drop, audits, cross selling bank products and services and in ensuring the proper application of bank and regulatory policies is followed. Supervision received is intermittent checks with all problems referred to supervisor.

Responsibility:

Most errors are detected and corrected almost immediately. Failure to follow policies and regulations, such as accepting a fraudulent check, could lead to a monetary loss by the Bank. Most of work verified or checked. Corrections involve some trouble in researching by others. Poor customer service might lead to loss of business for the Bank. Failure to sell or cross sell will result in lost future revenue. This position has a high degree of access to customer account information. The position has frequent daily contact with customers to process customer transactions. Contacts within the Bank are with immediate peers and supervisor to give and receive routine information.

Supervision:

Directly supervises 0 to 6. In the absence of the Branch Manager, responsible for overseeing the quality and quantity of work of employees performing similar work.

Position Conditions:

Normal. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle controls; and talk or hear. The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, or kneel. The employee must occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.