Assistant Branch Manager

Job Description

Job Description

Basic Qualifications

Education/Training: Education beyond a high school diploma or equivalent preferred; specialized banking education and training; S.A.F.E. Act certification required.

Skill(s): Proficient reading, writing, grammar, and mathematics skills; proficient interpersonal relations, communicative, and sales skills; ability to work well in a team environment while providing excellent customer service; demonstrated management and supervisory skills; a thorough knowledge of the features and benefits of all bank products and services; a working knowledge of bank operating policies and procedures; visual and auditory skills; valid driver's license.

Experience: A minimum of two (2) years' related experience normally required.

General Responsibilities

Responsible for assisting in managing the Community Office in order to meet the financial services needs of customers in the assigned community market area; participating with the Community Office Manager in establishing specific goals for the office; providing training to community office staff; determining work procedures and expediting work flow; ensuring the office's compliance with operating policies and procedures and outside regulatory requirements; communicating with appropriate management and staff personnel; providing periodic reports; performing all of the duties of a Customer Services Specialist II and, as needed, a Head Teller.

Essential Duties

1. Assists in managing the Community Office in order to meet the financial services needs of customers in the assigned community market area as follows:
2. Provides supervision to office staff, as directed by the Community Office Manager.
3. Oversees the opening of new accounts, processing of transactions, and resolution of customer problems.
4. Ensures that the community office is properly staffed and that the staff is trained to meet customer service needs as well as sales objectives.
5. Provides a variety of banking services to customers while maintaining the highest standards of customer service and professionalism.
6. Interviews loan customers and takes loan applications, within established Bank policies and procedures.
7. Works with management in establishing growth, sales, and profit objectives for the office; provides input to these objectives and to the manner in which performance will be measured and controlled.
8. Makes certain that all office operations are performed in accordance with established bank policies and procedures, either directly or through appropriate supervisor, e.g., office balancing, control of vault cash, etc.
9. Makes certain that all customer service personnel are adequately trained both with respect to product knowledge and selling techniques.
10. Ensures that all sales and customer service reporting information is provided on a timely basis.
11. As required, completes monthly teller audits, over and short records, and alarm testing.
12. Monitors overdrawn and charged off accounts, as required.
13. Performs Notary Public duties, as required.
14. Serves as an active member of the office customer service team by performing all of the duties of a Customer Services Specialist II and, as such, is held accountable for sales performance. (See Customer Services Specialist II Job Description.)
15. Performs duties of Head Teller as needed. (See Head Teller Job Description.)
16. Facilitates Customer Service Specialist Focus Group, as required.
17. Makes "outside" sales and customer service calls on present and prospective customers within the office's market area.
18. Actively participates in the community in a manner that reflects favorably on the Bank.
19. Participates with the Community Office Manager in establishing specific goals for the office; implements strategies to achieve these goals; assists in the development of the annual budget for the office and adheres to budget parameters.
20. Provides training to community office staff as illustrated by the following:
21. Conducts initial training of new Tellers and Customer Service Representatives in all areas, i.e., how to conduct all types of transactions, balancing duties, check cashing procedures, security measures, use of terminals, cross-selling services, providing appropriate customer service, etc.
22. Develops, maintains, and updates training resources such as customer service training manuals, videos, and other training materials; researches and develops new methods.
23. Monitors progress of new Tellers and Customer Service Representatives and administers various quizzes and tests throughout initial training period.
24. Acts as the liaison to Community Office Managers for questions regarding community office processes and procedures.
25. Provides for ongoing training of existing Tellers and Customer Service Representatives.
26. Maintains library of training materials for use by employees.
27. Determines work procedures, prepares work schedules, and expedites work flow.
28. Aides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the work place.
29. Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Equal Credit Opportunity Act, etc.; ensures that the office and all personnel adhere to the same.
30. Communicates with the Community Office Manager, other managers, and appropriate staff personnel in order to integrate goals and activities.
31. Provides periodic reports to the Community Office Manager and other groups as required throughout the Bank.

Ancillary Duties

May be responsible for vault cash.

Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual