Assistant Branch Manager

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Assistant Branch Manager Regular Full-Time Farnam, Omaha, NE, US 8 days ago Requisition ID: 1565 Established in 1964 in Omaha, Nebraska, our family-owned financial institution's vision is to be the best in class in meeting the evolving financial needs of our customers. Our extensive history and family-owned legacy give us a deep and genuine understanding of how to serve and treat our customers. We offer a holistic financial approach with solutions for personal, business and wealth in three markets: Iowa, Nebraska and Texas. As a community bank, we value long-term partnerships built on trust and integrity. As an employer, we take pride in building meaningful relationships and celebrating the unique differences that define each team member; it's what makes us a stronger unit. It's one of the many reasons why creating a strong culture of empowerment, support, and opportunity is an ongoing focus. **REQUIRED WORK SCHEDULE: Monday - Friday from 8:30am - 5:30pm and rotating Saturday mornings.**

JOB SUMMARY

This position is responsible for understanding a customer’s unique needs to provide product and service recommendations that enhance their financial well‑being and foster long‑term relationships. This role includes opening and maintaining customer accounts, processing loan applications, providing transaction support, and ensuring document accuracy while adhering to regulatory and compliance policies. In addition, this position is responsible for assisting the Branch Manager in progressively developing and implementing strategies in the following areas: team development, customer service, deposit and loan portfolio growth, fee income contribution, compliance, security, operations and audit, expense control, and maintenance.

ESSENTIAL FUNCTIONS

Customer Service and Account Management (35%) Opens, closes and maintains customer deposit and loan accounts accurately. Provides and summarizes applicable disclosures. Adheres to Customer Identification Program (CIP) during account opening, maintenance of existing accounts, and loan application. Documents customer’s financial needs allowing for complete picture of customer’s portfolio. References and updates existing customer portfolio as needed. Educates customers regarding lending options, accurately completes loan application, gathers additional documentation when needed while continually communicating with customers throughout the process. Schedules and accurately completes loan closing utilizing the appropriate checklist. Educates customers on benefits of online banking suite and assists with enrollment. Troubleshoots log in and navigation issues within the platform. Responds to customer requests and resolves inquiries in a timely and professional manner in‑person, over the telephone and email. Adheres to the bank’s customer verification policies and procedures. Maintains customer confidentiality and follows Information Security requirements. Maintains a working knowledge and understanding of fraud notifications and activity. Maintains expertise by keeping current with updates to policies and procedures. Identifies red flags to help detect potentially fraudulent activities. Notarizes customer documents following bank and state requirements. Calmy and effectively navigates challenging discussions with customers regarding potential account closures, fraud, and other sensitive issues to gain insights into their financial activities to prevent both customer and bank loss. Offers detailed explanations regarding decisions made on customer accounts while employing active listening and empathy. Leadership (25%) Under the leadership of the Branch Manager, supervises daily functions of the team to include motivating, providing timely coaching, assigning work, branch scheduling and staffing, training, input to performance reviews, and problem solving. Actively informs the Branch Manager about coaching opportunities for team members. Occasionally participates in interviews by documenting responses in interview guide to provide input in decision making. Leads by example in upholding the Bank’s mission, CORE values, and cultural foundation, taking personal initiative and inspiring others to follow suit. Customer Relationship Building (15%) Maintains a working knowledge and understanding of current marketing campaigns in relation to bank and branch goals. Provides ongoing service with customers to build long‑term relationships by following up on outstanding product and services enrollments, and documenting needs to assist in deposit and loan growth. Identifies opportunities and connects with internal business partners to enhance customer financial portfolio. Accompanies the branch manager on customer visits, assists with pre‑visit preparations, confidently communicates and interacts with customers, and helps identify potential new customers in the community. Branch Operations (10%) Follows the branch opening and closing procedures set by Branch Delivery. Works with Branch Manager to review and perform tasks associated with completion of the branch monthly checklist. Provides escalated operational support to the team, including but not limited to opening and closing the branch, de‑escalating customer interactions, and promoting engagement of the team. Upholds soundness of branch operations through collaboration with Lead Client Service Representative as evidenced by successful branch audit results. Performs branch cash audits on a rotating basis and adheres to Surprise Cash Audit procedures. Provides transaction overrides following established processes. Signs cashier checks, following Board approval, in accordance with the defined procedures. Attends required Universal Banker meetings and communicates relevant procedure and regulation changes affecting branch operations to Branch Management and team. Ensures awareness of fraud notifications and activity. Participates in special projects as needed. Branch Performance (10%) Assists Branch Manager in completing monthly Board reports and daily fluctuation reports. Assists Branch Manager in holding a monthly team meeting regarding bank strategic goal performance. Monitors branch performance and brainstorms strategies with the manager to achieve established goals. Conducts weekly skill building and ongoing training of team members on branch operations and customer service activities. Past Due Monitoring (5%) Proactively manages overdrawn accounts and delinquent credits. Collaborates with Consumer Credit regarding collection decisioning. Updates past due status in account monitoring software in a timely and consistent manner and actively participates in weekly Past Due call. Reviews Universal Banker collection efforts and assists Branch Manager in providing coaching as needed. Performs other duties as required and assigned.

KNOWLEDGE, SKILLS AND ABILITIES

Advanced knowledge and understanding of banking products and services. Knowledge of banking compliance with federal and state regulations. Proficient skills utilizing banking systems, including transaction processing, new accounts/loans and related programs. Working knowledge and understanding of consumer loan product profiles. Ability to make independent decisions and take ownership of them. Ability to identify customer needs and recommend appropriate products or services. Ability to use bank resources to solve problems. Skills in using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems. Ability to consistently exemplify a positive and professional attitude toward customers (internal and external). Advanced skills in deescalating customer situations. Advanced attention to detail and follow‑through Effective communication (written and verbal) skills with the ability to communicate bank‑related updates to branch team. Exemplary customer service skills. Ability to maintain the highest level of ethics and integrity, ensuring the confidentiality and security of sensitive information. Proficient knowledge of Microsoft Office software (Outlook, Word and Excel). Ability to obtain Notary Public in applicable state if necessary. Ability to successfully register with the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE ACT). Ability to maintain predictable and reliable attendance Ability to complete the required training by assigned due date.

EDUCATION*

Minimum of a High School diploma or equivalent degree is required.

EXPERIENCE*

Minimum of 2-3 years of retail banking experience, including maintenance and opening of customer accounts required. Advanced cash handling experience required. *Equivalent education and experience will be considered

PHYSICAL REQUIREMENTS

While performing the duties of this job, the employee is regularly required to stand; use hands to handle and feel; reach with hands and arms; and talk or hear. The employee frequently is required to walk. The employee is occasionally required to stoop or kneel. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and depth perception.

WORKING CONDITIONS

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

AFFIRMATIVE ACTION

Security National Bank provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. #J-18808-Ljbffr Security National