Assistant Branch Manager

Job Description

Job Description

Position Title: Assistant Branch Manager

Line of Business: Retail Banking

Branch Location:

Reports To: Branch Manager

FLSA Status: Exempt

Position Summary:

This position assists the Branch Manager in all aspects of branch growth, operations, and customer service excellence. The Assistant Branch Manager (ABM) supports business growth through relationship building and community involvement. The ABM performs routine branch opening, closing, customer service, and other operational tasks and activities. This role assumes responsibility for the supervision of the branch office during the manager's absence, assists in training and managing branch staff, and ensures that branch operations follow all company policies and procedures. The ABM maintains the required security, operational, and service quality standards.

Essential Duties & Responsibilities:

Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Branch Operations & Sales Management:

1. Manages daily branch operations to ensure sustained compliance with all applicable policies, procedures, standards, and regulatory requirements.
2. Leads branch sales efforts and expands consumer and business relationships.
3. Leads, trains, and develops branch staff to foster a customer-centric culture while ensuring continuous service delivery excellence.
4. Oversees complex transactions and ensures high-quality customer service to meet and exceed customer expectations.
5. Maintains branch compliance by conducting regular audits and enforcing internal controls and regulatory requirements.
6. Builds and maintains strong relationships within the community by participating in local organizations and promoting banking services.
7. Oversees vault teller functions to ensure cash handling procedures align with bank policies and Federal Reserve guidelines.
8. Monitors branch financial performance and implements strategies to enhance profitability while controlling costs.
9. Builds and maintains key client relationships to ensure satisfaction and retention, and identify opportunities for further engagement.
10. Addresses and resolves escalated customer issues and complex transactions, guiding staff in managing challenging situations.
11. Ensures branch security and enforces policies related to fraud prevention.
12. Collaborates with other departments to streamline processes and resolve issues affecting branch operations.
13. Addresses questions, issues, and related matters from assigned staff in a timely and appropriate manner.

Compliance:

1. Performs all assigned work activities in accordance with standard procedures and protocols established by Third Coast Bank, and in accordance with applicable standards, procedures, protocols, practices, codes, and requirements as set forth by regulations and governing entities.
2. Identifies and timely reports any known or suspected compliance issues to appropriate personnel.
3. Oversees audits and the preparation for audits, whether initiated internally or externally.
4. Adheres to all other Bank wide policies and procedures including, but not limited to, human resources, safety, and emergency protocols.

General:

1. Demonstrates support towards the Bank’s vision, mission, and core values.
2. Attends departmental and organizational meetings, as required.
3. Maintains proficient, relevant, and up-to-date job knowledge relevant to the job function by participating in continuing education initiatives.
4. Displays integrity, responsibility, accountability, teamwork, and ethics.
5. Performs assigned job duties and responsibilities in accordance with established performance expectations, as well as with Bank policies, procedures, protocols and standard practices.
6. Performs other duties as assigned.

Supervisory Responsibility:

This position has supervisory responsibilities.

Job Type:

This is a full-time, exempt position. Typical work hours are Monday through Friday, 8:00am to 5:00pm.

Travel:

Travel is not expected for this position.

Working Conditions & Physical Requirements:

This position operates in a professional office environment. This position requires regular sitting, walking, standing, lifting (up to 50 pounds), reading, seeing (including color, peripheral vision, depth perception, and adjusted focus), speaking, hearing, listening, organizing, interpreting data and information, operating office equipment, typing using a computer keyboard and mouse, viewing a computer screen monitor, and use of a telephone. The working environment consists of an indoor and climate-controlled setting most of the time.

Education, Experience & Other Qualifications:

• High school diploma or equivalent GED required.
• Minimum of 1 Year of experience as a Teller or Universal Banker required.
• 5+ Years of experience in banking or financial services with a focus on new accounts, cash handling, and customer service required
• * Or the equivalent combination of education and experience.

Core Knowledge, Skills, & Abilities:

Analytical Thinking & Problem Solving – Works well under pressure and deadlines with complex issues. Applies analysis to data and compliance requirements, identifying trends, assessing potential risks, and supporting strategic initiatives.

Attention to Detail – Maintains a high level of accuracy, ensuring all records, reports, and metrics are precise and compliant with regulatory standards.

Risk Assessment & Management – Evaluates situations to assess risk, applying appropriate policies, procedures, and judgment to anticipate and mitigate potential issues in alignment with the bank’s risk policies and regulatory compliance requirements.

Relationship Building, Collaboration & Communication – Works effectively with internal and external customers, across teams and departments, communicating information clearly and building partnerships to meet shared goals.

Team Member Acknowledgement:

My signature below acknowledges that I have received and read my job description, and that I understand the scope, essential job duties, knowledge, skills, and abilities, working environment and physical requirements that apply to my job. I further acknowledge that I can safely and effectively perform the essential job duties, with or without reasonable accommodation, and in accordance with the policies, procedures, expectations, and standards of the company.

Employee’s Name

Employee’s Signature

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Supervisor’s Name

Supervisor’s Signature

Date

cc: Personnel File