Branch Manager Assistant assists the branch manager in the daily activities of the branch office. Collects loans, closes loans, and may initiate and sustain relationships with dealers. Being a Branch Manager Assistant develops and maintains dealer relationships, collects loans, and closes loans. Assumes responsibility for supervision of branch office during the absence of the manager. Additionally, Branch Manager Assistant assists in training branch staff. Has higher approval limits than a Management Trainee. Requires a high school diploma. Typically reports to the Branch Manager. The Branch Manager Assistant supervises a group of primarily para-professional level staffs. May also be a level above a supervisor within high volume administrative/ production environments. Makes day-to-day decisions within or for a group/small department. Has some authority for personnel actions. To be a Branch Manager Assistant typically requires 3-5 years experience in the related area as an individual contributor. Thorough knowledge of functional area and department processes.
Assistant Branch Manager Job Description Template
Our company is looking for a Assistant Branch Manager to join our team.
Responsibilities:
- Working to schedule personnel for optimum customer service;
- Following Company hiring procedures when filling all staff positions;
- Train inside and outside sales staff to provide world-class answers to customer questions and concerns;
- Ensure all new accounts are opened properly and verified timely for audit purposes;
- Manage branch merchandizing, ensuring adequate supply of all promotional and operational materials;
- Maintain reporting for all loan leads, applications and funding’s as directed by management including pipeline reports;
- Submit new accounts for review in a timely manner and follows up on any required corrections;
- Handle customer complaints and inquiries in a professional and timely manner, referring to internal resources as necessary;
- Ensure all projects/assignments are completed timely and accurately;
- Cross-sell Credit Union products and services and follow all directives regarding branch reports and lead list;
- Valid Driver’s license with the ability to meet the MRC Global vehicle policy;
- Certification or ability to be certified to operate fork trucks, overhead cranes, and other heavy equipment;
- Exercises good judgment, excellent communication and people skills;
- Other duties as assigned;
- Identify, perform, or obtain training required for employees to perform job tasks.
Requirements:
- Excellent interpersonal skills;
- Retail banking;
- Consultative selling;
- Communication;
- Oversees the platform and teller staff to ensure that sales goals are being met and Bank policies and procedures are being followed;
- Services and to close sales opportunities and meet sales goals;
- Extensive background in bank operating policies and procedures, banking regulations (state and federal), employee development and public relations;
- 2 years customer service in banking, financial services or goal driven retail sales with an emphasis on consumer or business sales experience;
- Responsible for developing a staff to meet current and future operating needs through effective selection, assessment and training;
- Bachelor’s degree;
- Valid Driver’s license with the ability to meet the MRC Global vehicle policy;
- Experience leading a team of employees towards a common goal;
- Other duties as assigned;
- Certification or ability to be certified to operate fork trucks, overhead cranes, and other heavy equipment;
- Exercises good judgment, excellent communication and people skills.