Assistant Branch Manager (Area Retail Banking Floater)

Description

Under the direction of Retail Administration the Asst. Branch Manager (Floating Area Manager) will be responsible for essential functions in the areas of teller, customer service and branch management as needed. The position requires flexibility in all branch job functions and the ability to easily transition between positions and responsibilities.

As a floating position you will be assigned to provide coverage at any of the six Savers Bank branch locations including Uxbridge, Auburn, Grafton, Southbridge, Sturbridge and Charlton.

Float schedule permitting, responsible for retail banking employee training to support employee performance, development, and customer service. Responsible for executing a variety of training programs for new hires and for coaching existing Retail employees. Maintain electronic records of performance and progress of those in training or coaching by recording results in Paylocity. Evaluates and provides feedback on the effectiveness of the training programs in place.

ESSENTIAL FUNCTIONS:

• Maintain a deep understanding of the bank's products and services, and ensure that staff members are kept up to date with new offerings, changes etc.
• Originate new accounts process all documentation with new accounts as well as loan origination, and referrals to internal specialists. Processes Home Equity and consumer loan applications.
• Support Branch needs of staff supervision to ensure adequate job training takes place, and that staff interaction with customers is prompt, accurate and courteous. Train and mentor staff, identifying areas for improvement and implementing corrective action plans.
• Guide branch staff to ensure all bank transactions and activities are performed in accordance with company policies and procedures. Ensure compliance with all regulatory requirements. Provides aid in the form of guidance and recommendations to branch staff for customer related concerns.
• Supervises ATM and vault operations and procedures. Maintains and supports security policies and procedures; maintains camera, sets alarms, opens, and locks vault, and ensures all cash and checks are appropriately secured.
• Manage daily operations in the absence of the Branch Manager. Provide exceptional customer service, addressing concerns and resolving issues.
• May Support in the recruiting, interviewing, and onboarding of new team members by providing clear expectations and constructive feedback on performance.
• May participate actively in community events, networking opportunities, and business development meetings with local organizations.
• Provide on the job training for new Universal Bankers and Branch Management in deposit account opening, loan application processing and routine customer servicing needs. For all positions, provide an overview the various bank policies associated with the positions that they are hired for to ensure consistency accross branches.
• Partner with Retail Administration and Employee Development to help identify training needs for existing Retail employees. Maintains electronic records of training progress. As needed, makes recommendations on additional resources and/or technology needed to improve effectiveness of training and development efforts to achieve Bank objectives.

SALES AND SERVICE RESPONSIBILITIES:

• Responsible for product and services knowledge as well as relationship deepening through referrals of the products and services based on prescribed goals.
• Understand and support company sales and service objectives and promotions. Execute the defined sales and service plan for the branch. Assist with daily morning sales rallies to motivate team for success. Provide coaching to ensure the correct sales behaviors are being executed, to achieve daily sales and service goals.
• Master the Salesforce CRM for sales deepening and reporting needs.

Requirements

QUALIFICATIONS:

• Must register or be registered by the Nationwide Mortgage Licensing System and Registry (NMLS)
• A Bachelor’s degree is preferred, or the equivalent in banking experience and or related certifications.
• Must have 5 years of experience in retail banking or relative industry. Must have 3 years of customer service and retail sales experience. Must have 2 years supervisory experience.
• Must have the ability to coach, train and motivate employees. Previous experience in teaching and coaching others strongly preferred.
• Must have the ability to manage multiple priorities simultaneously utilizing exceptional time management, organizational, and multitasking skills.
• Must be comfortable learning and mastering various bank systems, policies, and procedures to perform account opening and customer service maintenance tasks.
• Demonstrated professionalism with regards to confidential and sensitive information including knowledge of and/or input in performance improvement plans.
• Must have excellent written and verbal communication and interpersonal skills. Ability to work independently with minimum supervision. Must be detail oriented and ensure complete follow-up.
• Proficiency in Microsoft Office and knowledge of banking software and platforms and CRM software.

PHYSICAL DEMANDS:

• Must have full hand dexterity required to operate computer terminal and related equipment.
• Must have full eye coordination required to operate computer and teller terminal.
• Regularly drives to and attends meetings.
• Frequently moves around bank, between levels or floors while performing duties.
• Often lifts supply boxes and places in storage areas.
• Regularly stands for long periods of time.
• Often lifts cash/coin bags, cash drawers, files, records, etc.
• Frequently bending and stretching in safe deposit/work areas
• Regularly sits at desk or computer workstation for periods of time.
• Regularly speaks and listens to customers and explains bank services.
• Infrequently lift up to 50 lbs.

Equal Opportunity Employer/ Veterans/ Disabled