What are the responsibilities and job description for the Assistant Branch Manager position at Community State Bank Of Orbisonia?
Job Reporting Relationships
Supervised by: Branch Manager
Supervises: Assistant Branch Supervisor, Personal Banker(s), Customer Service Specialist & Teller II
General Responsibilities
Responsible for assisting the Branch Manager in the management and leadership of the Branch Office in order to meet the financial services needs of customers in the assigned community market area; implementing strategies to achieve goals developed for the office as part of the Branch Administration Department and the Lending Departments annual operating plan; ensuring the office's compliance with operating policies and procedures and outside regulatory requirements; directly supervising assigned personnel; communicating with appropriate management and staff personnel; providing periodic reports. Responsible for cross selling investment and insurance products provided by the Bank and its subsidiaries. Also partners with Business Services to service clients needing those products and service.
Essential Duties
1. Assists the Branch Manager in the management and leadership of the Branch Office. Performs a variety of duties in order to meet the financial and loan services needs of customers in the assigned community market area as follows:
a. Works with Branch Manager 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.
b. Ensures that the branch office is properly staffed and that the staff is trained to meet customer service needs as well as sales objectives.
c. 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.
d. Provides for the proper security, maintenance, and cleanliness of the office; supervises the opening and closing of the building and vault; makes necessary provisions for the securing and accounting of negotiable papers.
e. In consultation with the Branch Manager, oversees the daily performance with regards to specific sales and customer service goals for each member of the branch team.
f. Supervises and develops all customer service personnel by providing guidance, direction, leadership and training with respect to the Bank, position, industry, and product knowledge, as well as customer service skills.
g. Ensures that all sales and customer service reporting information is provided on a timely basis.
h. Serves as an active member of the office customer service team.
i. If needed, makes external sales and customer service calls on present and prospective customers within the office's market area.
j. Actively participates in the community in a manner that reflects favorably on the Bank when needed.
k. Provides direct service to customers of the Bank with respect to loan products and services; approves or denies loan applications within individual lending authority.
l. Being ultimately responsible for past due and charged off loans, will assist the resource recovery department in the collection process.
m. Conducts loan interviews with prospective loan customers, counsels prospective customers on loan requirements and bank lending policies.
2. Implements strategies to achieve goals assigned to the office as established in the Branch Administration Department's annual operating plan and the Lending Departments annual operating plan; assists in the development of the annual budget for the office and adheres to budget parameters.
3. Abides 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 workplace.
4. 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), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.; ensures that the department and all personnel adhere to the same.
5. Performs various duties associated with a Retail Loan Officer, as needed and Customer Service Specialist, Personal Banker on a daily basis. (See Job Description)
6. In the absence of the Branch Manager directly supervises assigned personnel as follows:
a) Assists in the selection of new personnel as appropriate.
b) Makes provisions for the proper orientation and training of new personnel.
c) Reviews employee performance throughout the probationary period and on a regularly scheduled basis thereafter. Coaches and mentors staff as needed.
d) Organizes, schedules, and distributes work among assigned personnel.
e) Keeps personnel informed of pertinent policies and procedures affecting the office and/or their jobs; creates an atmosphere in which upward communication from employees is encouraged. Upholds CSB culture and values.
f) Administers personnel policies and procedures as established by bank policy.
7. Communicates with the Branch Manager, other managers, and appropriate staff personnel in order to integrate goals and activities.
8. Provides periodic reports to the Branch Manager, and other groups as required throughout the Bank.
Ancillary Duties
1. 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 circumstances.
Job Location
Equipment/Machines
1. Automobile
2. Telephone
3. PC/Computer keyboard
4. Printer
5. Calculator
6. Fax machine
7. Copy machine
Basic Qualifications
Education/Training: Education beyond a high school diploma or equivalent preferred; specialized banking education and training.
Skill(s): Proficient reading, writing, grammar, and mathematics skills; proficient interpersonal relations, communicative, and sales skills; demonstrated management, leadership and supervisory skills; consumer lending authority, within loan policy guidelines; 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 three (3) years' related experience normally required.
Supervised by: Branch Manager
Supervises: Assistant Branch Supervisor, Personal Banker(s), Customer Service Specialist & Teller II
General Responsibilities
Responsible for assisting the Branch Manager in the management and leadership of the Branch Office in order to meet the financial services needs of customers in the assigned community market area; implementing strategies to achieve goals developed for the office as part of the Branch Administration Department and the Lending Departments annual operating plan; ensuring the office's compliance with operating policies and procedures and outside regulatory requirements; directly supervising assigned personnel; communicating with appropriate management and staff personnel; providing periodic reports. Responsible for cross selling investment and insurance products provided by the Bank and its subsidiaries. Also partners with Business Services to service clients needing those products and service.
Essential Duties
1. Assists the Branch Manager in the management and leadership of the Branch Office. Performs a variety of duties in order to meet the financial and loan services needs of customers in the assigned community market area as follows:
a. Works with Branch Manager 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.
b. Ensures that the branch office is properly staffed and that the staff is trained to meet customer service needs as well as sales objectives.
c. 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.
d. Provides for the proper security, maintenance, and cleanliness of the office; supervises the opening and closing of the building and vault; makes necessary provisions for the securing and accounting of negotiable papers.
e. In consultation with the Branch Manager, oversees the daily performance with regards to specific sales and customer service goals for each member of the branch team.
f. Supervises and develops all customer service personnel by providing guidance, direction, leadership and training with respect to the Bank, position, industry, and product knowledge, as well as customer service skills.
g. Ensures that all sales and customer service reporting information is provided on a timely basis.
h. Serves as an active member of the office customer service team.
i. If needed, makes external sales and customer service calls on present and prospective customers within the office's market area.
j. Actively participates in the community in a manner that reflects favorably on the Bank when needed.
k. Provides direct service to customers of the Bank with respect to loan products and services; approves or denies loan applications within individual lending authority.
l. Being ultimately responsible for past due and charged off loans, will assist the resource recovery department in the collection process.
m. Conducts loan interviews with prospective loan customers, counsels prospective customers on loan requirements and bank lending policies.
2. Implements strategies to achieve goals assigned to the office as established in the Branch Administration Department's annual operating plan and the Lending Departments annual operating plan; assists in the development of the annual budget for the office and adheres to budget parameters.
3. Abides 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 workplace.
4. 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), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.; ensures that the department and all personnel adhere to the same.
5. Performs various duties associated with a Retail Loan Officer, as needed and Customer Service Specialist, Personal Banker on a daily basis. (See Job Description)
6. In the absence of the Branch Manager directly supervises assigned personnel as follows:
a) Assists in the selection of new personnel as appropriate.
b) Makes provisions for the proper orientation and training of new personnel.
c) Reviews employee performance throughout the probationary period and on a regularly scheduled basis thereafter. Coaches and mentors staff as needed.
d) Organizes, schedules, and distributes work among assigned personnel.
e) Keeps personnel informed of pertinent policies and procedures affecting the office and/or their jobs; creates an atmosphere in which upward communication from employees is encouraged. Upholds CSB culture and values.
f) Administers personnel policies and procedures as established by bank policy.
7. Communicates with the Branch Manager, other managers, and appropriate staff personnel in order to integrate goals and activities.
8. Provides periodic reports to the Branch Manager, and other groups as required throughout the Bank.
Ancillary Duties
1. 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 circumstances.
Job Location
Equipment/Machines
1. Automobile
2. Telephone
3. PC/Computer keyboard
4. Printer
5. Calculator
6. Fax machine
7. Copy machine
Basic Qualifications
Education/Training: Education beyond a high school diploma or equivalent preferred; specialized banking education and training.
Skill(s): Proficient reading, writing, grammar, and mathematics skills; proficient interpersonal relations, communicative, and sales skills; demonstrated management, leadership and supervisory skills; consumer lending authority, within loan policy guidelines; 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 three (3) years' related experience normally required.
