Demo

Assistant Branch Manager

New Edge Associates a Talent Acquisition Firm
Fort Lauderdale, FL Full Time
POSTED ON 1/23/2025
AVAILABLE BEFORE 4/20/2025

The Assistant Branch Manager will be responsible for supporting the branch in meeting its goals of growth and service by providing the highest level of customer service through an ongoing commitment to improvement in knowledge, productivity, and job efficiency. The Assistant Branch Manager must serve as a role model of how to effectively interact with customers to build. They will work closely with both customers and staff to ensure the branch's daily operations run smoothly. Must be bilingual English and Spanish

ESSENTIAL FUNCTIONS :

  • Maintain a high level of knowledge about the company's products and services, and ensure that all 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, forward to correct back-office function.
  • Support Branch Manager in supervising staff, in ensuring adequate job training takes place, and that staff interaction with customers is prompt, courteous, and of the highest professional caliber.
  • Supervise and guide branch staff to ensure customer service requirements are met and business activities are performed in accordance with company policies and procedures.
  • Supervises ATM and vault operations and procedures.
  • Performs duties and responsibilities of the Branch Manager in the Branch Manager’s absence.
  • Provide exceptional customer service, addressing concerns and resolving issues.
  • Ensure compliance with all regulatory requirements, policies, and procedures.
  • Processes Home Equity and consumer loan applications.
  • Provides aid in the form of guidance and recommendations to branch staff for customer related concerns.
  • Train and mentor staff, identifying areas for improvement and implementing corrective action plans.
  • Communicates changes in policies and procedures to all branch staff.
  • Support in the recruiting, interviewing, and onboarding of new team members by providing clear expectations and constructive feedback on performance.
  • Participate actively in community events, networking opportunities, and business development meetings with local organizations.

SALES AND SERVICE RESPONSIBILITIES :

  • Must be bilingual English and Spanish
  • Lead by example to gain commitment from team.
  • Assist with daily morning sales rallies to motivate team for success.
  • 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.
  • Master the Salesforce CRM for sales deepening and reporting needs.
  • Provide coaching to ensure the correct sales behaviors are being executed, to achieve daily sales and service goals.
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