Assistant Branch Manager

Description

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 and maintain loyal and profitable relationships. The Assistant Branch Manager will work closely with both customers and staff to ensure the branch's daily operations run smoothly. This is a full time, non-exempt position reporting to the Branch Manager.

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.
• 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.
• Perform other duties as required.

SALES AND SERVICE RESPONSIBILITIES:

• 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.

Requirements

QUALIFICATIONS:

• Must register or be registered by the Nationwide Mortgage Licensing System and Registry (NMLS)
• Must have a Bachelor’s degree or higher, or the equivalent in banking experience and or related certifications.
• Must have 3 years of experience in retail banking or relative industry.
• Must have 2 years of customer service experience.
• Must have 2 years supervisory experience.
• Must have retail sales experience.
• Must have the ability to coach, train and motivate employees.
• 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.
• Must have excellent written and verbal communication and interpersonal skills.
• Must be detail oriented and ensure complete follow-up.
• Proficiency in Microsoft Office and knowledge of banking software and platforms.

PHYSICAL DEMANDS:

• Frequently moves within the branch to perform duties and assist clients; may stand for extended periods while handling cash and banking documents; reviews documents and computer screens with sustained visual focus.
• Occasionally lifts and carries items under 20 lbs., such as supplies or files; assembles and transports promotional displays for events; may adjust work hours or works extended shifts as needed.
• Infrequently stoops, kneels, or reaches to access lower storage or file drawers; may travel between branches, regional offices, or external events.

Equal Opportunity Employer/Veterans/Disabled