Assistant Banking Center Manager - East Harwich

About the Role

The Assistant Banking Center Manager (ABCM) supervises the staff at a Cape Cod 5 Banking Center, ensuring the highest level of customer care. As a trusted financial advisor, the ABCM delivers a full range of financial services to help customers meet their financial goals and supports staff in achieving their professional goals as part of the retail management team.

Responsibilities

• Oversees, supervises, and mentors Banking Center staff, including scheduling, communicating goals, and coaching on principles and values.
• Monitors and reviews management reports.
• Develops rapport with customers, greeting them by name, understanding account ownership types, and ensuring responsive and timely problem resolution with a caring attitude (GUEST philosophy).
• Provides backup support to the Banking Center Manager.
• Delivers excellent customer care for daily transactions, inquiries, and problem resolution in accordance with Bank policies.
• Performs banking transactions such as processing deposits, loan payments, verifying cash, check cashing, issuing money orders and treasurer’s checks, and redeeming savings bonds.
• Handles Banking Center opening and closing activities.
• Advises customers on the Bank’s deposit and consumer loan products to proactively meet their needs.
• Identifies customers’ financial needs and makes referrals to other business lines (e.g., Investment Services, Commercial Lending, Treasury Management).
• Maintains working knowledge of product offerings, including consumer, business, deposit, lending, non-profit, retirement, digital banking, and debit cards.
• Discusses lending opportunities and assists customers in preparing loan applications for home equity and other consumer loans.
• Upholds customer confidentiality and complies with all laws, regulations, policies, and procedures.
• Completes assigned learning activities in a timely manner and fulfills vault custodian duties.
• Actively participates in Banking Center meetings and one-on-one coaching sessions.
• Engages in community groups and events.
• Completes specialized training courses and certification programs as assigned.
• Performs additional duties as assigned.

Requirements

• Bachelor’s degree preferred, or a combination of secondary education and four years of progressive retail banking experience.
• Nationwide Mortgage Licensing System (NMLS) registration.
• Notary Public commission.
• Completion of Medallion signature guarantee training.

Skills & Qualifications

• Three or more years of supervisory experience with proven leadership capabilities, including at least one year of retail banking supervisory experience (e.g., Relationship Banker III or above).
• Conversant in all Bank business lines.
• Ability to independently complete and mentor others in transactions, platform services, account openings, consumer loan products, IRAs, and trust accounts.
• Ability to execute complex account openings and transactions independently.
• Experience supervising staff at the RBI-IV levels.
• Strong critical thinking, decision-making, and problem-solving skills.
• High level of judgment and decision-making ability.
• Experience with Banking Center opening/closing activities.
• Prior customer relationship-building experience.
• Supervisory aptitude and demonstrated management/leadership skills.
• Cybersecurity awareness to protect the digital environment, the Bank, and customers.

Competencies

• Managerial Courage
• Technology Savviness/Digital Enthusiast
• Financial Comprehension
• Adaptability and Flexibility
• Sales Aptitude
• Eager and Agile Learner