Assistant Branch Manager

About the Role

The Assistant Branch Manager supports the Branch Manager and assumes responsibility for efficiently running daily branch operations in their absence. This role focuses on developing new deposit and loan relationships, delivering superior customer service, and fostering a positive service culture through coaching, guidance, and staff motivation.

Responsibilities

• Assist the Branch Manager in overseeing day-to-day branch operations and perform duties in the manager’s absence.
• Utilize strong interpersonal and customer service skills to engage with customers and employees effectively.
• Maintain knowledge of the core operating system and related software.
• Perform Financial Service Representative and Teller duties as needed.
• Demonstrate expertise in all deposit products, consumer loans, and mortgage loans.
• Open and maintain deposit accounts.
• Assist with teller cashbox operations and handle customer transactions.
• Supervise vault and safe deposit box operations and procedures.
• Approve customer and bank transactions within designated authority limits while adhering to bank policies and procedures.
• Maintain proper branch and teller cash levels, including ordering and shipping branch cash through the Federal Reserve.
• Ensure strict adherence to security procedures and achieve satisfactory audit results.
• Manage the review and maintenance of internal control logs, daily reports, and monthly reports.
• Engage in business development activities to strengthen customer relationships for deposit accounts and loan originations.
• Assist staff in meeting sales targets and production goals.
• Develop supervisory and leadership skills to manage, motivate, and train branch employees.
• Prepare staff performance reviews and disciplinary notices as needed.
• Ensure compliance with the Community Reinvestment Act.
• Maintain confidentiality of all obtained information.
• Obtain an MLO number through the Nationwide Mortgage Licensing System and Registry.
• Obtain a New York State Notary certification.

Requirements

• Bachelor’s degree in business or finance preferred; equivalent work experience may be considered.
• Minimum of two years of experience in a financial institution.
• Excellent interpersonal, communication, and computer skills.
• Detail-oriented with strong organizational skills and a high degree of accuracy.
• Ability to build customer relationships that enhance the bank’s marketing efforts.

Physical Demands

The physical demands described are representative of those required to successfully perform the essential functions of this job. While performing duties, the employee is regularly required to talk or hear. The employee frequently stands, walks, uses hands to finger, handle, or feel, and reaches with hands and arms. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Compliance

Each employee will receive training on proper filing and logging procedures for large currency transactions and the sale of monetary instruments. Employees must report suspicious transactions or activities to their supervisor or the BSA Officer. Familiarity with customer account handling is required, and any unusual transactions must be reported. Training will be provided on compliance with the Bank Secrecy Act (BSA), USA PATRIOT Act, and associated regulations. Employees are expected to meet all compliance requirements as outlined in the Bank’s BSA/AML/CIP/OFAC Program. Failure to comply may result in disciplinary action, including termination, individual fines, or imprisonment.