Assistant Branch Manager

Description Of Bankwell

Bankwell is a commercial bank with over $3 billion in assets that serves the banking needs of businesses and individuals. At Bankwell, we pride ourselves on our unique ability to bring you high touch, high quality banking with the expertise and dedication of our experienced team of professionals. When it comes to business, our deep industry knowledge, flexibility, and innovative treasury and financing services enable us to find the right solutions for our business and commercial clients. We’re passionate about giving back and are actively involved with many not-for-profit organizations that help shape and improve the lives of others. We’re dedicated to giving our time and talent to support the communities we serve.

Summary Of Position

The Assistant Branch Manager plays a critical operational leadership role within the branch, leading operations and compliance. The primary responsibility of this role is to ensure the branch consistently meets quarterly audit standards and comply with all internal and regulatory requirements. This includes oversight of cash management, documentation accuracy, system integrity, and daily branch functions. In addition to leading operational duties, this role supports the Branch Manager in coaching team members and ensuring an excellent in-branch sales and service customer experience for Small Business and Consumer customers. The Assistant Branch Manager will lead and coach team members to have consultative conversations with existing and prospective customers in the branch, while the Branch Manager will lead overall business development efforts outside the branch with emphasis on acquiring new-to-bank Small Business relationships. The Assistant Branch Manager assumes responsibility of the branch in the absence of the Branch Manager.

Responsibilities

• Lead all branch staff to adhere to operational policies, procedures, and controls; support operational training and development of branch staff to uphold accuracy and efficiency standards.
• Lead and ensure compliance with quarterly internal and regulatory audit requirements.
• Oversee branch cash operations including ATM, vault, and teller cash within prescribed limits.
• Perform and oversee daily, weekly, and monthly reconciliations, including general ledgers and ATM settlements.
• Manage operational risk and ensure branch readiness for audits and inspections at all times.
• Obtain and validate documentation for new account openings and maintenance in compliance with Bank policy.
• Monitor and ensure compliance with security and fraud prevention protocols.
• Absent the Branch Manager, assume responsibility of the branch, ensuring completion of required checklists and documentation.
• Support the Branch Manager in coaching team members with Small Business and Consumer product knowledge and identifying sales opportunities through consultative conversations.
• Serve as a role model in the branch, engaging Small Business and Consumer customers and supporting a welcoming and professional environment.
• Leverage expertise of internal bank partners and refer sales opportunities to Branch Manager, Commercial Lending, SBA and service partners when appropriate.
• Perform customer transactions, account servicing and new account openings with a focus on quality, timeliness and accuracy.
• Promote the use of Bankwell’s digital and online tools to improve customer satisfaction.

Qualifications & Skills

• Minimum of 3 years of experience in retail banking operations with a background serving the sales and service needs of Small Business clients is preferred.
• Strong knowledge of branch operations, compliance, and audit procedures for Small Business and Consumer clients.
• Excellent cash handling and reconciliation skills.
• Highly detail-oriented with the ability to manage confidential information and operational accuracy.
• Ability to engage Small Business and Consumer clients in meaningful consultative conversations to identify needs and provide an excellent customer experience.
• Strong interpersonal and communication skills.
• Demonstrated leadership qualities and a team-focused mindset.
• Prior people management experience is preferred.
• Proficient in Microsoft Office and core banking systems; digital fluency is essential.
• Willingness to work rotating shifts, including some Saturdays.
• Ability to occasionally lift up to 10 lbs.

Federal Labor Standards Act (FLSA)

This job is exempt from the Fair Labor Standards Act (FLSA).