Assistant Branch Manager
Purpose/Objective
The Assistant Branch Manager partners with the Branch Manager to drive branch growth by managing customer relationships, directing daily operations, supervising and developing team members, and ensuring exceptional customer experience. Acts as a leader within the branch, fostering a positive, motivated, and diverse team environment, and serves as acting manager in their absence.
Key Accountabilities
Customer Relationship Management
- Provide an outstanding customer experience at all points of contact.
- Engage customers and prospects, build rapport, and proactively develop new relationships while retaining and expanding existing ones.
- Advise customers on product selection, identify financial needs, and deliver tailored solutions including deposit, lending, and business partner referrals.
- Educate and assist customers with digital banking services and recommend convenient banking options.
- Handle complex customer issues, explain bank policies and procedures, and resolve service concerns.
- Participate in outbound calling campaigns, branch initiatives and community involvement to develop new business.
Branch Leadership & Development
- Aid in building and managing a sales culture to achieve branch goals and bank-wide initiatives.
- Mentor, coach, and train branch colleagues to achieve individual and team sales goals and customer experience.
- Conduct team meetings, communicate bank policies, programs, and objectives.
- Provide input for staff performance management, including evaluations, salary adjustments, transfers, and disciplinary actions.
- Participate in hiring and performance management of branch staff.
Branch Operations & Compliance
- Oversee branch audit processes and review various branch reports.
- Follow all bank policies and procedures, including security of bank assets and confidentiality of customer information with adherence to Customer Information Practices.
- Ensure compliance with all banking regulations, policies and procedures, including BSA/AML.
- Assist in managing daily branch operations, including opening/closing, security, audit, and compliance procedures.
- Ensure proper documentation and compliance for all new accounts, loan requests, and account maintenance.
- Maintain professional branch appearance and supply inventory.
- Provide support to branch and lead in team meetings.
Qualifications
Education
- A high school diploma or equivalent required.
Experience
- Minimum 2 years of banking experience.
- Supervisory experience preferred.
Skills & Knowledge
- Superior customer service and relationship building skills.
- Strong communication and interpersonal skills.
- Ability to work in a flexible, cross-trained environment.
- Strong coaching and mentoring skills required.
- Ability to prioritize workflow, multi-task, and meet deadlines.
- Enthusiastic, goal-oriented, and customer-focused.
- Ability to analyze situations and solve complex issues.
Behavioral Expectations
- Demonstrate teamwork, adaptability, accountability, and leadership, in alignment with Beacon Bank’s core values.
Company Information
Beacon Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.
If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or would like to request alternative methods of applying, please contact us at hr@berkshirebank.com.