Assistant Branch Manager
for each section heading. Use - for any list of duties/requirements/benefits. Use
for prose.
We must preserve all substantive information, not invent or summarize away detail. So we need to keep the details as they appear, but we can format them into lists.
We need to remove boilerplate: Non-Exempt – Grade Level 4, Equal Employment Opportunity, Corporate Values & Mission (though mission statement could be considered substantive? It's a quote: “Provide superior service, quality advice and show our utmost respect to everyone we meet.” That's part of Corporate Values & Mission. Might be considered substantive? It's a value statement. Could be included in About the role? But it's generic. The instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The mission statement might be considered boilerplate? It's not EEO. It's corporate values. Might be okay to keep? But it's a short sentence. Could be included in About the role as prose. However, the instruction says "Prefer a few substantive sections over many thin ones." So we could incorporate that into About the role paragraph.
We need to include Reports To: Branch Manager as metadata; we can fold into a short
or drop it. Probably include as a short p under About the role.
We need to include Supervisory Responsibilities as part of Responsibilities maybe.
Let's extract content:
General Summary:
"Oversees the day-to-day sales and leadership of the branch. Responsible for the development of customer relationships through the offering of a full scope of Bank products/services. Responsible for meeting and exceeding branch sales goals. Responsible for full management of the branch in the absence of the Branch Manager. All branch staff report to the Assistant Branch Manager. Reports To: Branch Manager"
Essential Duties And Responsibilities (list):
- Review business plans and objectives with Branch Manager.
- Participate in the decision-making process within the branch.
- Partner with Branch Manager to meet branch goals and objectives.
- Oversee day-to-day sales activities in the branch continually update Branch Manager on pending challenges.
- Recommend retail banking products and services to customers and prospects.
- Manage and service relationships and cross-sell all appropriate products and services.
- Provide a broad base of financial and credit services with the goal of acquiring 100% of the customer’s business.
- Make outbound sales calls, recommend appropriate products and services to current customers.
- Process loan applications and close loans
- Coach, mentor, and train all staff members in sales and relationship development.
- Accountable for all branch sales and referral goals.
- Work jointly with Branch Manager to establish goals and hold staff accountable.
- Assist with the operational requirements of the branch.
- Establish close relationships and refer business to assigned partners including Mortgage, Investments, and Commercial Lenders.
- Conduct KPR and Annual Reviews for all Branch Staff.
- Take responsibility of clients’ challenges and opportunities, and effectively resolve them in a timely manner.
- Maintain customer confidentiality at all times.
- Additional responsibilities as assigned.
- Be familiar with and comply with the provisions of the Bank Secrecy Act and USA PATRIOT Act as they relate to the functions of this position. Complete all required reports related to those acts and reports any observed violations or potential violations of those acts to a supervisor or other appropriate bank officer.
- Be familiar with and comply with all federal and state banking regulations as applicable.
Qualifications:
Experience and/or Education:
- High School Diploma or equivalent required
- Bachelor's Degree in business-related major or equivalent of two (2) years successful sales experience, preferably in financial services.
- Minimum of three (3) to five (4) years in banking or equivalent education. (Note: there is a typo: three (3) to five (4) years; we keep as is.)
Licenses & Designations:
- NMLS Requirements
Competencies (list):
- Communication – Effective written and oral communication skills required, with the ability to interface with Internal and external stakeholders and community partners. Has group presentation skills.
- Quality – Demonstrates accuracy and thoroughness; monitors own work and the work of others to ensure quality.
- Delegation – Delegates work assignments; gives authority to work independently; sets expectations and monitors delegated activities; provides recognition for results.
- Judgment – Displays willingness to make decisions; exhibits sound and accurate judgment; supports and explains reasoning for decisions; includes appropriate people in decision-making process. Makes timely decisions.
- Project Management – Develops project plans; coordinates projects; communicates changes and progress; completes projects on time ad budget; manages project team activities.
- Initiative – Undertakes self-development activities; takes independent actions and calculated risks; looks for and takes advantage of opportunities; asks for and offers help when needed.
Physical Demands and Work Environment:
- Ability to work in an office environment which may include many hours of computer and telephone usage.
- This position is not remote-eligible.
- Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- This position description is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. Employees may be required to perform any other job-related instructions as requested by their supervisor, subject to reasonable accommodations.
We should remove the last sentence about not exhaustive? It's boilerplate? It's a standard disclaimer. Might be considered boilerplate. The instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. This is a legal disclaimer; could be considered boilerplate. Safer to remove it. Also remove "This position description is not to be construed as an exhaustive statement..." and the following sentence. Also remove "Reasonable accommodations may be made..." maybe keep? It's about accommodations, could be considered EEO? Might be boilerplate. Safer to remove both.
Thus Physical Demands and Work Environment: keep only "Ability to work in an office environment which may include many hours of computer and telephone usage." and "This position is not remote-eligible."
Now we need to format.
We'll have sections:
About the role
Oversees the day-to-day sales and leadership of the branch. Responsible for the development of customer relationships through the offering of a full scope of Bank products/services. Responsible for meeting and exceeding branch sales goals. Responsible for full management of the branch in the absence of the Branch Manager. All branch staff report to the Assistant Branch Manager. Reports To: Branch Manager. Provide superior service, quality advice and show our utmost respect to everyone we meet.
We included mission statement.
Responsibilities
- Review business plans and objectives with Branch Manager.
- Participate in the decision-making process within the branch.
- Partner with Branch Manager to meet branch goals and objectives.
- Oversee day-to-day sales activities in the branch continually update Branch Manager on pending challenges.
- Recommend retail banking products and services to customers and prospects.
- Manage and service relationships and cross-sell all appropriate products and services.
- Provide a broad base of financial and credit services with the goal of acquiring 100% of the customer’s business.
- Make outbound sales calls, recommend appropriate products and services to current customers.
- Process loan applications and close loans
- Coach, mentor, and train all staff members in sales and relationship development.
- Accountable for all branch sales and referral goals.
- Work jointly with Branch Manager to establish goals and hold staff accountable.
- Assist with the operational requirements of the branch.
- Establish close relationships and refer business to assigned partners including Mortgage, Investments, and Commercial Lenders.
- Conduct KPR and Annual Reviews for all Branch Staff.
- Take responsibility of clients’ challenges and opportunities, and effectively resolve them in a timely manner.
- Maintain customer confidentiality at all times.
- Additional responsibilities as assigned.
- Be familiar with and comply with the provisions of the Bank Secrecy Act and USA PATRIOT Act as they relate to the functions of this position. Complete all required reports related to those acts and reports any observed violations or potential violations of those acts to a supervisor or other appropriate bank officer.
- Be familiar with and comply with all federal and state banking regulations as applicable.
We could also include supervisory responsibilities but they are covered in the list? Not explicitly. There's a separate "Supervisory Responsibilities" paragraph: "May have direct or indirect reporting responsibility for staff. Carries out supervisory responsibilities including interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; handing complaints and resolving problems." We should include that as part of Responsibilities (maybe as separate bullet). Let's add bullet.
Add bullet: "May have direct or indirect reporting responsibility for staff. Carries out supervisory responsibilities including interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; handling complaints and resolving problems."
Now Requirements section: include Experience/Education and Licenses & Designations.
Requirements
- High School Diploma or equivalent required
- Bachelor's Degree in business-related major or equivalent of two (2) years successful sales experience, preferably in financial services.
- Minimum of three (3) to five (4) years in banking or equivalent education.
- NMLS Requirements
Skills section (Competencies):
Skills
- Communication – Effective written and oral communication skills required, with the ability to interface with Internal and external stakeholders and community partners. Has group presentation skills.
- Quality – Demonstrates accuracy and thoroughness; monitors own work and the work of others to ensure quality.
- Delegation – Delegates work assignments; gives authority to work independently; sets expectations and monitors delegated activities; provides recognition for results.
- Judgment – Displays willingness to make decisions; exhibits sound and accurate judgment; supports and explains reasoning for decisions; includes appropriate people in decision-making process. Makes timely decisions.
- Project Management – Develops project plans; coordinates projects; communicates changes and progress; completes projects on time ad budget; manages project team activities.
- Initiative – Undertakes self-development activities; takes independent actions and calculated risks;
for prose. We must preserve all substantive information, not invent or summarize away detail. So we need to keep the details as they appear, but we can format them into lists. We need to remove boilerplate: Non-Exempt – Grade Level 4, Equal Employment Opportunity, Corporate Values & Mission (though mission statement could be considered substantive? It's a quote: “Provide superior service, quality advice and show our utmost respect to everyone we meet.” That's part of Corporate Values & Mission. Might be considered substantive? It's a value statement. Could be included in About the role? But it's generic. The instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The mission statement might be considered boilerplate? It's not EEO. It's corporate values. Might be okay to keep? But it's a short sentence. Could be included in About the role as prose. However, the instruction says "Prefer a few substantive sections over many thin ones." So we could incorporate that into About the role paragraph. We need to include Reports To: Branch Manager as metadata; we can fold into a short
or drop it. Probably include as a short p under About the role. We need to include Supervisory Responsibilities as part of Responsibilities maybe. Let's extract content: General Summary: "Oversees the day-to-day sales and leadership of the branch. Responsible for the development of customer relationships through the offering of a full scope of Bank products/services. Responsible for meeting and exceeding branch sales goals. Responsible for full management of the branch in the absence of the Branch Manager. All branch staff report to the Assistant Branch Manager. Reports To: Branch Manager" Essential Duties And Responsibilities (list): - Review business plans and objectives with Branch Manager. - Participate in the decision-making process within the branch. - Partner with Branch Manager to meet branch goals and objectives. - Oversee day-to-day sales activities in the branch continually update Branch Manager on pending challenges. - Recommend retail banking products and services to customers and prospects. - Manage and service relationships and cross-sell all appropriate products and services. - Provide a broad base of financial and credit services with the goal of acquiring 100% of the customer’s business. - Make outbound sales calls, recommend appropriate products and services to current customers. - Process loan applications and close loans - Coach, mentor, and train all staff members in sales and relationship development. - Accountable for all branch sales and referral goals. - Work jointly with Branch Manager to establish goals and hold staff accountable. - Assist with the operational requirements of the branch. - Establish close relationships and refer business to assigned partners including Mortgage, Investments, and Commercial Lenders. - Conduct KPR and Annual Reviews for all Branch Staff. - Take responsibility of clients’ challenges and opportunities, and effectively resolve them in a timely manner. - Maintain customer confidentiality at all times. - Additional responsibilities as assigned. - Be familiar with and comply with the provisions of the Bank Secrecy Act and USA PATRIOT Act as they relate to the functions of this position. Complete all required reports related to those acts and reports any observed violations or potential violations of those acts to a supervisor or other appropriate bank officer. - Be familiar with and comply with all federal and state banking regulations as applicable. Qualifications: Experience and/or Education: - High School Diploma or equivalent required - Bachelor's Degree in business-related major or equivalent of two (2) years successful sales experience, preferably in financial services. - Minimum of three (3) to five (4) years in banking or equivalent education. (Note: there is a typo: three (3) to five (4) years; we keep as is.) Licenses & Designations: - NMLS Requirements Competencies (list): - Communication – Effective written and oral communication skills required, with the ability to interface with Internal and external stakeholders and community partners. Has group presentation skills. - Quality – Demonstrates accuracy and thoroughness; monitors own work and the work of others to ensure quality. - Delegation – Delegates work assignments; gives authority to work independently; sets expectations and monitors delegated activities; provides recognition for results. - Judgment – Displays willingness to make decisions; exhibits sound and accurate judgment; supports and explains reasoning for decisions; includes appropriate people in decision-making process. Makes timely decisions. - Project Management – Develops project plans; coordinates projects; communicates changes and progress; completes projects on time ad budget; manages project team activities. - Initiative – Undertakes self-development activities; takes independent actions and calculated risks; looks for and takes advantage of opportunities; asks for and offers help when needed. Physical Demands and Work Environment: - Ability to work in an office environment which may include many hours of computer and telephone usage. - This position is not remote-eligible. - Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. - This position description is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. Employees may be required to perform any other job-related instructions as requested by their supervisor, subject to reasonable accommodations. We should remove the last sentence about not exhaustive? It's boilerplate? It's a standard disclaimer. Might be considered boilerplate. The instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. This is a legal disclaimer; could be considered boilerplate. Safer to remove it. Also remove "This position description is not to be construed as an exhaustive statement..." and the following sentence. Also remove "Reasonable accommodations may be made..." maybe keep? It's about accommodations, could be considered EEO? Might be boilerplate. Safer to remove both. Thus Physical Demands and Work Environment: keep only "Ability to work in an office environment which may include many hours of computer and telephone usage." and "This position is not remote-eligible." Now we need to format. We'll have sections:
About the role
Oversees the day-to-day sales and leadership of the branch. Responsible for the development of customer relationships through the offering of a full scope of Bank products/services. Responsible for meeting and exceeding branch sales goals. Responsible for full management of the branch in the absence of the Branch Manager. All branch staff report to the Assistant Branch Manager. Reports To: Branch Manager. Provide superior service, quality advice and show our utmost respect to everyone we meet.
We included mission statement.Responsibilities
- Review business plans and objectives with Branch Manager.
- Participate in the decision-making process within the branch.
- Partner with Branch Manager to meet branch goals and objectives.
- Oversee day-to-day sales activities in the branch continually update Branch Manager on pending challenges.
- Recommend retail banking products and services to customers and prospects.
- Manage and service relationships and cross-sell all appropriate products and services.
- Provide a broad base of financial and credit services with the goal of acquiring 100% of the customer’s business.
- Make outbound sales calls, recommend appropriate products and services to current customers.
- Process loan applications and close loans
- Coach, mentor, and train all staff members in sales and relationship development.
- Accountable for all branch sales and referral goals.
- Work jointly with Branch Manager to establish goals and hold staff accountable.
- Assist with the operational requirements of the branch.
- Establish close relationships and refer business to assigned partners including Mortgage, Investments, and Commercial Lenders.
- Conduct KPR and Annual Reviews for all Branch Staff.
- Take responsibility of clients’ challenges and opportunities, and effectively resolve them in a timely manner.
- Maintain customer confidentiality at all times.
- Additional responsibilities as assigned.
- Be familiar with and comply with the provisions of the Bank Secrecy Act and USA PATRIOT Act as they relate to the functions of this position. Complete all required reports related to those acts and reports any observed violations or potential violations of those acts to a supervisor or other appropriate bank officer.
- Be familiar with and comply with all federal and state banking regulations as applicable.
Requirements
- High School Diploma or equivalent required
- Bachelor's Degree in business-related major or equivalent of two (2) years successful sales experience, preferably in financial services.
- Minimum of three (3) to five (4) years in banking or equivalent education.
- NMLS Requirements
Skills
- Communication – Effective written and oral communication skills required, with the ability to interface with Internal and external stakeholders and community partners. Has group presentation skills.
- Quality – Demonstrates accuracy and thoroughness; monitors own work and the work of others to ensure quality.
- Delegation – Delegates work assignments; gives authority to work independently; sets expectations and monitors delegated activities; provides recognition for results.
- Judgment – Displays willingness to make decisions; exhibits sound and accurate judgment; supports and explains reasoning for decisions; includes appropriate people in decision-making process. Makes timely decisions.
- Project Management – Develops project plans; coordinates projects; communicates changes and progress; completes projects on time ad budget; manages project team activities.
- Initiative – Undertakes self-development activities; takes independent actions and calculated risks;