Assistant Branch Manager
First Mid · Decatur, IL · 1 mo ago
FinanceFull-time
About the role
As a First Mid leader, an Assistant Branch Manager serves as a champion of the mission to make customers feel valued, satisfied, and understood by developing personalized relationships and creating customized solutions based on customer needs throughout their life stages.
Responsibilities
- Lead the team to ensure an exceptional customer and team member experience.
- Maintain confidentiality of all customer or team member information.
- Communicate and ensure adherence to all bank initiatives, compliance, security, and operational policies and procedures, as well as financial loss standards.
- Supervise and coach Tellers and Universal Bankers on sales and operational duties.
- Assist Branch Manager as needed and provide leadership in their absence.
- Process customer account requests and maintain a cash drawer as needed.
- Process consumer loan requests.
- Analyze and review legal documentation associated with opening accounts.
- Resolve customer concerns promptly and efficiently.
- Inform Branch Management regarding the audit integrity, risk management, and security of the branch.
- Assign and schedule staff to ensure optimum service coverage, workload distribution, and project delegation.
- Oversee the opening/closing process of the branch.
- Meet with branch staff regularly (1:1 and in group meetings) to organize sales efforts, communicate procedural/product changes, and resolve issues to optimize branch performance and employee engagement.
- Establish regular coaching opportunities with each team member to review goals and highlight further personal development.
- Select, train, supervise, and evaluate branch staff to enhance individual productivity and ensure alignment with job descriptions.
- May be required to work in other First Mid Banking centers.
Sales
- Identify opportunities to expand and maintain existing consumer and business banking relationships, while displaying sales leadership.
- Develop goals for the retail team and assess progress of individuals and the branch to meet corporate initiatives.
- Serve as an ambassador for company culture.
- Demonstrate the ability to professionally represent First Mid in terms of appearance and verbal/written communication.
Qualifications
- Education: High School Diploma/GED required.
- Experience: 2+ years’ experience in the financial industry.
- 1+ years of sales or goal-based environment.
- Skills: Must be able to demonstrate an understanding of advanced math functions that will allow for the analysis of credit and financial information.
Benefits
- Competitive health, dental & vision coverage with HSA match
- 401(k) with employer match + Employee Stock Purchase Plan
- Generous PTO, paid holidays & parental leave
- Tuition reimbursement & performance-based bonuses