Assistant Branch Manager
Position Summary
The Assistant Branch Manager supports the Branch Manager in the day-to-day operation of the branch. This role serves as a working leader who helps manage staff, delivers excellent customer or member service, ensures operational compliance, supports sales and service goals, and assumes responsibility for branch operations in the Branch Manager's absence.
Staff Leadership and Coaching
- Coach, train, and develop branch employees
- Support performance discussions and evaluations
- Monitor productivity and service standards
- Help create schedules, assign daily work, and support hiring, onboarding, and development
Branch Operations
- Assist with the management of daily branch operations
- Ensure branch balancing, cash controls, security procedures, operational quality controls, audit readiness, and procedural consistency
Sales and Business Development
- Help achieve branch loan, deposit, and membership or customer growth goals
- Coach staff on referral and sales activity
- Build relationships with customers, members, and local businesses
- Support community involvement
Member and Customer Service
- Resolve escalated service issues
- Support account opening and maintenance activity
- Ensure high-quality service delivery
- Assist customers or members with more complex financial service needs
Compliance and Risk Management
- Support adherence to banking regulations and internal policies
- Assist with audits, security controls, Bank Secrecy Act requirements, operational procedures, and branch risk management
Acting Manager Coverage
- Serve as acting branch manager when the Branch Manager is unavailable, helping maintain continuity of service, staff direction, and operational oversight
Qualifications
- Education: High school diploma required. Associate's or Bachelor's degree in Business, Finance, or a related field preferred
- Experience: Two to five years of banking or credit union experience common. Prior teller, banker, loan officer, or member service experience helpful. Previous leadership or supervisory experience preferred
- Certifications: Notary Public, signature guarantee, lending authority, or similar certifications may be preferred or required depending on the institution and branch responsibilities
Key Competencies
- Leadership and coaching
- Service excellence
- Sales and relationship building
- Operational knowledge
- Regulatory compliance
- Problem solving
- Communication skills
- Team development
- Digital banking proficiency
Direct Reports
Depending on branch size and structure, an Assistant Branch Manager may supervise or help supervise Tellers, Senior Tellers, Universal FSR I, II, III, or similar frontline branch roles.
How The Role Differs From a Branch Manager
- Assistant Branch Manager: Executes branch plans, directly coaches frontline staff, manages daily operations, acts as manager when needed, works heavily in service and operations
- Branch Manager: Sets branch strategy, oversees overall branch performance, accountable for branch financial and business results, primary leader of the branch, focuses more on leadership, business development, and market growth
Modern Assistant Branch Manager Emphasis
A strong modern Assistant Branch Manager is more than a backup supervisor. The role increasingly requires hands-on coaching, digital banking fluency, problem solving, operational discipline, and the ability to connect frontline execution to the branch's broader growth and service goals.
ADA Requirements
- Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 5 lbs
- Must be capable of climbing/descending stairs in emergency situation
- Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator
- Must be able to routinely perform work on computer for an average of 6-8 hours per day
- Must be able to work extended hours whenever required or requested by management
- Must be capable of regular, reliable and timely attendance