Assistant Branch Manager

About the role

The Assistant Branch Manager assists the Branch Manager in performing various customer service and sales activities, supporting lending activities, and managing branch operations.

Responsibilities

• Affixes to the Branch Manager with overall operations in the Loan Support, Teller, and CSR areas
• Cross-train to assist by operating a Teller window during peak customer periods or staffing shortages, and fill in as a CSR
• Aid the Head Teller in compiling monthly reports on Teller Transactions and Teller Over and Short Reports, and quarterly self-assessments
• Supports the consumer and small business loan process by assisting in interviewing applicants and completing the loan application process as needed
• Stay updated on all training including regulations applicable to the lending and deposit areas, as well as branch operations
• Generate new relationships/new accounts, actively cross-selling bank products and services through outbound calling
• Update and monitor sales activities using 360 View
• Maintain and stay updated on security policies and procedures
• Aid in attaining internal performance objectives for branch sales, deposit & loan growth, and quality of audit reports
• Motivate, train, and coach employees to achieve branch goals
• Aid with work schedules, employee performance reviews, and when required, discipline subordinates
• Represent the financial institution to the community in activities which may include civic duties and outside business development calling

Requirements

• High school diploma or equivalent; bachelor’s degree preferred
• Minimum 3 years’ sales and service experience in a retail or financial services business
• Consumer/residential lending experience preferred
• Supervisory experience
• Good interpersonal communication skills
• Knowledge of Consumer and Small Business Lending Operations, Teller and CSR functions, bank products and services
• Proficient in Microsoft Office programs
• Strong written and verbal communication skills
• Ability to adapt to change
• Background in financial operating policies and procedures, banking regulations (state and federal), employee development and public relations preferred
• Participate in all required compliance training, including Bank Secrecy Act/anti-money laundering training, as well as internal and external training programs, online training, meetings, and seminars/conferences, etc.

Conditions of Employment

• Must be able to pass a criminal background & credit check
• Must be available for up to 25% travel