Assistant Branch Manager/Personal Banker

Function Profiles

Customers are profiled to determine financial services needs and referred to other Lines of Business when appropriate. Loan and deposit accounts are opened. Individual goals including loan and deposit production and other sales goals are achieved.

Duties And Responsibilities

• Completes Frontline, Platform Sales & RSS Operational training as assigned by Consumer Bank Training in conjunction with Retail Operations.
• Demonstrates product knowledge, sales aptitude, and service expectations in a successful manner.
• Assists in the supervision of the branch customer service function by coaching staff and completing Bank’s leader classes (STELLAR) and Leadership courses as scheduled.
• Creates a working environment focused on exceptional service and sales efforts.
• Focuses on executing S&T sales conversations, note-taking in appropriate systems while profiling customers to determine and recommend appropriate S&T loan and deposit products.
• Utilizes the appropriate customer service/correspondence software to streamline and improve efficiency while conducting interviews with customers to determine financial needs.
• Follows up with customers by suggesting solutions that meet the customers stated and unstated needs.
• Prepares loan applications using LOS software and coordinates loan document preparation.
• Opens new deposit accounts and produces signature cards, certificates of deposit and other deposit documents.
• Makes referrals to line of business as needed.
• Follows up on loans and deposit accounts opened and corrects deficiencies or document exceptions.
• Utilizes the Sales & Service guide to complete outbound campaign calls on new and existing customers to generate new business as outlined in the Branch Playbook.
• Works with customers on loan inquires, takes loan applications; utilizes decision power applications as customers’ needs dictate.
• Contributes to Branch goals and sales and service standards as outlined in branch playbook and detailed by Branch Management.
• Executes professional sales and service behaviors in alignment with Bank’s Our Shared Future purpose, five values and core drivers.
• Maintains a good working relationship with bank employees in other departments.
• Demonstrates strong interpersonal skills with the ability to work independently, as well as motivated to work as a team player to contribute to the success of the branch and in turn, the organization.
• Completes NLMS requirements as part of the S.A.F.E. Act certification.

Education and Experience

• Requires a high school diploma or equivalent, plus specialized training or a two-year degree.
• Successful completion of PB requirements.
• Five to ten years of general business experience, one to two years of supervisory experience preferred.
• Successful completion of the retail training program required.

Physical Demands

• Operates a keypad device: 70% of the day;
• Operates electronic equipment: 10% of the day;
• Operates office equipment: 10% of the day.
• Standing is required 2 hours per day in a straight position.
• Sitting is required 5 hours per day in a leaning position.
• Routinely lifts up to 10 lbs., 2 times per day.
• Maximum lift is 20 lbs., one time per day.
• Must be able to occasionally lift and/or move up to 50 lbs.
• Use of manual dexterity skills for typing and data entry up to 40% of the business day.
• Specific vision requirements include close vision of 18”-20” for computer work.

Salary Range

$36,438.00 - $80,850.00