Assistant Branch Manager - San Marcos, TX
About the role
The Assistant Branch Manager provides high‑quality customer service and a positive banking experience for all customers. The role includes processing teller transactions such as cashing checks, receiving and processing deposits, withdrawals, transfers, daily balancing of the teller drawer, and other assistance as requested. The Assistant Branch Manager ensures accurate and timely processing of transactions in accordance with established teller policies and procedures, and provides guidance, assistance, and approvals for tellers as necessary. Additional duties include assisting with teller work schedules, training new or less‑experienced tellers, and enforcing teller policies and procedures. The position also fulfills all requirements of the dual role of Personal Banker.
Responsibilities
- Coach, review, supervise, and discipline assigned employees as needed, and make effective suggestions and recommendations regarding the employment status of assigned employees.
- Prepare work schedules and prioritize duties.
- Direct the day‑to‑day operation activities of the Teller area, including teller balancing, ordering cash, cash vault balancing, posting deposits, withdrawals, transfers, loan payments, and cashing checks.
- Conduct quarterly audits, including but not limited to teller cash boxes, gift cards, and Cashier’s Checks.
- Track the banking center’s teller suspense overall total to ensure compliance with Teller Disciplinary Guidelines.
- Review and approve daily general ledger entries.
- Operate the teller station as necessary and ensure balancing of teller drawers.
- Assist existing and potential customers with product and service inquiries.
- Answer questions and resolve difficult or complex problems presented by tellers or other staff.
- Consistently promote and cross‑sell the Bank’s products and services at every opportunity.
- Make a concentrated effort to solve customer problems.
- Promote and maintain positive relations with all contacts, customers, and potential customers.
- Support and promote the Bank’s Vision, Mission, Core Values, organizational structure, policies, and procedures.
- Demonstrate excellent communication, analysis, observation, and decision‑making skills; rapidly determine key priorities, clearly communicate them, and align resources accordingly.
- Work effectively in high‑pressure and stressful situations while remaining composed.
- Provide strong, compassionate, and visible leadership that fosters positive attitudes and trust among employees, customers, and prospects.
- Maintain effective relationships with board members, officers, employees, and the business and civic community.
- Carry out management responsibilities in accordance with the Bank’s policies and applicable laws and regulations, including interviewing, hiring, and training employees; planning, goal setting, assigning and directing work; appraising, rewarding, and disciplining employees; addressing complaints and resolving problems of customers and employees; and complying with federal and state regulations and Bank policies.
- Perform other duties as assigned.
Qualifications
- High School Diploma or GED and two years of bank teller experience or a relevant field in the banking industry.
- At least six (6) months of cash handling experience.
- Strong customer relations and interpersonal skills.
- Ability to type, use a computer efficiently, and use a 10‑key calculator.
- Proficiency with Microsoft Office Suite.
- Ability to handle large quantities of currency while maintaining accuracy.
- Good problem‑solving skills, solid decision‑making, effective communication, prioritization, and organization of work activities.
- Mental concentration required for handling frequent interruptions and working in a fast‑paced environment.
- Physical ability to stand for most of the work day and lift, carry, or move heavy boxes or bags of currency and coin weighing up to 25 pounds.
- Flexibility to work scheduled hours Monday through Saturday.
- Previous supervisory experience (preferred).
- Sound knowledge of general bank operations.
- Bilingual in English and Spanish (preferred).
- Must be physically present in the Bank to perform job duties.