ASSISTANT MANAGER - BRANCH

Responsibilities

• Greets clients and establishes a quality service environment.
• Accepts and processes transactions with accuracy within policy guidelines.
• Explains transaction policies and procedures to clients.
• Solicits assistance from supervisor as needed.
• Notifies management of suspicious or questionable transactions.
• Refers large withdrawals and account closures to manager/sales staff for retention efforts.
• Actively seeks out and maintains basic product knowledge of all banking products.
• Logs all client calls and interactions in CSI Connections.
• Safeguards assigned cash and balances cash drawer daily.
• Maintains dual control and adheres to all security policies and procedures.
• Completes assigned Sales Training and Compliance Testing.
• Participates in departmental meetings including accepting assignments for presentations.
• Reports to work punctually as scheduled and maintains professional appearance and conduct.
• Able to process transactions through Branch Capture (if applicable).
• Allows entry of safe deposit box holders and accurately maintains entry card (if applicable).
• Exhibits excellent client service standards including face-to-face interactions, phone skills, and promptly replying to voicemails and emails.
• Familiar with Bank policies and procedures and uses them to make good judgment calls when handling client issues.
• Works with minimum supervision.
• Trusted with Branch/Vault combinations, keys and alarm codes.
• Ensures Branch Opening and closing procedures are followed.
• May be asked to train new employees.
• Teller override authority.
• Vault Custodian.
• Placed Coin/Currency orders and ships excess to maintain an adequate amount of cash to meet the daily needs of the Branch while staying within assigned branch cash limits.
• Completes Monthly Branch Audits.
• Completes Quarterly Security Audits.
• Supervises operational issues and personnel in the absence of the Branch Manager.
• Sales: Identifies sales opportunities and makes referrals to appropriate sales representative. Participates in external sales calls. Encourages the use of alternate delivery systems such as Debit Card and On-Line Banking. Helps plan and/or conduct in Branch sales meetings.
• Sales Events: Participates in sales events, which includes but is not limited to Bank promotions, branch promotions, external events and promotional activities.

Qualifications

• High school diploma or general education degree (GED) or currently attaining high school diploma or working through a co-op program.
• A minimum of twelve months’ previous cash-handing experience and/or training required, or an equivalent combination of education and experience.
• Must be able to use a PC and alpha/numeric keyboard with accuracy.
• Previous customer service experience of at least twelve months required.
• Previous management/supervisory experience of at least twelve months preferred.
• Basic PC skills - MS Office (Outlook, Word & Excel).
• Superior interpersonal and communication skills.
• Strong organizational skills.
• Flexible, team player, self-starter, takes initiative.
• Ability to multi-task.