Assistant Manager - Main Branch
Sales/Servicing
Accepts secured and unsecured consumer loan and personal lines of credit applications and able to open all types of consumer and business deposit products and related services.
Profiles the customers while opening or servicing deposit accounts to determine needs.
Actively participates in customer retention programs to build and retain customer relationships and find opportunities to acquire new relationships.
Manages a portfolio of HVC customers to build and retain customer relationships.
Analyzes tax returns and financial statements.
Participates in branch or bank wide campaigns.
Actively cross-sells and refers customers to the appropriate business partners.
Achieves all individual/branch goals as assigned which may include deposit, loan and portfolio growth goals, revenue & risk management targets.
Operational Effectiveness and Service Delivery
Manages risk and takes prompt action in event of discovery of any loss or irregularities in the handling of transaction documents, accounts or company assets.
Purchase and sell cash to/from vault, assist in the replenishment of cash dispensers.
Maintains a high level of accuracy in processing transactions including but not limited to deposits, withdrawals, various payments, cash advances, check cashing placing stops, cautions & holds, foreign currency exchange.
Maintains a positive customer experience by meeting all service level expectations.
Trains and provides guidance to new branch staff.
Leadership
Able to perform all transactional and operational functions including but not limited to open/close branch, daily balancing and reconciliation, perform as vault custodian.
Assists with training, developing and managing a strong branch team.
Manages risk and takes prompt action in event of discovery of any loss or irregularities in the handling of transaction documents, cash and negotiable instruments, customer accounts or company assets.