Branch Banking Assistant Leader

About the role

The Branch Banking Assistant Leader drives branch revenue growth, operational integrity and client experience excellence, with a focus on reputational success in the community.

Responsibilities

• Business Performance: Drive market growth of primary client relationships and achieve growth targets in financial performance (deposits, loans, and non-interest income). Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiatives.
• Sales Leadership and Coaching: Support in the coaching, development and mentorship of team members. Actively support the execution of partner-produced sales and marketing initiatives. Reinforce training, development and coaching to branch teams on our mission and how to effectively engage in broader communities and customers to deliver against performance targets. Responsible for assisting the Branch Banking Leader with talent management functions including: employment, performance evaluations, staff development/training, disciplinary actions, succession planning and ensuring all staff comply with compliance requirements.
• Client Experience: Deliver client engagement and education using the tools and systems available. Foster a culture focused on providing an exceptional client experience with a commitment to delivering on our mission and purpose.
• Risk Management: Identify and mitigate reputational, regulatory, employee and client risks by helping team members understand and adhere to all applicable bank policies and regulations. Meet operational excellence standards. Responsible for talent management functions including: employment, performance evaluations, staff development/training, disciplinary actions, succession planning and ensuring all staff comply with compliance requirements.
• Additional Accountabilities: Performs special projects and additional duties as required. Consistently adheres to regulatory and compliance policies and standards linked to the job and completes required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.

Requirements

• Required Qualifications:
  • Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent.
  • Minimum experience required: 2+ Years of branch sales experience.
  • Experience with a variety of banking products.
  • Experience with banking risk management.
• Preferred Qualifications:
  • Education level preferred: Undergraduate Degree (4 years or equivalent) or equivalent experience.
  • 4+ years of branch banking and/or financial institution sales experience.
  • Experience in a leadership role.
• Job Competencies:
  • Creating Diverse and Cohesive Teams.
  • Education, Coaching and Teaching.
  • Creating followship.
  • Objectively evaluating talent.
  • Creating accountability.
  • Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights.
  • Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results.
  • Builds trusted client relationships, whether internal or external, by identifying needs and delivering tailored solutions to enhance the overall client experience.