Branch Banking - Assistant Leader

Job Summary

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).
• Sales Leadership and Coaching: Support the delivery and execution of development opportunities to drive awareness, consideration and engagement with the bank in your community. 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 our broader communities and customers to deliver against our performance targets.
• Client Experience: deliver client engagement and education--using the tools and systems available.
• 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.
• Performs special projects, and additional duties and responsibilities as required.
• Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance training.
• Accountable to maintain compliance with applicable federal, state and local laws and regulations.

Required Qualifications

• Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent.
• Minimum experience required: 2+ Years of branch sales experience.
• Life and Health Insurance Licenses (required within the first 90 days in role. Failure to pass exam/or no attempt to take exam will result in removal from LBE program).
• FINRA Security Industry Essentials (SIE) (required within 90 days of passing the Life and Health Insurance exam. Failure to pass exam/or no attempt to take exam will result in removal from LBE program).
• FINRA License Series 6 (required within 90 days of passing Security Industry Essentials exam. Failure to pass exam/or no attempt to take exam will result in removal from LBE program).
• FINRA License Series 63 or Series 66 (required within 90 days of passing the Series 6 exam).

Preferred Qualifications

• Education level preferred: Undergraduate Degree (4 years or equivalent).
• Minimum experience required: 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 fellowship.
• 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.
• Fosters or supports a positive work culture and productive work environment, displaying importance of effective relationships with customers and stakeholders.

Physical demands (ADA)

No unusual physical exertion is involved.