Senior Assistant Branch Manager
Fremont Bank · Carmel, CA · 5 days ago
ConsultingFull-time
The Sr. Assistant Branch Manager is responsible for delivering exceptional customer service in alignment with Fremont Bank standards at every client interaction. This role combines operational oversight, staff development, and sales leadership to ensure the branch operates efficiently and achieves its goals. The Sr. Assistant Branch Manager will oversee hiring, training, management, and supervision of branch staff to maintain operational integrity, staff productivity, and branch security. This includes implementing bank policies, procedures, and security measures to protect both customers and the Bank from losses, while ensuring all staff adhere to these standards.Key responsibilities include accurately balancing branch vault cash, preparing operational reports and certifications, and leading Associates in cross-selling activities and new business referrals. The Sr. Assistant Branch Manager will support the Branch Manager in ensuring smooth operations on the teller line and provide ongoing guidance, training, and support to branch staff to foster teamwork and collaboration. Additionally, this role focuses on achieving sales standards through outbound calling, outside prospecting, and expanding relationships with existing clients. The Sr. Assistant Branch Manager will recommend or refer retail consumer and business products and services to prospective and existing clients, while developing and maintaining internal partner relationships to maximize relationship expansion. Client acquisition efforts may require time spent on outside business development activities.In the absence of the Branch Manager, the Sr. Assistant Branch Manager will assume full responsibility for branch operations, sales, coaching, training, and development, ensuring continuity and excellence in all branch activities Customer Experience Provide exceptional service that is consistent with or exceeds bank standards of Six Diamond Experience in customer servicePromote and expand client relationships based on identifying needs through effective utilization of client needs assessment toolsAccurately obtain required new account documentation, input data, and prepare necessary client paperwork for the sale of products and servicesResolve client issues and handle client requests in a timely, consistent, and professional manner Relationship Building Explain, promote, and refer Fremont Bank products and services to current and prospective consumer and business clientsMeet assigned sales and referral objectives and contribute towards branch goals, including referring customers to business partners when applicableMaintains accurate performance records, pipeline activities and regularly reviews performance results with Branch ManagementConduct internal and prospective client telemarketing and follow-up duties when assigned by managementRegular participation in outside business development activities, including individual and collaboration of in-person business cold calling, as well as applicable community-based business networking eventsUnderstand and be able to accurately communicate consumer and business deposit and lending products, as well as merchant payment, payroll, and treasury management servicesRecommend and submit small business lending products and applications, including supporting documentation for lending relationship expansionOpen new accounts and service existing accounts, including business customers Operations Follow and explain bank policies and procedures as directed by managementResponsible for compliance with applicable State and Federal Regulations and lawsAccountable for performing all operational duties with accuracy, attention to detail and proper cash handlingConsistently balance cash drawer and vault cash accurately while maintaining neat and organizedworkstations/desksMaintains teller and branch cash limits and coordinates cash shipments to ensure cash supply is adequate for individual branch needs based on legal requirements and business demandAccurately completes and submits branch reports, certifications, and audits in a timely mannerOngoing training of associates in customer service, banking procedures and regulatory requirementsActively prepare for and participate in branch meetings and training workshopsStay informed of job-related issues, bank promotions, changes in products, services, policies, or procedures; actively participate in industry-related seminars and training classesAccountable for staying current on business-related activities in other areas of the BankMaintain a flexible work schedule, including weekendsOther additional duties as assigned Management In the absence of the Branch Manager, perform Branch Manager duties/responsibilitiesDirectly manages all operations positions, including Tellers, Senior Tellers, Lead Tellers, and Operations SupervisorsResponsible for hiring, training, performance management and annual performance appraisals for all operations positionsSupervises and coordinates Associate schedules to ensure customer needs are met and all policies & procedures are followedWork with the Branch Manager to develop and implement daily actions to proactively meet sales goals and objectivesIn cooperation with the Branch Manager, conduct daily quick start sales meetings, along with weekly and monthly sales production meetings with branch personnelTrack daily, weekly, monthly, and annual sales goals for branch personnelEncourage each branch associate to achieve top performanceMinimum 4 years sales and customer service experience in a customer facing banking environment with previous new consumer and business account opening responsibilitiesMinimum 2 years supervisor experience or equivalent preferredSuccessfully pass the Regulation CC Exam, Operational Knowledge Exam and obtain Signing AuthorityProven demonstration of success in building relationships with clients and achieving banking sales and lending objectivesKnowledgeable in small business deposit and lending productsProven success in small business lending, as well as prospecting and cold calling new outside business opportunitiesKnowledge of bank products and services and proven success of effective sales techniquesUnderstanding of banking regulatory compliance issuesExcellent listening and presentation skillsMinimum 1 year of cash handling experience recommendedMust be able to lift at least 25 lbs.Basic computer literacy, including working with a Windows-based computer environment, and a working knowledge of Microsoft OfficeStrong time management and organizational skillsVision and hearing must be sufficient to interact with clients over the phone and in-personVerbal communication must be clearly spoken and understoodAbility to walk and stand for outside business development activitiesWillingness to perform telemarketing duties as assignedMust possess excellent verbal and written communication skillsProven leadership capabilitiesA thorough understanding of goal setting and personnel development techniquesSuperior interpersonal skills with the ability to diffuse hostile client interactions and mediate employee relation issuesProven ability to motivate personnel in sales productivity and operational complianceA professional appearance is requiredHigh school diploma or GED requiredCollege degree preferred