Assistant Branch Manager

Description

Department: Retail

Reports to: Branch Manager

FLSA: Exempt

Last Modified: 11.22.24

The Assistant Branch Manager is responsible for directly managing the daily branch operations, accurately and courteously assisting customers, processing customer transactions, selling and cross‑selling Bank services, originating new consumer and home equity loans and performing other branch management functions as assigned. Contributes to the overall sales growth of the bank. Responsible for providing the highest level of Customer Service, and adhering to the Bank’s Core Values, and Service Standards.

• Provides the highest level of customer service and promotes a culture of professional, courteous and efficient customer service amongst the branch team.
• Refers customers to the appropriate bank colleagues for more advanced problem resolution.
• Performs other branch duties as required in order to exceed customer expectations.
• Maintains a thorough knowledge of the Bank’s products and services.
• Utilizes Customer Feedback process to support Service Standards.
• Follows up on customer feedback, takes responsibility for complete resolution.
• Actively participates in community events as a representative of the Bank.
• Treats customer and Bank information with the highest degree of privacy, integrity, and confidentiality
• Performs other duties as assigned.

• Oversees the daily activities of the branch to ensure consistently high levels of customer service, accuracy, efficiency, and compliance.
• Acts as branch manager in the Branch Manager’s absence.
• Maintains prescribed security controls.
• Acts as branch contact person for all operations issues.
• Monitors the functioning of all branch equipment; performs maintenance in accordance with established procedures, contacts appropriate repair personnel as necessary.
• Coordinates branch staffing and schedules to ensure adequate coverage at all times.
• Oversees and assists with the overall operations of the branch including; customer transactions, approve transactions requiring supervisor approval, signs official Bank checks to limit of authority, branch cash orders, ensures branch cash records are maintained in accordance with established procedures, cash verification, and opening and close procedures.
• Assists with teller settlement and error resolution, including computer system input errors.
• Oversees ATM and other branch settlement procedures to ensure timely and accurate settlement of cash, cash items, and monthly reports.
• Open new consumer and business accounts.
• Deepens customer relationships by providing the best deposit solutions for our customers.
• Refers loan opportunities to the appropriate colleagues.
• Comply with all Federal, State and Bank policies and procedures.

• Originates consumer and home equity loan applications according to established bank policy and procedures.
• Refers leads to commercial lender, mortgage loan originator, branch personnel, or 3rd party vendors as appropriate
• Approves loans according to individual lending authority and bank policy

• Supervises the activities of the branch staff, establishes performance standards and objectives.
• Conducts regular development meetings, annual performance appraisals and salary reviews with staff.
• Initiates individual development plans for staff members to improve and expand their skills and capabilities, recommends training as needed.
• Makes and approves recommendations for employment, promotions, transfers and terminations.

• Bachelor’s degree or the equivalent in education and related work experience.
• At least three years of progressively more responsible experience in branch banking, including staff…