Assistant Branch Manager Lexington Branch
Listed on 2025-12-26
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Management
Client Relationship Manager, Banking & Finance
Assistant Branch Manager I Lexington Branch
Lexington, MA, United States
Job DescriptionAs an Assistant Branch Manager at Rockland Trust, you play a pivotal role in supporting the Branch Manager in overseeing daily operations, driving business growth, and ensuring exceptional customer service. Each day, you create a positive and motivating team environment to help staff meet branch goals and objectives, and cultivate a customer‑centric retail environment focused on identifying and providing team‑based solutions for customer financial needs.
With a consultative, team‑oriented sales personality and outstanding personal customer skills, you take responsibility for ensuring that every customer receives a consistent World Class Customer Experience with every branch staff interaction whether in person, over the phone, or through digital channels. You are a leader in the branch, personally executing a high level of customer service and modeling these behaviors to the staff.
ResponsibilitiesWhat You’ll Do:
- Work in direct collaboration with the Branch Manager to:
- Train, motivate, develop, and coach employees.
- Accept responsibility for individual and overall branch sales, and customer experience performance.
- Nourish branch enthusiasm for participating in product promotion and other areas of opportunity.
- Track and report branch performance.
- Maintain the operational integrity of the branch.
- Ensure proper controls are maintained over all branch operational processes and regulatory requirements.
- Communicate new and/or changed policies and procedures to branch staff.
- Develop and implement sales programs and maintain a positive sales and service environment.
- Develop and maintain effective lobby management and customer outreach efforts.
- Maintain and utilize Salesforce platform.
- Manage referral targets on both an individual basis as well as for the branch team, leveraging a needs‑based, consultative sales approach and online produce recommendation guides.
- Proactively identify, report, and resolve customer issues to ensure a positive customer experience.
- Ensure team compliance with RTC policies and procedures by leading by example, demonstrating our RTC core values and delivery on our customer promises.
- Maintain a thorough knowledge of all products and services provided by the bank including Consumer Products, Home Lending, Business and Cash Management alternatives; act as a resource to others in product knowledge.
- Actively demonstrate technology and self‑service channels with new and existing customers promoting ATM, online banking, and mobile banking alternatives.
- Understand and utilize Regional Based Staffing and branch staffing models to coordinate in‑branch customer demand while facilitating and supervising proactive outreach such as outbound calling and external sales calls.
- Consistently meet or exceed sales and service expectations by effectively leveraging RTC needs‑based product recommendations; consistently meet or exceed requirements on mystery shops.
- Show initiative in maintaining a solid foundation of product knowledge by taking advantage of trainings as they are offered and completing required trainings within the time frames provided.
- Represent Rockland Trust by establishing meaningful roots in the communities it serves.
- Supervise branch staff in the absence of the Branch Manager.
- Assume responsibility for additional reporting duties and responsibilities as required.
Experience:
- Meaningful relationships:
We believe that Each Relationship Matters, and are fully committed to creating a respectful and inclusive environment where everyone is given the chance to succeed. - Commitment to community:
We believe supporting our communities is essential, and are committed to helping those in need. - Recognition & reward:
We believe all colleagues should be recognized for their contributions - Training & development:
We believe all colleagues are critical to our future, and we will invest in their success by providing educational experiences and resources to manage and navigate their careers. - Comprehensive benefits:
Our goal is to offer our colleagues a generous benefits package, and an environment that supports a…
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