Assistant Branch Manager

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This position works closely with the Branch Manager to attain branch and bank goals by ensuring day‑to‑day operational excellence, supervising and leading the Client Service Specialists, and providing breakthrough client service. The ABM also processes transactions, places clients in appropriate account and loan products, cross‑sells other bank services and makes referrals to other departments as appropriate.

• Ensures the branch meets or exceeds operations standards at all times and is responsible for satisfactory audits.
• Monitors sales and service goals and coaches other team members to deepen customer relationships using Client and Business Financial Review.
• Develops and maintains strong, long‑term relationships with consumers and businesses in the local community and consistently provides proactive solutions and problem resolutions in alignment with the bank’s Breakthrough Client Service Standards.
• Acts as a back‑up to the personal banking team to open new accounts, receive loan requests and gather credit‑related information.
• Manages, leads, trains, and coaches client service specialists, and may also oversee personal bankers in collaboration with the Branch Manager.
• Processes and oversees technical tasks such as opening and closing of the branch, overdraft monitoring, wire transfers and collections, stop payments, and monitoring branch controls.
• Frequently services complex accounts.
• May back‑up new account openings and client service specialist lines when needed.
• May engage in business development activities in the local community.
• All employees are responsible for internal controls in the performance of their assigned duties. Internal control responsibilities are established in policies, procedures and documents, including the Code of Conduct.

• High School Diploma or GED, required.
• Associate’s or Bachelor’s, Vocational, or Technical Degree in banking, business, or related field or equivalent work experience preferred.
• 2 years of retail banking experience required.
• 1 year of management or supervisory experience preferred.
• 1 year of consumer and small business lending origination experience preferred.
• Customer service background in retail or banking.
• Demonstrated ability to grow sales by developing long‑lasting, knowledge‑based relationships with clients and offering customized solutions.
• Demonstrated leadership skills such as handling difficult customer and associate conversations in a professional, transparent, and courteous manner.
• Proven ability to make sound business decisions.
• Strong attention to detail and the ability to multi‑task effectively.
• Proficient use of spreadsheets and other banking computer systems and related software, and ability to operate a variety of office equipment and to perform repetitive movements for tasks such as counting cash, typing, and handling documents.
• Effective training and mentoring skills.
• Ability to think critically to anticipate downstream impacts of decisions.
• This position requires you to act as a Bank MLO, which is defined as an individual authorized by the Bank to take mortgage loan applications, offer a mortgage, arrange a mortgage, assist a consumer in obtaining or applying to obtain a mortgage, negotiate a mortgage, otherwise obtain or make a mortgage for another person, represent to the public that such person can or will perform any of these activities, or refer a consumer to a loan originator (
  
  Note:
  
  Except those employees of the Bank who do not discuss particular credit terms available and do not refer the consumer, based on the employee’s assessment of the consumer’s financial characteristics to a particular Bank MLO) for compensation or gain. All MLOs will be required to register as an MLO complying with the SAFE Act requirements.
• This position is NOT authorized to act as a Bank Closed‑End MLO, which is defined as any position designated to perform the activities of a Bank MLO for closed‑end transactions, and therefore this position is limited to acting as a Bank MLO for open‑end transactions (i.e., home equity lines of credit) only.