Assistant Branch Manager

Job Title:

Assistant Branch Sales Manager

Reports To:

Regional Branch Sales Manager

Department:
Branch Operations

FLSA Status:
Salaried, Non-Exempt

Summary of

Job Description:

Is responsible for efficient, effective daily management of the Branch office in the absence of the

Regional Branch Sales Manager by ensuring that the Bank’s established policies and procedures are

adhered to while achieving established sales goals. Assists the Regional Branch Sales Manager in

building a strong sales and service team. Provides personalized customer service by learning about

customer needs and financial goals. Represents the bank at community activities when requested

by Regional Branch Sales Manager, to maintain proper responsible citizen stature for the bank while

at the same time developing new business. Assists the Regional Branch Sales Manager in

coordinating and overseeing of daily branch operations while serving as a role model for the staff

with a high level of professionalism and customer service skills. Must have strong leadership and

motivational skills, desire to grow within organization and be flexible in time required as an

Assistant Branch Sales Manager. This is a 40 hour per week position and may include working extra

hours in order to properly support the Customer Service line and Bank operations.

Primary

Duties & Responsibilities:

Staffing

Is observant to recruitment of potential candidates for employment at all times

when encountering customer service excellence in business and personal situations.

Is responsible for maintaining appropriate staffing levels by developing interviewing

techniques that help target the best candidate with the appropriate skill set and

customer service focus. Will work closely with the Human Resource Department to

properly identify candidates to fill open positions.

Supervises all Customer Service Specialists, Head Customer Service Specialists and

Personal Bankers. Is responsible for the appropriate levels of staff training to ensure

job, product knowledge and sales skills are achieved according to the vision of Lake

Shore Savings Bank.

Ensures that all staff members are properly cross trained to ensure the branch has

adequate support and back up for each position.

Works with Personal Bankers and Customer Service Specialists to create a personal

development plan based on career desires using the Steps to Success program and

Personal Improvement Plans (PIP). Will provide semiannual one-on-one discussions

with each employee relative to overall performance and performance to goal

progression.

Provides sales coaching to help each Personal Banker and Customer Service

Specialist improve and ensure their abilities in assisting our customers and

maximizing opportunities to build customer relationships.

Assists Customer Service Specialists and Personal Bankers in diffusing any customer

concerns or issues. Will provide support with staffing issues where necessary as

well.

When necessary, disciplines and discharges using the Progressive Discipline program

while working closely with the Vice President of HR, and consultation with the

Regional Branch Sales Manager.

Is responsible for the delivery of branch staff Employee Performance Appraisals in a

timely and organized fashion. Will work closely with the Human Resource

Department to identify weakness/improvements and corrective measures that

need to occur.

Responsible for the accurate and timely input of branch payroll, time sheets,

tracking of Time Away from Work and branch staff.

Maintains the professional image at all times while representing the Bank, by

maintaining proper personal hygiene and appropriate business attire.

Must represent the Bank in a positive manner at all times by providing customers

with exceptional customer service.

Sales and Service

Responsible for developing and maintaining customer and business relations

through outside business calls, daily contact with customers entering branch and

proactive contact with existing customers. Uses consultative sales approach to

develop relationships that help customers reach their financial goals.

Must be willing to make outbound phone calls to existing customers and potential

new customers or other sales initiatives. The main purpose would be to alert them

to Lake Shore Savings products and promotions. Every effort should be made to

schedule an appointment.