Assistant Branch Manager

A growing financial institution is seeking a Senior Branch Specialist to support daily branch operations, deliver exceptional client service, and contribute to business development efforts. This individual will serve as a key member of the branch team, helping ensure operational excellence, regulatory compliance, and relationship growth.

Client Service & Relationship Management

• Deliver outstanding service to clients in person, over the phone, and through email.
• Respond to client inquiries and resolve account-related issues promptly and professionally.
• Identify client needs and make appropriate referrals to internal banking partners.
• Support a customer-first culture and contribute to an exceptional client experience.

Business Development

• Engage with existing and prospective clients to deepen relationships and identify opportunities.
• Generate referrals for banking, lending, treasury, and wealth management services.
• Develop and maintain relationships with community partners and professional referral sources.
• Participate in outreach initiatives, networking events, and client follow-up activities.
• Track client interactions, referrals, and business development efforts.

Branch Operations

• Assist with daily branch operations, transaction processing, and operational oversight.
• Support operational improvements and process efficiency initiatives.
• Provide backup support for branch staff as needed.
• Assist with cash handling, vault operations, approvals, and dual-control procedures.
• Coordinate with internal departments to resolve operational issues.
• Prepare operational, compliance, and performance reports.

Compliance & Risk Management

• Ensure compliance with banking regulations, policies, and procedures.
• Support account opening processes and documentation reviews.
• Assist with BSA/AML compliance requirements.
• Participate in audits, risk assessments, and quality assurance activities.
• Complete required compliance and regulatory training.

• Bachelor's degree in Business, Finance, Accounting, or related field preferred.
• 3+ years of banking, financial services, customer service, or sales experience.
• Strong relationship-building and client-facing skills.
• Experience working in a branch environment preferred.
• Knowledge of banking operations, compliance, and account servicing.
• Proficiency in Microsoft Office Suite.
• Strong organizational, communication, and problem‑solving skills.

• Customer-focused mindset
• Strong business acumen
• Detail-oriented and highly organized
• Ability to multitask in a fast‑paced environment
• Collaborative team player
• Proactive and results-driven professional

Competitive compensation package, benefits, paid time off, professional development opportunities, and career growth within a dynamic financial institution.