Assistant Branch Manager - North Plainfield

Position Summary

An Assistant Branch Manager (ABM) will be responsible for the day-to-day management of the branch, ensuring that it operates efficiently and adheres to the bank’s policies and procedures. Will work closely with the Area Manager to ensure that customer issues are addressed promptly and effectively. Will manage the internal sales, service, and day-to-day operations. You will work closely with your team members, contributing to the profitable growth of the branch.

ABM will work closely with the Retail Branch Administrator and provide feedback on branch operations and briefs that are sent out. Work closely with the Area Manager and Senior Universal Bankers and/or Universal Bankers to ensure not only the operational requirements of the retail bonus incentive plan are met and also assist with the achievement of the sales goals assigned to the branch.

To achieve this, ABM will coach teams, ensure staffing levels are adequate, customers are satisfied with products and services, and the staff’s work is performed in compliance with bank standards, policies, and procedures. ABM will work with Bankers to ensure adequate onboarding and cross‑training to perform platform duties. Will be responsible for identifying sales opportunities and driving sales growth in the branch.

This includes developing and implementing sales processes for your Bankers by researching and analyzing data to create sales forecasts and collaborating with your Area Manager to identify sales opportunities.

• Create long-term customer relationships through friendly conversation, active listening, ascertaining customer needs and recommending and selling products and services.
• Develop a team of high‑performing sales and service members by participating in the hiring, coaching, and performance management processes.
• Manage the work of the branch staff, assign specific duties, and ensure adherence to quality standards, deadlines, and proper procedures, correcting errors or problems as needed.
• Perform daily branch operational activities including overdraft decisioning, account maintenance, wire transfers, branch opening and closing, and cash management.
• Meet customers’ needs by conducting accurate needs assessments, providing information on products and services, informing customers on how to conduct their banking business, and delivering customer service that meets established quality standards.
• Open new accounts ensuring all documentation is obtained and is accurate.
• Meet branch goals in product sales and customer service levels.
• Resolve customer issues in a timely and efficient manner.
• Comply with established policies and procedures.
• Provide employees with guidance in handling difficult or complex problems or in resolving escalated complaints or disputes.
• Schedule branch staff for adequate coverage.
• Perform monthly audits and due diligence; ensure the timely completion of the monthly report package.
• Facilitate and/or participate in regularly scheduled meetings including morning huddles, monthly security meetings, sales meetings, and operational meetings, keeping staff informed of sales, products, operations, compliance, policy, procedure, and regulatory changes and updates.
• Manage the branch budgets by controlling expenses, overtime and avoiding losses through monitoring of expenditures and complying with bank operating policies and procedures.
• Identify the development needs of staff members; provide coaching and training to help staff members improve their knowledge, skills, and job proficiency.
• Work with the Retail Branch Administrator to evaluate staff members’ job performance, including personal, interpersonal, and technical knowledge, skills, abilities determined by company procedures, and recommend appropriate actions. Problems with staff members and to identify causes and issues, to work on resolving problems and on audit issues identified for problem resolution and response to audit.
• Provide employees with guidance in handling difficult or complex problems or in resolving escalated complaints or disputes.
• Discuss job performance problems with staff members to identify causes and issues and to work on resolving…