Assistant Branch Manager

Airway Heights Branch
10609 W. State Rte. 2
Spokane, WA 99224, USA

Location: Airway Heights Branch - 10609 W State Route 2, Spokane, WA 99224

Schedule: Monday thru Friday, 8:15am to 6:15pm. Saturday 9:45am to 2:15pm. Schedule may vary; must be flexible. Regular, reliable attendance required.

Essential Functions

Primary time allocation is dedicated to managing and supporting implementation of sales and service activities in the branch. Coaches to all corporate sponsored training programs. Partners with branch manager to provide sales support, training, coaching, mentoring and development to all branch staff. Ensures that core competency and development plan documentation for all staff is completed. Responsible for marketing Washington Trust banking products and services including preparing for client calls, making sales calls, and call follow-up.

Identifies opportunities and continually prospects for new clients. Generates leads through existing relationships; asks Center of Influence (COI) and other referrals sources and all new clients for referrals. Meets regularly with Branch Manager to give feedback on branch strategies and plan for further growth of the branch. Perform compliance and risk management duties as required or assigned.

Sales and Business Development

• Co-manages and motivates team to achieve sales goals and activities.
• Conducts periodic sales, one-on-one, and all-staff meetings.
• Participating and promoting team involvement in community organizations and business development activities when appropriate.
• Partners with the Branch Manager in the implementation of sales processes, which includes taking the lead and managing sales goals and initiatives.
• Contributes to the achievement of the branch and market goals.
• Drives goal planning and developing strategies for the branch.

Service

• Takes ownership and emulates the highest level of client service in all situations. Demonstrates a high level of product knowledge.
• Ensures professionalism and service expectations are aligned with corporate standards and followed by all branch personnel.
• Maintains a high level of product knowledge and client service skills based on completion of internal and approved external training programs. Keeps up to date with changes to products and services.
• Works with other managers and staff to exceed client needs in a responsive, efficient manner across department lines.
• Ensures and coordinates daily operation of cash and teller functions, as well as Personal Banker functions with accuracy and efficiency.
• Works with the manager to provide administrative and operational direction and support for the branch.
• Provides professional financial advice, guidance, and solutions through staff and directly to clients.

Training, Development and Leadership

• Coaches to all corporate sponsored training programs.
• Directly conducts coaching with the personal banker, training, human resource functions and staff development activities.
• Ensure that core competency and development plan documentation for all staff is completed.
• Provides sales support, training, coaching, mentoring, and development to all branch staff.
• Works with regional manager, when necessary and human resources in recruitment and hiring process.

Compliance and Risk Management

• Performs compliance and risk management duties as required or assigned.
• Ultimately responsible for all regulatory and compliance activity within the branch including overseeing of the branch audit.
• Incorporates effective internal controls into all relevant work processes. Maintains a comprehensive understanding of internal controls, focusing specifically on key controls.
• Ensures timely updates to internal controls documentation when changes occur in risk parameters and/or workflow.
• Accountable for complying with bank policies and procedures, and governmental regulatory requirements as written in bank policy and procedure documentation.
• Manage branch to proactively identify and prevent fraud situations.
• Train teams to identify and manage risk effectively, staying current on fraud and risk trends to minimize impact to the bank and clients.
• Ensure teams are equipped with the necessary tools and knowledge to proactively mitigate risk-related situations.

Administrative

• Acts as the Compliance Representative and facilitates appropriate compliance information at regular Assistant Manager meetings. Conducts the necessary spot checks and training for audits for the branches. Adheres to bank policy manual.
• Partners with Branch Manager to analyze workloads and workflows, designing and implementing best practices which define the most efficient way to conduct specific processes as well as continually upgrading and evaluating processes.
• Manage branch to proactively educate, identify and prevent fraud situations.
• Responsible for adhering and managing team to bank security and dual control policies.
• Research and troubleshoot complex issues.
• Demonstrates positive leadership behaviors through team motivation and development while leading by example.
• Acts as the…