Assistant Branch Manager

Description: Position Title: Assistant Branch Manager Department: Branches STATUS: Non-Exempt GRADE: TBD REPORTING RELATIONSHIPS Position Reports To: Branch Manager Positions Supervised: Operations Officer, Personal Bankers (varies by Branch) POSITION PURPOSE Assist Branch Manager in the leadership and development of staff for optimum performance.
Build and broaden customer relationships through exceptional customer service.
Interact with customers and potential customers.
Perform administrative functions related to deposits, business products, and services.
Respond to and resolve/satisfy customer inquiries, requests, problems and complaints, accurately and timely.
Maintain current knowledge and complies with Bank policies and procedures.
Perform duties in compliance with regulatory requirements including, but not limited to, the Bank Secrecy Act.
Requirements: ESSENTIAL FUNCTIONS AND BASIC DUTIES Assist the Branch Manager by preparing and leading meetings, as well as sharing information with branch staff in a timely and direct manner.
Complete all reports and checklists as assigned in a detailed and timely manner.
Proactively work with Branch Manager to set and monitor goals in alignment with the company’s strategic plan.
Serve customers primarily through face-to-face channels and occasionally, through electronic channels such as phone, email, and online.
Build customer relationships to increase deposit and business accounts, while cross-selling additional products.
Maintain a high level of knowledge and understanding of Bank products and services to satisfy customer needs and build stronger customer relationships.
Interview customers and opens new personal and/or business accounts in compliance with Bank policies.
Prepares all related documentation and ensures all documentation is complete.
Assist customers with product/account questions, complaints and issues.
Explains different types of accounts to customers and assists in the selection of the most appropriate products for the customers.
Service existing accounts through daily customer interaction and provide assistance in the understanding and reconciliation of their account activities.
Appropriately respond to customer problems, research requests and/or complaints and request assistance as needed to acknowledge resolution.
Renew and update certificates.
Perform file maintenance and account changes as needed.
Maintain IRA accounts.
Assist in supervising Personal Bankers and Operations staff.
Including, recommending and conducting the delivery of progressive discipline in response to compliance and operational infractions.
Conduct the timely delivery of employee performance appraisals.
Keeps supervisor informed of area activities and significant problems.
Handles items to be sent for collections, maintain records of these items and notify customer of results.
Maintains a professional and courteous manner with customers and co-workers in all interactions.
Assists in managing the safety and security of the branch, conducting monthly audits to ensure compliance with security policies and procedures.
Responsible for complying with the Bank Secrecy Act policies and procedures, including attendance at annual training, as directed by the Bank Secrecy Act Officer.
Responsible for complying with and maintaining current knowledge of Bank policies and procedures.
Adheres to Core Values and promotes Value Driven Culture at all times.
Other duties as assigned.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.
Duties, responsibilities and activities may change at any time with or without notice.
QUALIFICATIONS AND REQUIREMENTS To perform this job satisfactorily, an individual must be able to perform each essential duty satisfactorily.
The requirements listed below are representative of the knowledge, skill, and/or ability required.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties.
EDUCATION/CERTIFICATION: GED or high school diploma required.
Associates or Bachelor’s degree in business preferred.
A combination of education and work experience may be substituted for a college degree.
REQUIRED EXPERIENCE: Two - five years’ related experience.
REQUIRED KNOWLEDGE: Knowledge of Bank operations required.
SKILLS/ABILITIES: Excellent interpersonal skills, as well as written and verbal communication skills are necessary.
Strong organizational and mathematical skills are required.
Good supervisory skills with the ability to provide leadership, supervision and training for two (2) or more employees using positive supervisory techniques to ensure maximum productivity; demonstrated ability in organization and delegation skills.