Assistant Branch Manager

Description

Overview:

Assists in the daily sales and service operations of the branch. Assistant Branch Manager can perform all operational, sales and service activities in the branch with minimal supervision. Assistant Branch Manager will coach junior employees as required in operational, compliance and sales functions. Capable of performing all customer service functions to properly service present and potential customers while substantially contributing to the branch sales goals.

Primary Accountabilities / Responsibilities:

• Assist Branch Manager is assuring the proper operations and maintenance of the branch.
• Provide exemplary customer service.
• Significantly contribute to branch goal achievement through sales, referrals and retention of account relationships and excellent customer service.
• Assure adherence to established policies, procedures and work ethics.
• Assign work provide training and guidance to employees as needed.
• Open and close branch as needed.
• Accurately process all daily branch work in a timely and accurate manner.
• Ensure vault is maintained in a proper and accurate manner.
• Work at a desk or teller line depending on the need of the branch.
• Accurately process various customer service transactions; savings accounts, checking accounts, CD’s, process all IRA requests.
• Accurately take Home Equity Loans/Lines of Credit applications and HELOC closings. Must have NMLS # in good standing.
• Assume management of branch in the absence of the branch manager.
• Assumes additional responsibilities as requested by the Branch Manager including resolving routine personnel issues.

Requirements

Training/Education requirements:

• Pre-Requisites
• Successful completion of CSR III requirements or equivalent work experience (4- 5 years in a customer service/sales role).
• Acceptable performance with CSR III transactions, variances, attendance/punctuality.

Job Specific Skills:

• General computer skills
• Organization
• Accurate cash handling/balancing
• Requirement to keep customer and Bank proprietary information confidential

Competencies Required:

• Customer Focus
• Results Oriented
• Adaptability
• Collaboration
• Communication
• Composure
• Innovation
• Self-Development

Work Environment/Physical Demands/Condition Requirements:

Busy office environment, with moderate noise: computers, printers, phones, and light traffic. Must be able to focus and not be easily distracted. Must be able to sit for at least 70% of the workday. Some movement is required to retrieve files, etc. Must be able to see computer screen and read documents. Ability to lift 10 lbs.

Equipment Used:

General office equipment: Computer, Telephone, Mobile devices, Scanner

Compliance:

Satisfactorily completes all required compliance training and complies with all regulations which apply within the scope of the position.

Information Security

Responsible for actively protecting the confidentiality of customer information and computer systems used in the bank by:

• Remaining alert to and reporting malicious or suspected malicious email.
• Participating in training opportunities to ensure continued protection of customer data.
• Provide feedback where possible to help improve the Bank’s security culture.

Responsible for maintaining confidentiality of all sensitive information.