Job Description
Overview
Assists the Branch Manager in performing a broad variety of customer service and sales activities and also supports lending activities to promote branch growth. Provides assistance to the Branch Manager in mentoring, developing, and supervising all branch staff. Actively participates in achieving sales and service goals and in maintaining operational excellence. Assists in securing and strengthening customer relationships including outbound calls, customer profiling activities, and reviewing customer needs. Supports the consumer and small business loan process. The Assistant Branch Manager assumes a management role in the Branch Manager’s absence.
What You’ll Do
- Assists branch manager with overall operations in the Loan Support, Teller and CSR areas
- Cross-trained in order to assist by operating a Teller window during heavy customer periods or staffing shortages as well as filling in as a CSR
- Assists the Head Teller in compiling monthly reports on Teller Transactions and Teller Over and Short Reports and quarterly self-assessments
- Assists in interviewing consumer and small business loan applicants and complete loan application process as needed
- Stays abreast of all training including regulations as it applies to the lending and deposit areas as well as branch operations
- Generates new relationships/new accounts, actively cross selling bank products and services through outbound calling
- Updates and monitors sales activities using 360 View
- Maintains and stays abreast of security policies and procedures
- Assists with attaining internal performance objectives for branch sales, deposit & loan growth, and quality of audit reports
- Motivates, trains and coach employees to achieve branch goals. Assists with work schedules, employee performance reviews and when required, disciplines subordinates
- Represents the financial institution to the community in activities which may include civic duties and outside business development calling
- NMLS # initial registration and annual renewal is required for this role. This process includes fingerprinting and background checks.
Requirements For Success
- High school diploma or equivalent; Bachelor’s degree preferred
- Minimum 3 years’ sales and service experience in a retail or financial services business
- Consumer/residential lending experience preferred
- Supervisory experience
- Good interpersonal communication skills
- Knowledge of Consumer and Small Business Lending Operations, Teller and CSR functions, bank products and services
- Proficient in Microsoft Office programs
- Strong written and verbal communication skills
- Ability to adapt to change
- Background in financial operating policies and procedures, banking regulations (state and federal), employee development and public relations preferred
- Participate in all required compliance training, including Bank Secrecy Act/anti-money laundering training, as well as internal and external training programs, online training, meetings, and seminars/conferences, etc.
Conditions of Employment
Must be able to pass a criminal background & credit check.
FLSA Status
Non-Exempt
SUPERVISORY RESPONSIBILITY
In the absence of the Branch Manager, the Assistant Branch Manager is responsible for the coaching, development, and performance management of branch employees.
WORK ENVIRONMENT
Location in United Footprint
POSITION TYPE
This is a full-time position that requires schedule flexibility to work evenings and weekends as needed.
TRAVEL
This position requires up to 25% travel.
OTHER
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.