What are the responsibilities and job description for the Assistant Branch Manager position at CFG Bank?
Company Summary
We provide comprehensive commercial, personal, and online banking solutions to businesses in the Mid-Atlantic region and the national healthcare market. Our culture is characterized by authenticity, entrepreneurship, and compassion. We defy conventional banking norms with a bold and innovative approach, venturing into new territories and executing groundbreaking deals. Recognized as the Best Place to Work by the Baltimore Business Journal in both 2022, 2023, and 2024, our #1 goal is to make people feel that working here was the best decision they have made. Join us at CFG, where your bold, entrepreneurial, and tenacious spirit will thrive, and together we will achieve success and make a lasting impact.
Position Summary
Under general direction from the Branch Manager, performs a variety of general supervisory duties that support the efficient operation of the branch in accordance with policy and procedure. Ensures that the branch is operating under the values of the company and that the client experience is being exceeded at each touch point. Serves customers by counseling and cross selling all products; makes quality referrals to loan division and assumes responsibility of the branch at the discretion of the Branch Manager. Must be able to operate in all branch positions as needed. Branch hours are 9AM-4PM Monday-Thursday and 9AM-5PM Friday; Closed on weekends.
Essential Duties And Responsibilities
We provide comprehensive commercial, personal, and online banking solutions to businesses in the Mid-Atlantic region and the national healthcare market. Our culture is characterized by authenticity, entrepreneurship, and compassion. We defy conventional banking norms with a bold and innovative approach, venturing into new territories and executing groundbreaking deals. Recognized as the Best Place to Work by the Baltimore Business Journal in both 2022, 2023, and 2024, our #1 goal is to make people feel that working here was the best decision they have made. Join us at CFG, where your bold, entrepreneurial, and tenacious spirit will thrive, and together we will achieve success and make a lasting impact.
Position Summary
Under general direction from the Branch Manager, performs a variety of general supervisory duties that support the efficient operation of the branch in accordance with policy and procedure. Ensures that the branch is operating under the values of the company and that the client experience is being exceeded at each touch point. Serves customers by counseling and cross selling all products; makes quality referrals to loan division and assumes responsibility of the branch at the discretion of the Branch Manager. Must be able to operate in all branch positions as needed. Branch hours are 9AM-4PM Monday-Thursday and 9AM-5PM Friday; Closed on weekends.
Essential Duties And Responsibilities
- Seeks information on customers to determine if other needs are required and to maximize the customer’s banking relationship in the process of opening and/or servicing all types of deposit and loan accounts.
- Recognize and channel referrals to other areas of banking to include cash management services, and commercial-lending opportunities.
- Professionally responds to all customer inquiries both written and verbal, while always maintaining confidentiality of customer accounts and transactions either on or off the job.
- Coaches staff to optimum performance by providing guidance and supervision to Tellers and Platform as needed to ensure staff is performing their duties and tasks properly and timely.
- Encouraged to actively participate in outside community and/or professional functions as time allows.
- Assists the Branch Manager to ensure the efficient operation of the branch.
- Assists with the performance of various human resource duties to include performance evaluations, corrective action, staff retention and hiring new employees.
- Projects a professional manner and demeanor to interact with customers, co-workers, and the public; leads by example in accordance with CFG Community Bank policies and procedures, with emphasis on teamwork and excellence in customer service.
- Identifies and resolves customer problems to ensure timely and efficient resolutions.
- Ensures compliance with policies and procedures.
- Ensures compliance through daily observation and monthly audits.
- Helps control expenses, including the monitor and control of daily reversals of service charges and returned check charges.
- Manages and/or is assigned administrative responsibilities to ensure timely completion of reports, audits, and projects.
- Performs all supervisory responsibilities in accordance with the organization’s polices and applicable laws.
- Compliance with all Bank Secrecy Act rules and conditions
- Serve as subject matter expert with all branch transactions, policies, and processes.
- Maintains branch and workstation in a clean and orderly manner. Assigns various housekeeping duties to staff
- Two-three years banking experience managing a team and a thorough knowledge of branch operations to coordinate the daily functions of the branch and to resolve employee and customer problems.
- Should have a strong understanding of IRA account structure, rules, and requirements.
- Effective written and verbal communication skills to work successfully with the public, and employees across multiple departments.
- Must have basic math skills and demonstrate effective time management and organizational skills.
- Must have effective interpersonal and supervisory skills.
- Strong computer skills including Word, Excel & PowerPoint
- Ability to sell & cross-sell bank products and services effectively.
- Demonstrate ability to manage multiple projects simultaneously.
- Able to successfully complete all job-related training programs; attend staff meetings and other bank functions, e.g., training sessions, seminars, product knowledge and compliance meetings.
- Able to lift office supplies up to 40 lbs. (e.g., Storage boxes, bags of coin, cash box, etc.).
- Must be flexible and willing to assist when needed (covering other branches, work hours etc.).
- Able to perform in any branch position, as needed.
- Strong decision making and problem-solving skills.
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