Assistant Branch Manager

Description

Summary/Objectives

Provides assistance to and participates with Branch Manager in the overall responsibility for the administration, operations, security, sales, staff development, compliance and customer service for the branch. Support branch personnel and manager. Build strong relationships with branch customers, community groups, and organizations. In the absence of the branch manager assumes the manager’s responsibilities.

Essential Functions

1. Provide customer service to determine financial needs of new customers as referred by CSR’s and business partners. Provide knowledgeable information on all products available and assist customer in determining the needs and benefits. Establish and open new and cross sell appropriate products meeting the customer’s needs. Ensure sufficient follow-up is complete for customers. 
2. Assist the Branch Manager in reviewing monthly branch sales activity. Identify variances to budget and assist in recommending and implementing any changes to branch sales and marketing strategies.
3. Responsible for compliance/adherence to all policies, procedures and federal regulations in order to attain a satisfactory or better branch audit. Maintains confidentiality of all customer records and documents.
4. Provide useful information regarding all consumer loan products in determining the needs of the customer. Process all applications (consumer and equity products) base on lending authority limits. Process all applications completely and accurately and see through to closing.
5. Support branch operations as staffing issues dictate, including cash ordering, scheduling, contributing to performance reviews, discipline/praise, mentor and coach staff, and staffing issues. Be a backup to the CSR Supervisor.
6. Create team atmosphere utilizing leadership and coaching skills, promoting branch growth, sales opportunities and encourage active participation by all staff. Encourage an open door policy to promote communication and effective feedback.
7. Cooperates with all other bank departments to ensure that policies are implemented and followed properly in order to ensure the protection of employees as well as customer and Bank assets. Provide supervisory direction in the absence of the Branch Manager and support staff shortages by handling customer transactions as needed.
8. Attend all required branch meetings, bank business meetings and educational courses.
9. Actively participate in sales contests. Act as support to the sales team, providing sales assistance and training to other staff as needed. Participate in and complete loan processing from application to closing. 
10. Provide supervisory direction in the absence of the Branch Manager and support staff shortages by handling customer transactions as needed.
11. Open and close branch when appropriate.

Secondary Functions

1. Attend all required branch meetings, bank business meetings and educational courses.
2. Provide supervisory direction in the absence of the Branch Manager and support staff shortages by handling customer transactions as needed.
3. Open and close branch when appropriate.
4. Actively participate in sales contests. Act as support to the sales team, providing sales assistance and training to other staff as needed. Participate in and complete loan processing from application to closing. 

Competencies

• Customer Service Expertise
• Basic Computer Skills
• Mathematics
• Problem Solving
• Teamwork
• Communication 

Supervisory Responsibility

Oversee all branch operations in the absence of the Branch Manager to include approving expenditures, time sheets and all other pertinent documents requiring Branch Manager Approval. 

Direct supervision of Universal Bankers, Customer Service Representatives, Customer Service Specialists.

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, printers and filing cabinets. 

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit or stand at a desk and work on a computer. There may be occasional lifting and transporting of up to 25 pounds. The employee must have physical strength to handle routine office materials and tools. Dexterity of hands and fingers. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus. 

Travel

If necessary, travel will be primarily during the work day. 

Required Education, Experience and Qualifications

High school Diploma or equivalent.

5 years banking/ cash handling experience. 

Provide supervisory direction in the absence of the Branch Manager and support staff shortages by handling customer transactions as needed.

Open and close branch when appropriate.

Notary License 

Three and a half years retail sales experience serving consumer or small business clients with two years leadership and coaching experience or Two and a half years financial sales and service experience with at least one year previous experience in a leadership and coaching role.

Preferred Education, Experience and Qualifications

Professional Certificate & Bachelor’s Degree in accounting, finance or business or 5 years’ experience 

Other Duties

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 these job duties, responsibilities and activities may change at any time with or without notice. 

Starting Pay Range $20-$24/hour