Assistant Branch Manager

Summary

The Assistant Branch Manager is responsible for assisting and supporting the Branch Manager in the administration and efficient daily operation of a full-service branch office, including the areas of operations, product sales, customer service, and security and safety in accordance with the Bank’s objectives.

Essentials

• Reinforces the application of superior customer service through his or her example along with appropriate follow through with involved customers and employees, and conducts specific periodic meetings and presentations on this topic with all staff members.

• Assists and supports the Branch Manager in the administration and efficient daily operation of a full-service branch office, including the areas of operations, product sales, customer service, and security and safety in accordance with the Bank’s objectives.
• Assists the Branch Manager in ensuring the branch is organized, coordinating available resources (e.g., staff, materials, etc.) for maximum results.
• Performs supervisory duties in the absence of the Branch Manager by providing leadership, training and supervision to branch personnel.
• Assisting the Branch Manager in retention of customer relationships.
• Performs operational duties as directed by the Branch Manager to maintain compliance with regulatory guidelines (i.e., customer/branch research, monitoring completion of back office duties, reporting, etc.), and assists and relieves in various job functions of the branch as needed or required.
• Assures audit compliance and procedure quality control and recommends and initiates corrective actions, and ensures that the branch is in compliance with established Bank policies, procedures and state and federal laws, rules and regulations.
• Works closely with the Branch Manager and/or Operations Officer and Controller in resolving inquiries and providing managerial support.
• Participates in various internal committees assigned by the Branch Manager.
• Maintains knowledge of security and safety policies and strictly adheres to established procedures; works closely with the Branch Manager to maintain an updated plan for the branch; and ensures branch staff is properly trained and made aware of any changes to the branch’s plan and procedures.
• Participates and directs day to day operations for the branch; approves large deposits and withdrawals; reviews and acts on daily reports; ensures the branch is maintained in a neat, clean and attractive manner; and recommends redecoration or major repair or redesign of floor space as necessary.
• Ensures effective communication to staff and implementation of all policy and procedure changes as approved by Senior Management; schedules and conducts any necessary training for staff.
• Reviews NSF and overdraft reports for customers assigned within his or her portfolio, and approves or declines such exceptions within established limits.
• Consistently applies superior decision making techniques pertaining to inquiries, approvals and requests as they apply to existing policies and procedures, keeping within assigned approval limits and using these instances as learning tools for employee development.
• Assumes responsibility for special projects; gathers data and prepares reports for the Branch Manager, audits and other personnel.
• Plays a positive role in the development and growth of assigned branch staff through excellent communication skills, both verbal and written, along with strong delegation skills assuring a highly cross trained staff.
• Performs personnel actions including performance appraisals, disciplinary actions, and interviewing candidates for employment; supervises the daily activities of the branch including, but not limited to, effective delegation of assignments, developing work schedules and providing necessary training.
• Processes, solves and answers complex customer transactions, problems or inquiries.
• Answers telephones, answers questions and directs callers to proper Bank personnel.
• Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; and accepts responsibility for own actions.
• Demonstrates knowledge of and adherence to Equal Employment Opportunity (EEO) policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; and builds a diverse workforce and supports affirmative action.
• Assures compliance with all Bank policies, procedures and processes, and all applicable state and federal banking laws, rules and regulations, and adheres to Bank Secrecy Act (BSA) responsibilities that are specific to the position.
• Completes administrative tasks correctly and on time; supports the Bank’s goals and values; and benefits the Bank through outside activities.
• Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct.