Company

New Edge AssociatesSee more

addressAddressMiami, FL
type Form of workFull-Time
CategoryEducation/Training

Job description

Job Description

The Assistant Branch Manager supports the Branch Manager by overseeing the day-to-day administrative, operational, and sales functions of the retail branch.

In this position, you will be responsible for overseeing and coordinating all operations of a branch, including::

Operations:

  • Train and manage teams to adhere to operational procedures - i.e., maintaining custody of vaults combinations, official checks, ATM Cards, petty cash; control and prepare bait listing, authorization limits and tellers set-up, suspense and deferred items, write-ups, and charge-offs
  • Monitor controllable expense accounts (e.g., overtime)
  • Be fully accountable for branch assessment results, audits (internal or external), and BSA efforts. Acta as primary escalation point for decisions and issues within branch
  • Manage resource planning and recruitment

Sales Management:

  • Support all sales activities for the branch, sourcing new client relationships and expanding existing client relationships by bringing the full suite of products to the client
  • Execute/promote a sales and service culture with a sharp focus on providing clients with a best-in-class customer experience that leaves a mark of authenticity, warmth, competence, and simplicity
  • Review reporting and provide consistent feedback to all employees on performance against sales targets

Best in Class Customer Experience:

  • Mentor and coach branch staff on key values: professionalism, accountability, customer centricity and security
  • Promote environment of ongoing customer feedback and continuous improvement
  • Ensure teams address customer issues and concerns promptly

Risk Management:

  • Be responsible for compliance functions including reconciliations, audits (internal/external), reporting, controls, records management, approvals, and opening/closing procedures, ensuring all security procedures are strictly adhered
  • Ensure branch staff is educated on banking regulations and adheres to corresponding internal policies and procedures, including BSA / KYC policies & procedures, Consumer Financial Protection Act, Gramm Leach Bliley Act, etc.
  • Serve as primary liaison with BSA team, proactively identifying unusual activity and leading inquiries and resolution
  • Promote the branch's active involvement within the community and report all CRA related activities to appropriate unit

 

Supervisory Responsibilities:

  • Perform supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems

To be considered, you will need:

  • Bachelor's degree from accredited college or university
  • Two or more years of experience in Retail Branch operations, business development, sales, and managing employees, or equivalent related experience and training
  • NMLS registration; Safe Act compliant
  • Bilingual / Spanish
Refer code: 7648371. New Edge Associates - The previous day - 2024-01-04 07:47

New Edge Associates

Miami, FL
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