Assistant Branch Manager

Key Result Areas

• Effective staff supervision
• High level of customer service
• Individual and branch goal achievement
• Branch efficiency

Essential Functions - may include, but are not limited to:

•  Excellent command of customer service skills, modifying approach in dealing with different people and situations, keeping commitments made to customers on a timely basis
•  Effectively demonstrate knowledge of all Bank products and services, consumer and business.
•  Have a basic understanding of company’s commercial customer segment including basic industry knowledge, current trends, challenges and opportunity to better identify the right solutions.
•  Proactively meet with customers face to face and over the phone to provide product and service recommendations that will meet their financial needs
•  Promote, cross-sell and upsell bank products and services that meet customers’ needs
•  Open accounts, perform account maintenance and provide customer service solutions timely
•  Contribute to the achievement of established branch goals, assist in the planning of sales related activities
•  Achieve assigned sales production consistently. Minimum average of 80% or higher per goal period, determined by Manager.
• Required to register with the Nationwide Mortgage Licensing System and Registry (NMLS) and maintain a unique identifying number.
• Respond to inquiries on mortgage and loan rates; conduct application interviews; process applications on computer; close and disburse loans
•  Resolve complex research situations for both customers and branch staff
•  Complete customers transactions, forms, applications, and reports accurately
• Ensure that the Bank’s security policy and program and the Bank’s loss prevention guidelines are carried out within the branch
• Ensure activities within assigned functional area of responsibility are in compliance with Bank policy, and State and Federal Regulations
• Understanding of commercial customer segment, industry,  trends, challenges and responsible for day-to-day operations and customer experience in the branch
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  Fully proficient in consumer and commercial account services and ability to act independent of the Manager 

   
• Coaches team, participate in Performance Management, encourage and coach team to reach assigned individual goals

*The above is a description of the ordinary duties of the position. It should be expected that from time to time other duties, both related and unrelated to the above, may be assigned and, therefore, required.

Education and Experience

• High school diploma required, plus additional college, management, or bank related courses. Courses required: Supervisory skills, Business Communication.
• Five years banking/ retail experience, two to three years supervisory experience.

Equipment and Software

Ability to operate teller terminal, typewriter, alarm system, fax machine, coin machine, check printer, personal computer, ATM, calculator, photocopier, cash advance terminal, telephone, currently used Bank hardware and software.

Physical Qualifications

· Work within one building primarily with only occasional reason to travel or be outside on business

· Ability to express or exchange ideas by means of the spoken word, both speak and hear

· Ability to be subject to substantial repetitive motions of the body or its parts

· Ability to lift up to 20 pounds occasionally and/or a negligible amount of lifting frequently or constantly to move objects

Consider this description the foundation of your job, not its boundaries. Expect to participate in training sessions and activities not described here which enhance the quality of service to the customer.