Job Posting CLOSED
Assistant Branch Manager
Position Overview
Assists the Branch Manager in the daily
management of the branch reinforcing the bank’s mission through personal
modeling of expected sales, service, operations and compliance behaviors.
Major Duties & Responsibilities
Ensure
Engaging, Reliable, Inviting, Knowledgeable and Admirable customer experiences.
Actively participate in both internal and
external business development efforts.
Guide staff in the sales or products and services and monitor results.
Ensure
branch employees’ day-to-day adherence to regulations, policies, and procedures
while maintaining the highest level of customer service.
Ensure
Manage and coach teller line staff on sales, service and operational standards.
Maintain an understanding of all current financial products, regulations,
policies and procedures.
branch
employees timely complete, understand, and apply regulatory compliance and
training topics and responsibilities.
Ensure
that the branch is operationally sound by performing or guiding monthly audits
of teller drawers and negotiable items as well as testing of the alarms.
Assist
with the day to day management activities of the branch including staffing and
vacation schedules, time sheets, and incentive sheets.
Conduct
training and meetings for branch personnel.
Cover
open positions when staffing is impacted due to vacations, sickness, etc.
Assist
with the drafting and delivery of annual performance reviews for branch staff.
Work
with Operations department to identify and correct branch errors. Identify and
address trends as they arise.
Oversee
Safe Deposit area including annual audits, coordination of lock changes and
drills, and billing.
Assist
Branch Manager with interviews of candidates for branch positions, hiring and
onboarding.
Assist
on platform with customer servicing, account opening, and loan inquiries as
needed.
Complies with all regulations that apply within the
scope of the position, including BSA, AML, OFAC and CIP.
Participates in community
events to keep with the “Team Marine” philosophy and image.
Other duties and projects
as assigned.
Education & Experience
Bachelor’s Degree or
other training or certification in the area of finance and/or banking
preferred.
Minimum of 3-5 years of
experience in financial institution operating policies and procedures, banking
regulations, employee development, and public relations required.
1-2 years supervisory
experience required.Good interpersonal
communication, organization, and computer skills including Microsoft Word,
Microsoft Excel, Microsoft Access, Microsoft Outlook, Internet Explorer.
Sales
Meet
with customers and prospects to determine business needs and recommend products
and services.
Coach
branch staff to interact in accordance with the seven-step process. Guide staff to have effective conversations
that result in business for the bank and its partners.
Actively
make referrals to other lines of business such as mortgage, commercial, and
consumer lending. Refer clients to wealth management and
merchant services. Coach staff to do the
same to meet branch objectives.
Participate
in weekly meetings and daily huddles to assist in the coordination of
sales.
Customer Service
Greet
Bank customers in person and by phone, professionally and pleasantly with a
smile.
Provide
customer information in person, by phone, and email/fax.
Serve
clients by opening new accounts, performing maintenance, teller transactions,
and guiding customers to lending and other business partners.
Lead
by example in interactions with both external and internal partners.
Supervisory
Work
with branch staff to coordinate sales efforts, and coach customer interactions.
Coordinate
branch personnel to provide optimal customer service, including the Saturday
staff schedule for the branch.
Troubleshoot
problems and provide sound resolutions while following the chain of command.
Provide
leadership example and direction in matter of compliance.
Contribute
to branch staff performance evaluations with input on sales, service and
compliance.
Track
and input incentive data for monthly summary spreadsheet.
Monitor
and guide record retention and destruction of documents relating to branch
operations.