Assistant Branch Manager
Core
Lead role in helping reach sales goals and deliver on client experience expectations by managing the entire branch experience, handling client service needs, and ensuring operational soundness.
Role type
Assistant Branch Manager (Banking/Retail)
Builds
Personal and business banking accounts, loans, and overall branch operations
Domain
Banking / Financial Services
Required skills
People management, consultative sales, risk management, operational oversight, financial counseling, team coaching, scheduling, conflict resolution
Preferred skills
Bachelor's degree in business, 2+ years management experience in banking/financial services/retail sales, knowledge of consumer credit and loan-to-value calculations
Technologies
MS Office, Outlook, Word, Excel, PowerPoint, Bookings, SharePoint, CSI NuPoint, IMM, Covalent, Power BI, Smartsheet
Responsibilities
Lead and motivate the branch team based on company values; cultivate strong relationships with clients and external organizations; support training and career development of associates; assist in developing strategies to meet branch goals; serve clients by counseling on financial needs and originating/closing loans; maintain and expand customer relationships; ensure bank policies and procedures are applied; lead operational duties like opening/closing, cash handling, and ATM/vault balancing; oversee branch operations in the absence of the Branch Manager; handle client concerns; represent the bank in community initiatives; assist with performance management including reviews, hiring, and discipline.
Seniority
Mid-level management, hands-on IC