Assistant Branch Manager
Core
Lead role in helping reach sales goals and deliver on client experience expectations by managing the entire branch experience, from client service to operational soundness.
Role type
Assistant Branch Manager (Banking/Retail)
Builds
Personal and business banking accounts, loans, and overall branch operations for retail clients.
Domain
Banking / Financial Services
Deliverable
product features
Required skills
People management, consultative sales, risk management, operational oversight, performance management, financial counseling, team coaching, scheduling, regulatory compliance
Preferred skills
Banking or financial services management experience, consumer credit comprehension, technology adoption
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 operational procedures are applied; lead operational duties like opening/closing, cash handling, and ATM/vault balancing; assist with performance management including reviews, hiring, and discipline; oversee branch operations in the absence of the Branch Manager.
Seniority
Mid-level management, hands-on IC