Description

Assistant Branch Manager

Full-Time | Non-Exempt | Reports to Branch Manager

Are you a strong leader who thrives in a fast-paced banking environment? Do you enjoy coaching teams, strengthening client relationships, and driving branch performance? We are seeking an experienced Assistant Branch Manager to support daily operations, lead staff development, and contribute to business growth.

In this key leadership role, you will partner with the Branch Manager to oversee branch performance, ensure regulatory compliance, maintain operational excellence, and deliver exceptional customer experiences.

What You’ll Do

Customer Experience & Service Excellence

• Oversee and participate in client consultations to understand financial goals, resolve concerns, and recommend tailored banking solutions.
   
• Address and resolve escalated customer issues while ensuring adherence to bank policies and regulatory requirements.
   
• Ensure a seamless and exemplary onboarding experience for new clients from account setup through product implementation.
   

Account Maintenance & Banking Operations

• Support and administer online and digital banking platforms; troubleshoot customer and system-related issues.
   
• Manage new account openings and loan applications, ensuring accuracy and compliance.
   
• Oversee loan pipeline management, credit evaluations, and monitor credit quality and delinquencies.
   

Cash Handling & Operational Compliance

• Supervise all cash handling procedures, including ATM balancing, cash control, coin ordering, and dual-control cash shipments.
   
• Maintain proper vault and cash controls aligned with security and fraud prevention protocols.
   
• Enforce daily balancing procedures for tellers, ATMs, and vaults to ensure audit readiness.
   

Sales, Business Development & Growth

• Develop and execute branch sales strategies and cross-sell campaigns to deepen customer relationships and grow revenue.
   
• Train and coach staff to effectively position bank products and meet sales targets.
   
• Lead daily morning sales rallies to align goals and energize the team.
   
• Monitor sales performance using CRM tools and ensure achievement of branch goals.
   
• Participate in networking events, local partnerships, and business development initiatives to expand the bank’s presence.
   

Leadership, Coaching & Talent Development

• Supervise, mentor, and train branch employees to promote high performance and professional growth.
   
• Assist in recruiting, interviewing, and onboarding new hires with clear expectations and feedback.
   
• Monitor employee performance and provide constructive coaching.
   
• Communicate policy and procedural updates and ensure consistent compliance across the team.
   

Compliance, Security & Risk Management

• Ensure adherence to regulatory requirements including BSA, AML, and audit protocols.
   
• Enforce security measures including access controls, fraud prevention monitoring, and dual control procedures.
   
• Conduct branch audits, risk assessments, and security inspections to mitigate operational risks.
   
• Oversee branch security practices including alarm testing and camera monitoring.
   
• Perform additional duties as assigned.
   

Community Engagement & CRA Participation

• Participate in CRA initiatives and volunteer opportunities.
   
• Represent the bank at local events to strengthen community relationships.
   
• Coordinate branch sponsorships, financial education workshops, and networking initiatives.
   

If you are a results-driven banking leader who values operational excellence, regulatory integrity, and strong team culture, we encourage you to apply.

Requirements

What You Bring

Education

• Bachelor’s degree in Business, Finance, Management, or related field preferred.  
• Relevant banking certifications or coursework preferred, including:  
  • NMLS registration (preferred)  
  • Notary Public certification (preferred)  

Experience

• 7+ years of progressive branch banking experience, including at least 3 years in a supervisory or leadership role.  
• Minimum 2 years of customer service and sales experience.  
• Demonstrated success in coaching, managing, and developing staff to achieve performance goals.  

Skills & Competencies

• Strong leadership, coaching, and mentoring abilities.  
• In-depth knowledge of retail banking operations, products, services, and financial regulations.  
• Skilled in cross-selling and identifying customer needs.  
• Proficiency with banking software, CRM systems, and Microsoft Office.  
• High level of accuracy in transaction processing and account management.  
• Ability to build positive relationships with customers and staff while managing administrative, operational, and security responsibilities.  

Physical Requirements

• Frequently moves throughout the branch to manage staff and serve customers.  
• Regular use of computers, phones, and office equipment.  
• Extended periods of seated desk work.  
• Occasionally lifts and carries items under 20 lbs.  
• May travel between branch locations or community events as needed.