Assistant Branch Manager Job Description

Job summary 1

The Assistant Branch Manager will be the on-site Manager at the branch and will manage the day-to-day operations and complete all duties as assigned by the Regional Manager. This position will ensure that the branch meets or exceeds our goals in customer service, safety, and profitability. The Assistant Branch Manager must maintain and champion a culture that values people and customers and above all else empowers teams to build sustainable, profitable growth.

Duties & Responsibilities 1

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Requirements & Skills 1

Job summary 2

The Assistant Branch Manager dominates in service by maintaining a working knowledge of all products, services, organizational policies, and procedures. Provides guidance, leadership, training, and branch team scheduling. Responsible for providing a high level of quality service while cross-selling credit union services.

Duties & Responsibilities 2

Requirements & Skills 2

Job summary 3

The Assistant Branch Manager is responsible for servicing transactions, performing needs assessments and developing new or expanding existing account relationships. Assists Branch Manager in providing coaching and direction to branch staff in both sales and service activities including lobby management practices without formal management responsibilities. May coordinate sales activities in the branch. Supports the Branch Manager in their absence.

Duties & Responsibilities 3

Requirements & Skills 3

Job summary 4

The Assistant Branch Manager reports directly to the Branch Manager. Provides assistance and back up in supervising the Credit Union branch operations. Assists in the branch growth and profitability through the expansion of member relationships, establishing, attaining and maintaining a high-quality service culture.

Duties & Responsibilities 4

Requirements & Skills 4

Job summary 5

The Assistant Branch Manager supports the talent acquisition, development, and retention of branch sales and operations associates. Adherea to all company policies and procedures. May manages a location in the absence of the branch manager. This position requires operation of a company vehicle or a personal vehicle and such operation is done consistently more than 20% of the average work week.

Duties & Responsibilities 5

Requirements & Skills 5

Job summary 6

In a Retail bank branch, the Assistant Branch Manager proactively sells the bank's products and services to existing customers and prospects, guides the sales efforts of the platform team, ensures superior customer service levels, and manages the daily operations of their branch. The Assistant Branch Manager will balance policy and procedure with appropriate judgement, and will make management decisions that are mutually beneficial to the bank and the customer.

Duties & Responsibilities 6

Requirements & Skills 6

Job summary 7

Under the direction of the Branch Manager, the Assistant Branch Manager is responsible for directing and executing branch activities including expanding existing customer base, operational efficiency, sales and service. This position assists the Manager in all aspects of branch management.

Duties & Responsibilities 7

Requirements & Skills 7

Job summary 8

As an Assistant Branch Managers, you will direct the workflow of Customer Service Representatives and assist with the overall duties and responsibilities of the branch. In this position, you will work alongside leadership to train, develop, and mentor Customer Service Representatives.

Duties & Responsibilities 8

Requirements & Skills 8

Job summary 9

The Assistant Branch Manager assists the Market Manager in the day to day operations of the branch to insure efficiency and adherence with established regulatory, compliance and operating policies and procedures. Provides on-going guidance and training to branch staff on products, services, processes, procedures, etc. Confers and participates with the Market Manager in resolving personnel issues, and in hiring and scheduling staff. Completes employee performance evaluations and other documentation for their Market Manager’s review as needed. Oversees workflow and teller and customer service activities independently in the absence of the Market Manager. Has sales production responsibilities for new deposit and consumer loans. Answers questions on all services the financial institution provides, and is proficient in recognizing sales and quality referral opportunities.

Duties & Responsibilities 9

Requirements & Skills 9

Job summary 10

We're hiring an Assistant Branch Manager for our Branch. This person will work with our Branch Manager to maintain profitability. Responsible to manage a team of Branch Development Underwriters, conduct branch audits, grow agency relationships, etc. This is a hybrid position which will work three days in the office and two days remote from home.

Duties & Responsibilities 10

Requirements & Skills 10

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