Assistant Branch Manager Job Description

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Assistant Branch Manager Job Description

Job descriptions
Administration and Office Support

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

Bachelor’s degree in business administration, accounting, economics, or finance. A combination of education, skills, and experiences may be considered instead of a degree.
Demonstrate leadership and exercise high integrity to make sound independent decisions while interacting and cooperating with all company personnel.
Must demonstrate the ability to work in a team environment and willingness to assume additional or new responsibilities readily.
- Excellent communication (both oral and written), interpersonal, and organizational skills.
- Ability to prioritize and multi-task in a fast-paced, changing environment and be detail-oriented.
- Excellent analytical and problem-solving skills.

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

Assists Branch Manager in the branch and acts as second in command in Branch Manager's absence.
Responsible for a broad range of complex activities in the branch that may include transaction processing, new account sales, customer servicing, and referral generation.
Adapts to the needs of the branch and focuses on any promotional activities and enhances customer experience.
Has signing authority, overrides, and accepts items for collection, end-of-day activities, monthly certifications, and vault duties.
- Provides input to Branch Manager regarding human resources activities related to staff, including assisting in the selection, hiring, and providing input for annual performance targets and evaluation feedback. Assists in coaching and skill development to include bank products, sales, and service.
- Follows all operating policies and procedures. Supports Branch Manager in assisting branch staff to meet all regulatory compliance standards.
- May direct product-based or skills huddles or sales meetings, and provide input to the Branch Manager on lobby and line management strategies.

Requirements & Skills 3

Job summary 4

The Assistant Branch Manager reports directly to the Branch Manager. Assists and backup 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

Associate degree or equivalent in coursework, training, and experience.
Minimum of 5 years experience in banking or credit union retail operations. Supervisory experience is required.
- Must have a service mindset and be able to build relationships and manage member needs effectively.
- Must be well organized and able to work independently.
- Strong verbal and written communication skills.

Job summary 5

The Assistant Branch Manager supports the talent acquisition, development, and retention of branch sales and operations associates. Adhere to all company policies and procedures. May manage a location in the absence of the branch manager. This position requires the 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

Manages the branch whenever the manager is not present or when the branch does not have an on-site Branch Manager. Assists the manager in developing strategies to drive branch sales and profitability.
Assists with the coordination of procurement, inventory control, shipping and receiving warehousing, and sales by policies, principles, and procedures established by the organization.
Solves problems at the branch level. Investigates customer complaints involving matters such as damaged items, overcharges, and shipment/delivery delays. Makes necessary resource adjustments. Manages operational branch-level problems, including coaching and disciplining associates and investigating inventory discrepancies by running standard and special reports and making adjustments as required. Approves and process credit memos.
- Serves customers and works at the counter or inside sales function as necessary. Ensures all sales orders are billed correctly and promptly. Schedules staff and analyzes budgets and variances.
- Interviews applicants and makes recommendations to the manager for open positions. Trains associates. Plans assign and directs work. Addresses complaints and resolves problems.
- Implements and applies internal human resources policies and procedures in a consistent manner designed to develop and maintain positive associate relations.

Requirements & Skills 5

Typically requires BS/BA in a related discipline.
Generally 5+ years of experience in a related field.
- May require certification.
- Advanced degrees may offset less experience in some disciplines.
- Ability to lift and carry up to 50 pounds in a physical environment. Ability to stand for periods up to and exceeding 60 minutes. Ability to make repetitive movements, such as using a 10-key or calculator, bending, or squatting.

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 judgment and will make management decisions that are mutually beneficial to the bank and the customer.

Duties & Responsibilities 6

Responsible for the achievement of personal sales goals, and proactively guiding the sales activities of the platform staff toward the achievement of branch goals.
Through tested techniques engage in sales and service coaching sessions with sales staff.
Responsible for daily branch operations to include overdraft management, vault management, branch schedules, the opening and closing of the office, and other such duties.
- Manages customer service levels within the branch, adhering to established guidelines.
- Consistently applies Human Resource policy for routine aspects of management, and as performance issues arise. May prepare and deliver performance appraisals for subordinates as directed by Branch Manager.
- Expected to have/gain a full understanding of the teller function

Requirements & Skills 6

One-to-two years of Supervisory management experience in a retail banking environment is required, preferably in the role of Assistant Branch Manager.
For incumbents who have tenure with the bank, must have a history of solid sales, service, and any applicable management successes.
Incumbents must have the ability to work independently, and multi-tasking in a fast-paced environment.
Individuals should be outgoing self-starters and be technically literate.
Basic business acumen and professionalism are a must.
- Strong written and verbal communication skills are critical.
- Ability to build relationships and strong alliances across the organization.
- Ability to quickly learn all there is to know about the products and services offered by the bank.

Job summary 7

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

Duties & Responsibilities 7

Provide support for the current portfolio of customers/accounts
Educate and engage customers on additional financial solutions.
Promote and drive high customer service standards to achieve high levels of customer satisfaction
Execute routines to create accountability
Open new accounts and perform transactions as needed
Acquire low-cost core relationships in consumer and business categories
- Achieve success in all goal categories including Home Equity, Solutions, and Deposit Growth
- Assist the Branch Manager in expanding and acquiring business relationships
- Through needs-based conversations, generate consistent referral activity from the Teller line to support the overall success of the branch’s goal attainment

Requirements & Skills 7

Bachelor’s degree from a four-year college or university preferred.
5-6 years related experience and/or training; or equivalent combination of education and experience in a leadership role that included coaching and training of colleagues
Strong attention to detail and ability to multi-task and balance multiple priorities, excellent communication skills, in person and over the phone, with the ability to tailor features and benefits of solutions to customers with varying financial needs, possess outgoing team ordinated sales personality with outstanding verbal, written and interpersonal communication skills, exudes confidence with customers while presenting solutions and sharing product knowledge, and ability to adapt quickly to change.

Job summary 8

As an Assistant Branch Manager, 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 the leadership to train, develop, and mentor Customer Service Representatives.

Duties & Responsibilities 8

Assist in overseeing the branch’s day-to-day operations.
Conduct meetings with branch staff.
Assist leadership with scheduling for the branch.
Assist with the daily opening and closing of the branch.
Complete weekly reports.
- Complete daily records for all balances and deposits.
- Aid leadership in the resolution of escalated customer complaints.
- Partner with Branch Manager and HR staff to ensure that training, development, evaluation, and discipline are completed per policy.

Requirements & Skills 8

High School Diploma or High School Equivalent (HSE).
Two (2) years of experience as a manager in the service industry.
Ability to communicate exceptionally with a variety of employees and customers.
Experience with writing reports and presenting.
- A high level of critical thinking and the ability to troubleshoot.
- A drive to assist with the training and development of BMV employees.
- Ability to travel up to 20 percent of the time to branch locations, training, or branch-related community activities.

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 to established regulatory, compliance, and operating policies and procedures. Provides ongoing 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

Three or more years of prior supervisory, sales, service, and operations experience in a financial institution is necessary
Proficient verbal and written communication
Proven strong customer sales, service, and interpersonal skills
Ability to work independently as well as with a variety of people in a team environment
Adapts easily to change and can effectively handle multiple tasks
- Excellent organizational, problem resolution, technical and computer skills
- Proven supervisory skills with the ability to effectively motivate and direct the activities of others
- Proficient knowledge of branch, teller, and customer services processes, policies, guidelines, and operating procedures

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, conducting branch audits, growing agency relationships, etc. This is a hybrid position that will work three days in the office and two days remotely from home.

Duties & Responsibilities 10

Develops programs to promote new products, reposition existing products, and integrate diverse corporate philosophies to support overall marketing and Underwriting efforts of the branch.
Maintains a thorough knowledge of the geographic territory assigned about production sources, competitor activity, and economic and demographic idiosyncrasies.
Manages marketing research to help identify opportunities for management, product enhancements, new distribution channels, and new geographic markets with growth potential.
Leverages current and emerging industry information to enhance team member production and branch operations.
- Strategically educates self and team on industry-related changes such as competitor activities, rating plans, credit, and pricing trends.
- Develops business acumen in the areas of internal organization goals and strategies, leadership skills, sales techniques, negotiation abilities, and other related topics to share with assigned team members or branch team members as needed.
- Directs activities about industry affairs and trade show events including exhibiting, special events, and lead generation follow-up.

Requirements & Skills 10

Bachelor's degree (B.A.) from a four-year college or university or equivalent combination of education and work experience in similar positions.
Minimum of 5 years of professional experience in insurance underwriting.
- Extensive experience providing superior customer service, presenting product-related information, and demonstrating the ability to influence customers.
- 5+ years of experience working with Microsoft Office including Word, Excel, and PowerPoint.
- 1-2 years of business operations management experience in the property casualty insurance industry preferred.

Frequently asked questions

What is the role of an assistant branch manager?

An assistant branch manager is a professional who works in the banking and financial services industry and supports the branch manager in overseeing the day-to-day operations of a branch. Their role is to help ensure that the branch runs smoothly, efficiently, and profitably while providing excellent customer service to clients.

The primary responsibilities of an assistant branch manager include:

Supervising and managing branch staff

Overseeing daily branch operations, such as opening and closing procedures, cash management, and security procedures

Assisting in developing and implementing strategies to achieve branch goals and targets

Building and maintaining customer relationships by providing excellent service and resolving issues and complaints

Conducting financial transactions and providing financial advice to clients

Maintaining accurate records and preparing reports

Assisting with the training and development of branch staff

Ensuring compliance with regulatory and legal requirements.

What are the skills required for an assistant branch manager?

To be a successful assistant branch manager, one should possess the following skills:

Strong leadership and management skills

Excellent communication and interpersonal skills

Customer service orientation and ability to build and maintain customer relationships

Knowledge of banking and financial services products and regulations

Analytical and problem-solving skills

Attention to detail and accuracy in record-keeping and reporting

Ability to multitask and manage multiple priorities simultaneously

Proficiency in computer systems and software.

In summary, an assistant branch manager plays a critical role in the efficient and effective operation of a bank or financial services branch. They must possess strong leadership, communication, and customer service skills, as well as knowledge of banking and financial services products and regulations. They also need to be analytical, detail-oriented, and proficient in computer systems and software.

Olivia Powell
Recruiting expert

Last updated Sep 30

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Assistant Branch Manager Job Description

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Frequently asked questions

What is the role of an assistant branch manager?

What are the skills required for an assistant branch manager?

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