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. 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

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

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 judgment 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 the 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 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

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 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

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

Requirements & Skills 10

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.

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