Assistant Branch Manager Job Description

Assistant Branch Manager Job Description

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Assistant branch manager provides effective leadership and management of continuous improvement disciplines for all applicable products & services supporting processes and procedures which will provide.

Assistant Branch Manager Duties & Responsibilities

To write an effective assistant branch manager job description, begin by listing detailed duties, responsibilities and expectations. We have included assistant branch manager job description templates that you can modify and use.

Sample responsibilities for this position include:

Maintains thorough and current knowledge of all federal, state, and local regulations internal policies and procedures and bank products and services
Building relationships with consumer and business customers by uncovering customers’ needs to provide financial solutions that include deposit accounts, credit solutions, investment services, and other financial products and services
Achieving operational excellence at all times by ensuring that ALL staff members comply with Bank Policies and Procedures, the Bank Secrecy Act, the Gramm-Leach-Bliley Act (Privacy), Fair Lending regulations, and other state and federal regulations
Serve as the liaison between the branch and various departments to ensure full communication and understanding of all company policies and procedures
Ensures all policies, procedures and regulations are followed
Ensure that all branch operations procedures are followed and that all staff is properly trained in security, compliance, and all procedures and functions of their position
Maintain knowledge of all retail roles and be able to oversee all staff in their duties and functions to maintain proper compliance with all branch processes and procedures
Take on management and coaching activities for Financial Services Managers
Coordinate Financial Services Managers scheduling during extended BM absences
Answers member questions regarding provided services and performs a variety of account maintenance functions (e.g., account balances and activity

Assistant Branch Manager Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Assistant Branch Manager

List any licenses or certifications required by the position: FICA, ATM

Education for Assistant Branch Manager

Typically a job would require a certain level of education.

Employers hiring for the assistant branch manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and High School Degree in Business, Management, Education, Business/Administration, Human Relations, Coaching, Leadership, Performance, Technology, Communication

Skills for Assistant Branch Manager

Desired skills for assistant branch manager include:

Procedures
Policies
Services
Ability to quickly learn banking and lending products
Effective marketing and sales practices
Regulatory guidelines
Nurturing great relationships
Products and services we offer
You will be a pivotal contact for our customers
Processes

Desired experience for assistant branch manager includes:

Sound customer service attributes
Fluent Cantonese language is required
Ensure successful conversion of enquiries into sales opportunities and ensure the highest level of service throughout the process
Ensure work is carried out and completed in a controlled, compliant, timely and accurate manner with an emphasis on attention to detail
Third level Qualified and fully QFA qualified
Must have a flexible approach to work and be confident working in a fast paced environment

Assistant Branch Manager Examples

1

Assistant Branch Manager Job Description

Job Description Example
Our company is hiring for an assistant branch manager. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for assistant branch manager
  • Comply and promote awareness and understanding of MRC policies, procedures and expectations to all employees, to include strict enforcement and compliance with DOT and SOX compliance guidelines
  • Works in accordance with all policies and procedures ad rules as prescribed by State, Federal, and the Company
  • At the direction of the Branch Manager, administers HR policies and procedures, including hiring, terminating, evaluating, recommending salary increases and counseling or disciplining branch personnel
  • Work closely with the Regional Safety Manager to assure that safe operational procedures are followed and all reporting is filed on time
  • Maintain superior knowledge of all bank products and services to assist branch employees as required
  • Provides technical support, software updates and manages off-line procedures
  • Working closely with the Regional Safety Manager to assure that safe operational procedures are followed and all reporting is filed with a minimum of lag time
  • Ensures compliance with company and government policies and regulations (e.g., Safety, OSHA, HazMat, and DOT
  • Ensures customer credit policies are followed and adhered to per policy
  • Manages assigned branch personnel in accordance with company policies by hiring, training, motivating, planning and directing work, providing performance feedback, developing associates and resolving associate issues
Qualifications for assistant branch manager
  • Demonstrate a strong efficiency with the usage of standard office equipment phones systems, fax machines, copy machines, printers
  • Accommodating to sudden change able to produce new solutions to problems
  • Possesses intimate knowledge of all aspects of P&C Canada’s branch
  • Registered with IIROC as a Registered Representative and must complete all requirements to be licensed as a Supervisor within 6 months of hire
  • Life Insurance License must be obtained with 12 months of hire
  • Mandarin & Cantonese (Asset)
2

Assistant Branch Manager Job Description

Job Description Example
Our innovative and growing company is looking for an assistant branch manager. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for assistant branch manager
  • Assist with sales coaching by observing the branch team from the perspective of the customer
  • Works closely with the branch manager to develop and drive commitments and behaviors
  • Open and close the branch in the Branch Manager’s
  • Produce accurate customer quotes that generate custom metal fabrication work orders and increased sales
  • Work closely with other store management personnel to recognize and correct operational problems
  • Work with the person responsible for inventory so that inventory is adequate to meet customer needs
  • Investigate and find acceptable solutions to customer problems
  • Develop the branch's annual business plan with Regional Manager to ensure maximum profitability and effectiveness
  • Reinforcing East West Bank’s Vision, Mission, and Values through words and actions
  • Ensuring the branch achieves the highest level of efficiency by overseeing daily operational performance of Customer Service Specialists, Senior Customer Service Representatives, Customer Service Representatives, Senior In-Store Bankers and In-Store Bankers
Qualifications for assistant branch manager
  • Comprehension of required loan documentation Appraisals, title products, flood certifications, income, trusts
  • Italian an asset
  • Recent experience leading, managing, motivating and developing a team to meet & exceed assigned goals preferred
  • Work branch hours including weekends and some evenings
  • Required to assist branch manager to coach and develop team
  • 1 year recent experience in retail branch banking leading, managing, motivating and developing a team to meet & exceed assigned goals within results driven environment
3

Assistant Branch Manager Job Description

Job Description Example
Our innovative and growing company is hiring for an assistant branch manager. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for assistant branch manager
  • Working with the Branch Manager to develop staffing schedules to meet daily business needs
  • Supporting and assisting the Branch Manager to manage sales activities by analyzing sales reports, identifying performance gaps, setting effective action plans, clearly communicating expectations, monitoring performance progress, and inspecting the results
  • Performing the Branch Manager’s supervisory and operational responsibilities during his/her absence by making sound decisions and motivating team members to build exceptional teamwork to maintain winning attitude and positive behavior
  • Getting involved with local organizations and participating in local community events to introduce and expand East West Bank’s relationships and reputation
  • Provide leadership, coach, train and manage staff performance to insure branch achievement of sales and service goals
  • Manage internal sales culture, implementing targeted sales campaigns and expected results
  • Assist the Branch Manager with weekly sales meetings
  • Monitors and oversees CSA and Personal Banker performance and assists with decisions related to hiring, evaluating performance, promotions, transfers, corrective action and separation of staff
  • Conducts individual coaching sessions with each team member on a quarterly basis with a strong emphasis on achievement of production goals and service standards as measured through quarterly service shops, include review of all customer profiles and tickler system
  • Open new accounts and profile clients for current and future needs
Qualifications for assistant branch manager
  • Bachelor Degree in business-related major preferred
  • Life, Health, Series 6/63 licenses preferred
  • Mincron operating system
  • Ability to learn a software package
  • Must possess the entrepreneurial spirit
  • Must be detail oriented and possess excellent organizational and time management skills
4

Assistant Branch Manager Job Description

Job Description Example
Our company is looking for an assistant branch manager. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for assistant branch manager
  • Maintains vault control to include cash orders, shipment verifications and vault logs
  • Approves transactions within established guidelines
  • Monitors overdraft accounts, customer contact and collections and maintains all documentations
  • Verifies new account relationships (CIP) according to established guidelines
  • Researches, tracks, and reports CSA differences
  • Conducts operational staff meetings
  • Monitors suspicious activities
  • Opens and closes the branch and conducts security inspection of building's grounds
  • Monitors overall branch security to include inspections, equipment testing, coordinating repairs and reporting
  • Performs and oversees monthly branch audits and security reports for security officer
Qualifications for assistant branch manager
  • Experience in the building material distribution industry preferred, particularly selling metal roofing products, with demonstrated success in those products to a local contractor base
  • Ability to work independently, with a team East West Bank is an equal opportunity employer
  • Bachelor’s degree (B.A.) preferred or equivalent
  • Commercial lending & commercial deposit background preferred
  • Well experienced in retail banking operation management
  • Ability to build effective relationships with customers, staff and members of the community
5

Assistant Branch Manager Job Description

Job Description Example
Our growing company is hiring for an assistant branch manager. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for assistant branch manager
  • Develop your team to meet and exceed customer loyalty, growth and engagement objectives and adhere to internal practices and processes
  • Accountable for branch performance on audits and compliance with established bank operating procedures and practices
  • Responsible for a "Generally Satisfactory" audit rating
  • Reviews and approves CTR's
  • Oversees the branch proof
  • Resolves customer inquiries/complaints and situations in a positive, professional and efficient manner
  • Prepares weekly and monthly tracking reports as necessary
  • Performs signature guarantees
  • This position supervises the Personal Banker's, Customer Service Associate Supervisor, Assistant CSS and CSA positions
  • Required to travel to branches outside of their assigned region as needed
Qualifications for assistant branch manager
  • Passion to grow your financial knowledge and willingness to obtain financial licenses as needed
  • A high school education and a minimum of five (5) years of banking experience, (or a combination of advanced degree and experience) of which at least three (3) years have been as a CSS and Personal Banker
  • Demonstrated supervisory and leadership abilities are required
  • Supervisor or comparable senior operating knowledge, knowledge of the supervisory cash function and the capability of researching cash discrepancies is required
  • Superior verbal and written communications skills are necessary
  • Position requires flexibility and willingness to travel to other locations/branches and the ability to adapt to schedule changes during the workday including evenings, Saturdays, lunch hours or break times

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