Position Summary
Assistant Branch Manager II will be responsible for overseeing the daily operations and staffing of the branch by maintaining a working knowledge of all products, services, and organizational policies/procedures. This role is responsible for providing a high level of quality service while cross-selling bank services, providing employee and customer guidance, demonstrating leadership, facilitating training, and organizing the branch team schedule.
Essential Responsibilities
Leadership & Strategy
Promote company values, mission, and vision
Execute strategic goals (short-term and long-term)
Foster innovation and effective communication
Champion a culture of safety, accountability, and continuous improvement
Perform duties and responsibilities of the branch manager in their absence
Participate in community involvement initiatives
Branch Operations
Oversee daily operations and financial performance
Conduct branch meetings and ensure cleanliness and organization
Evaluate procedures and implement best practices
Support performance expectations and goals for direct reports
Team Development
Recruit, mentor, and empower high-performing teams
Provide coaching and performance evaluations
Develop succession and retention plans for top talent
Customer Relations & Business Development
Maintain customer relationships and develop new business
Deliver personalized service and identify financial solutions
Handle escalated customer issues and ensure confidentiality
Administrative & Compliance Duties
Audit cash, accounts, loans, and reporting
Manage account servicing, loan documentation, and funding
Ensure compliance with deposit policies, lending policies, and security procedures
Competencies & Qualifications
Strong leadership and decision-making abilities
Excellent communication (oral and written), interpersonal, and organizational skills
Ability to multitask in a fast-paced environment
Analytical and problem-solving skills
Team-oriented with a willingness to take on new responsibilities
High school diploma or equivalent
One to two years' experience in a financial institution preferred
Management experience preferred
Excellent customer service skills
Working knowledge of MS Office products
New accounts and IRA experience preferred
Ability to proactively solicit new business