About the Role
The Assistant Branch Manager (ABM) provides supportive leadership to the Branch Manager, playing an integral role in achieving sales, service, and operational performance goals. The ABM ensures business development goals are met and all policies, procedures, and controls are implemented to protect the Bank. The incumbent supports sales initiatives to increase deposits, accounts, and customers. In the absence of the Branch Manager, the ABM manages the branch, including teller operations and other ancillary functions. The successful candidate must adapt to challenges in a dynamic industry.
Responsibilities
- Support the Branch Manager by overseeing the efficient operation of the branch, ensuring operational functions are performed by staff in accordance with established policies, procedures, and controls.
- Handle all operational issues and branch-related matters effectively, making sound business decisions.
- Provide ongoing coaching to staff regarding sales techniques and product knowledge, motivating them to embrace sales culture and consistently offer suitable Bank products and services.
- Stay abreast of new products, services, and promotions.
- Supervise staff on service expectations, policies, procedures, products, systems, and banking transactions.
- Conduct performance appraisals and counsel employees.
- Identify and mitigate operational risk to ensure ongoing adherence with compliance procedures.
- Implement action plans to improve operational controls and mitigate controllable losses while optimizing the customer experience.
- Oversee compliance functions including reconcilements, audits, reporting, controls, records management, approvals, and opening/closing procedures, ensuring all security procedures are strictly followed.
- Cross-train on all branch positions to perform all operational duties as needed, during peak periods or to maintain teller function coverage.
- Ensure the branch receives an audit grade of “Satisfactory” or better.
- Act as a primary troubleshooter for problems and complex client service needs incurred at teller line.
- Monitor quality and efficiency of customer service delivery at branch.
- Serve as the liaison between the branch and various departments to ensure full transparency regarding internal policies and procedures.
- Demonstrate comprehensive knowledge of all Bank products, services, procedures, policies, and appropriate regulatory issues.
- Meet assigned sales goals by following the Bank’s business development model and utilizing provided resources.
- Assist Branch Manager with implementation of sales programs, utilizing sales coaching techniques to ensure established branch goals are attained.
- Execute on sales opportunities with new and existing customers to increase deposit growth.
- Make referrals for non-deposit products and promote new business as well as cross-sell additional products/services.
- Assist in staffing decisions as appropriate, including hiring, scheduling, disciplinary actions, and evaluating performance.
- Prepare daily, weekly, and monthly reports (i.e., potential losses, cash items, sales, etc.).
- Reconcile branch general ledger accounts.
- Conduct staff meetings to discuss bank/branch objectives.
- Establish priorities to ensure compliance with established policy and procedures.
- Make sound decisions regarding the approval of customer and or bank transactions within authority limits, weighing customer satisfaction issues versus Bank exposure to loss or fraud.
- Notarize legal documents for bank customers.
- Perform other duties as requested.
Requirements
- Associates degree and 3-5 years customer facing retail experience or comparable banking experience; bachelor’s degree preferred.
- Minimum 3 years of operations experience, preferably in banking.
- Ability to work a flexible schedule including weekends.
- Qualify to be licensed as a Notary Public for New York State.
- Mandatory training may require occasional travel.
- Visa sponsorship not available.
Skills
- Excellent customer service/sales skills.
- Excellent working knowledge of branch operations and banking regulations.
- Effective problem-solving skills.
- Demonstrated ability to maintain composure when interacting with customers and staff.
- Strong leadership and interpersonal skills.
- Excellent communication skills (verbal + written).
- Proficiency in Microsoft Office suite of products (Word, Excel, PowerPoint).
- Experience using banking software.
- Demonstrated comfort level with technology, mobile services and online banking services is a plus.
- Proven ability to stay current and comply with industry regulations.
Location
- New York, NY (159th Street)
Work Type
- Full-time
Experience Level
- 3-5 years
Education Level
- Associate's degree
- Bachelor's degree preferred
Salary/Compensations
- $65,000 - $85,000
Equal Opportunity
- We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes.
