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About the Role

Support branch operations, develop employees, and deliver an exceptional customer experience. Work alongside the Branch Manager to strengthen customer relationships, identify sales and referral opportunities, maintain operational excellence, and empower branch staff. Step into a leadership role in the Branch Manager’s absence.

Responsibilities

Provide advanced customer service, including opening new accounts, processing loan applications, and responding to complex customer inquiries.
Use a needs-based sales approach to identify customer needs, recommend appropriate products and services, and refer customers to the appropriate business partners.
Provide leadership, guidance, and ongoing training to branch staff.
Support employee development in product knowledge, sales, customer service, and compliance.
Conduct regular one-on-one meetings and maintain accurate employee performance records.
Assist the Branch Manager with daily branch operations and assume responsibility for the branch in their absence.
Monitor workflow, support staff performance, and help ensure the branch operates efficiently while meeting established service and operational goals.
Maintain current knowledge of branch security procedures and bank policies.
Monitor lobby activity, assist with the prevention and response to potential fraud incidents, and ensure compliance with applicable laws and regulations.
Coordinate and complete required branch and teller audits, ensuring accuracy and compliance with established procedures.
Oversee transaction processing, including checking, savings, and loan-related transactions, and assist with teller responsibilities during peak business hours or as needed.
Support branch sales initiatives by identifying cross-selling opportunities and connecting customers with appropriate banking partners.
Prepare and review reports related to branch performance, business volume, deposits, loan portfolios, and audit results.

Requirements

Three to five years of experience working in a financial institution.
Bachelor’s degree or an equivalent combination of education and work experience.
Notary Public commission required.
Ability to supervise, coach, train, and develop employees while monitoring performance and supporting team accountability.
Previous supervisory or leadership experience is preferred.
Strong customer service and sales skills, with the ability to recognize customer needs and identify appropriate products, services, and referral opportunities.
Excellent communication, interpersonal, organizational, and computer skills.
Strong attention to detail, sound judgment, and the ability to manage multiple priorities while maintaining accuracy and professionalism.
Ability to perform essential job functions independently and collaboratively.
Ability to plan and direct work activities.
Ability to follow written and verbal instructions.
Ability to communicate clearly and professionally.
Accurate mathematical skills.
Ability to interact effectively with individuals from diverse backgrounds while maintaining exceptional customer service.
Ability to manage competing priorities.
Ability to respond professionally to changing business needs.
Ability to maintain composure in a fast-paced environment where accuracy and attention to detail are essential.
Discretion and confidentiality when handling sensitive customer, employee, and bank information are critical.

Skills

Leadership
Teamwork
Customer Service
Sales
Communication
Interpersonal Skills
Organizational Skills
Computer Skills
Attention to Detail
Judgment
Time Management
Accuracy
Professionalism
Coaching
Training
Performance Monitoring
Team Accountability
Needs-based Sales Approach
Product Knowledge
Compliance
Security Procedures
Risk Management
Fraud Prevention
Audit
Transaction Oversight
Reporting
Cross-selling

Location

Pine Bush, NY

Work Type

Full-Time
Onsite

Experience Level

3-5 years in financial institution
Supervisory/Leadership experience preferred

Education Level

Bachelor's degree or equivalent combination of education and work experience
Notary Public commission

Salary/Compensations

$62,400 to $68,644.96
Incentive compensation available based on bank and individual performance goals

Benefits

Comprehensive Medical, Dental, Vision, and supplemental health options
Benefits available for both Full-Time and Part-Time employees
401(k) with employer match
Tuition assistance up to $5,250 annually
Paid time off and holidays
Performance-based pay increases and employee recognition programs
Free checking account, loan discounts, and other financial perks
Dress Down Fridays
Community Service Program participation
Ongoing mentorship, cross-training, and career advancement support
Long-term disability
Life insurance

About the Company

Walden Savings Bank is a community-focused organization committed to investing in its people.
The bank values leadership, teamwork, customer service, and local impact.

Equal Opportunity

As an Equal Opportunity / Affirmative Action Employer, Walden Savings Bank will not discriminate in its employment practices due to an applicant’s race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law.
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about or disclosed their own pay or the pay of another employee or applicant.