Assistant Branch Manager

Department: Retail Banking / Branch Operations

Reports To: Branch Manager

Job Summary

The Assistant Branch Manager supports the Branch Manager in the daily administration, operations, and sales management of the branch. This role ensures operational excellence, delivers superior customer service, promotes a positive team culture, and assists in achieving branch performance goals. The Assistant Branch Manager also serves as acting Branch Manager in their absence.

Key Responsibilities

Operations & Compliance

• Oversee daily branch operations including teller functions, new accounts, and deposits.
• Ensure strict adherence to bank policies, procedures, and regulatory requirements (e.g., BSA, AML, Fair Lending, and the Gramm-Leach-Bliley Act).
• Monitor cash levels, approve transactions within authority limits, and ensure secure handling of funds and vault operations.
• Complete required reports, audits, and balance verifications accurately and on schedule.
• Maintain high audit and compliance scores across all branch functions.

Sales & Service

• Assist in meeting branch sales goals by motivating and coaching staff toward customer relationship building and cross-selling bank products and services.
• Support business development efforts in the local community to expand the branch’s customer base.
• Deliver exceptional customer service, resolve complex issues, and identify opportunities for financial solutions.

Leadership & Team Development

• Supervise, coach, and evaluate teller and customer service team members.
• Lead team training on bank systems, compliance, and product knowledge.
• Encourage a positive and collaborative work environment that emphasizes performance, accountability, and employee growth.

Customer & Community Relations

• Act as a liaison between customers and higher management, ensuring customer needs are communicated and handled efficiently.
• Represent the bank at local events and maintain active involvement in community development initiatives.

Qualifications

Education & Experience

• 2–4 years of retail banking or financial services experience, including supervisory experience.
• Proven record in customer service, sales, and operational compliance.

Skills

• Strong leadership, coaching, and communication skills.
• Excellent knowledge of banking regulations, branch operations, and customer service standards.
• Proficiency in Microsoft Office and core banking software.
• High attention to detail and ability to manage multiple priorities effectively.

Work Environment

• Standard office and retail bank environment.
• May be required to work occasional evenings or Saturdays.
• Ability to stand or sit for extended periods and occasionally lift up to 25 lbs.