Assistant Manager - Branch Banking Heritage Bank
Assistant Manager - Branch BankingFederal Way, WA
- $31.83–$38.20 / hour
div>
.
30+ days ago
.
div>
##JobCategory:Retail Banking##.
strong>Job Requirements:
Develops and executes strategic plan with support of entire branch management team for branch success, including business development, customer retention, employee development and retention, succession planning, branch efficiency, and operational soundness. To learn more about Mechanics Bank's California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit California Privacy Policy for Prospective Employees | Mechanics Bank.
The Branch Manager will develop and implement strategies that align with the branch's budget and profitability goals, ensuring the delivery of superior banking services and fostering a culture of teamwork and exceptional service. The Branch Manager is vital in driving the branch towards achieving success across key areas including sales initiatives, consumer and commercial banking management, customer service, operational management, and community involvement.
The Branch Manager will develop and implement strategies that align with the branch's budget and profitability goals, ensuring the delivery of superior banking services and fostering a culture of teamwork and exceptional service. The Branch Manager is vital in driving the branch towards achieving success across key areas including sales initiatives, consumer and commercial banking management, customer service, operational management, and community involvement.
General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. KPB Relationship Manager (RM) is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to execute and advise on the client's needs.
Additionally, Assistant Project Managers support the PMO by occasionally providing in the field support in the form of site-walks and periodic visits, as well as completing other administrative and support tasks as needed by PMO leadership. Assess, and periodically reassess, solution equipment needs based upon equipment availability in coordination with the Fleet Manager and utilize technical knowledge to provide alternative suggestions to project managers.
Key has implemented a role-based Mobile by Design approach to our employee workspaces, dedicating space to those whose roles require specific workspaces, while providing flexible options for roles which are less dependent on assigned workspaces and can be performed effectively in a mobile environment. General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Typically requires two years of demonstrated and effective supervisory experience in a retail branch or financial institution environment or demonstrated and effective experience performing in a lead worker role providing guidance and expertise to branch staff to meet established operational, sales, and customer service goals and objectives. By popular vote, First Fed received awards for Best Bank in The Best of the Northwest, Best Banker in Readers’ Choice by Cascadia Daily News, and Peninsula Daily News named us Best Bank on the Olympic Peninsula.
Responsible for managing, staffing, and scheduling all direct report work schedules within the branch, including recruiting/identifying talent, interviewing, selecting the branch team, and successfully onboarding and training new teammates - while ensuring appropriate area staffing coverage by deploying teammates to other branches as needed. The Branch Manager builds, coaches, develops, leads, and motivates a team that is capable of providing excellent client service in all interactions, analyzing clients' needs, and recommending financial solutions that help Key clients achieve confidence in their financial wellness and achieve their goals.
This high-impact role focuses on driving business development and sales, particularly with small businesses, while growing deposits, originating loans, and expanding client relationships through cross-selling additional services. Branch Managers must: Reflect the corporate values of WaFd Bank, including integrity, teamwork, ownership, simplicity, discipline and service.
A successful Assistant Branch Manager must: Build exceptional knowledge of bank products and services to maintain rapport with clients, understand their needs, and provide solutions. Proactively seek new business relationships, including a network of business owners, consumer prospects, finance professionals and community leaders.
This high-impact role focuses on driving business development and sales, particularly with small businesses, while growing deposits, originating loans, and expanding client relationships through cross-selling additional services. Branch Managers must: Reflect the corporate values of WaFd Bank, including integrity, teamwork, ownership, simplicity, discipline and service.
Develops and executes strategic plan with support of entire branch management team for branch success, including business development, customer retention, employee development and retention, succession planning, branch efficiency, and operational soundness. To learn more about Mechanics Bank's California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit California Privacy Policy for Prospective Employees | Mechanics Bank.
For more complex client implementations, will work with Client Implementation Specialist to manage the request for new product set-up, ensuring timely processing of Client Service Orders (CSO's), verifyingproducts are properly set-up in accordance with published service level agreements, providing technical support and training to clients concerning product usage and functionality and ensuring client satisfaction. Key has implemented a role-based Mobile by Design approach to our employee workspaces, dedicating space to those whose roles require specific workspaces, while providing flexible options for roles which are less dependent on assigned workspaces and can be performed effectively in a mobile environment.
The Warehouse Manager must coordinate all logistics related to this purpose including coordinating food drives with various organizations, community and church groups and being aware of available stick and making the efforts necessary to increase donations as needed. In accordance with the TSA Substance Abuse Policy and Drug Free Workplace policy-non-use of any substance, including alcohol or any drug which might affect the health, safety or well-being of a Client, the public or other workers and self while on the job or on Salvation Army premises.
The Commercial Relationship Manager serves as an intermediate level commercial banking position with functionality ranging from business development using a small business platform to supporting senior bankers as an apprentice relative to portfolio management and experience with complex credit functions. This role drives shareholder value through a collaborative effort to generate quality earnings through interest income growth, via maintaining margin and credit quality, and non-interest income through collaboration with business partners while simultaneously understanding the importance of expense control.
Responsible for understanding all banking and financial needs of relationship clients including all products and services offered by the Bank (Commercial, Investments, International Banking, Private Banking, Real Estate, Cash Management, etc). As a member of the Wealth Management and Advisory Services (WMAS) Division, serves as a proactive, client-focused trusted financial partner to clients through a seamless delivery of investment, trust, and fiduciary services.
This role is critical to supporting The Bancorp's fintech sponsorship and program management model, enabling seamless, compliant, and scalable payment solutions for fintech partners and commercial clients. The VP Immediate Payment Operations will lead the strategy, execution, and ongoing management of The Bancorp's immediate payments capabilities, including The Clearing House RTP network and the Federal Reserve's FedNow Service.
We're looking for a reliable Social Media Manager to assist with social media coordination and basic financial operations. - Ability to maintain an active bank account capable of receiving and sending transfers via online banking.
Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; managing and appraising performance; coaching and development; addressing complaints and resolving problems. In collaboration with the relationship manager and underwriters, identify risks/mitigants of loan structure and participates in discussions with credit risk as required.
Relationship Managers will be expected to partner with the appropriate commercial banking colleagues (Loan Coordinators, Credit Analysts) to deliver credit relationships with the guidance of Credit Administration, the Senior Relationship Manager, Division Manager or Director. Must be proficient with Microsoft Office applications, (primarily WORD, PowerPoint and EXCEL); Experience with LaserPro (CFI) desired; Position requires clear and concise verbal and written communication skills including good customer relations skills.
Relationship Managers will be expected to partner with the appropriate Business Banking colleagues (Loan Coordinators, Loan Processors, Portfolio Managers, and Credit Administrators) to develop and maintain credit, depository, and treasury relationships with the guidance of a Regional President, or an Executive Director. Must be proficient with Microsoft Office applications, (primarily WORD, PowerPoint Excel, Teams, Outlook, and Power BI); Experience with nCino and Salesforce is desired; Position requires clear and concise verbal and written communication skills including good customer relations skills.
Successful candidates demonstrate their commitment to their team by taking direct responsibility for the safety of the people, build trust and value the experience of the team around them and look to develop the people, sets high expectations for self and others, is a change agent and an effective communicator, encourages cross-functional collaboration, and shows personal resilience. Cornerstone Building Brands (CBB) Values and Behaviors & Mindsets - Act consistently with CBB's Values (Safety, Integrity, & Inclusion) and Behaviors & Mindsets (Customer-Centricity, Interconnectedness, Continuous Improvement).
Strong planning, organizational, time management and follow up skills, demonstrating a strong sense of urgency and ability to execute quickly, timely and efficiently, ensuring that priorities are set and commitments and deadlines are met, with minimal supervision. Work with the bank's lending associates to identify and define the scope of work necessary to produce credible and compliant results, including the selection and engagement of valuation professionals to complete each assignment.
Monitors reporting and commercial client portfolios to assess ongoing credit quality, timely address past due and maturing loans, address documentation and collateral exceptions, ensure financial performance updates, assess portfolio profitability, and review and address other key portfolio performance and compliance factors. Responsible for all aspects of commercial lending portfolio management, monitoring covenant compliance, loan performance and financial statement analysis, property performance analysis, referrals, and cross selling Bank products and services in support of client retention and portfolio growth.
Prepares quality credit presentations of moderate to significant complexity, justifying the credit request that is supported with comprehensive financial and non-financial analyses, appropriate identification of risks and risk mitigations, and structuring and pricing consistent with Bank policies and guidelines. Mentors and assists credit analysts, underwriters, and less experienced relationship managers in appropriate structuring of credit requests to best meet client needs while adhering to Bank policies and risk profiles.
Minimum Requirements for Position: Bachelor’s degree or foreign equivalent in Finance, Management, Economics or a related field and six years (6) of progressively responsible experience in capital markets, corporate finance, job offered, or related occupation. Work with engineering teams to build out a smooth process for managing customer account movement operations and streamline the payment activity associated with this transition.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Develops and maintains communication tools and documentation for nutrition services staff, including websites, newsletters, SOPs, and shared libraries (e.g., SharePoint), to ensure efficient information sharing, proper recordkeeping, and overall support of a productive work environment. May be required to lift and carry up to 20 pounds regularly, up to 30 pounds infrequently, and 50 pounds using team lift techniques, bend, squat, stoop, kneel, crouch, walk, twist, climb, and/or be mobile.
Assist in the management of day-to-day activities of the assigned locations including: ensuring appropriate customer interaction, supervising the completion of all evening closing reports, processing bank deposits, scheduling staff, supervising frontline staff (e.g. Basic Function - Assisting in the day-to-day management of the assigned location ensuring that parking operations are handled within contractual guidelines of the specific location, fostering good client relations and promoting a professional image and approach to the business.
Job SummaryThe Business Banking RM Serves as the relationship manager and financial advisor to clients, introducing a full range of core Business Banking products, differentiated capabilities, and comprehensive solutions to meet client needs and exceed customer service expectations. Leads and participates in credit processes and assumes ultimate accountability for all portfolio activities/issues ensuring sound asset quality, including underwriting, structuring, and portfolio management activities; assures accurate risk assessment of assigned portfolio.
The Federal WayBranch is seeking an Assistant Manager - Branch Banking to ensure overall operational efficiency and soundness of the branch and proactively partner with the Branch Relationship Manager in leading a branch team to achieve service, sales, profitability and operational excellence in accordance with the Heritage Bank Mission, Vision, and Values. Provide exceptional service and positively contribute to the sales goals and overall success of the branch by recommending and referring bank products based on customer needs and by building and maintaining professional working relationships with all lines of business.
Our salary ranges take into account many factors in making compensation decisions including but not limited to skillset, experience, licensure, certifications, internal equity, and other business needs. Grounded in the principles of 'Customer-Value Creation' and 'People-Oriented Management', these values shape our corporate culture, fostering creativity, diversity, and integrity.
Our salary ranges take into account many factors in making compensation decisions including but not limited to skillset, experience, licensure, certifications, internal equity, and other business needs. As a National Account Manager for the Club Channel team, you will be a sales professional responsible for growing LG's market share for specific accounts within the club retailer channel.
This role is designed for someone who wants to make a leadership impact: driving our investor communication strategy, leading mission-critical internal workstreams, and turning complex data into clear insight for investors and Docusign's executive leadership. Individuals seeking employment at DocuSign are considered without regards to race, ethnicity, color, age, sex, religion, national origin, ancestry, pregnancy, sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, registered domestic partner status, caregiver status, marital status, veteran or military status, citizenship status, or any other legally protected category.
Frequent travel is required; Willingness and flexibility to travel to other branch and customer business locations, as needed; valid driver’s license, proof of insurance, and access to reliable transportation; or the ability to access and utilize an alternative method of transportation, when needed, to carry out job-related essential functions. Strong analytical reasoning, attention to detail, organizational, data review and time management skills, with the ability to accurately manage multiple assignments, goals, reporting requests and staffing schedules, ensuring priorities are set and commitments and deadlines are met, with minimal direction and supervision.
From the development of state-of-the-art facilities and the provision of management services and evidence-based rehabilitation to the post-release reintegration and supervision of individuals in the community, GEO offers fully diversified, cost-effective services that deliver enhanced quality and improved outcomes. Bachelor's degree in accounting or related field and a minimum of three (3) years of work experience in a finance-related role, or an equivalent combination of work experience and education required.
Job Function – Responsible for the daily operations, special projects, audit compliance to include SOX 404 compliance of assigned accounts within the respective portfolio, the satisfactory delivery of services that reflect positively on our operations, our company and client alike. Identify proper staffing levels, hire, develop and train a team of employees to deliver superior customer service and perform daily job functions.
By spanning both financial and operational disciplines, this position ensures leadership has reliable, actionable insights to drive portfolio health and strategic planning, providing both rigorous financial analysis and strategic insight to inform investment decisions. Financial Modeling & Valuation: Build, maintain, and stress-test financial models (three-statement, DCF, comparable company analysis, ROI/IRR/NPV) for portfolio ventures, capital investments, and new business opportunities.
He/she also provides exceptional customer service to all clients, works with other product managers to refer bank products to business partners, and maintains adherence to all policies and procedures to ensure compliance.
He/she also provides exceptional customer service to all clients, works with other product managers to refer bank products to business partners, and maintains adherence to all policies and procedures to ensure compliance.
ul>
li> Works closely with Case Manager on the on-boarding and retention of clients, ensuring the appropriate "Know Your Client" (KYC) and other compliance deliverables are met; Identifies cross-sell opportunities to deepen and increase share of wallet; Maximizes client experience by proactive sharing markets updates, trend and intelligence. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
The role requires managing multiple projects of varying size inside and outside of the United States, all at different stages of the project life cycle and with different scopes of work, so organization and attention to detail is a must. They provide technical expertise for internal and external customers relating to load banks, electrical generation, and electrical distribution for power and HVAC system temporary power and testing solutions.
p>Our Banking practice is a growing team that focuses on business and technology projects across areas like commercial lending, treasury management, mergers and acquisitions, and risk/regulatory compliance. We assist our clients by developing operating models and cost optimization strategies, while also implementing technology, platforms, data and analytics tools, and supporting the related change management.
li>This position requires you to act as a Bank MLO, which is defined as an individual authorized by the Bank to take mortgage loan applications, offer a mortgage, arrange a mortgage, assist a consumer in obtaining or applying to obtain a mortgage, negotiate a mortgage, otherwise obtain or make a mortgage for another person, represent to the public (through advertising or other means of communication) that such person can or will perform any of these activities, or refer a consumer to a loan originator (Note: Except those employees of the Bank who do not discuss particular credit terms available and do not refer the consumer, based on the employee’s assessment of the consumer’s financial characteristics to a particular Bank MLO) for compensation or gain.
Upload your resume and let employers find you for new Bank Manager job openings. Plus, receive relevant job matches delivered straight to your inbox.