Assistant Branch Manager Job Description (2022)

Job Descriptions

Assistant Branch ManagerJob Description

4.5

164votesfor Assistant Branch Manager

Assistant branch managerprovides effective leadership and management of continuous improvement disciplines for all applicable products & services supporting processes and procedures which will provide.

Assistant Branch ManagerDuties & Responsibilities

To write an effective assistant branch manager job description, begin by listing detailed duties, responsibilities and expectations. We have included assistant branch manager job description templates that you can modify and use.

Sample responsibilities for this position include:

Maintains thorough and current knowledge of all federal, state, and local regulations internal policies and procedures and bank products and services

Building relationships with consumer and business customers by uncovering customers’ needs to provide financial solutions that include deposit accounts, credit solutions, investment services, and other financial products and services

Achieving operational excellence at all times by ensuring that ALL staff members comply with Bank Policies and Procedures, the Bank Secrecy Act, the Gramm-Leach-Bliley Act (Privacy), Fair Lending regulations, and other state and federal regulations

(Video) Career Talks: Assistant Branch Manager

Serve as the liaison between the branch and various departments to ensure full communication and understanding of all company policies and procedures

Ensures all policies, procedures and regulations are followed

Ensure that all branch operations procedures are followed and that all staff is properly trained in security, compliance, and all procedures and functions of their position

Maintain knowledge of all retail roles and be able to oversee all staff in their duties and functions to maintain proper compliance with all branch processes and procedures

Take on management and coaching activities for Financial Services Managers

Coordinate Financial Services Managers scheduling during extended BM absences

Answers member questions regarding provided services and performs a variety of account maintenance functions (e.g., account balances and activity

Assistant Branch ManagerQualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications forAssistant Branch Manager

List any licenses or certifications required by the position:FICA, ATM

Education forAssistant Branch Manager

Typically a job would require a certain level of education.

Employers hiring for the assistant branch manager job most commonly would prefer for their future employee to have a relevant degree such asBachelor's and High School DegreeinBusiness, Management, Education, Business/Administration, Human Relations, Coaching, Leadership, Performance, Technology, Communication

Skills forAssistant Branch Manager

Desired skills forassistant branch managerinclude:

Procedures

Policies

Services

Ability to quickly learn banking and lending products

Effective marketing and sales practices

Regulatory guidelines

Nurturing great relationships

Products and services we offer

You will be a pivotal contact for our customers

Processes

(Video) A new branch manager

(Video) Assistant Branch Manager

Desired experience forassistant branch managerincludes:

Sound customer service attributes

Fluent Cantonese language is required

Ensure successful conversion of enquiries into sales opportunities and ensure the highest level of service throughout the process

Ensure work is carried out and completed in a controlled, compliant, timely and accurate manner with an emphasis on attention to detail

Third level Qualified and fully QFA qualified

Must have a flexible approach to work and be confident working in a fast paced environment

Assistant Branch ManagerExamples

Our company is hiring for an assistant branch manager. If you are looking for an exciting place to work, please take a look at the list of qualifications below.

Responsibilities for assistant branch manager

  • Comply and promote awareness and understanding of MRC policies, procedures and expectations to all employees, to include strict enforcement and compliance with DOT and SOX compliance guidelines
  • Works in accordance with all policies and procedures ad rules as prescribed by State, Federal, and the Company
  • At the direction of the Branch Manager, administers HR policies and procedures, including hiring, terminating, evaluating, recommending salary increases and counseling or disciplining branch personnel
  • Work closely with the Regional Safety Manager to assure that safe operational procedures are followed and all reporting is filed on time
  • Maintain superior knowledge of all bank products and services to assist branch employees as required
  • Provides technical support, software updates and manages off-line procedures
  • Working closely with the Regional Safety Manager to assure that safe operational procedures are followed and all reporting is filed with a minimum of lag time
  • Ensures compliance with company and government policies and regulations (e.g., Safety, OSHA, HazMat, and DOT
  • Ensures customer credit policies are followed and adhered to per policy
  • Manages assigned branch personnel in accordance with company policies by hiring, training, motivating, planning and directing work, providing performance feedback, developing associates and resolving associate issues

Qualifications for assistant branch manager

  • Demonstrate a strong efficiency with the usage of standard office equipment phones systems, fax machines, copy machines, printers
  • Accommodating to sudden change able to produce new solutions to problems
  • Possesses intimate knowledge of all aspects of P&C Canada’s branch
  • Registered with IIROC as a Registered Representative and must complete all requirements to be licensed as a Supervisor within 6 months of hire
  • Life Insurance License must be obtained with 12 months of hire
  • Mandarin & Cantonese (Asset)

Our innovative and growing company is looking for an assistant branch manager. If you are looking for an exciting place to work, please take a look at the list of qualifications below.

(Video) Crystal Waugh, Assistant Branch Manager, G&F Financial Group

Responsibilities for assistant branch manager

  • Assist with sales coaching by observing the branch team from the perspective of the customer
  • Works closely with the branch manager to develop and drive commitments and behaviors
  • Open and close the branch in the Branch Manager’s
  • Produce accurate customer quotes that generate custom metal fabrication work orders and increased sales
  • Work closely with other store management personnel to recognize and correct operational problems
  • Work with the person responsible for inventory so that inventory is adequate to meet customer needs
  • Investigate and find acceptable solutions to customer problems
  • Develop the branch's annual business plan with Regional Manager to ensure maximum profitability and effectiveness
  • Reinforcing East West Bank’s Vision, Mission, and Values through words and actions
  • Ensuring the branch achieves the highest level of efficiency by overseeing daily operational performance of Customer Service Specialists, Senior Customer Service Representatives, Customer Service Representatives, Senior In-Store Bankers and In-Store Bankers

Qualifications for assistant branch manager

  • Comprehension of required loan documentation Appraisals, title products, flood certifications, income, trusts
  • Italian an asset
  • Recent experience leading, managing, motivating and developing a team to meet & exceed assigned goals preferred
  • Work branch hours including weekends and some evenings
  • Required to assist branch manager to coach and develop team
  • 1 year recent experience in retail branch banking leading, managing, motivating and developing a team to meet & exceed assigned goals within results driven environment

Our innovative and growing company is hiring for an assistant branch manager. If you are looking for an exciting place to work, please take a look at the list of qualifications below.

Responsibilities for assistant branch manager

  • Working with the Branch Manager to develop staffing schedules to meet daily business needs
  • Supporting and assisting the Branch Manager to manage sales activities by analyzing sales reports, identifying performance gaps, setting effective action plans, clearly communicating expectations, monitoring performance progress, and inspecting the results
  • Performing the Branch Manager’s supervisory and operational responsibilities during his/her absence by making sound decisions and motivating team members to build exceptional teamwork to maintain winning attitude and positive behavior
  • Getting involved with local organizations and participating in local community events to introduce and expand East West Bank’s relationships and reputation
  • Provide leadership, coach, train and manage staff performance to insure branch achievement of sales and service goals
  • Manage internal sales culture, implementing targeted sales campaigns and expected results
  • Assist the Branch Manager with weekly sales meetings
  • Monitors and oversees CSA and Personal Banker performance and assists with decisions related to hiring, evaluating performance, promotions, transfers, corrective action and separation of staff
  • Conducts individual coaching sessions with each team member on a quarterly basis with a strong emphasis on achievement of production goals and service standards as measured through quarterly service shops, include review of all customer profiles and tickler system
  • Open new accounts and profile clients for current and future needs

Qualifications for assistant branch manager

  • Bachelor Degree in business-related major preferred
  • Life, Health, Series 6/63 licenses preferred
  • Mincron operating system
  • Ability to learn a software package
  • Must possess the entrepreneurial spirit
  • Must be detail oriented and possess excellent organizational and time management skills

Our company is looking for an assistant branch manager. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.

Responsibilities for assistant branch manager

  • Maintains vault control to include cash orders, shipment verifications and vault logs
  • Approves transactions within established guidelines
  • Monitors overdraft accounts, customer contact and collections and maintains all documentations
  • Verifies new account relationships (CIP) according to established guidelines
  • Researches, tracks, and reports CSA differences
  • Conducts operational staff meetings
  • Monitors suspicious activities
  • Opens and closes the branch and conducts security inspection of building's grounds
  • Monitors overall branch security to include inspections, equipment testing, coordinating repairs and reporting
  • Performs and oversees monthly branch audits and security reports for security officer

Qualifications for assistant branch manager

  • Experience in the building material distribution industry preferred, particularly selling metal roofing products, with demonstrated success in those products to a local contractor base
  • Ability to work independently, with a team East West Bank is an equal opportunity employer
  • Bachelor’s degree (B.A.) preferred or equivalent
  • Commercial lending & commercial deposit background preferred
  • Well experienced in retail banking operation management
  • Ability to build effective relationships with customers, staff and members of the community

Our growing company is hiring for an assistant branch manager. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.

Responsibilities for assistant branch manager

  • Develop your team to meet and exceed customer loyalty, growth and engagement objectives and adhere to internal practices and processes
  • Accountable for branch performance on audits and compliance with established bank operating procedures and practices
  • Responsible for a "Generally Satisfactory" audit rating
  • Reviews and approves CTR's
  • Oversees the branch proof
  • Resolves customer inquiries/complaints and situations in a positive, professional and efficient manner
  • Prepares weekly and monthly tracking reports as necessary
  • Performs signature guarantees
  • This position supervises the Personal Banker's, Customer Service Associate Supervisor, Assistant CSS and CSA positions
  • Required to travel to branches outside of their assigned region as needed

Qualifications for assistant branch manager

  • Passion to grow your financial knowledge and willingness to obtain financial licenses as needed
  • A high school education and a minimum of five (5) years of banking experience, (or a combination of advanced degree and experience) of which at least three (3) years have been as a CSS and Personal Banker
  • Demonstrated supervisory and leadership abilities are required
  • Supervisor or comparable senior operating knowledge, knowledge of the supervisory cash function and the capability of researching cash discrepancies is required
  • Superior verbal and written communications skills are necessary
  • Position requires flexibility and willingness to travel to other locations/branches and the ability to adapt to schedule changes during the workday including evenings, Saturdays, lunch hours or break times

Related Job Descriptions

Browse More

(Video) ASSISTANT MANAGER Interview Questions And Answers! (How To PASS A Deputy Manager's Interview)

Assistant branch managers are the right-hand man or woman to the branch manager. They help manage day-to-day operations and ensure that the branch is running smoothly. They may also be responsible for managing relationships with vendors, handling customer service issues, and other tasks related to keeping the business running smoothly.

Assistant branch managers are the right-hand man or woman to the branch manager.. Monitoring daily operations, including cashier and teller activities, to ensure adherence to company policies and procedures Providing customer service by answering questions about products or services, processing transactions, and resolving complaints Communicating with customers and other stakeholders about new products and services offered by the bank Reviewing financial statements and other reports to identify trends or issues in order to make business decisions Performing clerical tasks such as updating account records, processing payments, and inputting data into computer systems Preparing reports on activity within each branch office, including deposits and withdrawals, loan activity, and customer complaints Coordinating with IT personnel to ensure that bank systems are running efficiently and effectively Managing staff members in the branch including hiring, training, motivating, and disciplining employees Meeting with clients to discuss personal finance needs and goals. As an assistant branch manager, you may be responsible for communicating with customers, other employees and managers.. The work environment for an assistant branch manager is typically that of a bank branch.. The branch manager also works with the bank’s regional manager to develop and implement marketing and sales strategies for the branch.. Assistant branch managers can utilize this trend by developing strong customer service skills and by ensuring that their team is well-trained in providing excellent customer service.. The assistant branch manager may be promoted to branch manager after a period of time.

Build a professional assistant branch manager resume in minutes. Browse through our resume examples to identify the best way to word your resume. Then choose from 12+ resume templates to create your assistant branch manager resume.

Reviewed profit/loss statements to determine strengths and weaknesses of current business plan.. Managed daily operations of rental car branch, including sales, employee development, marketing, accounting, and customer service.. Trained, developed, and mentored 13 employees on all aspects business development and management.. Coached and trained a retail team in the areas of customer service, sales, marketing, and financial statements.. Implement business plans to ensure sales and customer service success.. Analyzed financial statements and pertinent information to determine creditworthiness of defaulted customers. requesting a loan modification.. Developed and executed branch operational plan.. Developed procedures and coordinated work shift scheduling operations analysis.

Recommended Assistant Branch Manager Resume Keywords & Skills based on most important Skills Found on Successful Assistant Branch Manager resumes and top skills required by employers.

In order to do so, you’ll want to know that both employers hiring for an Assistant Branch Manager and those who list the position of Assistant Branch Manager on their resumes predominantly feature Customer Service and Compliance as the most common and important terms, respectively.. Here is a simple table of the top 10 skills and qualifications as listed by employers in Assistant Branch Manager job postings since January of 2018, followed by the top 10 skills and qualifications most commonly listed by people who held the title of Assistant Branch Manager on their resumes.. Employer job listings often list Supervisory Experience or Retail Banking as requirements in Assistant Branch Manager job descriptions; however, job seekers mention them far less frequently on their resumes.. These skills and requirements are just as likely to be mentioned by employers as well as on resumes of people that held a job as an Assistant Branch Manager, suggesting that having these keywords on a resume are important for success as an Assistant Branch Manager.. Additionally, employer Assistant Branch Manager job descriptions list Supervisory Experience as a desirable experience, even though Supervisory Experience appears 4.1 times less on resumes, suggesting that it's worth considering including this term if you possess the experience.

Create an Assistant Branch Manager resume using existing templates with skills, summary, education, experience, certifications, and contacts. Learn what should be included on an Assistant Branch Manager resume based on tips and professional advice.

We analyzed 5,691 assistant branch manager resumes to determine which ones land the most jobs.. Here are the key facts about assistant branch manager resumes to help you get the job:. The average assistant branch manager resume is 370 words long The average assistant branch manager resume is 0.8 pages long based on 450 words per page.. Customer service is the most common skill found on an assistant branch manager resume.. After learning about how to write a professional assistant branch manager resume, you can make sure your resume checks all the boxes with our resume builder .. assisted customers with bank account transactions; sold bank products Provide customer service and financial transaction training.. Achieve quarterly sales goals. Process various teller transactions. Provide top quality customer service. Balance cash drawer at the end of each shift Cross sold products and services to customers while providing exceptional customer service.. Our resume builder tool will walk you through the process of creating a stand-out Assistant Branch Manager resume.. If you're a recent graduate, you might opt to place your education section above your experience section The more work experience you get, the shorter your education section should be List your education in reverse chronological order, with your most recent and high-ranking degrees first If you haven't graduated yet, you can include "Expected graduation date" to the entry for that school. Assistant Branch Manager Resume Relevant Education Example #1. Assistant Branch Manager Resume Relevant Education Example #2. Our resume builder tool will walk you through the process of creating a stand-out Assistant Branch Manager resume.. Certified Professional, Life and Health Insurance Program (CPLHI) Certified Management Accountant (CMA) Certified Nurse Assistant (CNA) Medical Assistant Certified Sales Professional (CSP) Certified Bank Auditor (CBA) Certified Manager Certification (CM) Certified Security Supervision & Management (CSS) International Accredited Business Accountant (IABA) Certified in Financial Management. No Degree Assistant Branch Manager Jobs

Videos

1. A branch manager training the assistant branch manager
(whytrigg)
2. Branch manager and assistant branch manager 🤣
(ЖИЗНЬ ПСА)
3. LIC Assistant Branch Manager (Sales)
(Pillayarpatti Wisdom Centre)
4. How to become assistant Manager, Assistant Manager kaise Bane,Work of Assistance Manager! maxx cad
(zd tálks)
5. DUTIES AND RESPONSIBILITIES OF BRANCH MANAGER (INSURANCE)
(aucommerce Scholar)
6. Top 20 Branch Manager Interview Questions and Answers for 2022
(ProjectPractical)

You might also like

Latest Posts

Article information

Author: Errol Quitzon

Last Updated: 09/16/2022

Views: 6023

Rating: 4.9 / 5 (79 voted)

Reviews: 94% of readers found this page helpful

Author information

Name: Errol Quitzon

Birthday: 1993-04-02

Address: 70604 Haley Lane, Port Weldonside, TN 99233-0942

Phone: +9665282866296

Job: Product Retail Agent

Hobby: Computer programming, Horseback riding, Hooping, Dance, Ice skating, Backpacking, Rafting

Introduction: My name is Errol Quitzon, I am a fair, cute, fancy, clean, attractive, sparkling, kind person who loves writing and wants to share my knowledge and understanding with you.