Assistant Branch Manager

** Assistant Branch Manager - Arlington**

**Job Category****:** 4B - Retail Salesperson **Requisition Number****:** ASSIS002288 Showing 1 location **Job Details**

**Description**

**Position Title**:

Assistant Branch Manager

**Exempt Status**:

Non-Exempt, Full Time

**Reports to**:

Branch Manager

**Branch:**

Arlington - Park Row

**Job Summary:** Manage and direct branch to ensure smooth operation and adherence to policy and procedures. Supervises and schedules employees responsible for the various aspects of branch operations. Leads team by example in demonstrating exceptional customer service by creating a memorable experience that delivers consistent and value-added services dedicated to developing lasting customer relationships. Utilize knowledge and judgment to assure the validity of transactions processed, referring questionable items to a Branch Manager or above. Maintain a professional appearance in both dress and behavior.

**Essential Functions:**

**Customer Service**

* Perform Southside Banks customer service standards with each customer interaction

* Consistently perform with accuracy and efficiency to build customer confidence and trust.

* Complete customer thank you calls and follow up of problem resolution as directed by management.

* Meets or exceeds all operational and sales goals determined by retail management to include balancing, and attendance and others as applicable.

* Know the products and services offered by the Bank with the ability to recall and explain key benefits to the customer.

* Develop a rapport with new customers and provide support that will continually improve the relationship.

* Work with the tellers and bankers to increase and discover sales opportunities to maximize revenue for the Bank

* Maintain the security and confidentiality of pertinent information and records

* Accurately communicate account information to customers

* Contributes to the growth of a profitable loan portfolio by originating loan applications for all types of consumer loan types. Proficient in cross selling consumer loans when opening new accounts for existing or new accounts

* Open traditional and Roth IRAs and assist with contributions, distributions, rollovers and transfers.

* Identify and respond to the needs of new and potential customers by listening and clarifying their needs. Refer customers as needed to other Southside Bank departments.

**Operational Excellence**

* Works in conjunction with the Branch Manager to ensure effective and proactive management of the Branch.

* As directed by the Branch Manager, assists in overall branch office operations to ensure all bank policies and procedures are followed. Approved by Market Manager as applicable. As directed by the Branch Manager, assists in analyzing and resolving operational issues as they occur. Approval by the Market Manager as needed.

* Follows established policies and procedures to avoid fraudulent activity (verify identification, review account history and recourse, etc.)

* Follows compliance procedures and verifies accuracy of reporting applicable transactions such as CTRs, SARs, monetary logs, and Reg CC holds.

* Maintain cash drawer limits and responsible for meeting the balancing standards of the cash drawer on a daily basis, working in accordance with the Teller Over/Short Policies. Ensure that all cash outages are reported to management.

* Authorizes exceptions to normal operations policy and procedures, when warranted, and where deviation is justified and authorized.

* In conjunction with the Branch Manager, responsible for complying with audit policies and procedures as they pertain to this position, including the auditing of team cash boxes.

* In the absence of the Branch Manager, supervise branch team in both their work assignments and performance developmentMonitor and attempt collection of overdrawn accounts.

* Accept and verify customer deposits

* Cash checks and process less cash transactions within authorized limits; obtain supervisors approval to process transactions which exceed authorized limits.

* Perform special services as requested by customers, such as selling official checks, process cash advances and loan payments, completion of stop payments and cardholder claim statements and redeem savings bonds with accuracy. May include notary services and helping customers with account reconciliation and problem resolution.

* Ensure balancing of the coin machine, cash recycler, and ATM or ITM is performed while observing proper dual control procedures.

* Perform activity related to vault transactions, including but not limited to preparing the cash order for the branch.

* Communicates disclosure requirements and regulations to customers in accordance with regulatory guidelines, provides disclosures and brochures as needed.

* Responsible for complying with audit policies and procedures as they pertain to this position.

* Perform duties in compliance with applicable laws and regulations, including but not limited to the Bank Secrecy Act (BSA) and related anti-money laundering laws, and in accordance with the Banks Information Security Program.

* Must comply with all applicable laws and regulations.

**Team Relations**

* Maintain a positive and caring atmosphere for customers and employees consistent with the Southside Banks mission and philosophy.

* Contribute to a positive team environment with peers in and out of the branch

* Continue professional development through training, seminars, membership in professional associations, as applicable.

* Complete opening and closing duties, when needed before and after lobby hours; may be on call for after-hours alarm or ATM/ITM issues.

* Assist other employees with customer relation issues such as check holds and errors. May approve transactions within assigned authority limits.

* Perform additional duties as assigned or directed

**Branch Leadership**

* In conjunction with the Branch Manager:

+ Ensure employee growth and development and provide leadership through example and sharing of knowledge.

+ Evaluate staff and make recommendations for disciplinary action as needed.

+ Supervise branch team in both their work assignments and performance development

+ Assign employees to significant jobs that might lead to greater personal growth and value and counsel them with respect to what is needed for upward mobility within the employment structure.

+ Create staff schedules that support the activity in the branch ensuring that peak customer traffic periods are well covered by branch personnel.

+ Ensures that training is provided to all assigned staff for the purpose of enhancing skills required to perform all job tasks efficiently and assigns duties in such a way to maximize customer service.

* Comply with all safety policies, practices and procedures. Report all unsafe activities to supervisor and/or Human Resources.

* Adhere to Southside Banks equal employment opportunity and affirmative action policy

* Assign employees to significant jobs that might lead to greater personal growth and value and counsel them with respect to what is needed for upward mobility within the employment structure.

* Ability to multitask. Prioritize, organize and delegate assignments.

**Required Education/Experience**

* Associates degree (A. A.) or equivalent from two-year College or technical school; or six months to one year related experience and/or training; or equivalent combination of education and experience preferred.

* Minimum two year banking experience preferred.

* Proficient in typing, 10-key calculator and data entry.

* Excellent oral and written communication skills.

* Completion and comprehension of the following Southside Bank instructor led classes:

+ New Employee Orientation

+ Teller Training, Teller Advanced and Professional Teller

+ Product Knowledge

+ Extreme Customer Service Fundamentals and Advanced

+ New Accounts

+ Business Account Documentation

+ Loan School