Assistant Branch Manager

4 weeks ago


Chase City, Virginia, United States Carter Bank & Trust Full time

Job Summary:

The Assistant Branch Manager is responsible for developing, expanding, and maintaining business relationships with customers while providing support and accountability for branch associates. This role ensures financial performance, customer satisfaction, and adherence to branch policies and procedures. The ideal candidate will demonstrate leadership competency and model skills and behaviors that produce high-performing teams.

Key Responsibilities:

Develop and maintain business relationships with customers to drive growth and revenue

Provide support and accountability for branch associates to ensure excellent customer service and sales performance

Collaborate with branch manager to execute strategic plans and achieve business objectives

Maintain a high level of employee morale to minimize turnover and maximize customer satisfaction

Oversee the quality of consumer and business products sales and servicing

Identify and submit quality referrals to internal partners and vendor partners

Consistently deliver exceptional customer experiences

Assure safety and wellness standards are in place and practiced consistently and effectively

Support branch operations effectiveness by reinforcing expectations for all branch associates

Oversee adherence to bank and regulatory policies and procedures

Maintain systems and facilities to ensure optimal performance

Collaborate with internal partners to identify areas of opportunities and areas of improvements

Effectively respond to issues, errors, and complaints

Demonstrate and support the effective and consistent application of performance and talent management processes

Consistently demonstrate adaptability and serve in the tradition of care for which CB&T is known, modeling skills and behaviors defined in the retail imperatives

Originate consumer and small business lending for existing and new customers

Assist customers to identify appropriate lending and deposit product solutions, completing the deposit opening process, loan application, and closing the loan

Work with Retail Credit staff to review complicated transactions, structure loans, and loan exceptions

Review reports outlined in toolkit and cadence relating to production, HR, Branch Operations, Retail Operations, Relationship Management

Process override approvals for transactions as needed

Provide a complete range of customer services, including opening new accounts, servicing existing accounts, cashing checks, taking deposits, accepting payments, completing withdrawals, balancing customer accounts, ordering checks, transferring funds from one account to another, originating specified loans, and other transactions

Engage customers, respond appropriately to opportunities to help customers by asking relevant questions, listening to needs, and directing to appropriate teammate, delivering exceptional customer experiences

Assist Branch Manager in onboarding new hire associates with planning, oversight, and training

Coach and mentor other branch associates

Requirements:

High school diploma or equivalence required, some college a plus

Previous experience in a financial institution or similar professional or retail services industry required

Successful customer service and/or sales experience required

Proven leadership capability in a prior position

Successful account/relationship management experience a plus

Successful operations experience a plus

Knowledge/Skills:

Strong mentoring, coaching, and leadership skills

Excellent customer service skills

Excellent collaboration skills

Detailed oriented, must be able to multi-task

Strong verbal and written communication skills

Ability to lead effectively in a fast-paced environment

Basic math and accounting skills are needed with emphasis on balancing

Basic computer literacy

Knowledge of Word and Excel

Knowledge or banking products and services is a plus

Physical and Mental Qualifications:

Sitting, standing, walking to the terminal, and occasional stooping

Requires lifting bags and/or tray of coins and bills periodically

May require working outside designated branch hours to meet business needs

Travel with occasional overnight travel required

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)



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