South Shore Staffing
Asst. Branch Manager Randolph, MA
Position Summary: Under the direction of the Branch Manager, assists in the overall supervision and performs daily activities of the branch, in conformance with established bank policies and procedures.
It is management's understanding that each retail office services a unique customer base and that expectations may vary based upon area demographics, level of oversight, community resources, level of deposits, and overall business volume.
Primary Management Accountabilities/Responsibilities:
Leadership:
Develops and motivates high quality staff. Observes subordinate performance expectations and provides input into performance and salary reviews of staff. Provides direction and counsel as required. Assures effectiveness, proficiency and preparedness of subordinates to achieve corporate objectives. Fiscal:
Monitors the fiscal integrity and control of assigned branch. Assists in promoting cost effectiveness/profitability of assigned branch. Promotes fiscal responsibility among subordinates. Pursues innovations to enhance bank profitability.
3.
Operational Efficiency:
Suggests efficient operating systems, procedures and methods. Continually monitors operating results and existing policies and procedures and makes recommendations for modifications to operating policies, methods and work flow. May conduct research relative to the selection and/or development and implementation of new systems.
4.
Communications:
Ensures effectiveness of internal and external communications. Provides for effective and timely reporting to management, staff, bank operating units, and external authorities as required. Meets with branch staff on regular basis.
5.
External/Internal Relations:
Represents the bank in a professional, courteous manner to customers, associates, vendors and the public. Participates in and promotes the bank's various marketing efforts. Seeks out and participates in community events and sales opportunities, including Chamber of Commerce networking opportunities, and civic and business group affiliations. Builds cooperative and effective relationships with other bank units.
Primary Functional Accountabilities/Responsibilities:
6. Exercises responsibility for operational activities and customer service throughout branch. Ensures exceptional service is provided to all customers both in the presence and the absence of the Branch Manager. Maintains current knowledge of all bank products and services. Monitors and responds to customer service issues, etc. in order to ensure customer satisfaction. Assists in the delivery of all product offerings to customers; providing advice and counsel and general information to assist the customer in the appropriate product/service selection. May conduct loan application interviews; explains policies, terms, etc., reviews applications for completeness and accuracy. Closes loans in branch as required. Required to maintain a valid registration through the National Mortgage Licensing System. Responsible for being in full compliance with all applicable requirements of the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (S.A.F.E. Act)
7. Assists with the branch's responsibility for successful marketing initiatives presented by the bank. Assists Manager in achievement of product and service origination goals. Explains, trains, and motivates staff in product and service knowledge and selling techniques. Sells and cross-sells bank products, participates in branch promotions. Conducts external sales calls to local businesses to increase bank's visibility and enhance new business opportunities. Refers customers and prospects to the bank's Loan Officers as appropriate. Sells the bank's Alternative Investments programs by providing introductions to the Investment Specialists, referrals and coordination of appointments.
8. Performs operational responsibilities to include; open and close the branch; provide supervision, support and assistance to subordinate staff regarding the interpretation and implementation of bank policies and procedures; makes decisions regarding customer transactions (e.g. waive fees or penalties); ensures that tellers and branch balance on a daily basis. May conduct branch proof ensuring accuracy and presentation in accordance with established procedures. Verifies and approves as needed, certain branch and customer documentation including but not limited to; teller and branch proof sheets, signing checks, block transactions. Ensures that proper levels of control are maintained at the branch office. Follows all established policies regarding opening and closing procedures, dual control (i.e., ATM balancing, night depository processing, accessing vault cash, Client inventory), and other security directives. Completes currency transaction reports.
9. Monitors staffing levels and branch schedule to ensure branch is adequately staffed at all times.
10. Works closely with Branch Manager and provides thoughtful input toward subordinate employee performance.
11. Assists Branch Manager in developing agenda and schedule for monthly staff meeting. May conduct meeting and prepare presentations.
12. Assists Manager with preparation and writing of business and other informational reports as needed.
13. Attends and participates in community and civic events as necessary.
14. Oversees and performs if applicable, administration and record keeping of any unique attribute of the branch i.e., safe deposit function, drive up, conference room, etc.
15. Performs any and all duties required to achieve successful bank and branch performance.
Minimum qualifications at entry:
Education/Experience: A high school diploma required and a thorough knowledge of bank products and operational procedures. IRA and other banking related courses/seminars required. Three to four years experience in Retail (Branch) Banking; with at least two years in supervisory capacity.
Competencies:
Strong attention to detail. Excellent verbal &written communication skills. Strong customer and results orientation. Ability to be an effective team member. Ability to adapt to progressive change Ability to effectively use standard office applications software. Ability to interact at all levels and across diverse cultures. Ability to identify customer needs, recommend appropriate products and services and close sale.
Position Summary: Under the direction of the Branch Manager, assists in the overall supervision and performs daily activities of the branch, in conformance with established bank policies and procedures.
It is management's understanding that each retail office services a unique customer base and that expectations may vary based upon area demographics, level of oversight, community resources, level of deposits, and overall business volume.
Primary Management Accountabilities/Responsibilities:
Leadership:
Develops and motivates high quality staff. Observes subordinate performance expectations and provides input into performance and salary reviews of staff. Provides direction and counsel as required. Assures effectiveness, proficiency and preparedness of subordinates to achieve corporate objectives. Fiscal:
Monitors the fiscal integrity and control of assigned branch. Assists in promoting cost effectiveness/profitability of assigned branch. Promotes fiscal responsibility among subordinates. Pursues innovations to enhance bank profitability.
3.
Operational Efficiency:
Suggests efficient operating systems, procedures and methods. Continually monitors operating results and existing policies and procedures and makes recommendations for modifications to operating policies, methods and work flow. May conduct research relative to the selection and/or development and implementation of new systems.
4.
Communications:
Ensures effectiveness of internal and external communications. Provides for effective and timely reporting to management, staff, bank operating units, and external authorities as required. Meets with branch staff on regular basis.
5.
External/Internal Relations:
Represents the bank in a professional, courteous manner to customers, associates, vendors and the public. Participates in and promotes the bank's various marketing efforts. Seeks out and participates in community events and sales opportunities, including Chamber of Commerce networking opportunities, and civic and business group affiliations. Builds cooperative and effective relationships with other bank units.
Primary Functional Accountabilities/Responsibilities:
6. Exercises responsibility for operational activities and customer service throughout branch. Ensures exceptional service is provided to all customers both in the presence and the absence of the Branch Manager. Maintains current knowledge of all bank products and services. Monitors and responds to customer service issues, etc. in order to ensure customer satisfaction. Assists in the delivery of all product offerings to customers; providing advice and counsel and general information to assist the customer in the appropriate product/service selection. May conduct loan application interviews; explains policies, terms, etc., reviews applications for completeness and accuracy. Closes loans in branch as required. Required to maintain a valid registration through the National Mortgage Licensing System. Responsible for being in full compliance with all applicable requirements of the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (S.A.F.E. Act)
7. Assists with the branch's responsibility for successful marketing initiatives presented by the bank. Assists Manager in achievement of product and service origination goals. Explains, trains, and motivates staff in product and service knowledge and selling techniques. Sells and cross-sells bank products, participates in branch promotions. Conducts external sales calls to local businesses to increase bank's visibility and enhance new business opportunities. Refers customers and prospects to the bank's Loan Officers as appropriate. Sells the bank's Alternative Investments programs by providing introductions to the Investment Specialists, referrals and coordination of appointments.
8. Performs operational responsibilities to include; open and close the branch; provide supervision, support and assistance to subordinate staff regarding the interpretation and implementation of bank policies and procedures; makes decisions regarding customer transactions (e.g. waive fees or penalties); ensures that tellers and branch balance on a daily basis. May conduct branch proof ensuring accuracy and presentation in accordance with established procedures. Verifies and approves as needed, certain branch and customer documentation including but not limited to; teller and branch proof sheets, signing checks, block transactions. Ensures that proper levels of control are maintained at the branch office. Follows all established policies regarding opening and closing procedures, dual control (i.e., ATM balancing, night depository processing, accessing vault cash, Client inventory), and other security directives. Completes currency transaction reports.
9. Monitors staffing levels and branch schedule to ensure branch is adequately staffed at all times.
10. Works closely with Branch Manager and provides thoughtful input toward subordinate employee performance.
11. Assists Branch Manager in developing agenda and schedule for monthly staff meeting. May conduct meeting and prepare presentations.
12. Assists Manager with preparation and writing of business and other informational reports as needed.
13. Attends and participates in community and civic events as necessary.
14. Oversees and performs if applicable, administration and record keeping of any unique attribute of the branch i.e., safe deposit function, drive up, conference room, etc.
15. Performs any and all duties required to achieve successful bank and branch performance.
Minimum qualifications at entry:
Education/Experience: A high school diploma required and a thorough knowledge of bank products and operational procedures. IRA and other banking related courses/seminars required. Three to four years experience in Retail (Branch) Banking; with at least two years in supervisory capacity.
Competencies:
Strong attention to detail. Excellent verbal &written communication skills. Strong customer and results orientation. Ability to be an effective team member. Ability to adapt to progressive change Ability to effectively use standard office applications software. Ability to interact at all levels and across diverse cultures. Ability to identify customer needs, recommend appropriate products and services and close sale.