Carter Bank
Assistant Branch Manager-Lake Norman
Carter Bank, Mooresville, North Carolina, United States, 28115
Assistant Branch Manager – Lake Norman
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Assistant Branch Manager-Lake Norman
role at
Carter Bank .
The Assistant Branch Manager develops, expands, and maintains business relationships with customers while providing support and accountability for branch associates, ensuring financial performance, customer satisfaction, and adherence to branch policies and procedures. Demonstrates leadership competency and models skills and behaviors that produce high-performing teams.
SUMMARY Th e Assistant Branch Manager develops, expands, and maintains business relationships with customers while providing support and accountability for branch associates, ensuring financial performance, customer satisfaction, and adherence to branch policies and procedures. Demonstrates leadership competency and models skills and behaviors that produce high-performing teams.
ESSENTIAL JOB FUNCTIONS
Demonstrates and provides guidance to assure the effective and consistent application of retail operating model defined behaviors, skills, and tools
Actively participates in executing the branch's strategic plan to grow core deposits and loans, fee income
Supports branch associate action planning, reinforces expectations, and assesses performance
Maintains a high level of employee morale to minimize turnover and maximize customer service satisfaction
Supports branch manager strategy for deposit and loan growth to obtain the bank's growth objectives by promoting the bank's products and services
Oversees the quality of consumer and business products sales and servicing
Effectively identifies and submits quality referrals to branch associates, internal partners (mortgage, community banking, treasury services, etc.), and vendor partners (credit card, merchant services, insurance, etc.)
Oversees the quality of customer service and relationship management actions and decisions
Consistently delivers exceptional customer experiences
Assures safety and wellness standards are in place and practiced consistently and effectively
Responsible for supporting branch operations effectiveness by reinforcing expectations for all branch associates
Oversees adherence to the bank and regulatory policies and procedures
Assures systems and facilities are maintained
Collaborates with internal partners to identify areas of opportunities and areas of improvements
Effectively responds to issues, errors and complaints
Demonstrates and supports the effective and consistent application of performance and talent management processes
Consistently demonstrates adaptability and serves in the tradition of care for which CB&T is known, modeling skills and behaviors defined in the retail imperatives
Responsible for originating consumer and small business lending, for existing and new customers
Assists customers to identify appropriate lending and deposit product solutions, completing the deposit opening process, loan application, and closing the loan.
Works with Retail Credit staff to review complicated transactions, structure loans, and loan exceptions
Reviews reports outlined in toolkit and cadence relating to production, HR, Branch Operations, Retail Operations, Relationship Management
Responsible for processing override approvals for transactions as needed
Provides 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, originate specified loans, and other transactions
Engages customers, responds appropriately to opportunities to help customers by asking relevant questions, listening to needs, and directing to appropriate teammate, delivering exceptional customer experiences
Assists Branch Manager in onboarding new hire associates with planning, oversight, and training
Coaches and mentors other branch associates
JOB 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 REQUIRED
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
The above statements are intended to describe the general nature and level of work being performed by the incumbent assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and/or skills required of all personnel so classified.
NOT A CONTRACT
Seniority level Not Applicable
Employment type Full-time
Job function Sales and Business Development
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Assistant Branch Manager-Lake Norman
role at
Carter Bank .
The Assistant Branch Manager develops, expands, and maintains business relationships with customers while providing support and accountability for branch associates, ensuring financial performance, customer satisfaction, and adherence to branch policies and procedures. Demonstrates leadership competency and models skills and behaviors that produce high-performing teams.
SUMMARY Th e Assistant Branch Manager develops, expands, and maintains business relationships with customers while providing support and accountability for branch associates, ensuring financial performance, customer satisfaction, and adherence to branch policies and procedures. Demonstrates leadership competency and models skills and behaviors that produce high-performing teams.
ESSENTIAL JOB FUNCTIONS
Demonstrates and provides guidance to assure the effective and consistent application of retail operating model defined behaviors, skills, and tools
Actively participates in executing the branch's strategic plan to grow core deposits and loans, fee income
Supports branch associate action planning, reinforces expectations, and assesses performance
Maintains a high level of employee morale to minimize turnover and maximize customer service satisfaction
Supports branch manager strategy for deposit and loan growth to obtain the bank's growth objectives by promoting the bank's products and services
Oversees the quality of consumer and business products sales and servicing
Effectively identifies and submits quality referrals to branch associates, internal partners (mortgage, community banking, treasury services, etc.), and vendor partners (credit card, merchant services, insurance, etc.)
Oversees the quality of customer service and relationship management actions and decisions
Consistently delivers exceptional customer experiences
Assures safety and wellness standards are in place and practiced consistently and effectively
Responsible for supporting branch operations effectiveness by reinforcing expectations for all branch associates
Oversees adherence to the bank and regulatory policies and procedures
Assures systems and facilities are maintained
Collaborates with internal partners to identify areas of opportunities and areas of improvements
Effectively responds to issues, errors and complaints
Demonstrates and supports the effective and consistent application of performance and talent management processes
Consistently demonstrates adaptability and serves in the tradition of care for which CB&T is known, modeling skills and behaviors defined in the retail imperatives
Responsible for originating consumer and small business lending, for existing and new customers
Assists customers to identify appropriate lending and deposit product solutions, completing the deposit opening process, loan application, and closing the loan.
Works with Retail Credit staff to review complicated transactions, structure loans, and loan exceptions
Reviews reports outlined in toolkit and cadence relating to production, HR, Branch Operations, Retail Operations, Relationship Management
Responsible for processing override approvals for transactions as needed
Provides 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, originate specified loans, and other transactions
Engages customers, responds appropriately to opportunities to help customers by asking relevant questions, listening to needs, and directing to appropriate teammate, delivering exceptional customer experiences
Assists Branch Manager in onboarding new hire associates with planning, oversight, and training
Coaches and mentors other branch associates
JOB 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 REQUIRED
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
The above statements are intended to describe the general nature and level of work being performed by the incumbent assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and/or skills required of all personnel so classified.
NOT A CONTRACT
Seniority level Not Applicable
Employment type Full-time
Job function Sales and Business Development
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