Assistant Branch Manager II

In partnership with the Branch Manager, responsible for the sales, service and operations of the branch. Manages, coaches and leads the CSA line and platform staff in achievement of all sales and service expectations as outlined by the branch production goals and service standards. Assist with the management of the Branch Business Plan, including tracking and monitoring results. Assumes primary responsibility for the branch in the absence of the manager. Is accountable for branch operations, facility management, security, and loss prevention. Opens accounts and cross sells products and services through a profiling system focused on needs based selling skills.
Provide leadership, coach, train and manage staff performance to insure branch achievement of sales and service goals.
Conduct daily observations of staff and provide mentoring and training to improve staff development and overall branch results.
Serve as the liaison between the branch and various departments to ensure full communication and understanding of all company policies and procedures.
Maintain superior knowledge of all bank products and services to assist branch employees as required
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.
Manage sales and service process, follow up activities and referral lead generation through active use of the Bank's 360 View CRM system.
Manage customer complaints and service issues through 360 View.
Produce and disseminate 360 View sales and service reports as required.
Coordinates the daily and weekly scheduling.
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. Monitors maintenance of premises and equipment.
Performs and oversees monthly branch audits and security reports for security officer.
Responsible for a "Generally Satisfactory" audit rating
Provides technical support, software updates and manages off-line procedures.
Reviews and approves CTR's. Monitors BSA activities in the branch.
Oversees the branch proof.
Resolves customer inquiries/complaints and situations in a positive, professional and efficient manner. Utilizes complaint procedures as necessary.
Prepares weekly and monthly tracking reports as necessary.
Performs signature guarantees.
Performs other duties as may be assigned.
Ensures all policies, procedures and regulations are followed.
This position supervises the Personal Banker's, Customer Service Associate Supervisor, Assistant CSS and CSA positions.
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. Supervisor or comparable
Senior operating knowledge, knowledge of the supervisory cash function and the capability of researching cash discrepancies is required.
Demonstrated supervisory and leadership abilities are required.
Complete understanding of the OSI system necessary to perform accurate work is required.
Knowledge of office equipment is required. Superior verbal and written skills

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