Job Summary
The Assistant Branch Manager & Branch Administrator plays a key role in supporting the Operations Coordinator and reports directly to the Business Banking Manager. This position is responsible for ensuring smooth day-to-day branch operations, regulatory compliance, and cultivating a culture centered on high performance, collaboration, and accountability. The Assistant Branch Manager leads branch staff in delivering outstanding customer service, growing client relationships, and driving sales and business development efforts. Additionally, this role serves as a primary relationship administrator, actively engaging clients and identifying opportunities to expand banking services.
Primary Responsibilities
- Oversee daily branch functions including opening/closing procedures, cash handling, and adherence to bank policies.
- Supervise and support branch employees through coaching, performance evaluations, and professional development.
- Partner with the Branch Manager to implement strategic goals and productivity initiatives.
- Ensure operational efficiency and maintain a consistent, high-quality customer experience.
- Serve as a key relationship administrator for high-value clients, offering customized banking solutions.
- Proactively develop strategies for client retention and identify cross-sell/up-sell opportunities.
- Engage with community leaders and organizations to enhance the bank's presence and generate new business.
- Conduct regular client outreach through meetings and follow-ups to strengthen relationships and grow revenue.
- Drive branch sales results by assisting in goal setting, tracking performance, and implementing improvement strategies.
- Lead sales huddles and provide coaching to enhance product knowledge and selling techniques, especially in the absence of the Branch Business Manager.
- Ensure full compliance with all regulatory requirements, including BSA, AML, FATCA, and CIP.
- Manage completion of audits and required compliance reports accurately and on time.
- Strengthen the branch's internal control environment and proactively manage risk.
- Conduct staff training on regulatory standards and internal best practices.
- Champion a high standard of customer service, resolving complex issues promptly and professionally.
- Lead initiatives to enhance service delivery and improve satisfaction metrics.
- Use client feedback to identify opportunities for service improvements and relationship deepening.
- Represent the branch on cross-functional bank committees and special projects.
- Effectively manage branch resources, balancing staffing, operations, and customer engagement.
- Act as a visible ambassador of the bank by participating in community events and charitable activities.
- Identify and pursue sponsorship and partnership opportunities to strengthen community ties and brand visibility.
Skills and Experience
- Bachelor's degree in business, finance, or related field (preferred).
- 5-10 years of banking experience, including a minimum of 3 years in a supervisory role.
- Competent in Microsoft Office Suite (Word, Excel, PowerPoint).
- Experience with banking platforms, CRM systems, and sales analytics tools.
- Bilingual (English/Spanish) preferred to support client service and community outreach.
- Proven ability to lead, coach, and build high-performing teams.
- Experience in recruiting, training, and evaluating staff performance.
- Ability to identify client needs and communicate tailored financial solutions.
- In-depth knowledge of regulatory frameworks, including BSA, AML, FATCA, and CIP.
- Dedication to maintaining compliance and keeping current with changes in regulation.