Job Description

MUST HAVE BANKING EXPERIENCE

Job Summary

The Assistant Branch Manager plays a key role in supporting 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 operational excellence.

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 in the absence of the branch manager.
• 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.
• 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.
• 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.
• 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).
• 5–7years 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.

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