Assistant Branch Manager I, Bridge Street Branch (Project Management)
Basic Qualifications
Education/Training: A high school diploma or equivalent; specialized business education and training.
Skill(s): Proficient reading, writing, grammar, and mathematics skills; proficient interpersonal relations, communicative and sales skills; proficient PC skills; a thorough knowledge of the features and benefits of all bank products and services; a working knowledge of bank operating policies and procedures; demonstrated management and supervisory skills; ability to lift up to 50 lbs.; visual and auditory skills; valid driver's license.
Experience: A minimum of two (2) years of experience in banking OR two (2) years of experience in a customer service role that involves assessing and meeting the needs of customers and/or solving customer problems OR successful completion of the Company's Management Training Program is required.
General Responsibilities
Responsible for assisting the Branch Manager in various aspects of office operations; supporting the Bank Secrecy Act; participating with the Branch Manager in establishing specific goals for the department; ensuring department compliance with all operating policies and procedures; directly supervising assigned personnel; communicating with appropriate personnel; providing periodic reports.
Essential Duties
1. Performs a variety of duties to support the management of a branch office of which the following are illustrative:
a. Prepares employee schedules and approves timecards.
b. Ensures that all office operations are performed in accordance with established policies and procedures, either directly or through appropriate supervisor, e.g., office balancing, control of vault cash, etc.
c. Assists the Branch Manager in providing for the proper security, maintenance, and cleanliness of the office, supervising the opening and closing of the building and vault, and making necessary provisions for the securing and accounting of negotiable papers.
d. Directs the staff in areas of quality customer service via regular individual feedback and informational staff meetings.
e. Maintains an awareness of new business opportunities with customers; actively refers customers to appropriate customer service personnel.
f. Takes consumer and mortgage applications; approves or rejects loan applications within individual lending authority.
g. Maintains supplies and an awareness of branch office supply/inventory control.
h. Open and service deposit accounts for customers or prospective customers, including savings, checking, certificates of deposit (CD), money markets, and IRA. Also, close accounts as necessary.
i. Promotes and utilizes CRM for ongoing sales and service maintenance and lead opportunities.
2. Performs various duties to support the Bank Secrecy Act as follows:
a. Monitors suspicious activity and reports such activity to the Bank Secrecy Operations Officer via the Notice of Suspicious Activity form on the PWB Intranet site.
b. Completes all CIP required documentation.
c. Identifies customers by observance of acceptable IDs.
d. Checks OFAC on new customers.
3. Participates with the Branch Manager in establishing specific goals for the department; implements strategies to achieve these goals.
4. Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the workplace.
5. Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g., Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.; ensures that all office personnel adhere to the same.
6. Directly supervises assigned personnel as follows:
a. Assists in the selection of new personnel as appropriate.
b. Makes provisions for the proper orientation and training of new personnel; trains new personnel as required.
c. Reviews employee performance throughout the introductory period and on a regularly scheduled basis thereafter.
d. Organizes, schedules, and distributes work among assigned personnel.
e. Keeps personnel informed of pertinent policies and procedures affecting the unit and/or their jobs; creates an atmosphere in which upward communication from employees is encouraged.
f. Administers personnel policies and procedures as established by organization policy.
7. Communicates with the Branch Manager, other supervisors, and appropriate staff personnel to integrate activities.
8. Provides timely reporting to the Branch Manager and other appropriate groups or individuals.
Ancillary Duties
1. Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances.
Job Location
Assigned branch location
Equipment/Machines
1. Telephone
2. PC/Computer keyboard
3. Printer/Fax/Copier/Scanner
4. Calculator
5. Security cameras
6. Alarms
7. ATM
