TS Bank logo
TS BankPosted 1 month ago

Assistant Branch Manager

On-siteCouncil Bluffs, Iowa, United States

Full Time

Job Summary

Conduct branch audits, certifications, and compliance reviews to ensure adherence to policies and procedures. Fulfill Branch Management staff duties in their absence while implementing assigned projects. Proactively identify sales opportunities, promote banking products, and deepen client relationships through prospecting and CRM tracking. Address client concerns, resolve inquiries, and authorize transactions including deposits, withdrawals, and wire transfers. Assist in technical training, participate in business development activities, and support leadership in community event planning. Maintain thorough product knowledge and review daily overdraft reports to make pay or return decisions. Work before or after normal business hours, including weekends and overnight travel, as required.

Required Qualifications

  • Bachelor's degree from four-year college or university
  • three to four years related experience and/or training in financial industry
  • equivalent combination of education and experience
  • minimum of two to four years of professional work experience in branch operations
  • reliable transportation to travel to and from work and other work-related events, meetings, interactions with clients, etc.
  • working knowledge of word processing, spreadsheet, and database software programs
  • Advanced PC knowledge beneficial
  • Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals
  • Ability to write routine reports and correspondence
  • Ability to effectively present information and respond to questions from employees of company and the general public
  • Must possess good communication skills
  • Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals
  • Ability to compute rate, ratio, and percent and to draw and interpret bar graphs
  • Position may require the ability to work before or after normal business hours, including weekends and overnight travel, to meet required deadlines and attend meetings and/or training programs

Desired Qualifications

  • Ability to operate the following: telephone, personal computer, printer, copy machine, fax machine
  • Ability to perform all other duties as assigned
  • Performs all essential responsibilities and tasks of all Universal Banker levels proficiently
  • Assists in technical training of bankers based on personal development plans as directed by Branch Managers or Personal Banking Development Manager
  • Proactively identify sales opportunities with an emphasis on establishing profitable client relationships and deepening existing client relationships
  • Promote, explain, and sell all personal banking products and services
  • Ask clients for referrals
  • Develop and implement plans to include calling on maturing accounts, leads, referrals, new account follow-up, and other prospecting opportunities for the designated market area
  • Track results in the CRM and follow up as appropriate
  • Periodically participates in the bank's business development activities
  • represent the bank in industry and professional associations, community organizations, local business groups, etc.
  • promotes the bank's favorable image
  • Help perform various audits as assigned by the Internal Auditor
  • Maintain thorough product knowledge of all TS Banking Group products and services
  • Address and resolve client concerns and inquiries
  • Help review daily overdraft report and make pay or return and charge or no charge decisions
  • Authorize transactions in accordance with bank policy (e.g. deposits, withdrawals, check cashing, wire transfers, etc.)
  • Support leadership team in the planning and execution of community, client, and business partner events
  • Reviews compliance related reports and reports to Branch Manager about what the common issues seen
  • Foster and promote exceptional client service based upon guidelines set in the Client Impact Standards

Hiring someone like this?

Get your role in front of qualified candidates on Sorce.

Get started

Apply to this job in one click with Sorce

Apply on Sorce