KBW Financial Staffing & Recruiting ยท 14 hours ago
Assistant Branch Manager
Springfield, MA
Full-time
Onsite
Mid, Senior Level
$28/hr - $30/hr
3+ years expKBW Financial Staffing & Recruiting is seeking an Assistant Branch Manager to oversee branch operations and support sales efforts. The role involves client service, team development, and ensuring regulatory compliance while fostering a strong sales culture.
CrowdfundingFinancial ServicesHuman Resources
Responsibilities
Educates clients on available products and services offered both in-branch and through digital channels
Initiates, processes, and completes a variety of loan types, including consumer, home equity, and small business lending
Effectively engages clients by asking insightful financial questions and using relationship-management tools to strengthen connections
Identifies opportunities to refer clients to specialized partners such as wealth management, insurance, cash management, and mortgage services
Leads lobby engagement to ensure timely greetings, assistance, and authentic expressions of appreciation
Resolves both routine and complex client concerns and supports customers with digital banking adoption
Ensures accurate documentation and compliance for new accounts and account maintenance
Supports the branch manager in cultivating a strong sales culture aligned with branch goals and organizational initiatives
Helps employees perform at their best by providing coaching, training, and ongoing development
Monitors the quality and consistency of the client experience, ensuring standards are met
Communicates policies, procedures, and organizational objectives
Plays an active role in leading staff meetings and daily huddles
Maintains working knowledge of applicable banking regulations and security procedures
May review and approve account-related legal documents
Remains informed on new products, services, and promotions and assists the team in understanding and promoting them
Helps oversee daily branch operations, including opening and closing procedures in accordance with security requirements
Provides backup support for branch leadership and the client service team
Conducts or authorizes transactions and exceptions as necessary
Ensures the branch maintains a professional appearance and appropriate inventory levels
Reviews operational reports and may manage the monthly audit process
Contributes to performance management by providing feedback and supporting decisions on salary adjustments or staff transfers
Addresses routine personnel matters and assists with coaching or disciplinary actions
Participates in interviewing candidates and may help determine hiring selections
May manage scheduling, time and attendance, and rotating weekend schedules
Ensures adherence to all applicable banking laws, regulations, and internal policies to mitigate risk and uphold ethical standards
Qualification
Required
High school diploma or equivalent
3-5 years of branch banking experience
Demonstrated ability in decision making, handling difficult situations, initiative, and leadership
Excellent customer service/sales skills
Decision making and problem-solving skills
Written/verbal communication skills
Ability to handle multiple tasks
Strong interpersonal skills
Supervisory/management skills
Company
KBW Financial Staffing & Recruiting
KBW Financial Staffing & Recruiting is a staffing and recruiting company providing accounting and financial placement services. It is a sub-organization of BANKW Staffing.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Jason Alexander
Chief Revenue Officer (CRO)
Matt Nagler
Managing Partner
Company data provided by crunchbase