Community State Bank (WI) · 1 day ago
Assistant Branch Manager- SE 14th
Community State Bank is seeking an Assistant Branch Manager to support the Branch Manager in the operations of a branch location. The role involves providing client service, supervising retail staff, and ensuring compliance with regulatory protocols.
BankingFinancial ServicesMortgage
Responsibilities
Support and assist the Branch Manager in leading and directing various operations of the branch
Provide reliable and timely service to all clients according to regulatory and compliance protocols, including guidance on financial products and services that will meet their needs
Build and retain long term, meaningful relationships with clients, understand their financial needs and provide solutions through appropriate product and service offerings, including deposit products, electronic services, and loans
Open accounts for current and new clients, oversee transactions and close accounts when necessary
Assist in the development of sales strategies to increase productivity
Participate with client outreach in support of business development
Maintain knowledge of internal audit procedures, legal regulations, and requirements and ensure that the staff is consistently following operational policies and procedures
Identify and detect fraud and follow appropriate procedures
Assist team members with complex transactions and escalated situations and provides solutions
May approve unusual or large dollar amount transactions
Understand consumer lending products and keep up to date on lending regulations while meeting the lending needs of clients
Hire, develop, motivate, and train staff, including planning and delegating work assignments and projects
Evaluate performance, administer quarterly touch points, and deliver performance evaluations
Establish clear expectations and hold team members accountable to performance and behaviors aligned with our culture
Understand and administer compensation based on a pay for performance philosophy, including merit increases and variable pay
Identify training needs for staff; complete on-the-job training and work with training and development to deliver additional training
Create and maintain the schedule to ensure sufficient staff coverage
Perform quarterly teller drawer audits and surprise audits as needed
Provide additional leadership and direction in the absence of the Branch Manager
Establish and grow client relationships
Comply with all company or regulatory policies, procedures and requirements that are applicable to this position
Participate in community engagement events. This can include professional, civic and community groups
Foster and preserve a culture of diversity, equity, and inclusion
Additional duties and responsibilities may be required to support the company’s mission, vision, and values
Qualification
Required
High school diploma or equivalent required
Associate or bachelor's degree in business, finance, or an equivalent of education and experience
Strong leadership skills required with a desire to develop others
Ability to make sound decisions and exceptions on behalf of the bank
Capability to prioritize and execute a variety of tasks simultaneously, at times in a demanding environment
Demonstrates strong decision making & problem-solving skills, as well as strong interpersonal and written communication capabilities
Capability to utilize various banking software and Microsoft 365 products, with an elevated level of accuracy and attention to detail
Under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (“SAFE Act”), and as a Mortgage Loan Originator (“MLO”), this position requires registration with the Nationwide Mortgage Licensing System and Registry. The registration requires additional background screening and must be completed within 30 days of employment
Preferred
Three years of banking, client service, or retail experience preferred
Experience in lending, sales, account management
Two years of supervisory experience preferred
Excellent client service skills
Company
Community State Bank (WI)
Community State Bank is a full-service, locally owned and operated community bank. We believe in making banking simple.
Funding
Current Stage
Growth StageRecent News
Corridor Business Journal
2025-06-28
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