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Washington Trust Bank · 3 days ago

Assistant Branch Manager

Meridian, ID

Full-time

Onsite

Mid, Senior Level

$25.44/hr - $38.16/hr

Washington Trust Bank is a family-oriented organization that values a supportive culture. The Assistant Branch Manager is responsible for managing and supporting sales and service activities, coaching staff, and ensuring compliance and risk management within the branch.

FinanceFinancial Services

Comp. & Benefits

Responsibilities

Primary time allocation is dedicated to managing and supporting implementation of sales and service activities in the branch

Coaches to all corporate sponsored training programs

Partners with branch manager to provide sales support, training, coaching, mentoring and development to all branch staff

Ensures that core competency and development plan documentation for all staff is completed

Responsible for marketing Washington Trust banking products and services including preparing for client calls, making sales calls, and call follow-up

Identifies opportunities and continually prospects for new clients

Generates leads through existing relationships; asks Center of Influence (COI) and other referrals sources and all new clients for referrals

Meets regularly with Branch Manager to give feedback on branch strategies and plan for further growth of the branch

Co-manages and motivates team to achieve sales goals and activities

Conducts periodic sales, one-on-one, and all-staff meetings

Participating and promoting team involvement in community organizations and business development activities when appropriate

Partners with the Branch Manager in the implementation of sales processes, which includes taking the lead and managing sales goals and initiatives

Contributes to the achievement of the branch and market goals

Participating and promoting team involvement in community organizations and business development activities when appropriate

Drives goal planning and developing strategies for the branch

Takes ownership and emulates the highest level of client service in all situations

Demonstrates a high level of product knowledge

Ensures professionalism and service expectations are aligned with corporate standards and followed by all branch personnel

Maintains a high level of product knowledge and client service skills based on completion of internal and approved external training programs

Keeps up to date with changes to products and services

Works with other managers and staff to exceed client needs in a responsive, efficient manner across department lines

Ensures and coordinates daily operation of cash and teller functions, as well as Personal Banker functions with accuracy and efficiency

Works with the manager to provide administrative and operational direction and support for the branch

Provides professional financial advice, guidance, and solutions through staff and directly to clients

Directly conducts coaching with the personal banker, training, human resource functions and staff development activities

Ensure that core competency and development plan documentation for all staff is completed

Provides sales support, training, coaching, mentoring, and development to all branch staff

Works with regional manager, when necessary and human resources in recruitment and hiring process

Performs compliance and risk management duties as required or assigned

Ultimately responsible for all regulatory and compliance activity within the branch including overseeing of the branch audit

Incorporates effective internal controls into all relevant work processes

Maintains a comprehensive understanding of internal controls, focusing specifically on key controls

Ensures timely updates to internal controls documentation when changes occur in risk parameters and/or workflow

Accountable for complying with bank policies and procedures, and governmental regulatory requirements as written in bank policy and procedure documentation

Manage branch to proactively identify and prevent fraud situations

Train teams to identify and manage risk effectively, staying current on fraud and risk trends to minimize impact to the bank and clients

Ensure teams are equipped with the necessary tools and knowledge to proactively mitigate risk-related situations

Acts as the Compliance Representative and facilitates appropriate compliance information at regular Assistant Manager meetings

Conducts the necessary spot checks and training for audits for the branches

Partners with Branch Manager to analyze workloads and workflows, designing and implementing best practices which define the most efficient way to conduct specific processes as well as continually upgrading and evaluating processes

Responsible for adhering and managing team to bank security and dual control policies

Research and troubleshoot complex issues

Demonstrates positive leadership behaviors through team motivation and development while leading by example

Acts as the branches’ primary operation contact providing daily support to branches in problem resolution relative to policies, procedures, compliance, technical and operational issues, as well as business and personal document interpretation

Maintains responsibility for managing personal bankers and other branch staff as assigned by the Branch Manager

Directly delivers coaching and training of job expectations, Human Resource functions, and staff development activities

Manages performance review documentation, development and delivery to Personal Bankers

Will assist with Personal Banker performance management

Partners with Branch Manager and Human Resources in recruitment and hiring process

Manages client base to meet bank income goals

Directly responsible for maintaining reasonable fee waiver and budgetary expectations, as assigned by Branch Manager

Accountable for complying with bank policies and procedures, and governmental regulatory requirements as written in bank policy and procedure documentation

Conducts other duties as assigned by the Branch Manager

Qualification

SalesBusiness DevelopmentLeadership SkillsClient Service SkillsCompliance KnowledgeTrainingDevelopmentBilingualInterpersonal CommunicationProblem SolvingGoal OrientedTime Management