What are the responsibilities and job description for the Assistant Branch Manager - Waterloo, IA position at ADP Workforce Now?
Job Duties and Responsibilities:
The Assistant Branch Manager is a consultative position and assists in overseeing branch operations, coaching staff, managing customer relationships, and supporting sales and service objectives while ensuring compliance with regulatory and operational standards.
This role partners closely with the Branch Manager to drive team performance, ensure successful development of employees, operational excellence, and a positive customer experience.
The Assistant Branch Manager is responsible for personal as well as branch sales goals.
Assists in overseeing teller related tasks, provides guidance and direction to the teller team.
Cultivate client relationships by actively listening and providing financial solutions for client needs including all deposit and credit product and service lines. Build trust and long-term customer relationships.
Accurately perform essential duties of Universal Bankers and may act as the leader of the branch in the absence of the Branch Manager.
Utilize CRM in a productive and beneficial manner in order to successfully manage customer relationships and interactions.
Ability to manage workflows and meet deadlines consistently.
Accurately open all consumer and commercial deposit accounts.
Maintains working knowledge of LSB’s lending and credit policies and answer client questions.
Make consumer loan applications, underwrite consumer loans, work with Central Loan Processing to decision/close consumer loans.
Resolves complex issues with customers within established policies and procedures, with the understanding of all state and federal laws and regulations.
Complies with internal controls, operational procedures, and risk management policies.
Assist with hiring, training, and coaching of branch retail employees; assigning and directing workload; and appraising performance of retail staff.
Demonstrates openness to coaching and the ability to incorporate feedback for continuous improvement
Has the ability to travel between branches to assist as needed.
Adheres to the organization’s established standards of professional appearance and behavior.
Comply with internal controls, operational procedures and risk management policies.
Represents Lincoln Savings Bank in a professional and positive manner in all duties, including active participation in civic, community, and networking events to foster strong relationships and enhance the Bank’s community presence.
Performs additional duties and responsibilities as assigned by management.
Position may require occasional company-related travel; a valid driver’s license is required.
Necessary Skills and Attributes:
High school diploma or equivalent required
Bachelor’s degree in Business Administration or equivalent combination of education and relevant experience preferred
Knowledge of banking policies, procedures, and regulations in order to perform duties with minimal supervision
Experience in banking or sales
Experience in managing, leading or coaching teams
Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint)
Nationwide Mortgage Licensing System (NMLS) preferred or ability to obtain
Occasionally lift and/or move items over 10 pounds without reasonable accommodation
Proven track record of referring clients to all business lines while meeting or exceeding sales goals
Ability to take initiative and utilize sound judgement in decision-making and higher-level problem-solving
Highly effective and professional written and verbal communication skills
Equal Opportunity Employer, including Veterans and Individuals with Disabilities.