What are the responsibilities and job description for the Assistant Branch Manager, Belchertown MA position at Florence Bank?
Are you looking for an employer that provides 5 weeks of PTO and benefits upon hire, focuses on advancement opportunities, and has an overall average employee tenure of a decade? With tuition reimbursement, wellness incentives, and a 401K plan with dollar-for-dollar match, Florence Bank has it all!
At Florence Bank, We Offer
Job Title: Assistant Branch Manager
Location: Belchertown Office
Position Summary: Interacts with new and existing customers with respect to the establishment or maintenance of all types of bank services, accounts, and loans, while demonstrating exceptional customer service and adhering to bank policies and procedures; provides active support and assistance in the overall management of the branch.
Essential Functions
Education, Experience, And Skills Required
The following skills, experience, or background are necessary (with or without accommodation) for this position.
All employees handling customer accounts and transactions have a duty to report apparent suspicious activity and OFAC matches to the BSA Officer and the Security Officer.
Florence Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws.
At Florence Bank, We Offer
- Competitive salary
- Generous paid time off
- 12 paid holidays
- Dynamic work culture
- Fun work environment
- Weekly pay schedule
- Medical, dental, Vision and life insurance upon hire
- 401K plan with dollar-for-dollar match
- Profit sharing bonus after two full calendar years of employment
- Robust wellness program with monetary incentives
- $5,000 tuition reimbursement each calendar year
Job Title: Assistant Branch Manager
Location: Belchertown Office
Position Summary: Interacts with new and existing customers with respect to the establishment or maintenance of all types of bank services, accounts, and loans, while demonstrating exceptional customer service and adhering to bank policies and procedures; provides active support and assistance in the overall management of the branch.
Essential Functions
- Consistently provides superior professional service to internal and external customers, following the standards of the Customer Impressions program.
- Consistently meets expectations of teamwork, punctuality, and regular, reliable attendance.
- Opens, maintains, and services deposit accounts, such as savings, checking, certificates of deposit, business checking, IRAs and other retail banking services, including explaining options and gathering needed information. Prepares all paperwork and assists the customer in the signing of documents necessary to process new accounts. Receives initial deposits and ensures that all new accounts are properly processed. Actively cross-sells the bank’s services in a professional manner and maintains customer records. Closes accounts, as necessary, keeping in mind the bank’s goal of account retention.
- Performs a variety of customer service-related services, such as: Account maintenance and card requests; answering and assisting with incoming phone calls; assisting customers in sending or receiving FRB wires.
- Discusses consumer, home equity, and mortgage loan products with potential borrowers; gathers information needed for loan applications; assists customers in the completion of the necessary paperwork and handles the details of the transaction. Follows up to ascertain that all documents are completed and returned and ensures customer satisfaction. Performs the credit analysis and closes the loan.
- Assists in the management of human resources, i.e. staff meetings, preparing and delivering performance evaluations and disciplinary measures, communication, hiring, coaching, training, and staff development.
- Answers questions and resolves problems for customers and staff concerning all services provided by the bank by listening to problems, obtaining information, researching records, and following up on details to resolve the matter to the customer’s satisfaction.
- Provides assistance with the overall branch management by: Assigning work; assisting in the preparation of the monthly reports for Retail Administration; providing training, scheduling, guidance, and advice to subordinates, as necessary; and resolving routine personnel problems. Monitors the purchasing of supplies.
- Consistently aids in the business development efforts of the branch.
- Maintains customer confidentiality.
- Provides assistance to the adherence and management of all internal controls and security measures to ensure compliance with bank policies and procedures.
- Assumes a leadership role in creating awareness about new products and services as they are introduced; manages branch products and services campaigns.
- Makes referrals for other services, i.e. commercial lending, financial services, cash management, merchant services, and payroll.
- Maintains a working knowledge of the BSA requirements and related policies and procedures.
- Reviews Large Currency Transaction records to ensure accuracy and completeness.
- Assists all retail staff when questions arise and refers questions or problems to the BSA Officer or Security Officer.
- Coordinates the ongoing training of all branch employees in their BSA responsibilities.
- Holds periodic sessions to inform branch employees of any new or updated changes in the Bank Secrecy Act, to maintain compliance at a satisfactory level.
- Works with branch staff, as needed, in reporting suspicious activity.
Education, Experience, And Skills Required
The following skills, experience, or background are necessary (with or without accommodation) for this position.
- High school diploma or GED required; additional courses or CFT classes preferred.
- Minimum of two (2) years of retail banking experience with demonstrated leadership and supervisory skills.
- Understanding of the loan process.
- Strong PC experience.
- Strong communication and interpersonal skills.
- General office environment.
- Frequent use of computer.
All employees handling customer accounts and transactions have a duty to report apparent suspicious activity and OFAC matches to the BSA Officer and the Security Officer.
Florence Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws.
