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Assistant Branch Manager

JEFF BANK
Monticello, NY Full Time
POSTED ON 8/25/2026
AVAILABLE BEFORE 12/22/2026

GENERAL RESPONSIBILITIES

The incumbent is responsible for providing superior banking
services to customers in a professional, efficient manner,
maintaining high levels of customer satisfaction and service
quality in a complex retail environment not traditionally nor
primarily associated with the sale of banking services.
Through in-depth product knowledge, provides customers with a
clear understanding of the technical aspects and benefits of Jeff
Bank consumer products and services. Aggressively sells and
facilitates the cross sale of all Jeff Bank products and
services. Works independently and proactively to increase
business activity and expand Jeff Bank customer base through
successful selling and prospecting techniques, contributing to
the achievement of overall office growth goals. Asset size of
location $25,000,000. & up.

ESSENTIAL DUTIES

1. Demonstrates core values and guiding principles as outlined
in the Bank's Mission, Vision and Value Statements of which
the following are illustrative:

a. Gives exceptional customer service to both internal
and external customers by providing prompt, polite and
effective communication.

b. Participates as a member of the team.

c. Positively and proactively contributes to the Bank's
Strategic Plan.

d. Demonstrates support of Management.

2. Ensures that all activities and work functions adhere to
compliance requirements as are defined in company policies
and procedures as well as state/federal laws and regulations.

3. Expand the customer base through a technical knowledge of
retail services, products, and the use of effective selling
techniques. Cross-sell all products and services, deposit
and loan products to achieve desired growth and profitability.

4. Promote electronic banking products and services in
order to increase transaction volume of ATM.

5. Achieve assigned product sales and service quality goals,
contributing to the achievement of goals for overall office
growth.

6. Provide excellent customer service, following up on
resolving inquiries in a timely and complete manner, to
ensure customer satisfaction and retention.

7. Develop and maintain an in-depth product knowledge of
all consumer products and services as a basis for
effective selling. Refer customer product inquiries to
the appropriate specialists and departments as needed.

8. Process all financial transactions in a timely, accurate
manner. Provide customer deposit services such as opening
accounts, approving checks for cashing and answering
questions concerning accounts, loans, statements, etc.,
making referrals as necessary. Process teller transactions,
such as the acceptance of payments and deposits.

9. Provides consumer loan services to customers of the
Credit Services as follows:

a. Obtains reviews and analyzes applications and
financial information.

b. Approves loans based on credit policy limits.

10. May assist in the training and supervision of staff.
Can act in the capacity of branch manager.

11. Cooperates with, participates in and supports the adherence
to all internal policies, procedures and practices in
support of risk management and overall safety and soundness
and the bank’s compliance with all regulatory requirements,
e.g. Community Reinvestment Act (CRA), Equal Credit
Opportunity Act, etc., including but not limited to BSA and
AML (awareness when processing cash deposits, sale of
monetary instruments, structured deposits, and incoming and
outgoing wires), insuring that the department and all
personnel adhere to the same.

12. Obtains and maintains annually registration with the
National Mortgage and Licensing System and Registry as
required under the provisions of the SAFE Act.

ANCILLARY DUTIES

1. Performs other related duties as assigned or directed.

Salary Information

Starting at $62,000.

LOCATION

Branch office

EQUIPMENT/MACHINES

1. Automobile 7. Sorter
2. Teller machine 8. Currency verifier
3. Calculator 9. Combination lock
4. Copy machine 10. Check cutter
5. Computer keyboard 11. Fax machine
6. Coin machine 12. ATM

Salary : $62,000

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