What are the responsibilities and job description for the Assistant Branch Manager position at STRIDE BANK NA?
The Assistant Branch Manager is responsible for cultivating relationships with existing and prospective Bank customers, delivering exceptional customer service and providing a range of banking services.
PRINCIPAL DUTIES AND RESPONSIBILITIES
- Demonstrates enthusiasm and expertise by continuously building and sharing knowledge of all retail banking products, services, and specialty product lines.
- Proactively understands and anticipates customer needs; provides informed recommendations and cross-sells appropriate products and financial solutions.
- Oversees all functions related to the opening and closing of accounts, including assisting customers in selecting suitable account types, researching account information, and ensuring full compliance with BSA and CIP requirements.
- Maintains thorough knowledge of consumer loan policies and procedures. Guides customers in selecting appropriate loan products; enters applications into the centralized loan system for underwriting, communicates decisions to customers, and manages loan closings and funding.
- Collaborates with representatives from other business units to generate and follow through on referrals.
- Supports and achieves assigned individual and branch performance goals.
- Maintains comprehensive knowledge of teller line operations, including transaction processing, balancing cash drawers, operating Teller Cash Recyclers (TCRs), managing vault duties, and supporting overall branch operations.
- Adheres to all Bank compliance policies, security requirements, and operational procedures, including dual control functions, records administration, and completion of logs and reports.
- Ensures all departmental activities and documentation comply with applicable laws, regulations, policies, and procedures, including timely completion of required compliance training.
- Assists the Credit Administration department with reporting, portfolio analysis, and other administrative duties as assigned.
- Assists the Fintech Lending and Payments divisions with program management responsibilities as assigned.
- Performs branch operations responsibilities as assigned by the Senior Market Executive.
- Performs other duties as assigned.
EDUCATION AND/OR EXPERIENCE
- High School Diploma, or equivalent, required.
- 3 years’ experience in banking, or related, industry, required.
- 1-2 years’ experience in personnel management role, preferred.
- Onsite, in-branch presence required.
KNOWLEDGE, SKILLS, AND ABILITIES
- Ability to read and interpret documents such as procedure manuals, general business correspondence, and/or government regulations.
- Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
- Strong working knowledge of fraud and anti-money laundering regulations.
- Independent critical reasoning.
- Excellent verbal, written, and interpersonal communication skills.
- Proficiency with Microsoft Office.