How to hire an assistant branch manager

How to hire an assistant branch manager, step by step

Here's a step-by-step assistant branch manager hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write an assistant branch manager job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new assistant branch manager
• Step 8: Go through the hiring process checklist

What does an assistant branch manager do?

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1. Identify your hiring needs

   Before you start hiring an assistant branch manager, identify what type of worker you actually need. Certain positions might call for a full-time employee, while others can be done by a part-time worker or contractor.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   Hiring the perfect assistant branch manager also involves considering the ideal background you'd like them to have. Depending on what industry or field they have experience in, they'll bring different skills to the job. It's also important to consider what levels of seniority and education the job requires and what kind of salary such a candidate would likely demand.

   This list presents assistant branch manager salaries for various positions.

   Type of Assistant Branch Manager	Description	Hourly rate
   Assistant Branch Manager	Financial managers are responsible for the financial health of an organization. They produce financial reports, direct investment activities, and develop strategies and plans for the long-term financial goals of their organization.	$16-33
   Business Manager-Finance Manager	A business manager/finance manager is responsible for handling the financial transactions of an organization, analyzing financial reports, and monitor investment activities. Business managers/finance managers strategize effective techniques to boost the organization's financial performance and identify business opportunities to increase revenues... Show more	$35-73
   Tax Manager	A Tax Manager is responsible for managing tax reporting and compliance within an organization. They provide innovative tax planning and prepare state and federal tax returns for companies.	$33-62

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Quality Customer Service
   • Branch Management
   • Excellent Organizational
   • Loan Applications
   • Bank Products
   • Customer Satisfaction
   • Bank Policies
   • Financial Services
   • Business Development
   • Business Relationships
   • Cash Control
   • Performance Appraisals
   • Math
   • Secrecy

   Check all skills

   Responsibilities:

   • Manage the treasury internal control, internal audit, and external audit quarterly reviews.
   • Manage LTO's, review and approve all credits and assist with collections and A/R.
   • Manage the daily production operations and quality control; ensure that processes are in compliance with OSHA and company standards.
   • Negotiate service agreements for managing refrigeration and HVAC costs and prepare quoted work estimates.
   • Maintain existing customer relationships and develop new contacts through networking, cross-selling opportunities, and referrals.
   • Construct and maintain reporting system to assure HCS, HACCP, JACHO, and OSHA standard where maintain.

   More assistant branch manager duties

3. Make a budget

   Including a salary range in your assistant branch manager job description helps attract top candidates to the position. An assistant branch manager salary can be affected by several factors, such as geography, experience, seniority, certifications, and the prestige of the hiring company.

   For example, the average salary for an assistant branch manager in Idaho may be lower than in New Jersey, and an entry-level assistant branch manager usually earns less than a senior-level assistant branch manager. Additionally, an assistant branch manager with certifications may command a higher salary, and working for a well-known company or start-up may also impact an employee's pay.

   Average assistant branch manager salary

   $49,913yearly

   $24.00 hourly rate

   ---

   Entry-level assistant branch manager salary

   $35,000 yearly salary

   Updated January 20, 2026

   Average assistant branch manager salary by state

   Rank	State	Avg. salary	Hourly rate
   1	California	$56,402	$27
   2	New York	$55,753	$27
   3	Massachusetts	$55,195	$27
   4	Virginia	$53,695	$26
   5	Louisiana	$53,477	$26
   6	Illinois	$51,757	$25
   7	Indiana	$51,520	$25
   8	Minnesota	$51,514	$25
   9	Alaska	$51,303	$25
   10	Pennsylvania	$51,296	$25
   11	South Carolina	$51,114	$25
   12	Florida	$50,507	$24
   13	Oregon	$50,489	$24
   14	Washington	$50,042	$24
   15	Arizona	$48,850	$23
   16	Ohio	$47,790	$23
   17	Arkansas	$45,937	$22
   18	Maine	$45,582	$22
   19	Missouri	$45,231	$22
   20	Texas	$44,857	$22

   Average assistant branch manager salary by company

   Company

   Rank	Company	Average salary	Hourly rate	Job openings
   1	Home Bancshares Inc.	$57,284	$27.54	7
   2	FNB	$57,203	$27.50
   3	Simmons Bank	$57,093	$27.45	10
   4	Digital Federal Credit Union	$56,938	$27.37	1
   5	Bangor Savings Bank	$56,500	$27.16	1
   6	WaFd Bank	$55,731	$26.79	15
   7	Jetro Cash & Carry Enterprises Inc.	$55,484	$26.68	28
   8	Washington Trust Bank	$55,278	$26.58	8
   9	Bank Five Nine	$55,169	$26.52	1
   10	Trustco Bank	$55,149	$26.51	26
   11	Old Second Bank	$54,979	$26.43
   12	Desert Schools Federal Credit Union	$54,954	$26.42	1
   13	Southern Ban	$54,704	$26.30
   14	IBERIABANK	$54,684	$26.29
   15	Achieva	$54,643	$26.27	2
   16	Anne Arundel County Public Library	$54,503	$26.20
   17	St. Louis County Library	$54,485	$26.19
   18	Western Construction	$54,337	$26.12
   19	Central Pacific Bank	$54,169	$26.04	1
   20	Neighbors Credit Union	$54,108	$26.01

4. Writing an assistant branch manager job description

   A good assistant branch manager job description should include a few things:

   • Summary of the role
   • List of responsibilities
   • Required skills and experience

   Including a salary range and the first name of the hiring manager is also appreciated by candidates. Here's an example of an assistant branch manager job description:

   Assistant branch manager job description example

   The Assistant Branch Manager is responsible for supporting an environment that promotes relationship building with clients, peers and business partners in order to support the Branch Manager in leading a high performance team to meet and exceed client service, sales and financial goals. This position includes supporting the Branch Manager in actively managing risks by adhering to internal policies and procedures, regulatory requirements and following sound, ethical banking practices. May manage an existing portfolio of clients and are responsible for opening deposit and loan products on demand, as well as proactive business development focused on Mass Affluent, Emerging Market and Target Market clients for their core banking needs. Participates in community activities to establish relationships to enhance new and existing business opportunities. The Assistant Branch Manager serves as manager when the Branch Manager is unavailable or offsite. This is a developmental position that may lead to a Branch Manager role. Annual achievement of goals will be delivered through consistent execution of Johnson Financial Group's vision and core values.
   
   Proactively advise consumer and business clients in their selection of deposit accounts, loans and other products and financial services resulting in additional accounts and expanded relationships.
   
   Actively pursues cross-sell opportunities based on identified client needs. May include external business development responsibilities.
   
   Acts as a mentor to support, guide and role model branch associates in development of client relationships and may also include acting as primary point of contact for assigned portfolio of clients to acquire, deepen and retain relationships.
   
   Identify and successfully refer clients and prospects to appropriate business partners resulting in expanded relationships in other lines of business.
   
   Meet or exceed individual goals for new loans, deposit accounts and referrals; utilize various reports to monitor and report on progress.
   Contribute to achievement of revenue goals, while maintaining pricing discipline. Effectively and consistently use the JFG Customer Relationship Management system as the primary tool for managing client relationships. Remain familiar with competitor products, services and pricing; understands and uses techniques with clients to compare and contrast JFG products and services. Respond to client inquiries and concerns and provide positive solutions. Assist clients with account maintenance, documentation, disputes and other required paperwork utilizing technology and resources available. Adhere to established operational procedures and controls for security and safety policies. Cash Handling Key Responsibilities Assist branch associates in handling transactions and escalated issues. Accurately cash checks, process deposits, withdrawals and cash advances for consumer and business clients. Confirm identification for of client and determine that all necessary documents are in proper form and within authorized limits prior to processing transactions. Balance cash drawer daily and verifies cash provided from/returned to the vault. Issue official checks, traveler's checks, gift cards, and other instruments and process tax payments, change orders, foreign currency, loan payments, and safe deposit box payments. Process various reports as required by branch. Properly scan work in a timely and accurate manner. Perform safe deposit duties. Perform other branch operations and service-related Assist in opening and closing the branch and vault daily; assist in balancing vault currency and coin; balances ATM. Maintain knowledge of security and safety policies and strictly adhere to established procedures, follow established internal and dual control standards to mitigate risk to our clients and JFG. Coaching and Management Assist in the sales management activities with Branch Manager to coach the branch team to grow whole client relationship by proactively expanding new and existing relationships by advising and recommending appropriate solutions that will exceed client expectations. Key components may include conducting weekly individual coaching sessions, branch sales meetings and management of various outbound calling campaigns. Help determine appropriate tactics/processes for team to execute resulting in achievement of goals. Assist manager in monitoring financial performance including understanding of balance sheet. Monitor overdrafts daily and communicate with customers in order to reduce risk of loss to the bank; control expenses; maintain pricing discipline relative to service charges, deposit and loan rates. Effectively communicate performance expectations; monitor and hold staff accountable for their performance and their actions. Proactively coach associates to leverage strengths and develop skills as needed to address identified gaps; conduct one-on-one meetings and provide timely feedback and appraisal of performance. Provide development opportunities for staff aligning with their career goals and develops ‘bench strength' for key positions Proactively recruit and maintain a pipeline of candidates who display requisite job skills and exhibit values consistent with Johnson Financial Group Create and sustain an environment which supports teamwork and mutual respect. Communicate to team: corporate updates, business updates, etc. and conducts regular, meaningful team/department meetings. Monitor and maintain appropriate staffing levels to efficiently execute department responsibilities. Use financial information to identify and implement cost containment or reduction programs and ensure expenditures are accurate and follow policies and procedures. Model exemplary behaviors and actions for associates. Sales Management Execution of strategic sales management process aligned with our business strategy to enhance bottom-line sales results. Knowledge of full portfolio of JFG products and services; lead and coach sales team to cross-sell full breadth and depth of products. Actively call/joint call on identified target segments, prospects, centers of influence, etc to lead new business development and client acquisition efforts. Develop and maintain strong working relationships with business partners to expand customer relationships across all lines of business. Lead, coach and develop associate's sales behaviors to proactively expand new and existing relationships by advising and recommending appropriate solutions that will exceed client expectations. Consistently track, monitor and manage key sales performance indicators. Manage expenses in relation to projected return on investment for client events/activities. Participate in an active and meaningful role in a community or industry organization. Sales - Advising and Servicing Clients Execution of our comprehensive sales process which includes successful prospecting, planning and gaining new business. Knowledge of full portfolio of JFG products and services; actively cross-sells full breadth and depth of products. Responsible for meeting or exceeding sales, cross-sales and referral goals. Actively call/joint call on identified target segments, prospects, centers of influence, etc. to lead new business development and client acquisition efforts. Expand new and existing relationships by advising and recommending appropriate solutions that will exceed client expectations and positively influence client retention. Develop and maintain strong working relationships with business partners to expand customer relationships across all lines of business. Perform proactive customer needs assessments on a regular basis. Give persuasive sales presentations and tailors delivery and material to meet audience needs. Applies sound judgment, innovation and appropriate creativity in management of client relationships. JOB REQUIREMENTS - EDUCATION, KNOWLEDGE AND SKILLS Bachelor's Degree preferred; relevant work experience will be considered in lieu of degree. 2-5 years in a relationship sales role. Experience in management in a financial institution with knowledge in lending/credit. National Mortgage Licensing System (NMLS) registration required (preferred upon employment). Proven ability to exceed goals. Ability to lead and mentor staff to exceed goals. Strong communication, problem solving and decision making skills. Demonstrated effectiveness in managing operational requirements. Strong knowledge of products and services. Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities We can recommend jobs specifically for you! Click here to get started.

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5. Post your job

   To find the right assistant branch manager for your business, consider trying out a few different recruiting strategies:

   • Consider internal talent. One of the most important sources of talent for any company is its existing workforce.
   • Ask for referrals. Reach out to friends, family members, and current employees and ask if they know or have worked with assistant branch managers they would recommend.
   • Recruit at local colleges. Attend job fairs at local colleges to recruit assistant branch managers who meet your education requirements.
   • Social media platforms. LinkedIn, Facebook and Twitter now have more than 3.5 billion users, and you can use social media to reach potential job candidates.

   Post your job online:

   • Post your assistant branch manager job on Zippia to find and recruit assistant branch manager candidates who meet your exact specifications.
   • Use field-specific websites.
   • Post a job on free websites.

6. Interview candidates

   Your first interview with assistant branch manager candidates should focus on their interest in the role and background experience. As the hiring process goes on, you can learn more about how they'd fit into the company culture in later rounds of interviews.

   It's also good to ask about candidates' unique skills and talents to see if they match your ideal candidate profile. If you think a candidate is good enough for the next step, you can move on to the technical interview.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new assistant branch manager

   Once you've decided on a perfect assistant branch manager candidate, it's time to write an offer letter. In addition to salary, it should include benefits and perks available to the employee. Qualified candidates may be considered for other positions, so make sure your offer is competitive. Candidates may wish to negotiate. Once you've settled on the details, formalize your agreement with a contract.

   You should also follow up with applicants who don't get the job with an email letting them know that you've filled the position.

   To prepare for the new employee's start date, you can create an onboarding schedule and complete any necessary paperwork, such as employee action forms and onboarding documents like I-9 forms, benefits enrollment, and federal and state tax forms. Human Resources should also ensure that a new employee file is created.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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