Assistant branch manager job description

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
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We are looking for enthusiastic, motivated individuals who will assume a leadership role and consistently meet sales goals. As an Assistant Branch Manager, you will complete a six-to-nine-month training program. While maintaining your own sales goals, you will work with the Branch Manager in building a motivated sales and service team where everyone contributes to the success of the branch through a consultative sales approach. You will develop team members through one-on-one coaching sessions and hold each team member accountable for overall performance. You will be expected to maximize customer relationships through a variety of proactive efforts, including limited involvement in community events and business networking.
Qualifications:

* Bilingual required (English/Spanish)
* Bachelor's Degree with one year demonstrated track record of achieving sales goals is required. Will consider High School Diploma/GED with five years demonstrated track record of achieving sales goals.
* Retail Banking experience preferred.
* One year of managerial or supervisory experience is required.
* Must have excellent written and verbal communication skills to include professional grammar and demeanor.
* Ability to travel as needed to training.
* A valid driver's license and access to a reliable vehicle is required.
* Candidates being considered will be subject to additional background checks as required by the Office of the Comptroller of the Currency.

Principal Activities and Duties:

* Lead the branch in building customer relationships by offering customers additional products and services at account opening and all service interactions in the branch. This will be achieved by effectively utilizing the customer conversations and through lobby engagement while always maintaining the highest level of professional, integrity, and ethics.
* Directly impact the growth and retention of deposit and loan customers. Initiate new customer relationships, through outbound calling efforts. Place an emphasis on increasing the proactive sales efforts, inside and outside of the branch.
* Assume a leadership role while motivating and holding team members accountable.
* Assist the team in all areas of branch operations including branch audits, security, and scheduling.
* In the absence of the Branch Manager, maintain the productivity of the branch and address all issues.
* Assist in the writing of team member performance evaluations.
* Adhere to all established branch operational processes and procedures.

• Location: Springfield, MO

How will you CONTRIBUTE and GROW?
Lead, supervise, evaluate, manage, motivate and train up to 10 drivers. Plans and prepares work schedules. Dispatch all route and call in orders. Maintain Airgas Dock Stock Program. Maintain all DOT files. Ensure all drivers fill out and turn in all required forms daily. Conduct month end cylinder physical inventory. Ensure all safety policies and procedures are upheld and followed, and any incidents and or accidents are reported immediately. Provide assistance to counter and or inside sales when required.

In particular, you will:
Lead, supervise, evaluate, manage, motivate and train up to 10 drivers.
Ensure all customers receive quality customer service from company employees.
Demonstrate full knowledge of all order-entry, data research and other computer skills necessary to service customers.
Maintain all month end reports, DOT files and drivers time.
Dispatch all route and call in orders.
Ensure customer inquiries related to billing problems, cylinder balances, order status, time of delivery, etc. are promptly and courteously handled, providing follow-up as necessary.
Maintain cylinder stock levels by using Airgas Dock Stock Program.
Lead and promote safety, organize weekly safety meetings and strictly enforce safety rules.
Complete month end cylinder physical inventory.
Receive and return phone calls, faxes, inquiries, etc. from customers and vendors.
Establish vehicle maintenance schedules.
Ensure loads manifests are properly completed and balanced with truck counts and shippers.
Ensure subordinate complaints, grievances, etc. are effectively handled.
Qualifications:
Are you a MATCH?

• H.S Diploma or equivalent - required
• Have at least two years managing others - required
• Have at least two years sales experience - required
• Have at least one year SAP experience - asset

About Airgas
Airgas, an Air Liquide company, is a leading U.S. supplier of industrial, medical and specialty gases, as well as hardgoods and related products; one of the largest U.S. suppliers of safety products.
Through the passion and diversity of its 18,000 associates, Airgas fosters a culture of safety, customer success, sustainability and innovation. Airgas associates are empowered to share ideas, take initiative and make decisions.
Airgas is a subsidiary of Air Liquide, a world leader in gases, technologies and services for Industry and Health. Air Liquide is present in 78 countries with approximately 64,500 associates globally.
Join us for a stimulating experience: you'll find a world of learning and development opportunities where inventiveness is at the heart of what we do, in an open, collaborative and respectful environment.
Your differences enhance our performance
At Airgas, we are committed to building a diverse and inclusive workplace that embraces the diversity of our employees, our customers, patients, community stakeholders and cultures across the world.
We welcome and consider applications from all qualified applicants, regardless of their race, gender, sexual orientation, religion, disability or any other protected characteristic. We strongly believe a diverse organization opens up opportunities for people to express their talent, both individually and collectively and it helps foster our ability to innovate by living our fundamentals, acting for our success and creating an engaging environment in a changing world.