Assistant Branch Manager I
Assistant branch manager job at Eastern Bank
In conjunction with the Branch Manager, proactively sells the Bank's products and services to existing customers and prospects, supports the sales efforts of the platform team, ensures superior customer service levels, and assists with the management of the daily operations. Supports efforts of the Branch Manager in leading and developing the team to achieving results.
Responsibilities for the Branch Assistant Manager I role include, but are not limited to the following:
Under the general direction of the branch manager, assists with the daily management of a banking office.
Responsible for achievement of personal sales goals and proactively guiding the sales activities of the platform staff toward achievement of branch goals. Through tested techniques, engage in sales and service coaching sessions with sales staff.
Fully understands major aspects of the retail incentive plan and business loans and using that knowledge coaches' staff to success.
Responsible for daily branch operations to include overdraft management, vault management, branch schedules, the opening and closing of the office, and other such duties.
Responsible for branch's adherence to audit/compliance requirements
Manages customer service levels within the branch, adhering to established guidelines.
Acts as the manager on duty when the Branch Manager is away from the office.
In the absence of the Branch Manager, may apply policy for routine aspects of management.
May prepare and deliver performance appraisals for subordinates as directed by Branch Manager
Expected to have/gain full understanding of the teller function
Under general direction, balancing policy, and procedures to make decisions that are mutually beneficial to the bank and the customer. Incumbent seeks guidance when dealing with policy ambiguity, unfamiliar situations, etc.
Qualifications:
Strong problem resolution skills
Basic business acumen and professionalism is a must.
The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
Ability to build relationships and strong alliances across the organization is crucial.
Must be able to quickly gain and understanding or all details about the products and services offered by the bank and must retain and build upon product knowledge base as a member of the division's management team.
Should have the ability gain an understanding of the “big picture” in banking - e.g., answers to questions like: How does a bank make money? What makes a product profitable?
High school diploma or equivalent.
2-4 years retail banking experience preferred.
1-2 years of supervisory experience required; experience in retail banking environment strongly preferred.
Must have a history of solid sales and service success.
Working Conditions:
Incumbent must be able to transport items weighing 15 pounds or more.
Auto-ApplyBranch Manager II
Assistant branch manager job at Eastern Bank
Hiring Range: $59,594 - $95,776
The posted salary range reflects Eastern's expected hiring range. Actual pay may vary based on experience, skills, and market factors; additional compensation may apply. Eastern offers a robust benefits and retirement package. Please see the description of benefits included with this job posting for additional information.
In a Retail bank branch, proactively sells the bank's products and services to existing customers and prospects, guides the sales efforts of the platform team, ensures superior customer service levels, and manages the daily operations.
Responsible for the overall management of a mid-sized banking office. Proactively guides the sales activities of the assistant manager and platform staff toward achievement of their personal sales objectives, as well as established branch goals. Through tested techniques, engages in sales and service coaching sessions with sales staff.
Conducts business development activities to include personal visits and outbound teleservicing as components of overall responsibility for building commercial relationships.
Promotes Eastern Bank through community involvement via memberships in local organizations (i.e. Chamber of Commerce, Rotary, etc.), participation in city/town events, engaging local business networks, and the like.
Ensures sound branch operations and compliance. Complies with all bank policies, regulations, and laws applicable in carrying out responsibilities for both staff and self.
Effectively collaborates with internal business partners (HR, Wealth, Business Banking, Consumer Lending, etc.) to ensure branch success.
Manage and develop branch staff through observational coaching sessions, joint sales calls where applicable, using the coaching models, defined sales activities, and consultative customer sales tools. Leads by example and inspires confidence, respect, loyalty and ensures a positive team environment among staff.
Proactively identifies, reports, and resolves customer issues to ensure a positive customer experience, actively promotes programs that solidify the customer relationship, and manages customer service standard levels within the branch, adhering to established guidelines.
Consistently applies policies for routine aspects of staff management, and as performance issues arise. Prepare and deliver performance appraisals for staff.
Expected to have / gain full understanding of the teller function.
Balancing policy and procedure with appropriate judgement, and with limited direction, makes management decisions that are mutually beneficial to the bank and the customer. Incumbent seeks appropriate guidance when dealing with policy ambiguity, unfamiliar employee situations, etc.
Incumbent must have the ability to work independently, multi-tasking in a fast-paced environment. Individual should be an outgoing self-starter and be technically literate.
Qualifications:
Basic business acumen and professionalism is a must.
Strong written and verbal communication skills are critical.
Ability to build relationships and strong alliances across the organization.
Must be flexible with ability to adapt to change.
Ability to quickly learn all there is to know about the products and services offered by the bank.
Must retain and build upon product knowledge base as a member of the division's management team.
Should understand the “big picture” in banking - i.e., answers to questions like: How does a bank make money? What makes a product profitable?
Bachelor's degree preferred, or equivalent combination of training and/ or experience.
2-3 years of management experience and proven leadership capabilitities required, preferably in a retail banking environment.
Must have a history of solid sales, service, and management successes
Auto-ApplyAssistant Branch Manager
Gallup, NM jobs
Min USD $23.08/Hr. Max USD $33.18/Hr. Want to help strengthen your community's financial health? Looking for an employer that will inspire you and support your career in finance? Your search is over... WaFd Bank is hiring an Assistant Branch Manager.
WaFd Bank has been a financial leader for over a century, and now serves consumers and business clients across nine Western states. Our company motto is: Love What You Do...Make A Difference!
This is a results-driven, bank officer position responsible for supporting the manager and performing the managerial duties in the manager's absence.
A successful Assistant Branch Manager must:
* Build exceptional knowledge of bank products and services to maintain rapport with clients, understand their needs, and provide solutions.
* Proactively seek new business relationships, including a network of business owners, consumer prospects, finance professionals and community leaders.
* Make out-of-office calls to businesses, community organizations, and referral sources.
* Introduce and demonstrate digital and self-service options to clients.
* Develop strategies to help expand the consumer and small business client base.
* Communicate clearly with staff and clients verbally, over the phone, and via video chat.
* Assist the manager in optimizing operational effectiveness and profitability to enhance shareholder value.
* Support branch leadership in meeting branch production goals.
* Ensure high level of customer satisfaction through the delivery of excellent service.
* Acquire and apply skills in preparation for advancement to a branch manager position.
* Adhere to bank policies and procedures designed to comply with Federal regulations, including but not limited to the Bank Secrecy Act, USA Patriot Act and OFAC regulations.
* Reflect the corporate values and ethics of WaFd Bank, including integrity, teamwork, ownership, simplicity, discipline, and service. In addition, they must be kind.
Qualifications
Education/Skills/Training:
* High school diploma or approved equivalent
* Strong math skills, 10-key and keyboarding.
* Proficient in standard Microsoft Office tools such as Excel, Word, Teams, PowerBI, and Outlook.
* Well-developed smart phone and digital channel skills.
* Must have excellent organizational and analytical skills and superior written and oral communication skills.
* Must have valid driver's license, satisfactory transportation, and adequate insurance coverage.
Experience:
* Five years minimum experience in a financial institution.
* Prior banking experience, including previous work in sales or client relations.
Benefits
At WaFd Bank you get all of these great benefits!
* Paid time off for vacation, sick days and holidays
* Health insurance
* Stock options
* Bonus programs
* Generous 7% 401(k) employer matching*
* Paid Parental Leave
* Life and AD&D insurance
* Long-term disability
* Tuition Reimbursement
* Employee assistance programs
* Pre-tax health and dependent-care spending plans
WaFd Bank Benefits Summary - Click here for more information
EEO Statement
We are committed to Equal Employment Opportunity and Affirmative Action. We recruit, hire, train and promote persons in all job titles and ensure that all other personnel actions are administered without regard to race, color, religion, sex, sexual orientation, gender identity, military and/or veteran status, or disability in accordance with Executive Order 11246, Section 503 of the Rehabilitation Act of 1973, as amended, and the Vietnam Era Veterans Readjustment Assistance Act of 1974, which require affirmative action to ensure equal opportunity in all aspects of employment. WaFd Bank does not discriminate on the basis of national origin or citizenship status as provided under the Immigration Reform and Control Act of 1986, or any other Federal or State legally-protected classes. WaFd Bank is committed to providing reasonable accommodations to employees and applicants with disabilities to the full extent required by the Americans with Disabilities Act (ADA). If you feel you need a reasonable accommodation pursuant to the ADA, you are encouraged to contact us at ************
EEO Policy Statement - WaFd Bank
Know Your Rights: Workplace Discrimination is Illegal - click here for more information
California Consumer Privacy Act- CCPA 2025
Requisition Post Information* : Posted Date
12/1/2025
Asst. Branch Manager
Greenfield Town, MA jobs
Job Description
ABM - South Deerfield, Full-Time
The Assistant Branch Manager (ABM) is responsible for supporting the Branch Manager in all areas of branch leadership. This includes but is not limited to customer service, sales, operations, compliance, training, and culture. The ABM may have direct supervisory authority of staff, as deemed necessary by the Branch Manager.
This position includes but is not limited to the following responsibilities:
Responsible for ensuring that staff offer a level of service that is unparalleled and solutions focused while balancing risk and the regulatory requirements of the bank
With the Branch Manager, responsible for the overall operational soundness of the branch. This includes all teller and customer service functions
Ensures the adherence to policy and procedure within the branch, and that staff always takes the time to get tasks right - the first time
Promotes a culture of high performance and continuous improvement that values a commitment to quality
Ensures that bank resources, including staff, are being used efficiently and productively
Must work with Branch Manager in ensuring that staff is being developed and trained in areas that are specific to their personal growth as well as in topics deemed necessary by the Bank
Mentors, coaches, and trains staff to ensure customer service, sales, operational, and compliance objectives are being met
Collaborates effectively within Retail and with other departments
With branch manager, establish and lead a solutions-based sales environment focused on deepening relationships with new and existing customers
Works with branch staff to partner with other lines of business in providing meaningful customer referrals (Mortgage, Infinex, Wealth Management, Commercial, etc.)
Collaborating with Branch Manager, monitors staff performance via conducting performance reviews on time, developing goals for individuals by establishing structured Key Performance Indicators (KPIs), setting objectives and priorities and providing appropriate accountability and coaching.
Provides guidance and support to branch staff regarding escalated customer concerns, branch operations and risk management.
Represent the Bank in various civic and community activities.
Requirements:
4-5 years of experience in a sales environment with a solid track record
2-3 years of financial services experience
2-3 years of leadership experience
Great interpersonal and communication (written and oral) skills
Organizational, analytical and problem-solving skills with keen attention to detail
High School Diploma or equivalent required. Bachelor's degree preferred
Must be able to lift 20 lbs
Must be able to work Saturdays
If needed, must be able to travel between branches
Demonstrate a sound level of cultural competence, communicating with a diverse customer base
Greenfield Savings Bank is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender, gender identity and/or expression, national origin, disability status, protected veteran status, age, marital status, or any other protected class.
Assistant Branch Manager
Brockton, MA jobs
We are looking for an experienced professional with a strong background in banking to join our team as an Assistant Branch Manager. This role requires a detail-oriented, proactive individual who thrives in a fast-paced environment and is passionate about delivering exceptional service to both internal and external members. If you're ready to build a career-not just find your next job-this is your opportunity to become part of something bigger.
Key Responsibilities
Assumes duties of Branch Manager during periods of absence or vacation or when the manager is unavailable due to other Credit Union duties;
Assists in supervising branch personnel by making routine employment decisions, reviewing performance, and making salary recommendations. Assigns work, provides training and guidance and coaches personnel as necessary. Provides leadership and guidance and assists in the resolution of routine personnel problems;
Provides assistance and member services by processing a variety of transactions, i.e., cashing checks, depositing and/or withdrawing funds from accounts, accepting mortgage and consumer loan payments during peak periods and during periods of teller staff shortages;
Maintains schedule flexibility with the ability to travel to other branches as needed and work weekend hours per branch needs;
Assists with monthly audits of teller drawers Conducts periodic audit of vault and cash drawers according to established procedures. Ensures security of all cash and negotiable instruments. Provides assistance to staff by ensuring accuracy of daily proof and compliance of all cash control policies and segregation of duties. Oversees ordering of currency;
Qualifications
High School Diploma or equivalent required
At least two (2) years of experience within the financial services industry with previous supervisor/leadership experience.
Demonstrated sales skills and ability to promote a sales environment.
Strong accuracy and attention to detail.
Positive/professional approach with strong communication skills.
Demonstrated ability to use sound judgment to solve problems.
Strong proficiency with systems and software packages, including Microsoft Office.
Ability to travel to other branches as needed.
Work Schedule and Benefits
As an Assistant Branch Manager, you will work a 40-hour full-time schedule Monday through Friday, with rotating weekend shifts required. Work schedule flexibility required.
RFCU offers a comprehensive benefits package, including Cigna medical benefits, dental benefits, vision benefits ,a 401(k) plan with company match and profit-sharing potential, flexible health and dependent care plans, and life, AD&D, and LTD insurance. We also provide a generous and flexible tuition reimbursement program, along with a PTO package designed to help employees recharge and enjoy time with family and friends.
Are you ready to apply?
If this sounds like what you are looking for, then the next step is to apply! You will need to upload your resume and answer a few basic questions. Our Human Resources team will review your application to determine your qualifications for the position. Our interview process consists of an initial telephone interview with Human Resources, followed by an in-person interview with the hiring manager for qualified candidates. At that point if we are the right fit for each other, you will move to the final steps of references, credit and background check.
In alignment with our commitment to pay transparency, we're pleased to share that the base salary range for this position is $60,500 - $75,625, excluding fringe benefits or potential incentives. If you're hired at Rockland Federal Credit Union, your final base pay will be determined based on factors such as skills, education, and experience. We also take pay equity seriously and consider the internal equity of our current team members as part of any final offer. Please note that the range provided reflects the full base pay for this role. We also offer a comprehensive compensation and benefits package designed to support your overall well-being and success.
Rockland Federal Credit Union 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, or protected veteran status and will not be discriminated against on the basis of disability.
Assistant Branch Manager
Worcester, MA jobs
Job Details Worcester Branch - Worcester, MADescription
Job Title: Assistant Branch Manager
Schedule: Scheduled shifts Monday - Saturday to support branch operations
Reports To: Branch Manager
About Webster First Federal Credit Union
Established in 1928 and driven by a goal to make life more comfortable for our community, Webster First Federal Credit Union has grown to an over one-billion-dollar financial institution, serving over 90,000 members across our banking and lending services. Our mission is to leverage who we are as a credit union to empower our members to live their best financial lives. We focus on members, not profits, and our values of strength, exceptional service, and “New England authenticity” are at the heart of everything we do.
We can't do it without an exceptional workforce! With approximately 250 employees spread across 15 locations in Massachusetts, Webster First Federal Credit Union is committed to empowering a diverse and inclusive workforce that is representative of the community we serve. Our members come from all walks of life and, not unintentionally, so do our staff. We hire great people from a wide variety of backgrounds, not just because it's the right thing to do, but because it makes us stronger.
Summary
We're looking for a service-oriented, hands-on Assistant Branch Manager to support the daily operations and success of our Worcester location. In this role, you'll help lead a team that delivers outstanding service to our members, ensures operational excellence, and promotes our products and services. Whether you're coaching staff, assisting members, or handling lending responsibilities, you'll play a key role in shaping an inclusive and high-performing branch culture.
Essential Duties and Responsibilities
Leadership & Branch Operations
Support the Branch Manager in overseeing daily operations and ensuring adherence to policies, procedures, and compliance standards.
Serve as acting manager in the absence of the Branch Manager.
Foster a positive, team-based culture that emphasizes member service, accountability, and continuous improvement.
Assist in managing branch cash operations, security procedures, and audits.
Monitor internal controls and operational checklists to maintain compliance with regulatory requirements.
Member Service & Relationship Building
Provide excellent service to members in-person and over the phone; model and promote a member-first approach throughout the team.
Resolve complex member concerns and ensure prompt, professional follow-up.
Actively engage with members to uncover needs and recommend appropriate products and services.
Maintain knowledge of the local community and develop relationships with local businesses and organizations.
Lending & Account Services
Conduct loan interviews and process consumer and mortgage loan applications in collaboration with centralized lending teams.
Assist members with a wide range of account-related requests, including opening new accounts, funds transfers, debit card inquiries, and more.
Ensure accurate and timely submission of loan applications, disclosures, and closing documentation.
Team Development & Supervision
Support recruitment, onboarding, and training of new team members.
Provide coaching, feedback, and performance support to staff.
Assist with scheduling, goal setting, and performance evaluations.
Promote cross-training and team development to support branch flexibility and resilience.
Compliance
Promotes overall BSA compliance by adhering to all BSA and OFAC regulations specific to the job function and assisting the Credit Union's BSA department as necessary with any departmental function specific items.
Actively promotes the security and privacy of member and employee information through adherence to both information security and physical security policies, procedures, and governing regulations. Training will be completed at least annually for Information Security topics, BSA, and GLBA; annual BSA training will be position specific. Annual training will also include courses on any of the following regulations as they relate to the position described herein: SAFE ACT, Regulations B, C, D, E CC, DD, and Z as well as any training deemed necessary to promote adherence to applicable regulatory requirements.
Perform other duties as directed.
Qualifications/Requirements
A passion for helping people and creating exceptional member experiences.
Strong leadership, communication, and problem-solving skills.
A collaborative and proactive approach to team and operational management.
A high level of integrity, sound judgment, and attention to detail.
Proven ability to report for shifts as scheduled
Education/Training Experience
Associate's degree required, Bachelor's degree preferred
2-4 years of experience in retail banking, with at least one year in a supervisory or lead role.
Physical Demands & Work Environment
This role primarily takes place in a professional office environment and involves sedentary work, at a desk or teller station, using a computer, and engaging in phone or video conversations. The noise level is generally moderate. Employees may need to sit or stand for extended periods, move about the office, and occasionally lift, push, pull, or carry items up to 20 pounds. Some repetitive motion including movements (motions) of the wrists, hands, and/or fingers. Employees are required to have visual acuity to perform activities such as transcribing, viewing and using a computer, and reading documents, as well as the ability to communicate verbally with colleagues, supervisors, members, and visitors. Reasonable accommodations will be provided as needed.
Pay Range: Salary Band 4, $24 - $38 / hour
Note: This range reflects the full salary band for positions at this level. Individual compensation is determined based on experience, skills, and internal equity.
Qualifications
Assistant Branch Manager
Fitchburg, MA jobs
Job Details Fitchburg Branch - Fitchburg, MA Full Time Day BankingDescription
Job Title: Assistant Branch Manager
Department: Branch
Reports To: Branch Manager
Established in 1928 and driven by a goal to make life more comfortable for our community, Webster First Federal Credit Union has grown to an over one-billion-dollar financial institution, serving over 90,000 members across our banking and lending services. Our mission is to leverage who we are as a credit union to empower our members to live their best financial lives. We focus on members, not profits, and our values of strength, exceptional service, and “New England authenticity” are at the heart of everything we do.
We can't do it without an exceptional workforce! With approximately 250 employees spread across 15 locations in Massachusetts, Webster First Federal Credit Union is committed to empowering a diverse and inclusive workforce that is representative of the community we serve. Our members come from all walks of life and, not unintentionally, so do our staff. We hire great people from a wide variety of backgrounds, not just because it's the right thing to do, but because it makes us stronger.
Summary
We're looking for a service-oriented, hands-on Assistant Branch Manager to support the daily operations and success of our Fitchburg location. In this role, you'll help lead a team that delivers outstanding service to our members, ensures operational excellence, and promotes our products and services. Whether you're coaching staff, assisting members, or handling lending responsibilities, you'll play a key role in shaping an inclusive and high-performing branch culture.
Essential Duties and Responsibilities
Leadership & Branch Operations
Support the Branch Manager in overseeing daily operations and ensuring adherence to policies, procedures, and compliance standards.
Serve as acting manager in the absence of the Branch Manager.
Foster a positive, team-based culture that emphasizes member service, accountability, and continuous improvement.
Assist in managing branch cash operations, security procedures, and audits.
Monitor internal controls and operational checklists to maintain compliance with regulatory requirements.
Member Service & Relationship Building
Provide excellent service to members in-person and over the phone; model and promote a member-first approach throughout the team.
Resolve complex member concerns and ensure prompt, professional follow-up.
Actively engage with members to uncover needs and recommend appropriate products and services.
Maintain knowledge of the local community and develop relationships with local businesses and organizations.
Lending & Account Services
Conduct loan interviews and process consumer and mortgage loan applications in collaboration with centralized lending teams.
Assist members with a wide range of account-related requests, including opening new accounts, funds transfers, debit card inquiries, and more.
Ensure accurate and timely submission of loan applications, disclosures, and closing documentation.
Team Development & Supervision
Support recruitment, onboarding, and training of new team members.
Provide coaching, feedback, and performance support to staff.
Assist with scheduling, goal setting, and performance evaluations.
Promote cross-training and team development to support branch flexibility and resilience.
Compliance
Promotes overall BSA compliance by adhering to all BSA and OFAC regulations specific to the job function and assisting the Credit Union's BSA department as necessary with any departmental function specific items.
Actively promotes the security and privacy of member and employee information through adherence to both information security and physical security policies, procedures, and governing regulations. Training will be completed at least annually for Information Security topics, BSA, and GLBA; annual BSA training will be position specific. Annual training will also include courses on any of the following regulations as they relate to the position described herein: SAFE ACT, Regulations B, C, D, E CC, DD, and Z as well as any training deemed necessary to promote adherence to applicable regulatory requirements.
Perform other duties as directed.
Qualifications/Requirements
A passion for helping people and creating exceptional member experiences.
Strong leadership, communication, and problem-solving skills.
A collaborative and proactive approach to team and operational management.
A high level of integrity, sound judgment, and attention to detail.
Proven ability to report for shifts as scheduled
Education/Training Experience
Associate's degree required, Bachelor's degree preferred
2-4 years of experience in retail banking, with at least one year in a supervisory or lead role.
Physical Demands & Work Environment
This role primarily takes place in a professional office environment and involves sedentary work, at a desk or teller station, using a computer, and engaging in phone or video conversations. The noise level is generally moderate. Employees may need to sit or stand for extended periods, move about the office, and occasionally lift, push, pull, or carry items up to 20 pounds. Some repetitive motion including movements (motions) of the wrists, hands, and/or fingers. Employees are required to have visual acuity to perform activities such as transcribing, viewing and using a computer, and reading documents, as well as the ability to communicate verbally with colleagues, supervisors, members, and visitors. Reasonable accommodations will be provided as needed.
Pay Range: Salary Band 4, $24 - $38 /hour
Note: This range reflects the full salary band for positions at this level. Individual compensation is determined based on experience, skills, and internal equity.
Assistant Branch Manager Las Vegas Branch
Las Vegas, NM jobs
Job Description
Assistant Branch Manager I
REPORTS TO: Branch Manager
SUPERVISES: Branch Staff
JOB STATUS: Exempt
works on-site. Remote work is not available at this time.
JOB SUMMARY:
Assist the branch manager with the overall operations of the branch. Assume responsibility for the branch when the branch manager is absent. Also responsible for interviewing applicants for loans, processing applications and making decisions on loan applications based on analysis of applicant's background.
All employees of State Employees Credit Union are proactive, result driven, and fully committed to the Credit Union's mission and vision. They strive to achieve the highest standards of excellence and consistently exceed the expectations established by Credit Union Management.
Duties/Responsibilities:
Train and supervise staff.
Develop, apply, and evaluate policies and procedures for the department.
Develop, analyze, and complete monthly department reports.
Ensure compliance with share draft rules and regulations.
Coach and assist credit union members in achieving financial goals and suggest products and services to members consistent with those goals.
Maintain a thorough working knowledge of existing and new credit union products and services.
Maintain a thorough working knowledge of credit union history and philosophy, as well as policies and procedures of the credit union.
Cross-sell services.
Ensure that all staff is trained and cross-trained in all phases of their particular job(s) to ensure quality service to the membership.
Evaluate the job performance of subordinates to ensure quality.
Apply and evaluate policies and procedures for the department.
Maintain knowledge of all state and federal regulations that are applicable to the transactions performed in the cashier/teller area.
Serve as backup to Operations Supervisor to oversee proper availability of daily cash.
Oversee work schedules for lending personnel and Personal Service Representatives in the branch to ensure proper service to the membership.
Interview loan applicants and assist members with the loan application process by telephone and/or in person.
Obtain and evaluate credit bureau reports on applicants.
Pull credit reports for all accounts, verify debt, estimate monthly payments for any outstanding debt not listed and add them to debts on application.
Make sound and sensible decisions through good judgment of credit history, debt ratio percentage, loan to value percentage and loan request circumstance.
Approve or deny loan applications and explain reasons for denial.
Ensure that each loan is processed accurately and timely as set forth by loan manager.
Prepare loan application and document packet for closing and facilitation of loan closing.
Understands compliance issues & attends training as they relate to Assistant Branch Manager and Loan Officer, including, but not limited to Bank Secrecy Act; Reg P; Patriot Act.
Performs all other assigned duties.
Required Skills/Abilities:
Everyone in the position performs the tasks.
The job exists so the tasks may be performed (i.e., a teller is employed to accurately process member transactions).
The job could not be done if the tasks were not completed.
Non-performance of the tasks, even if the tasks are performed infrequently, would be serious (i.e. inability to perform required tasks).
Education/Experience:
Associates degree preferred and equivalent industry experience.
At least three years of experience in the branch with at least one-year supervisory experience highly preferred.
General Requirements:
Must be capable to execute all terms and conditions set forth in the Employee Handbook, including but not limited to:
Works in a safety conscious manner which ensures that safe work practices are used in order not to pose a risk to self or others in the workplace.
Adheres to policy on Drug Free Workplace.
Complies with company policies and procedures and local, state and federal regulations.
Physical Requirements:
Prolonged periods of sitting at a desk and working on a computer.
Must be able to lift 15 pounds at times.
Must be able to access and navigate each department at the organization's facilities.
State Employees Credit Union offers a highly competitive benefits package
Applications must be received by Human Resources
State Employees Credit Union of New Mexico is an Equal Opportunity Employer
Equal Opportunity Employer, including disabled and veterans.
Assistant Branch Manager
Portsmouth, NH jobs
JOB REQUIREMENTS * Ability to supervise, monitor and evaluate the work of others * Highly motivated and experienced managing multiple direct reports * Fluent in written and verbal English communication skills * Demonstrate and promote high ethical standards and behaviors
* Participation in community organizations and events required
* Ability to build strong relationships across the organization, exceed customer expectations, adapt to change.
* Must have reliable transportation; must be flexible and able to adapt to new job locations and re-assignments as directed
* Ability to work a flexible schedule based on the hours of operation of the Bank, including Saturday mornings. May include providing coverage at other locations, as necessary.
* Ability to adhere to Needham Bank's Core Values (Focus on Customer Relationship, Embrace Change, Work as a Team, Be an Asset to Your Community, Always Learn, and Do the Right Thing)
EDUCATION & EXPERIENCE
* Bachelor's degree highly desired or equivalent experience/combined education required
* Banking industry experience highly preferred
* Three to five years of previous experience as a customer service representative in order to assist branch retail staff
* Extensive background in bank operating policies and procedures, banking regulations (state and federal), employee development and public relations
* Proficient in Microsoft Office
WORKING CONDITIONS/PHYSICAL DEMANDS
* Normal business office environment
* Ability to lift 30 pounds.
PAY RANGE: $60,690.83 - $78,898.08/year
The pay range provided is based on what we believe is a reasonable estimate for the pay range for this job at the time of posting. Actual pay may vary based on experience, skills, and market factors; additional compensation may apply.
Needham Bank offers a competitive salary and an amazing benefit package for a full-time employee which includes fully paid medical and dental insurance, HRA, 401(k) plan with an 8% bank match, paid time off (PTO), paid holidays, a bonus program, flexible spending accounts, vision service plan, group term life insurance, short and long term disability insurance, tuition reimbursement, and an Employee Assistance Program. We offer a great benefit package to our eligible part-time employees as well.
At NB, we are dedicated to building a diverse, inclusive and authentic workplace - if you are excited about this role, but your past experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or other roles.
Needham Bank is an Equal Opportunity/Affirmative Action Employer. Needham Bank will provide all applicants for employment and all employees with equal opportunity for employment and promotion regardless of race, color, religion, gender, national origin or ancestry, age, disability, veteran status, military service, sexual orientation, genetic information, or gender identity.
Job Summary: Responsible for the effective management of the day-to-day operations of the branch. Oversee the sales, service, operational efficiency, risk, internal control and personnel management activities to meet bank objectives for the branch. Ensure the team is focused on the acquisition of new business and personal relationships and the retention and expansion of existing relationships. This role is focused internally on the branch and its successful performance in all areas.
Qualifications: To perform this job successfully, the individual must be able and willing to perform all essential duties satisfactorily. This document is not intended to be an exhaustive list of all essential duties required. Reasonable accommodations, as determined by management on a case-by-case basis, may be made to enable individuals with disabilities to perform essential duties.
ESSENTIAL DUTIES & RESPONSIBILITIES
* Promote and ensure best-in-class customer experience through consistent and effective coaching/development of branch staff
* Ensure all branch employees adhere to the standard of owning all inquiries and replying with 24 hours.
* Manage day-to-day sales efforts of the branch including frequent, active coaching of all branch retail staff; build referral and service skills to produce consistent, measurable results
* Manage branch staff ensuring that appropriate bank policy and procedures are followed in all aspects of branch operations, security and compliance; ensure efficient daily operation of the branch
* Prepare and deliver performance evaluations and recommend salary/bonus adjustments, with input from Branch Manager; counsel/discipline employees when needed; coordinate branch staff training when needed
* Manage as well as execute the process of assisting customers with issues and/or questions relating to their accounts, including the establishment of new account and services
* Monitor branch activities for compliance with BSA and AML, reporting appropriate items to BSA Officer
* Maintain an environment that fosters teamwork
* Responsible for maintaining office building, grounds, equipment and fixtures
* Prepare reports for management as required
* Establish and help to attain internal performance objectives for branch office business volume, deposits, and quality of audit reports
* Provide and maintain a professional business-like atmosphere within the branch
* Support the Branch Manager by representing the bank in the community
* Oversee daily ATM settlement, safe deposit box program, where applicable; and daily distribution of daily tasks when applicable.
* Perform additional duties as requested, needed or assigned
Assistant Branch Manager (Banker) - Cohasset
Cohasset, MA jobs
Incorporated in 1834, Hingham Institution for Savings is one of America's oldest banks. The Bank provides commercial mortgage and relationship banking services in Boston, Nantucket, Washington, D.C. and the San Francisco Bay Area. Publicly-traded but family-run since 1993, our objective has been to build one of America's great banks, characterized by superior long-term financial results, a fortress balance sheet that provides unquestionable assurance to our depositors, and an enduring culture of growth and success. We have a small, entrepreneurial team - just under 100 people - and we hold ourselves to high standards.
About the role
The Retail Banking Group is responsible for delivering outstanding service to our clients via our Massachusetts-based branch network, including personal and small business deposit services, as well as portfolio residential lending.
Under the direction of the Branch Manager, the Assistant Branch Manager (ABM) is responsible for communicating and executing the day to day operations and performance standards of the branch. The Assistant Branch Manager will assist the Branch Manager in planning, conducting and monitoring sales activities to ensure deeper customer relationships. The Assistant Branch Manager will be expected to act independently, in the absence of the Branch Manager. Personally executes an extremely high level of customer service and models and coaches these behaviors to the staff.
Responsibilities
* Assists the Branch Manager by recruiting, developing and retaining highly effective teams through ongoing "bench" building activities as well as consistent coaching and development sessions. Execute outbound business development strategies aligned with the Bank's business plan as directed by the Branch Manager
* Execute outbound business development strategies aligned with the Bank's business plan as directed by the Branch Manager
* Responsible for ensuring the branch team is operating in compliance with state and federal mandated bank regulations, Bank Secrecy Act, risk management and Hingham Institution for Savings specific policies and procedures.
* Provide ideas and innovation for problem resolution, product and service advancements and efficiency improvements
* Independently runs the day to day branch functions in accordance with the guidelines set forth by the Branch Manager and other senior bank management.
* Personally responsible for providing world class client experience as well as modeling and coaching these behaviors to the other branch staff.
* Leads by example to ensure the highest ethical standard of execution by team members. Doing what is right all the time without cutting corners.
* Attends mandatory regulatory and compliance training.
* May be required to operate a teller drawer as necessary
* May assist the Branch Manager in writing performance reviews.
* May be required to execute consumer and business account opening as well as customer product and service
Benefits
As a family-run company, we offer an excellent benefits package. Hingham is one of the most profitable banks in the country and our profit-sharing program offers all employees the opportunity to participate in this success.
* Health Care Plan (Medical, Dental)
* Retirement Plan (401k)
* Life Insurance
* Paid Time Off (Vacation, Sick & Public Holidays)
* Family Leave (Maternity, Paternity)
* Short Term & Long Term Disability
* Training & Development
Assistant Branch Manager St. Michaels Branch
Santa Fe, NM jobs
Job Description
Assistant Branch Manager I
REPORTS TO: Branch Manager
SUPERVISES: Branch Staff
JOB STATUS: Exempt
works on-site. Remote work is not available at this time.
JOB SUMMARY:
Assist the branch manager with the overall operations of the branch. Assume responsibility for the branch when the branch manager is absent. Also responsible for interviewing applicants for loans, processing applications and making decisions on loan applications based on analysis of applicant's background.
All employees of State Employees Credit Union are proactive, result driven, and fully committed to the Credit Union's mission and vision. They strive to achieve the highest standards of excellence and consistently exceed the expectations established by Credit Union Management.
Duties/Responsibilities:
Train and supervise staff.
Develop, apply, and evaluate policies and procedures for the department.
Develop, analyze, and complete monthly department reports.
Ensure compliance with share draft rules and regulations.
Coach and assist credit union members in achieving financial goals and suggest products and services to members consistent with those goals.
Maintain a thorough working knowledge of existing and new credit union products and services.
Maintain a thorough working knowledge of credit union history and philosophy, as well as policies and procedures of the credit union.
Cross-sell services.
Ensure that all staff is trained and cross-trained in all phases of their particular job(s) to ensure quality service to the membership.
Evaluate the job performance of subordinates to ensure quality.
Apply and evaluate policies and procedures for the department.
Maintain knowledge of all state and federal regulations that are applicable to the transactions performed in the cashier/teller area.
Serve as backup to Operations Supervisor to oversee proper availability of daily cash.
Oversee work schedules for lending personnel and Personal Service Representatives in the branch to ensure proper service to the membership.
Interview loan applicants and assist members with the loan application process by telephone and/or in person.
Obtain and evaluate credit bureau reports on applicants.
Pull credit reports for all accounts, verify debt, estimate monthly payments for any outstanding debt not listed and add them to debts on application.
Make sound and sensible decisions through good judgment of credit history, debt ratio percentage, loan to value percentage and loan request circumstance.
Approve or deny loan applications and explain reasons for denial.
Ensure that each loan is processed accurately and timely as set forth by loan manager.
Prepare loan application and document packet for closing and facilitation of loan closing.
Understands compliance issues & attends training as they relate to Assistant Branch Manager and Loan Officer, including, but not limited to Bank Secrecy Act; Reg P; Patriot Act.
Performs all other assigned duties.
Required Skills/Abilities:
Everyone in the position performs the tasks.
The job exists so the tasks may be performed (i.e., a teller is employed to accurately process member transactions).
The job could not be done if the tasks were not completed.
Non-performance of the tasks, even if the tasks are performed infrequently, would be serious (i.e. inability to perform required tasks).
Education/Experience:
Associates degree preferred and equivalent industry experience.
At least three years of experience in the branch with at least one-year supervisory experience highly preferred.
General Requirements:
Must be capable to execute all terms and conditions set forth in the Employee Handbook, including but not limited to:
Works in a safety conscious manner which ensures that safe work practices are used in order not to pose a risk to self or others in the workplace.
Adheres to policy on Drug Free Workplace.
Complies with company policies and procedures and local, state and federal regulations.
Physical Requirements:
Prolonged periods of sitting at a desk and working on a computer.
Must be able to lift 15 pounds at times.
Must be able to access and navigate each department at the organization's facilities.
State Employees Credit Union offers a highly competitive benefits package
Applications must be received by Human Resources
State Employees Credit Union of New Mexico is an Equal Opportunity Employer
Equal Opportunity Employer, including disabled and veterans.
Assistant Branch Manager
Lawrence, MA jobs
As an Assistant Branch Manager at Reading Cooperative Bank, you will be the operational expert contributing to the profitability and growth of the branch by managing the daily activities of the branch team. You will ensure the bank's customers receive the highest quality of service, which includes presenting them with the products and bank services to best fit their financial needs.
Who We Want:
Influential Collaborator who excels at working as part of a team, welcomes new ideas and perspectives and forms authentic relationships that empower them to lead long-term partnerships that deliver successful business outcomes both externally and internally.
Sales & Operational Expert - Considered one of the experts when it comes to the ins and outs of retail banking, serving as a go-to person not only in their branch but across the entire retail division.
Champion of Learning - Passionate about both their own continued learning as well as sharing their knowledge and experience with others to help build a bench of future leadership in the retail division.
What You Need:
3 years of banking experience - 2 years in a supervisory position.
Demonstrated ability to make decisions and solve problems.
Strong organizational ability and excellent attention to detail required.
What You'll Do:
Promote and provide leadership for cross-sales programs; assist in motivating and coaching staff.
Responsible for all operational aspects of the Branch including security, compliance and operational procedures.
Maintain superior knowledge of all RCB products and act as point of contact for branch staff.
Attend branch community events.
May work additional hours as needed.
Reading Cooperative Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Auto-ApplyAssistant Branch Manager
Ridgeland, MS jobs
Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times.
We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we serve. As we continue to expand and grow into a national leader in consumer financing, we invite you to consider joining our team.
If you're passionate about making a meaningful impact in people's lives and bringing a personal touch to finance, we'd love to have you on board!
Regional Finance is hiring! We are looking for talented and driven individuals to join our team. Take the next step in your career and click that apply button!
Job Intro
The core of an Assistant Manager is being customer oriented. If you are interested in helping others in their time of need, then this is the career you have been looking for!
Why work at Regional?
Regional offers competitive pay! We do our best to show that we value our team members!
You are eligible for a monthly bonus. Who doesn't love a nice cash reward for their hard work?
You will have promotion opportunities. We love to train our Assistant Managers into future Branch Managers!
All full-time team members have access to our medical, dental, vision and 401(k) benefits!
Pays an average of $46,000, this amount can vary based on your location and cost of living adjustments!
Duties and responsibilities
Provide exceptional service to all customers.
Process credit loan applications and use product knowledge to present loan solutions to current and potential customers.
Maintain office cash with accuracy and proper security.
Grow account volume through good judgment and effective customer solicitations in the branch and by telephone.
Minimize delinquent debt through calling customers and collecting on past-due accounts.
Receive, track, and post all payments and fees to customer accounts in compliance with Company Policy.
Transport money and deposits to and from bank.
Other duties as assigned by leadership.
Minimum Qualifications
High School Diploma or Equivalent.
Prior customer service experience in either a sales/retail environment or cash management environment.
Must pass drug screen, criminal and credit background checks.
Valid Driver's License and access to a dependable automobile with liability insurance coverage.
Critical Competencies
Demonstrated passion for customer service.
Excellent written and verbal communication skills.
Customer service minded with a personality that relates well with a broad spectrum of people, including external customers, branch colleagues, and corporate co-workers.
Thrives in a pay for performance atmosphere.
Proven ability to multi-task.
Working conditions
This position works in an office providing consumer loan products in person and over the phone. The typical working hours are 8:30am to 5:30pm Monday through Friday with some Saturdays required. Overtime may be required on an as needed basis and is at the discretion of upper management.
If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: **************************************************************************************************
Regional is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, national origin, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, transgender status, age, disability, genetic information, veteran status, uniform service, or any other characteristic protected by applicable law (“Protected Characteristics”). Regional's policy of non-discrimination applies to all phases of the employment process and relationship, including, but not limited to, recruitment and selection; compensation and benefits; professional development and training; promotions and opportunities; transfers; social and recreational programs; layoff; and terminations.
Auto-ApplyBilingual Assistant Branch Manager
Hobbs, NM jobs
Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times.
We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we serve. As we continue to expand and grow into a national leader in consumer financing, we invite you to consider joining our team.
If you're passionate about making a meaningful impact in people's lives and bringing a personal touch to finance, we'd love to have you on board!
Regional Finance is hiring! We are looking for talented and driven individuals to join our team. Take the next step in your career and click that apply button!
Job Intro
The core of an Assistant Manager is being customer oriented. If you are interested in helping others in their time of need, then this is the career you have been looking for!
Why work at Regional?
Regional offers competitive pay! We do our best to show that we value our team members!
You are eligible for a monthly bonus. Who doesn't love a nice cash reward for their hard work?
You will have promotion opportunities. We love to train our Assistant Managers into future Branch Managers!
All full-time team members have access to our medical, dental, vision and 401(k) benefits!
Pays an average of $46,000, this amount can vary based on your location and cost of living adjustments!
Duties and responsibilities
Provide exceptional service to all customers.
Process credit loan applications and use product knowledge to present loan solutions to current and potential customers.
Maintain office cash with accuracy and proper security.
Grow account volume through good judgment and effective customer solicitations in the branch and by telephone.
Minimize delinquent debt through calling customers and collecting on past-due accounts.
Receive, track, and post all payments and fees to customer accounts in compliance with Company Policy.
Transport money and deposits to and from bank.
Other duties as assigned by leadership.
Minimum Qualifications
High School Diploma or Equivalent.
Prior customer service experience in either a sales/retail environment or cash management environment.
Must pass drug screen, criminal and credit background checks.
Valid Driver's License and access to a dependable automobile with liability insurance coverage.
Bilingual English/Spanish
Critical Competencies
Demonstrated passion for customer service.
Excellent written and verbal communication skills.
Customer service minded with a personality that relates well with a broad spectrum of people, including external customers, branch colleagues, and corporate co-workers.
Thrives in a pay for performance atmosphere.
Proven ability to multi-task.
Working conditions
This position works in an office providing consumer loan products in person and over the phone. The typical working hours are 8:30am to 5:30pm Monday through Friday with some Saturdays required. Overtime may be required on an as needed basis and is at the discretion of upper management.
If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: **************************************************************************************************
Regional is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, national origin, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, transgender status, age, disability, genetic information, veteran status, uniform service, or any other characteristic protected by applicable law (“Protected Characteristics”). Regional's policy of non-discrimination applies to all phases of the employment process and relationship, including, but not limited to, recruitment and selection; compensation and benefits; professional development and training; promotions and opportunities; transfers; social and recreational programs; layoff; and terminations.
Auto-ApplyAssistant Branch Manager
Richland, MS jobs
If you're seeking more than just a job, join Heights Finance and kickstart your career! Are you ready to make a difference in the world of consumer finance? At Heights Finance, a proud member of the Attain Finance family, we bring over 50 years of expertise in providing credit solutions across the U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient, easily accessible financial services that meet our customers' growing needs.
Join a leading consumer credit lender that thrives on innovation and collaboration, where your contributions are truly valued. As part of Attain Finance, our portfolio includes distinguished brands like Cash Money, LendDirect, Heights Finance. Each brand is constantly evolving to better serve our customers.
Be part of a dynamic team that is shaping the future of consumer finance. Apply today!
Stories of Success
"I joined Heights Finance in 2010 as a CSR, with no prior experience in finance. Little did I know that this role would pave the way for a fulfilling career! Heights Finance genuinely values its team members and takes pride in promoting from within. Today, I am proud to serve as a District Manager, a position I moved into in 2021 - Also, a testament to the growth opportunities the company provides. The company offers excellent benefits, a set schedule that promotes work-life balance, and supportive leadership that ensures every team member feels valued. The company, also fosters an open culture, encouraging team members to share their ideas and suggestions. I truly love working here and am grateful for the incredible opportunities Heights Finance has provided."
~ Ashley S., District Manager - Alabama
"Since joining Heights Finance as a Branch Manager in 2013, I have enjoyed the benefit of internal transitions and promotions on multiple occasions. Transitioning from my original branch to a larger branch in a different demographic, to a middle-sized branch in a combination of demographics, assisted me with being prepared to take the next step in my career. As a result, of these experiences, I was qualified for a District Manager position in 2021. In 2024, I made a career change and with the support of my VPO, I was able to move into an Operations Trainer. During each transition, my supervisors worked to ensure I had the training, tools, and support needed to be successful and the level of camaraderie amongst my peers was unparalleled."
~ Jessica W., Operations Trainer - United States
Responsibilities
As an Assistant Branch Manager, you will work alongside the Branch Manager, supporting their efforts to lead the team and deliver exceptional service to both new and existing customers, guiding them through securing the financial solutions they need.
* Foster Branch Growth: Implement marketing strategies, nurture business relationships, and support daily operations to achieve goals.
* Guide Loan Processes: Assist with new and refinanced loans, ensuring compliance while delivering excellent customer service.
* Support Delinquency Management: Address delinquent accounts with care, working to find solutions that benefit both the branch and customers.
* Lead by Example: Set a positive standard for customer service and sales, addressing customer concerns with empathy and professionalism.
* Inspire the Team: Provide coaching, training, and ongoing support to help the team reach their full potential.
* Continue to Evolve: Engage in ongoing training and development, set personal goals, and aim to be a key part of the company's succession plan.
Qualifications
* Community Impact: Demonstrated ability to make a positive difference in the community by assisting others, whether through customer service, project management, or team support.
* Leadership and Influence: Proven skills in influencing and leading others, with a focus on personal and organizational growth.
* Career Development: Commitment to career advancement, with a history of taking on new challenges and continuous learning.
* Customer Guidance: Experience in guiding clients or stakeholders through various processes, providing support and advice.
* Team Support: Ability to support and contribute to the growth of team members, fostering a collaborative and inclusive environment.
* Educational Background: High School diploma or equivalent; associate or bachelor's degree is a plus.
* Industry Experience: 1-2 year(s) in the consumer finance, lending, or banking industries preferred.
Work Location: 129 Center St Ste C Richland, MS 39218
Hours: Full Time - Monday through Friday, 8:30am to 5:30pm with evenings and weekends based on business needs/peak seasons
Hourly: $16.75 - $23.75
The base hourly range represents the low and high end of the anticipated hourly range for this position based on the state average. The actual base hourly offered for this full-time position will be determined by various factors, including but not limited to, location, skills, knowledge, competencies, and experience.
All full-time employees are eligible for benefits, starting day one: Paid Time Off, Medical, Dental, Vision and other voluntary coverages. You will also be eligible to participate in the company's 401(K) program with company match, 30 days post hire, starting on the 1st of the month.
Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program.
This employer participates in E-Verify for US-based hires.
#LI-Onsite
#HeightsFinance
#HFCLP
Key Words: Customer Service, Loans, Financial Services, Management, Retail, Office, Bank Teller, Sales, Collections, Leadership
EEO Statement
Attain Finance Supports Equal Employment Opportunity. CURO (dba Cash Money, LendDirect, and Heights Finance) is committed to a policy of providing equal employment opportunity to all qualified employees and applicants. This commitment is reflected in all aspects of our daily operations. We do not discriminate on the basis of race, color, sex, religion, national origin, marital status, age, disability, veteran status, or genetic information in any personnel practice, including recruitment, hiring, training, compensation, promotion, and discipline. Additionally, we do not discriminate based on any other characteristic protected by applicable state/provincial or local law where a particular employee works. In addition, it is the policy of Attain Finance to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by federal law and any state/provincial law where a particular employee works.
Notice to Attain Finance job applicants: Attain Finance will never ask for your personal banking information, transfer of funds, a credit card, or for you to purchase any equipment to process a job application or for training. Authorized Attain Finance representatives' email addresses will end *********************, @curo.com, @first-heritage.com, @heightsfinance.com, *****************.
Auto-ApplyAssistant Branch Manager
Albuquerque, NM jobs
Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times.
We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we serve. As we continue to expand and grow into a national leader in consumer financing, we invite you to consider joining our team.
If you're passionate about making a meaningful impact in people's lives and bringing a personal touch to finance, we'd love to have you on board!
Regional Finance is hiring! We are looking for talented and driven individuals to join our team. Take the next step in your career and click that apply button!
Job Intro
The core of an Assistant Manager is being customer oriented. If you are interested in helping others in their time of need, then this is the career you have been looking for!
Why work at Regional?
Regional offers competitive pay! We do our best to show that we value our team members!
You are eligible for a monthly bonus. Who doesn't love a nice cash reward for their hard work?
You will have promotion opportunities. We love to train our Assistant Managers into future Branch Managers!
All full-time team members have access to our medical, dental, vision and 401(k) benefits!
Pays an average of $46,000, this amount can vary based on your location and cost of living adjustments!
Duties and responsibilities
Provide exceptional service to all customers.
Process credit loan applications and use product knowledge to present loan solutions to current and potential customers.
Maintain office cash with accuracy and proper security.
Grow account volume through good judgment and effective customer solicitations in the branch and by telephone.
Minimize delinquent debt through calling customers and collecting on past-due accounts.
Receive, track, and post all payments and fees to customer accounts in compliance with Company Policy.
Transport money and deposits to and from bank.
Other duties as assigned by leadership.
Minimum Qualifications
High School Diploma or Equivalent.
Prior customer service experience in either a sales/retail environment or cash management environment.
Must pass drug screen, criminal and credit background checks.
Valid Driver's License and access to a dependable automobile with liability insurance coverage.
Critical Competencies
Demonstrated passion for customer service.
Excellent written and verbal communication skills.
Customer service minded with a personality that relates well with a broad spectrum of people, including external customers, branch colleagues, and corporate co-workers.
Thrives in a pay for performance atmosphere.
Proven ability to multi-task.
Working conditions
This position works in an office providing consumer loan products in person and over the phone. The typical working hours are 8:30am to 5:30pm Monday through Friday with some Saturdays required. Overtime may be required on an as needed basis and is at the discretion of upper management.
If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: **************************************************************************************************
Regional is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, national origin, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, transgender status, age, disability, genetic information, veteran status, uniform service, or any other characteristic protected by applicable law (“Protected Characteristics”). Regional's policy of non-discrimination applies to all phases of the employment process and relationship, including, but not limited to, recruitment and selection; compensation and benefits; professional development and training; promotions and opportunities; transfers; social and recreational programs; layoff; and terminations.
Auto-ApplyASSISTANT BRANCH MANAGER
Fall River, MA jobs
ASSISTANT BRANCH MANAGER
DEPARTMENT: COMMUNITY BANKING/BRANCH ADMINISTRATION
LEVEL: 106
FLEXIBLE WORK PROGRAM ELIGIBILITY CODE: N/A
Bilingual: Spanish/Portuguese a plus
FUNCTION:
Under the oversight of the Regional Manager and the direction of the Branch Manager, the Assistant Branch Manager is responsible for the overall management of the Branch Office, in the absence of the Branch Manager. The ABM is at the forefront of customer interactions as part of a branch-based team that provides high quality service that earns the long-term loyalty of our customers. Leverages communication skills and banking knowledge to engage with customers. Understand customers' needs, which will provide financial solutions and advice to resolve issues and help customers achieve their financial goals. Ensures the office's compliance with operating policies and procedures and outside regulatory requirements; directly supervising assigned personnel; communicating with appropriate management and staff. Demonstrates a willingness to do more than is required or expected by embracing the Bank's mission statement and core values, which will improve results and morale as well as create new opportunities. NOTE: This position can be a Float Universal Banker which has same requirements but functions under the direction of a Regional Manager supporting various locations as needed.
RESPONSIBILITIES:
Be the face of BayCoast Bank, presenting a professional, friendly, and helpful appearance with every interaction
Effectively engages with customer inquiries in a courteous and efficient manner
Accurately processes various customer transactions.
Leverage problem-solving and strong communication skills to resolve customer issues. Displays willingness to make decisions and exhibits sound and accurate judgement as well as including appropriate individuals in the decision-making process.
The Assistant Branch Manager is responsible for assisting in the administration and efficient daily operation of a full-service Branch office, including operations, lending, relationship development, customer service, and security and safety in accordance with the Bank's objectives.
Assists in developing new deposit and loan business, providing a superior level of customer relations, and promoting relationship development and service culture through coaching, guidance, and staff motivation.
Responsible for achieving individual and branch relationship development goals through new business development, referrals, and retention of account relationships.
This position provides leadership training and supervision, supervising day-to-day operations of the branch.
Expected to participate in community activities to increase the Bank's visibility and to enhance new and existing business opportunities.
This individual must maintain a thorough knowledge of all Bank products, services, policies, regulations, and branch systems.
Assists Manager with making business calls to attract new business as well as enhancing ongoing relationships with existing customers, reviewing customer issues as needed.
Assists in the management of the Branch office in order to meet the financial service needs of customers in the assigned community market area.
Assists the Branch Manager in establishing growth, relationship development and profit objectives for the office; providing input as to these objectives and to the manner in which performance will be measured and controlled.
Interacts with other Bank Officers to further expand customer relationships and develop new contacts. Promotes a desire to help or serve both internal and external customers, to understand and meet their needs.
Serves as an active member of the office team opening deposit accounts, taking loan applications, problem solving and providing Solutions to customers.
Helps to develop and cultivate business contacts in the community:
Seeking out and developing new business opportunities by doing proactive business development
Maintains an active, visible role in community organizations
Actively builds a solid network within and outside the company and values relationships highly.
Recognizes and acts upon opportunities to build relationships by helping others connect with others, offering information, sharing resources, etc. within the community.
Promotes staff involvement in community activities
Develops training and coaches' staff in success of new initiatives and develops contests in their Branch to encourage teamwork and relationship development to achieve growth goals.
Embraces the Bank's commitment to Solutions by seeking and recognizing opportunities to refer our customers and new business to different areas of the Bank, BayCoast Insurance, BayCoast Financial Services, Plimoth Investment Advisors, Teamwork Funding, Priority Funding, and BayCoast Mortgage.
Behavior and performance align with the guiding principles and purpose that define the organization's mission (To provide exceptional service and solutions for our community), and core values (Take pride in what I do; Believe that what I do is important; Care about people; Have a positive attitude).
Use Salesforce to track identified tasks, leads, and opportunities. Strongly encouraged to utilize and track referrals through Solutions to ensure proper credit and recognition.
Seeks and promotes opportunities to provide Merchant Services and Elan credit card products to customers.
Responsible for ensuring that all branch staff are adequately trained with respect to product knowledge, Customer Centric service standards and selling techniques, identifying weaknesses and strengths, and working with the Branch Manager to motivate, coach and develop for improvement or continued development of identified strengths.
Directly supervises assigned personnel as follows:
Make provisions for the proper orientation and training of new personnel. Assists in the review of employee performance throughout the probationary period.
Prepares the weekly staffing schedule for the Manager approval to ensure proper staffing levels to meet customer needs. Willingness to work within a flexible work week as customers' needs dictate.
Approves time and attendance records.
Keeps informed of pertinent policies and procedures affecting the office and/or the staff; supports an atmosphere in which communication from employees is encouraged.
Administers personnel policies and procedures as established by the institution.
An exemplary listener who is open to collaboration and cooperation between colleagues who share responsibility. Exhibits confidence in self and others; inspires and motivates others to perform well. Effectively influences actions and opinions of others; accepts feedback from others. Gives appropriate recognition to others.
Use customer knowledge to coach and develop staff on how to optimize service delivery. Helps customers better articulate their needs; is skilled at handling unique or complex customer requests, issues, or needs.
Creates a branch environment that is highly personal, distinctive, interactive, and satisfying for customers and teaches others to do the same. Meets with front line staff on a regular basis to discuss how to be more supportive of their efforts with customers.
Coaches each staff member to provide exceptional service by completing monthly Observations and establishing action plans.
Assist the Branch Manager in working with each staff member on established individual goals and action plans. Coaches staff to help them develop their skills and achieve their goals and assist in the development of career path development plans.
With the Manager's oversight, prepares the yearly performance evaluations and assists with the implementation of development/corrective action plans.
Resolves personnel problems in the absence of the Branch Manager.
Makes certain that all office operations are performed in accordance with established Bank policies and procedures, either directly or through appropriate supervisor, i.e., end-of-day settlement, control of vault cash, etc.; makes recommendations for changes/improvements as appropriate.
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 and ensures that the office and all personnel adhere to the same.
Provides the proper security, maintenance, and appearance of the office. Supervises the opening and closing of the building and the vault, making necessary provisions for the securing of all documents containing customer information.
Maintains the Teller Over and Short reporting including the completion of Counseling Notices for staff while adhering to the Settlement Standard guidelines. Assists in the review of employee performance throughout this performance period.
Maintains current knowledge of Federal and State regulations pertinent to the branch office operations.
Supports a working knowledge of the Bank's lending and credit policies and answers customer questions as appropriate; takes loan applications.
Communicates with other Bank departments to assist in answering questions and resolving issues.
Analyzes what went wrong when deadlines are missed, or the numbers fall short. Develops fully actionable plans that successfully respond to identified issues. Coordinates team effort and action to meet plans. Creates thorough implementation plans that include back-end checks for quality and accuracy.
Demonstrates a collaborative problem-solving style. Analyzes business and service problems from a systematic perspective; seeks long term solutions that will fix the problem, rather than just surface issues.
Is resourceful; knows how to “do-more-with-less” and is creative about finding ways to meet targets when challenged.
Implement strategies to achieve goals set for the Branch. Adheres to budget parameters.
Communicates with their Branch Manager, Regional Manager, Senior Vice President of Community Banking, Community Banking Officer, and appropriate staff in order to integrate goals and activities.
Attends all required trainings/meetings as assigned or scheduled.
Promotes and represents the Bank through involvement in community organizations.
Demonstrates complete knowledge of Customer Service Associate (teller) transactions and performs Customer Service Associate (teller) transactions & other duties as needed.
Assumes additional responsibilities as requested.
Knowledge/Skills/Experience Requirements:
Relationship development management experience. Demonstrated ability to lead, motivate, and develop staff. Proven ability to meet/exceed team and individual goals. Good interpersonal and communication skills. Customer service experience. Supervisory experience. Loan origination experience. Maintains a current registration with the Nationwide Multistate Licensing System (NMLS). Knowledge of bank products and services. Positive and helpful attitude. Personal transportation required for security purposes.
Physical/Work Condition Requirements:
In the performance of respective tasks and duties, the employee is expected to successfully perform the essential functions of the position. Reasonable employee accommodation for physical or mental disabilities will be considered on a case-by-case basis. While performing duties the employee is required to sit, talk, hear, lift up to 50 lbs., carry coin bags, and may be required to work evenings and/or weekends. This position requires the employee to have reliable transportation and a personally owned, insured vehicle. Due to the nature of the role and security protocols, the employee must be able to travel independently to assigned locations/trainings without reliance on public transportation, rideshare, or drop-offs. Mileage reimbursement will be provided according to company policy.
Equipment Used:
General office/bank equipment. Certain forms. Computer, printer, coin machine bill counter, copier, scanner, FAX, Card@Once instant Debit/ATM card printer, safe deposit time recorder, alarm system, surveillance monitoring system.
Auto-ApplyAssistant Branch Manager
Hattiesburg, MS jobs
Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times.
We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we serve. As we continue to expand and grow into a national leader in consumer financing, we invite you to consider joining our team.
If you're passionate about making a meaningful impact in people's lives and bringing a personal touch to finance, we'd love to have you on board!
Regional Finance is hiring! We are looking for talented and driven individuals to join our team. Take the next step in your career and click that apply button!
Job Intro
The core of an Assistant Manager is being customer oriented. If you are interested in helping others in their time of need, then this is the career you have been looking for!
Why work at Regional?
Regional offers competitive pay! We do our best to show that we value our team members!
You are eligible for a monthly bonus. Who doesn't love a nice cash reward for their hard work?
You will have promotion opportunities. We love to train our Assistant Managers into future Branch Managers!
All full-time team members have access to our medical, dental, vision and 401(k) benefits!
Pays an average of $46,000, this amount can vary based on your location and cost of living adjustments!
Duties and responsibilities
Provide exceptional service to all customers.
Process credit loan applications and use product knowledge to present loan solutions to current and potential customers.
Maintain office cash with accuracy and proper security.
Grow account volume through good judgment and effective customer solicitations in the branch and by telephone.
Minimize delinquent debt through calling customers and collecting on past-due accounts.
Receive, track, and post all payments and fees to customer accounts in compliance with Company Policy.
Transport money and deposits to and from bank.
Other duties as assigned by leadership.
Minimum Qualifications
High School Diploma or Equivalent.
Prior customer service experience in either a sales/retail environment or cash management environment.
Must pass drug screen, criminal and credit background checks.
Valid Driver's License and access to a dependable automobile with liability insurance coverage.
Critical Competencies
Demonstrated passion for customer service.
Excellent written and verbal communication skills.
Customer service minded with a personality that relates well with a broad spectrum of people, including external customers, branch colleagues, and corporate co-workers.
Thrives in a pay for performance atmosphere.
Proven ability to multi-task.
Working conditions
This position works in an office providing consumer loan products in person and over the phone. The typical working hours are 8:30am to 5:30pm Monday through Friday with some Saturdays required. Overtime may be required on an as needed basis and is at the discretion of upper management.
If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: **************************************************************************************************
Regional is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, national origin, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, transgender status, age, disability, genetic information, veteran status, uniform service, or any other characteristic protected by applicable law (“Protected Characteristics”). Regional's policy of non-discrimination applies to all phases of the employment process and relationship, including, but not limited to, recruitment and selection; compensation and benefits; professional development and training; promotions and opportunities; transfers; social and recreational programs; layoff; and terminations.
Auto-ApplyAssistant Branch Manager
Flowood, MS jobs
Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times.
We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we serve. As we continue to expand and grow into a national leader in consumer financing, we invite you to consider joining our team.
If you're passionate about making a meaningful impact in people's lives and bringing a personal touch to finance, we'd love to have you on board!
Regional Finance is hiring! We are looking for talented and driven individuals to join our team. Take the next step in your career and click that apply button!
Job Intro
The core of an Assistant Manager is being customer oriented. If you are interested in helping others in their time of need, then this is the career you have been looking for!
Why work at Regional?
* Regional offers competitive pay! We do our best to show that we value our team members!
* You are eligible for a monthly bonus. Who doesn't love a nice cash reward for their hard work?
* You will have promotion opportunities. We love to train our Assistant Managers into future Branch Managers!
* All full-time team members have access to our medical, dental, vision and 401(k) benefits!
* Pays an average of $46,000, this amount can vary based on your location and cost of living adjustments!
Duties and responsibilities
* Provide exceptional service to all customers.
* Process credit loan applications and use product knowledge to present loan solutions to current and potential customers.
* Maintain office cash with accuracy and proper security.
* Grow account volume through good judgment and effective customer solicitations in the branch and by telephone.
* Minimize delinquent debt through calling customers and collecting on past-due accounts.
* Receive, track, and post all payments and fees to customer accounts in compliance with Company Policy.
* Transport money and deposits to and from bank.
* Other duties as assigned by leadership.
Minimum Qualifications
* High School Diploma or Equivalent.
* Prior customer service experience in either a sales/retail environment or cash management environment.
* Must pass drug screen, criminal and credit background checks.
* Valid Driver's License and access to a dependable automobile with liability insurance coverage.
Critical Competencies
* Demonstrated passion for customer service.
* Excellent written and verbal communication skills.
* Customer service minded with a personality that relates well with a broad spectrum of people, including external customers, branch colleagues, and corporate co-workers.
* Thrives in a pay for performance atmosphere.
* Proven ability to multi-task.
Working conditions
This position works in an office providing consumer loan products in person and over the phone. The typical working hours are 8:30am to 5:30pm Monday through Friday with some Saturdays required. Overtime may be required on an as needed basis and is at the discretion of upper management.
If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: **************************************************************************************************
Regional is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, national origin, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, transgender status, age, disability, genetic information, veteran status, uniform service, or any other characteristic protected by applicable law ("Protected Characteristics"). Regional's policy of non-discrimination applies to all phases of the employment process and relationship, including, but not limited to, recruitment and selection; compensation and benefits; professional development and training; promotions and opportunities; transfers; social and recreational programs; layoff; and terminations.
Retail Branch Manager (Copley Place)
Boston, MA jobs
Job Description
Currency Exchange International (CXI) is a Money Service Business based in Orlando, Florida.
Currency Exchange International, Corp. is a publicly traded company on the Toronto Stock Exchange (CXI) and OTC (CURN). CXI provides a wide range of foreign exchange services to customers in both the United States and in Canada. CXI's primary business channels to service customers are through its company-owned branch locations and foreign exchange partnerships with financial institutions and corporations. CXI has been providing global payment solutions for clients that span wide-ranging industries. As one of North America's leading foreign exchange wholesalers, CXI can provide personalized and efficient service, competitive rates, as well as a number of settlement options. Visit our website to explore Life at CXI: ***************************************
Our Value Statement: We help our clients identify and create foreign exchange solutions, delivering a best practices approach through unparalleled customer service and integrated technology to create significant financial and operational efficiencies.
Our Values:
Customer First -
We earn the right to be our clients' first choice.
Integrity
-
We hold ourselves to the highest standard to build trust.
Collaborative
-
We always win as a team.
Innovative
-
We find new methods to deliver change and advance technology to the industry.
Passionate
-
We are driven to be the best in class.
Currency Exchange International is currently seeking a Full-Time Branch Manager to join our team at the Copley Place branch located in Boston, MA.
Essential Functions:
Ensure staff follow practices and regulations in the Retail Policy Procedure Manual
Provide excellent customer service to store's clients
Ensure store reaches the maximum performance in line with the budget
Help to organize and ensure full training is carried out with all new employees
Ensure appearance of branch is neat and tidy at all times
Assist in ensuring adherence to CXI's retail security policies at all times
Help in all ways to control operation and staff costs in branch
Ensure all Money Laundering and Compliance regulations are adhered to at all times
Ensure all inventories are reconciled on a daily basis in line with procedures
Maintain adequate inventories of foreign and US Dollar currencies are maintained to support regular seasonal volumes
Maintain sufficient stocks of foreign and US currency through wholesale inventory ordering
Keep accurate and detailed records of all transactions, expenses, and inventory levels for accounting purposes
Maintain excellent working relationship between CXI and the landlord for the facility we lease our branch location from
Marketing of the branch through referral flyer distribution, web marketing, and check cashing flyer distribution
Our Competencies:
Business Insight
Decision Quality
Optimizes Work Processes
Navigating Challenging Conversations
Builds Effective Teams
Functional Management Skills
Schedule:
40 hours per week
Available to work Monday-Friday 9:00 AM to 5:00 PM (Coverage may be needed other days if call outs occur).
Benefits:
Public Transportation Commute Reimbursement to and from work (Toll/Metro/ Bus)
2 weeks of paid vacation (accrued in accordance with Company policy and able to use upon commencement of employment)
1 week of paid sick leave (can be used as vacation time) (accrued in accordance with Company policy and upon commencement of employment)
Short and long-term disability, fully paid by CXI (after 90 days of employment)
Competitive healthcare benefits (first of the month after 60 days of employment)
Eligibility to enroll in our 401K Plan, company match up to 5% (first of the month after 60 days of employment)
$50 Monthly Cell Phone Reimbursement
Currency Exchange International is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, religion, color, sex (including pregnancy and gender identity), sexual orientation, parental status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, any other non-merit based factor or any other characteristic protected by applicable federal, state or local laws. Our leadership team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. If you'd like more information about your EEO rights as an applicant under the law, please visit *****************************************