Job Description
Position: Assistant Branch Manager II Float Department: Branch Administration Job Status: Full-Time FLSA Status: Non-Exempt Grade: 9 Reports to: Branch Manager Amount of Travel Required: Travel as Required Positions Supervised: Branch Personnel POSITION SUMMARY Supports branch manager by providing customer service in all areas and overseeing teller line to ensure efficient service and satisfied customers. Assists in leading and managing a mid-size branch, the branch level is based on the following key components: Branch Deposits, Staff FTE, Teller Transaction Volume, Sales Expectations, Market Opportunity and Specialty Programs. ESSENTIAL FUNCTIONS Applies the Westfield Bank Service and Sales Process during customer interaction to acquire and enhance customer relationships. Adheres to established Westfield Bank customer service standards. Assigns work, provides training and guidance and advises subordinates as necessary. Resolving routine personnel problems. Assists Management Team in various administrative and supervisory duties. Answer credit inquiries, accept applications and close consumer loans. Provides support and input for internal incentive programs created for branch. Opens new accounts and performs account and person maintenance as needed. Obtains NMLS to take home equity loans or line applications and serve as a liaison between the customer and Loan Operations until loan closes. Resolves customer problems. Assist customers with Safe Deposit. Achieves specialty program goals as assigned. Must obtain official designations/certifications as required (i.e. notary public, medallion, etc.). Performs higher level specialty function as designated. Must complete BSA, AML, and other Regulatory and Continuing Education as assigned. Must adhere to all bank and regulatory policies and procedures specific to position. Performs additional duties as requested. POSITION QUALIFICATIONS Competencies Customer Relations Decision Making/Judgment Management Effectiveness Leadership Quality Sales Skills & Activity Education/Experience/Skills High School Diploma or GED required. Associates Degree Preferred. Previous sales, customer service and supervisory experience required. PHYSICAL DEMANDS Physical Demands Stand: O (Occasionally) Walk: O (Occasionally) Sit: F (Frequently) Handling / Fingering: F (Frequently) Reach Outward: F (Frequently) Reach Above Shoulder: O (Occasionally) Climb: O (Occasionally) Crawl: O (Occasionally) Squat or Kneel: O (Occasionally) Bend: O (Occasionally) Lift/Carry 10 lbs or less: F (Frequently) 11-20 lbs: F (Frequently) 21-50 lbs: O (Occasionally) 51-100 lbs: N (Not Applicable) Over 100 lbs: N (Not Applicable) Push/Pull 12 lbs or less: O (Occasionally) 13-25 lbs: O (Occasionally) 26-40 lbs: O (Occasionally 41-100 lbs: O (Occasionally) N (Not Applicable) Activity is not applicable to this occupation. O (Occasionally) Occupation requires this activity up to 33% of the time (0-2.5+ hrs/day) F (Frequently) Occupation requires this activity from 33%-66% of the time (2.5-5.5+ hrs/day) C (Constantly) Occupation requires this activity more than 66% of the time (5.5+ hrs/day) Other Physical Requirements None. Westfield Bank has reviewed this job description to ensure that essential functions and basic duties have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.