Assistant Branch Manager
Status: Exempt, Full-time.
Pay Rate: Commensurate with experience.
Reports to: Branch Manager
Locations: Nashville, TN
C3Bank, N.A., a premier business and commercial real estate bank located in Encinitas, California, is seeking an Assistant Branch Manager for our Nashville, TN location. Our culture is built on a foundation of customer service as we Connect stories, Create the future, and Cultivate relationships. Internally our employees strive to support our customers through a high degree of integrity, strong work ethic, knowledge of bank products and services while working as a team and promoting togetherness and a supportive culture. C3bank fosters a great working culture for employees to grow and flourish.
Job Summary:
Under the direct management of the Branch Manager, the Assistant Branch Manager will assist with the overall operation of the branch and assume responsibility for the branch when the Branch Manager is absent. This high-contact individual requires an ability to communicate effectively with prospective and current customers as well as bank staff at all levels and to represent the bank in a positive and professional manner by exemplifying the Core Values. Under the guidance and direction of the Branch Manager, the Assistant Branch Manager will ensure the retail banking office staff provides excellent customer service, ensures compliance with established Bank policies and procedures, and conforms to all state and federal banking regulations. The Assistant Branch Manager will be an efficient, organized individual with the ability to perform complex tasks in a timely manner and multi-task without direct supervision. All employees should embrace C3bank’s mission statement and incorporate it into their daily interactions.
Primary Responsibilities:
- Responsible for supporting the growth and profitability of the bank by providing excellent customer service, maintaining the existing customer base, cross-selling products and services and controlling office expenses.
- Assist the Branch Manager in supervising the retail operations staff by providing day-to-day coaching and training, participating in periodic verbal reviews and providing input into annual performance evaluations. This supervision will also include ensuring the bank’s balancing and attendance standards are met, providing verbal and written disciplinary action when warranted. Review of staff time sheets to ensure that hours worked are recorded correctly and overtime expenses are controlled.
- Assist the Branch Manager in achieving assigned branch deposit goals by providing staff coaching to cross-selling bank products and services. Encourage staff referrals for online banking, merchant bankcard services and other available bank products and services.
- Ensure bank policy and procedures are followed to ensure compliance and the security of the office, including but not limited to, following prescribed opening and closing procedures, reviewing and adhering to signing authority limits, and maintaining control of keys, combinations and alarm codes.
- Assist the Branch Manager in overseeing the branch cash administration, including but not limited to, providing tellers with cash-limit cards, daily office cash balancing, ensuring the office cash limits are not exceeded and following proper procedures on occasions when limits are exceeded, compliance to cash handling procedures.
- Assist the Branch Manager in reviewing and processing daily reports, including but not limited to, NSF transactions, large currency transactions, non-posted transactions, statement of condition, deficit balance, new accounts and account maintenance.
- Assist in reviewing and approving large transactions within assigned limits.
- Assist with training new branch staff and cross-training and development of existing staff in all operations functions and duties. Ensure that office staff is aware of online compliance training - allowing them time to complete the required courses.
- Assist in the administration of branch certifications, in conjunction with the compliance calendar and certification checklist, ensuring that all regulatory requirements are met. Compile branch reports requested within the established timelines.
- Must demonstrate the knowledge of, adherence to, monitoring and responsibility for compliance with all state and federal laws and regulations affecting the financial services industry as they pertain to this position including but not limited to the following: Bank Secrecy Act in conjunction with the USA PATRIOT Act, Anti-Money Laundering and Customer Information Program, Customer Privacy requirements, Regulation D (Interest on Deposits), Regulation CC (Expedited Funds Availability Act), Regulation DD (Truth in Savings Act), Regulation E (Electronic Funds Transfers Act), Right to Financial Privacy Act, Identity Theft requirements, protecting customer Privacy and the Community Reinvestment Act, SCRA (Servicemembers Civil Relief Act).
- Assist the Branch Manager in conducting monthly meetings with office staff, which includes training in conjunction with the monthly compliance training calendar.
- Attend weekly, monthly and/or quarterly sales, staff development, strategic planning, compliance, and operations meetings as might be requested. Provide input to these meetings relative to knowledge and areas of expertise.
- Responsible for Escheatment Processing.
- Assist in providing manager staff coverage throughout the Bank network when needed.
- Attend community events to promote the bank and its services.
- Other miscellaneous duties as assigned.
- Independently responds to and assists customers with complex customer issues, transactions and/or inquiries.
- Inspection of CTR reporting and submission to BSA department.
- Train and develop staff on the full responsibilities within the branch roles.
- Accurately processes all teller transactions which include over the counter, night drop, courier, and bank by mail as needed.
- Perform Teller Difference Research as needed.
- Ensure all branch certification processes are completed monthly in a timely manner and check for accuracy prior to submission to the Director of Branch Operations.
- Reviews new account documentation and provide approval. Strong ability to open Personal and Business accounts.
- Knowledgeable in all aspects of opening and servicing of the new account (personal & business entity) and supersede processes including regulatory requirements, gathering of proper documentation, and the customer CIP, CDD and Beneficial Ownership processes, as applicable. Has a full understanding of products and services provided and cross sells products and services as needs and opportunities are recognized.
- Review and perform OFAC, Biz Chex, and ChexSystems inquiries.
- Responsible for adherence to the branch opening and closing procedures.
- Has supervisor responsibilities to make risk-based decisions within their assigned limits.
- Assist the Branch Manager in conducting monthly meetings with office staff, which includes training in conjunction with the monthly compliance training calendar.
- Attend weekly, monthly and/or quarterly sales, staff development, strategic planning, compliance, and operations meetings as might be requested. Provide input to these meetings relative to knowledge and areas of expertise.
- Assist in providing manager staff coverage throughout the Bank network when needed.
- Attend community events to promote the bank and its services.
- Will perform supervisor duties as needed.
- Will perform other duties as assigned.
Administrative
- Responsible for continuous training and development around job responsibilities.
- Incumbents may be assigned other duties as assigned by the Branch Manager or Director of Branch Operations.
Back-up Responsibilities
- Back-up the Sr. Branch Service Representative and Branch Operations Supervisor job duties, as needed.
Additional Responsibilities
- Provide great service to internal and external customers.
- Completion of required training assigned by due date.
- Comply with all C3bank Policy and Procedures.
- Duties will be conducted in accordance with all regulatory requirements including those specified in C3bank’s Policies and Procedures.
Superisory Responsibilities
- Providing necessary approvals within authority limits for various transactions.
- New Account Opening Approval.
- Will perform other duties as assigned
Knowledge and Skill Requirements:
Knowledge of, adherence to, monitoring and responsibility for compliance with state and federal laws and regulations affecting the financial services industry as they pertain to this position including but not limited to the following: Bank Secrecy Act in conjunction with the USA PATRIOT Act, Anti-Money Laundering and Customer Information Program, Customer Privacy requirements, protecting customer Privacy and the Community Reinvestment Act.
- Work requires great written and verbal communication.
- Great interpersonal skills.
- Work requires a willingness to work a flexible schedule.
- Time management, prioritizing, multi-tasking and communication skills.
Education and Experience Requirements:
Applicants must be able to perform each essential duty satisfactorily. The requirements listed below represent the minimum knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
- Minimum of 5+ years of banking experience.
- 2 years Supervisor experience within a banking or financial institution.
- Good organization skills.
- Detail oriented.
- Excellent time management, multi-tasking and communication skills.
- Ability to prioritize and identify responsibilities requiring immediate attention.
- Must be able to work in a team environment.
- Knowledge of basic math and problem solving.
- Basic computer knowledge including proficiency in Microsoft Word, Excel and Outlook.
- Knowledge of banking applications and operations.
- Must have a high school diploma or equivalent.
- Adherence to the Bank Secrecy Act and Anti-Money Laundering rules and regulations, observing economic sanctions by prohibiting transactions as specified by the Office of Foreign Asset Control (OFAC), following the bank’s customer identification program (CIP) rules, observing all Bank policies and procedures relating to BSA, OFAC, CIP, and related acts, and participation in ongoing related training.
Physical Demands:
The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
Must have effective verbal, written and listening communication skills. Ability to operate objects, tools or controls. This position involves sitting or standing for long periods of time and visual exposure to computer screens for extended periods of time. Must have the ability to read required documents and reports.
The individual in this position may be required to push, pull, lift and/or carry up to 25 pounds.
The noise level in the work environment is moderate.
APPLY NOW Please attach your resume and include any additional information you would like to be considered.
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