ASSISTANT BRANCH MANAGER JOB DESCRIPTION

Running a retail branch without a capable second-in-command means compliance gaps go unaddressed and teller performance drifts. An Assistant Branch Manager carries direct accountability for daily branch operations, vault auditing, teller line supervision, and consumer lending support, within the regulatory framework governing federally insured depository institutions, including the Bank Secrecy Act. The scope spans people leadership and operational soundness in equal measure. No two days are identical.

As the Assistant Branch Manager, you oversee branch operations and lead the teller and personal banking team to meet sales, service, and compliance objectives, while the Branch Manager drives broader market strategy. You support a team that may include Tellers, Head Tellers, and Universal Bankers, carrying full supervisory authority in the Branch Manager's absence and serving as the primary escalation point for complex member or customer issues.

Career Impact: Branch-level operations leadership in a federally regulated depository environment builds the compliance and P&L fluency required to advance to Branch Manager within the retail banking track.

Business Impact: The daily decisions this role makes on overdraft risk, teller referral quality, and audit accuracy determine whether a branch passes regulatory examination and retains deposit relationships.

Growth Opportunity: Demonstrated performance in consumer lending support and team development expands eligibility for Branch Manager roles and regional operations positions that require both supervisory and credit credentials.

• Oversee daily branch operations, including vault and teller cash auditing, negotiable items handling, and branch opening and closing procedures.
• Supervise and develop teller line staff through regular coaching, performance feedback, and disciplinary action in alignment with policy.
• Monitor branch sales and service goals using KPI reports, identifying performance gaps and executing corrective action plans.
• Process and support consumer loan applications, new account openings, and credit-related inquiries when platform coverage is required.
• Enforce compliance with applicable regulations, including Bank Secrecy Act requirements, Patriot Act obligations, and internal audit standards.
• Partner with the Branch Manager on staffing decisions, including scheduling, recruitment support, and performance appraisals.
• Resolve escalated customer and member complaints, researching account issues and communicating outcomes within established guidelines.
• Identify and mitigate branch risk exposures, including identity theft indicators, overdraft patterns, and security procedure adherence.

• Bachelor's degree in business, finance, or a related field, or equivalent work experience.
• 2 or more years of retail banking or credit union experience, with demonstrated exposure to teller operations and consumer lending.
• Minimum 1 year of supervisory or team leadership experience, including coaching and performance management.
• Working knowledge of branch compliance requirements, including Bank Secrecy Act, Patriot Act, and OFAC obligations.
• Demonstrated ability to analyse KPI and financial reports and translate findings into team-level action.
• Strong written and verbal communication skills, with the ability to manage member or customer conflict professionally.
• Proven cross-selling and referral skills across deposit and loan product lines.
• Proficiency in standard office software and branch banking operating systems.

• Active Notary licence or eligibility to obtain one within 90 days of hire, as required for branch transaction support.
• Experience with consumer loan underwriting within established loan officer authority limits.
• Familiarity with CRM platforms used in retail banking environments.
• Bilingual fluency, particularly in Spanish, reflecting the membership demographics served by many community branches.

• Teller line audit pass rate, measuring accuracy and documentation compliance across vault and cash reconciliation.
• Branch referral conversion ratio, tracking how consistently teller-generated referrals result in opened loan or deposit accounts.
• Consumer loan processing turnaround time, reflecting responsiveness within the credit-granting workflow.
• Overdraft recovery and risk mitigation rate, indicating effectiveness of branch-level fraud and loss prevention controls.
• Employee retention and coaching frequency, as a measure of sustained supervisory engagement with the teller team.
• Typical tools: Core banking platforms (commonly Fiserv or Jack Henry); office productivity suites (commonly Microsoft 365)

• Base Salary Range: $55,000 to $80,000 annually, depending on market and institution size
• Bonus: Annual incentive of 5% to 15% of base, tied to branch sales and service goals
• Equity: Not typical at this level in retail banking
• Health Benefits: Medical, dental, and vision coverage; employer contribution standard
• PTO: 15 to 20 days annually, plus federal banking holidays
• Common Perks: Employee banking benefits, tuition assistance, and 401(k) with employer match

Figures are estimates based on general US market benchmarks and may be outdated. Adjust based on location, company size, and seniority level.

Employment at any institution using this template is contingent upon successful completion of a background check, which may include review of credit history relevant to financial services roles. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other characteristic protected under applicable federal, state, or local law. Applicants requiring a reasonable accommodation during the application or hiring process should notify the hiring team directly. Candidates must be authorized to work in the United States without employer sponsorship.

The Assistant Branch Manager leads branch operations across the teller line, lobby, and compliance functions, supervising and developing a team that may include Tellers, Personal Bankers, and Head Tellers. Working within the branch's sales and service framework, this role reports to branch leadership and supports the bank's goals by retaining customer relationships and ensuring ethical, operationally sound performance.

Key Responsibilities

• Maintains working knowledge of all products, services, policies, and procedures.
• Supervises branch operations including the lobby and teller line, establishing staffing schedules, performing audits, evaluating employee performance, and monitoring compliance.
• Recruits, trains, coaches, leads, schedules, motivates, and evaluates a team that may include Tellers, Personal Bankers, Universal Bankers, Head Tellers, and Travel Bankers.
• Optimises use of resources to meet the operational needs of the branch.
• Demonstrates effective sales strategies to attract, expand, and retain customer relationships.
• Guides the team to achieve sales objectives through action planning.
• Oversees the customer experience within the branch, assessing customer and employee feedback, identifying opportunities for improvement, and researching and resolving complex problems.
• Manages branch safety, security, and compliance.
• Protects against criminal or fraudulent activity, risk, and exposure.
• Performs regular audits of vault and teller cash with proper documentation.
• Represents the bank in business development efforts and at networking and community functions.
• Leads or co-facilitates training and staff meetings.
• Provides backup support to other branches as needed.
• Approves policy exceptions within authorised limits.
• Achieves branch objectives and sales and service goals as set by leadership.
• Practices ethical sales behaviours in accordance with core values of integrity and honesty.
• Acts in the best interest of the customer when offering additional products and services.

Required Qualifications

• High School Diploma or GED required.
• Bachelor's degree in business or a related field preferred.
• 3 or more years of retail banking experience.
• Supervisory or leadership experience.
• Successful sales management and business development experience.
• Experience in branch operations.
• Experience in consumer credit.
• Knowledge of branch operations, banking policies, and procedures.
• Intermediate proficiency in Google Docs and Microsoft Office products.
• Strong written and verbal communication skills.
• Highly motivated with the ability to develop and maintain collaborative relationships.

Embedded within the brokerage office, the Assistant Branch Manager works closely with the Branch Manager to implement a management system that maximises office profitability and ensures the continued success of sales associates through recruiting, coaching, and development. Working closely with sales associates and support staff across mortgage, title, insurance, and relocation services, this role advances the Coldwell Banker culture by building market share and ensuring compliance with industry and employment regulations.

Core Functions

• Recruits, acquires, and retains productive sales associates.
• Supports the recruitment process for the brokerage office.
• Provides front-line support in the execution of retention strategies to retain top producers and performers.
• Coaches, motivates, and develops sales associates and staff using all available tools, including prospecting, technology, and business development programs.
• Manages within budget and financial forecasts for the branch office.
• Leverages industry relationships to promote the brand, support sales associates, and increase market share.
• Supports initiatives for driving penetration of preferred services, including mortgage, title, home warranty, insurance, and relocation, to meet or exceed yearly assigned goals.
• Ensures compliance with company policies and procedures, industry and employment regulations, and state and federal laws, including RESPA and Fair Housing Standards.
• Recruits, interviews, and hires all support staff positions.
• Conducts ongoing training and development of staff.
• Prepares staff schedules and reviews and approves time cards.
• Conducts annual performance reviews.

Qualifications & Experience

• Three or more years of experience selling real estate required.
• Active Real Estate Licence required.
• Working knowledge of business and financial acumen, including demonstrated P&L understanding.
• Experience in training, coaching, and leading people, groups, and organisations preferred.
• Proficient in Microsoft Office programs, including Outlook, Word, Excel, PowerPoint, and Publisher, and Adobe programs, including Adobe Acrobat.
• Technologically proficient across various operating systems on PCs and Macs.
• Ability to navigate computer software and hardware and learn new programs as needed.
• Exceptional presentation and public speaking skills with impeccable grammar, both verbal and written.

Reporting to branch leadership, the Assistant Branch Manager maintains operational soundness across the branch while managing a team responsible for exceptional customer service standards and revenue generation. Partnering with cross-functional business units to resolve member issues and grow member relationships, this role delivers measurable business impact by using KPIs and data analytics to identify performance gaps and drive strategic direction.

Primary Duties

• Handles and oversees daily branch operations, including cash and vault balancing, negotiable items, and audits.
• Partners with the Manager to develop a team of highly motivated, results-oriented employees through effective leadership practices and ensures adequate staffing levels to maintain efficient team performance.
• Communicates performance expectations, plans, monitors, and appraises job results, and coaches, counsels, and disciplines employees.
• Maintains and enforces systems, policies, procedures, and productivity standards.
• Uses KPIs and reports to analyse performance, identify gaps in the business, and take action to resolve them.
• Ensures member service projects and change initiatives meet objectives on time and on budget.
• Partners with other business units to resolve member issues or grow member relationships and actively participates in cross-functional meetings.
• Researches, resolves, and communicates operational issues and potential problems to leadership and other business units.
• Identifies, manages, and mitigates risk within the branch, including identity theft and overdrafts.
• Manages vendor relationships to support operational excellence and member service levels.

Skills & Qualifications

• Bachelor's degree preferred.
• Minimum 1 year of experience in retail financial services.
• Proven track record in deepening and acquiring member relationships.
• Minimum 6 months of experience leading people or teams, including coaching, development, and performance management.
• Ability to use data and analytical information to gain insights and drive strategic direction.
• Ability to work autonomously, manage time effectively, and prioritise work appropriately to meet deadlines.
• Working knowledge of Microsoft Office Suite.
• Familiarity with CRM software preferred.
• Strong business communication skills, both written and verbal.
• Proven people management and development skills, with the ability to provide frequent and valuable performance feedback.

Sitting at the intersection of branch operations and inventory management, the Assistant Branch Manager supports daily branch financial performance by reviewing management reports, managing staffing, and overseeing inventory levels to maximise sales. Operating across customer service, compliance, and logistics functions, this role contributes to P&L outcomes by ensuring accurate order fulfilment, adherence to safety and loss prevention standards, and sound financial controls.

Duties

• Assists in developing and implementing the branch market plan based on market conditions, branch mission, and financial and budget objectives.
• Verifies all transactions are handled properly through the branch computer operating system.
• Ensures customers are serviced appropriately and professionally by responding to questions and complaints and ensuring all orders are accurately prepared and records are maintained.
• Maintains branch inventory levels to maximise sales and inventory turns.
• Complies with company safety standards, loss prevention, and security practices and confirms these are followed by all branch employees.
• Assists with daily bank deposits.
• Reviews management and financial reports frequently to optimise branch financial performance.
• Determines staffing needs, recruits branch employees with proper approval, and establishes work schedules.
• Performs basic math calculations and financial ratios relative to a P&L.

Requirements

• High School Diploma or equivalent.
• Bachelor's Degree preferred.
• Legally authorised to work in the country of employment without requiring sponsorship.
• Previous experience in a customer service-related role.
• Ability to lift and carry up to 50 lbs frequently.
• Ability to operate a computer and communicate via telephone.
• Ability to read, write, and communicate in English.
• Ability to work in areas where toxic, flammable, and hazardous materials are present.

A key member of the city operations team, the Assistant Branch Manager shapes incoming and completed order volume every month while organising promotional campaigns and identifying new advertising placement opportunities. Collaborating across advertising agencies, city councils, and potential delivery partners, this role builds the branch's market presence and expands its partner network to drive sustained business growth.

Functions

• Increases incoming and completed orders in the city every month.
• Works with advertising agencies on ordering advertising materials and installing outdoor advertising.
• Searches for new advertising placement opportunities.
• Organises and conducts promotional campaigns.
• Searches for and attracts potential partners in the delivery business.
• Interacts with the city council.

Experience & Qualifications

• Experience in marketing, including organisation and participation in product, sales, or brand promotion and calculating advertising budgets.
• Experience in personnel management.
• Knowledge of English at B2 level or higher.
• Excellent communication skills and ability to engage with people at all levels.
• Goal-oriented with the ability to work independently and under pressure.
• Autonomy and desire to solve complex problems.

Regulatory compliance and trade oversight at the branch level depend on the Assistant Branch Manager, who collaborates with the Branch Manager to conduct daily, weekly, and monthly reviews of transactions and retail activity to detect violations of applicable regulatory rules. Based within Raymond James Ltd.'s Toronto branch, this role serves as a key operational and compliance resource for Financial Advisors and support staff, enabling the branch to meet business objectives and maintain standards of service quality.

Accountabilities

• Collaborates with the Branch Manager to conduct daily, weekly, and monthly reviews of transactions and retail activity to detect violations of applicable regulatory rules.
• Reviews, approves, or rejects trade and error corrections, new account applications, material updates to existing accounts, and advertising materials.
• Designs and implements practice management initiatives to provide advisor teams with the tools needed for continued success.
• Works closely with advisor teams in business planning meetings.
• Responds to requests from Financial Advisors and support staff on compliance issues.
• Maintains working knowledge of industry rules and regulations, and relevant policies and procedures.
• Provides ongoing education to advisors on existing and new regulations governing retail activity.
• Provides backup support to Financial Advisors, including assisting with trade entries.
• Assists with the completion of internal and external compliance audits.
• Supervises branch administrative staff and manages human resources issues.
• Assists Financial Advisors and Sales Assistants with work concerns and interactions with back-office operations to facilitate client support.
• Develops and maintains necessary records and controls to ensure efficient branch operation.
• Reviews all new account documentation before it is signed by the Branch Manager.
• Assists the Branch Manager in achieving business objectives, including preparation of branch budgets, review of month-end financial reports, and resolution of variances.
• Escalates issues to the Branch Manager as needed.

Technical Qualifications

• Diploma, degree, or equivalent combination of experience, education, and training.
• Successful completion of the Canadian Securities Course and the Conduct and Practices Handbook.
• Successful completion of Registered Representative licensing is a definite asset.
• 3 to 5 years of experience in the investment brokerage or financial services industry.
• Previous supervisory or management experience is an asset.
• Proficiency in MS Word, Excel, and Outlook.
• Ability to organise, manage, and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced environment.
• Excellent written and verbal communication skills with well-developed interpersonal skills.
• Ability to handle confidential information with tact and discretion.
• Excellent decision-making, problem-solving, and proactive thinking skills.
• Strong organisational, multi-tasking, and prioritising skills with attention to detail.
• Ability to work effectively both independently and within a team.

As the Assistant Branch Manager II, this role leads a team in collaboration with the Branch Manager to recruit top talent and coach associates toward high performance, long-term career development, and customer success across all facets of branch operations. The operations team relies on this work to achieve excellence in inventory management, team development, and overall financial performance and growth at SiteOne Landscape Supply.

Activities

• Leads a team in collaboration with the Branch Manager, recruiting top talent and actively coaching and mentoring associates to achieve high performance and long-term career development.
• Trains and coaches all branch associates in customer value best practices and facilitates a culture of customer success.
• Promotes an incident-free environment by emphasising safety daily, leading by example, and executing safety policies.
• Implements strategy to achieve goals and monitors key performance metrics to assess daily, weekly, and monthly progress and track improvement initiatives.
• Reviews performance metrics with the Branch Manager to continuously adjust strategies in light of changing market conditions.

Position Requirements

• High School diploma or equivalent required.
• Higher education degree preferred.
• 3 to 5 years of managerial experience, including leadership, issue management, motivation, and team building preferred.
• Knowledge of sales and operations planning processes.
• Working knowledge of accounting fundamentals.
• Knowledge of market preferences, competition, regulations, and trends.
• Excellent communication, customer service, and leadership skills.

Assistant Branch Manager delivers sales leadership for tellers across inside and outside sales efforts while identifying and addressing client needs through new accounts, consumer loans, and referrals to commercial lending products. Success in the position means partnering with the Branch Manager on hiring, coaching, and discipline decisions while maintaining thorough knowledge of banking processes, regulations, and products to drive branch performance at Zions Bank.

Operational Focus

• Assists in achieving branch strategic goals through personal production and oversight of inside sales and service.
• Identifies and addresses client needs, providing solutions that include new accounts, consumer loans, and client service issue resolution.
• Makes appropriate referrals for other bank products and services, including commercial lending products.
• Ensures tellers are properly trained and able to refer prospects and clients to other bank products and services.
• Provides sales leadership for tellers, overseeing both inside and outside sales efforts.
• Coaches, mentors, and monitors service levels of tellers within the branch.
• Partners with the Branch Manager on hiring, coaching, and discipline decisions.

Knowledge Skills & Abilities

• Associate's degree or equivalent.
• 2 or more years of retail banking, sales, new accounts, customer service, loan processes, or directly related experience required.
• Managerial experience preferred.
• Knowledge of the banking industry, processes, procedures, regulations, and products.
• Knowledge of lending processes and procedures.
• Strong customer service, relationship-building, sales, and management skills.
• Ability to handle various client concerns and problems.
• Proficiency in computer programs, including word processing and spreadsheets.
• Good verbal and written communication skills.

The Assistant Branch Manager owns branch operations by keeping operations running smoothly, ensuring compliance with regulations and policies, and motivating and retaining staff at Provident Credit Union's Palo Alto Branch. Working with branch personnel and reporting to branch leadership, this role produces measurable outcomes in assets, liabilities, and member service quality by applying management expertise and up-to-date knowledge of financial products.

Key Deliverables

• Excels at sales, service, and revenue goals.
• Generates sales in assets and liabilities.
• Keeps branch operations running smoothly.
• Shares knowledge and skills with the team.
• Minimises the branch's risk exposure.
• Ensures compliance with regulations and policies.
• Motivates and retains staff.

Professional Experience

• College degree or equivalent financial services work experience.
• At least 1 year of management or supervisory experience in the banking industry.
• Notary licence or the ability to obtain a Notary licence within 90 days of hire.
• Excellent customer service skills.
• Excellent written communication skills.
• Knowledge of Microsoft Word, Excel, and fundamental computer skills.

Reporting to the Branch Manager, the Assistant Branch Manager develops staff work schedules, underwrites consumer loans, and audits daily work to ensure compliance with policy and applicable laws, including the Bank Secrecy Act and Patriot Act. Working alongside the branch team and serving members directly, this role strengthens credit union operations by processing new accounts, cross-servicing financial products, and providing constructive feedback on personnel issues to support branch goals.

Areas of Ownership

• Performs work requiring the use of sound judgment and discretion in making decisions to satisfy member and staff needs, within established guidelines, procedures, and regulations.
• Serves as a positive role model in providing quality member service and professional communications, including the ability to discuss loan alternatives and denials and respond proactively and promptly to member inquiries and issues.
• Provides the Branch Manager with constructive feedback on personnel issues and participates in the hiring, training, appraisal, and disciplinary processes.
• Assists in devising the staff work, lunch, and break schedule, making adjustments as dictated by workflow, training, meetings, and office hours.
• Assists with the preparation of branch goals, production reports, cross-service results, and transactional activities using credit union software and systems.
• Audits daily work and system reports to ensure compliance with policy and procedures and implements security and safety procedures to prevent loss.
• Processes and may underwrite consumer loans based on loan officer limits, using knowledge of loan policy and credit-granting criteria, and opens new accounts by applying knowledge of loan and deposit rates, required documentation, and related procedures.
• Complies with applicable laws and regulations, including the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

Education & Experience

• Lead or supervisory background within a financial institution retail environment, with in-branch operations experience desirable.
• Familiarity with standard concepts, practices, and procedures within a credit union or related field.
• Working knowledge of consumer loans and financial products and services preferred.
• Proficiency in Windows-based programs.
• Ability to act as Notary and Medallion Signature Guarantor for the branch office.
• Effective cross-servicing, multi-tasking, organisation, and analytical skills.
• Effective leadership and coaching skills.
• Excellent verbal, written, and interpersonal skills.
• Ability to speak Spanish preferred.

Reporting to the Branch Manager, the Assistant Branch Manager coordinates daily sales meetings, tracks daily and monthly sales goals for branch personnel, and leads telemarketing efforts to ensure clients receive the highest quality product knowledge and service. Partnering with branch associates across community-based business and social programmes, this role advances the branch's revenue performance by developing personnel in cross-selling, goal attainment, and regulatory compliance.

Role Responsibilities

• Actively supports and participates in branch promotions and community programs to build business relationships with current and prospective clients.
• Meets assigned individual monthly sales and referral goals, including budget deposit goals and deposit stretch goals, and ensures the branch meets monthly sales goals.
• Leads telemarketing and follow-up sales duties to ensure clients receive the highest quality product knowledge and service.
• Understands and accurately communicates deposit and loan products, quotes rates, and performs payment calculations for clients.
• Understands the features and benefits of the bank's products and services and trains and motivates personnel to cross-sell those products and services.
• Works with the Branch Manager to develop and implement daily actions to proactively meet sales goals and objectives.
• Conducts daily quick-start sales meetings and weekly and monthly sales production meetings with branch personnel in cooperation with the Branch Manager.
• Tracks daily, weekly, monthly, and annual sales goals for branch personnel.
• Participates in business development activities, including community-based business and social programmes.
• Encourages each branch associate to achieve top performance.

Background & Experience

• High School Diploma, GED, or equivalent.
• 5 or more years of banking experience with previous operations, new accounts, and teller experience.
• At least 2 years of supervisory experience.
• Proven leadership capabilities with an extensive background in customer service and sales.
• Knowledge of branch operations, lending, and sales techniques.
• Thorough understanding of goal setting and personnel development techniques.
• Ability to read financial statements, bank statements, and budgets.
• Thorough understanding of regulatory compliance.
• Excellent math skills.

Sitting at the intersection of customer service and vehicle sales operations, the Assistant Branch Manager coaches a team to achieve performance objectives and oversees the planning of human, material, and economic resources across day-to-day dealership transactions. Operating across administrative, sales, and inventory functions while reporting to the Branch Manager, this role advances customer loyalty and branch efficiency by delivering an exceptional experience and ensuring smooth execution of vehicle purchase transactions.

Job Functions

• Coaches a team to achieve performance objectives.
• Offers an exceptional customer experience and boosts customer loyalty.
• Oversees the planning of human, material, and economic resources.
• Answers customer questions and provides advice on products and services.
• Performs transactions related to the purchase of vehicles.
• Controls inventories and the quality of cars.
• Operates the cash register and carries out day-to-day transactions.
• Proceeds with various administrative tasks.

Minimum Qualifications

• At least 2 years of experience in customer service.
• At least 1 year of experience in team management with demonstrated leadership.
• Ability to learn quickly and multi-task.
• Solid stress management skills.
• Resourceful and detail-oriented.
• Team player with the ability to connect with and help others.