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Assistant Branch Manager

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Job Description - Assistant Branch Manager

Description

About Bankwell:

Bankwell is a community bank that serves the lending and banking needs of businesses and residents throughout Connecticut. We strive to create a world class experience for our customers and provide high touch, high tech and high quality financial services throughout our footprint. Our mission is to provide outstanding service and give back to the communities we serve. More about Bankwell can be found at www.mybankwell.com.

Summary of Position:

The Assistant Branch Manager is a multi-functional role with diverse responsibilities within the Retail Branch. This individual will be responsible for opening new accounts, managing customer account maintenance and servicing, as well as conducting customer transactions and assisting with the management of the branch cash and vault. In the absence of Business Development Manager or Branch Manager, the Assistant Branch Manager is responsible for managing the branch. In addition, the Assistant Branch Manager will uncover additional banking needs of the customer to deepen and enhance the relationship. All customers should be made aware of digital and online tools to enhance the Bankwell experience. Responsibilities include, but are not limited to the following:

  • Managing customer retention and deposit outflow through the following:
  • Deepening relationships with existing customers
  • Actively listening to the customer to assess and meet needs 
  • Handling routine inquires and serving as a filter for customer feedback
  • Processing customer transactions in an accurate and timely manner
  • Performing all sales and customer transaction responsibilities
  • Promoting bank products and services by understanding the diverse needs of each customer
  • Proactively assisting in coaching the branch staff to have better consultative conversations
  • Leading by example by greeting lobby customers
  • Ensuring daily activities comply with applicable regulations, policies, and procedures
  • Maintaining vault and ATM cash within required limits
  • Obtaining all necessary information and documentation for new accounts
  • Assisting with daily, weekly, and monthly branch and ATM reconciliations, balancing of general ledgers, and other operational duties including audits, etc.
  • Assisting in opening and closing the branch
  • Performing other duties as required

Requirements

Qualifications, Knowledge, Skills, and/or Abilities:

  • Minimum of 3 years of relevant experience in consumer, business banking, or retail services
  • Strong sense of integrity and personal ethics
  • Working knowledge of Microsoft Office, Windows-based computer systems, as well as digital and online banking services used in the industry
  • Detail oriented with the ability to handle confidential and sensitive information
  • Excellent verbal and written skills
  • Digital fluency
  • Customer service skills or prior quality sales experience
  • Strong communications
  • Problem solving, task completion, and customer focus
  • Interpersonal skills are a must, with the ability to deal with difficult situations and customers
  • Must be a team player 
  • Cash handling, processing and mathematical skills
  • Ability to lift up to 10 pounds occasionally and or a negligible amount of lifting frequently or constantly to move objects
  • Willingness to work alternating shifts and Saturdays

This job description is a general description of essential job functions. It is not intended as an employment contract, nor is it intended to describe all duties someone in this position may perform. All employees are expected to perform tasks assigned by supervisory personnel, regardless of job titles or routine job duties.

Bankwell is committed to a policy of Equal Employment Opportunity and will not discriminate against any applicant or employee on the basis of race, color, religion, sex, sexual orientation, national origin or ancestry, age, physical or mental disability, veteran or military status, marital status, or any other legally recognized protected basis under federal, state or local laws.

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