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Assistant Branch Manager

Company: Pathfinder Bank
Location: Liverpool
Posted on: September 25, 2022

Job Description:

Job DescriptionPathfinder Bank has been serving the Central New York community for over 160 years. Our main goal is to provide the members of our communities where we live, work and play with the excellent customer service that they deserve and have grown to expect. Our culture is built upon strong values, teamwork, commitment and service and it is the reason why clients and customers choose to trust us with their finances. If you have a strong commitment to your community with a passion for providing excellent customer service, then Pathfinder Bank may be just the right fit for you!

At Pathfinder Bank, we strive to be the local bank our community trusts. LOCAL: We have proudly served Central New York for over 150 years. Like our customers, we live, work and play here. That fact not only allows us to know our customers better, but gives our customers access to decision makers right here in Central New York. COMMUNITY: Our success is intertwined with the success of the communities we serve. For that reason, and because it is the right thing to do, we invest our resources, time, and talents in those communities. TRUST: Because we want to serve our local communities for another 150 years, we must earn the trust of our customers every day. We do that by being ethical, capable, honest, reliable and responsive. We do not sell products and services to our customers. We listen, and inquire, to determine our customers' needs. Then, with the help of a team of trusted advisors, we develop a program of services and products to uniquely satisfy those needs. Assistant Branch Manager Summary/ObjectivesProvides assistance to and participates with Branch Manager in the overall responsibility for the administration, operations, security, sales, staff development, compliance and customer service for the branch. Support branch personnel and manager. Build strong relationships with branch customers, community groups, and organizations. In the absence of the branch manager assumes the manager's responsibilities.Essential Functions1. Provide customer service to determine financial needs of new customers as referred by CSR's and business partners. Provide knowledgeable information on all products available and assist customer in determining the needs and benefits. Establish and open new and cross sell appropriate products meeting the customer's needs. Ensure sufficient follow-up is complete for customers. 2. Assist the Branch Manager in reviewing monthly branch sales activity. Identify variances to budget and assist in recommending and implementing any changes to branch sales and marketing strategies.3. Responsible for compliance/adherence to all policies, procedures and federal regulations in order to attain a satisfactory or better branch audit. Maintains confidentiality of all customer records and documents.4. Provide useful information regarding all consumer loan products in determining the needs of the customer. Process all applications (consumer and equity products) base on lending authority limits. Process all applications completely and accurately and see through to closing.5. Support branch operations as staffing issues dictate, including cash ordering, scheduling, contributing to performance reviews, discipline/praise, mentor and coach staff, and staffing issues. Be a backup to the CSR Supervisor.6. Create team atmosphere utilizing leadership and coaching skills, promoting branch growth, sales opportunities and encourage active participation by all staff. Encourage an open door policy to promote communication and effective feedback.7. Cooperates with all other bank departments to ensure that policies are implemented and followed properly in order to ensure the protection of employees as well as customer and Bank assets. Provide supervisory direction in the absence of the Branch Manager and support staff shortages by handling customer transactions as needed.Secondary Functions1. Attend all required branch meetings, bank business meetings and educational courses.2. Provide supervisory direction in the absence of the Branch Manager and support staff shortages by handling customer transactions as needed.3. Open and close branch when appropriate.4. Actively participate in sales contests. Act as support to the sales team, providing sales assistance and training to other staff as needed. Participate in and complete loan processing from application to closing. Competencies• Customer Service Expertise• Basic Computer Skills• Mathematics• Problem Solving• Teamwork• Communication Supervisory ResponsibilityOversee all branch operations in the absence of the Branch Manager to include approving expenditures, time sheets and all other pertinent documents requiring Branch Manager Approval. Direct supervision of FSR and CSRs.Work EnvironmentThis job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, printers and filing cabinets. Physical DemandsThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.While performing the duties of this job, the employee is regularly required to sit, stand, walk, stoop and kneel; use hands to keyboard, file, or handle objects; reach with hands and arms; and talk and hear. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 50 pounds.TravelIf necessary, travel will be primarily during the work day. Required Education, Experience and Qualifications• High school Diploma or equivalent.• 5+ years banking/ cash handling experience. • Attend all required branch meetings, bank business meetings and educational courses.• Provide supervisory direction in the absence of the Branch Manager and support staff shortages by handling customer transactions as needed.• Open and close branch when appropriate.• Actively participate in sales contests. Act as support to the sales team, providing sales assistance and training to other staff as needed. Participate in and complete loan processing from application to closing. • Three and a half years retail sales experience serving consumer or small business clients with two years leadership and coaching experience or Two and a half years financial sales and service experience with at least one year previous experience in a leadership and coaching role.Preferred Education, Experience and Qualifications• Professional Certificate & Bachelor's Degree in accounting, finance or business or 5 years' experience • Attend all required branch meetings, bank business meetings and educational courses.• Provide supervisory direction in the absence of the Branch Manager and support staff shortages by handling customer transactions as needed.• Open and close branch when appropriate.• Actively participate in sales contests. Act as support to the sales team, providing sales assistance and training to other staff as needed. Participate in and complete loan processing from application to closing. Other DutiesPlease note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job duties, responsibilities and activities may change at any time with or without notice.

Keywords: Pathfinder Bank, Syracuse , Assistant Branch Manager, Accounting, Auditing , Liverpool, New York

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