Assistant Branch Manager

Ascend Bank; Branford (CT); On-site; USD 65,000 - 90,000; Full time

Job summary

Ascend Bank is seeking an Assistant Branch Manager to oversee a Branford, CT branch. The role focuses on client experience, daily operations, staff development, and compliance with bank policies.

Responsibilities include strategic planning with the Branch Manager, driving growth, and maintaining strong community ties. Candidates should have 3–5 years of related experience and proficiency in MS Office; bilingual Spanish is a plus.

Qualifications

• Three to five years of similar or related experience.
• Proficiency in MS Office Suite, specifically Word, Excel and PowerPoint.

Responsibilities

• Lead and collaborate with Branch Manager on strategic plans to drive growth and hit targets.
• Motivate Universal Banker staff to deliver excellent client service and achieve goals.
• Foster a positive work environment that supports development.
• Build strong client relationships with local businesses and community members.
• Address inquiries and escalations promptly and professionally.
• Ensure compliance with banking regulations, policies, and procedures.
• Monitor branch performance metrics and assist with staff evaluations.
• Utilize CRM to analyze client interactions and identify opportunities.

Skills

Leadership

Client service

Relationship management

Strategic thinking

Communication

Team motivation

Coaching and development

Education

Two-year college degree

Business/trade school certification

Tools

MS Office

CRM platform

Job description

As part of the Retail Branch Management team, the Assistant Branch Manager is accountable for client service delivery and overall operations of a branch office. The position requires strong leadership ability in the areas of client experience, employee development and retention, client relationship development, retail sales, loss mitigation, and compliance with Bank policies, procedures and quality standards.

RESPONSIBILITIES

Strategic Leadership

• Collaborate with Branch Manager on development and implementation of strategic plans to drive business growth and achieve financial targets.
• Lead and motivate Universal Banker staff to exceed performance goals and deliver exceptional Client service.
• Foster a positive and collaborative work environment that encourages teamwork and professional development.

Client Relationship Management

• Build and maintain strong relationships with Clients, local businesses, and community organizations through planned appointments with prospective and existing clients.
• Collaborate with branch staff to develop relationship building strategies to ensure goal attainment and maximum satisfaction.
• Address Client inquiries, concerns, and escalations in a timely and professional manner.

Risk Management and Compliance

• Ensure compliance with all banking regulations, policies, and procedures.
• Implement effective risk management practices to safeguard the bank's assets and reputation.
• Conduct regular audits and reviews to identify potential areas of risk or non-compliance and implement corrective actions as needed.

Performance Monitoring and Reporting

• Monitor branch performance metrics and key performance indicators (KPIs) to track progress towards goals.
• Collaborate with Branch Manager on staff performance evaluations, highlighting achievements, pipelines, challenges, and opportunities.
• Utilizing CRM platform to capture client interactions, analyze data to identify trends and opportunities for relationship building, process improvement, and operational efficiency.

Staff Development and Training

• Provide leadership and guidance to Universal Banker staff, fostering a culture of continuous learning and development.
• Identify training needs and coordinate training sessions to enhance employee skills and knowledge.
• Conduct regular performance evaluations and provide constructive feedback to support career growth and development.

Community Engagement and Outreach

• Represent the bank at community events, local business associations, and civic organizations to promote our brand and build relationships.
• Identify sponsorship and partnership opportunities that align with the bank's values and strategic objectives.
• Lead or participate in community service initiatives and volunteer activities to demonstrate our commitment to social responsibility.

LEADERSHIP PHILOSOPHY

• Empower & Support:Prioritize employees' growth by providing resources, mentorship, and opportunities for success.
• Lead with Integrity:Foster a culture of trust, transparency, and ethical decision‑making.
• Encourage Collaboration:Fostering an environment that leverages collaboration, innovation, and accountability to achieve strategic goals

The ability to use data, information, and communication technologies to find, evaluate, create, and communicate information, requiring both cognitive and technical skills

• Information, data, and content
• Teaching learning and self-development
• Communication, collaboration, and participation
• Digital identity, safety, and security
• Technical proficiency with all bank products
• Awareness and interest in new technology
• Creation, innovation, and research

DUTIES SUPERVISED: Branch Sales and Service, Branch Operations, Safe Deposit

POSITIONS SUPERVISED: Senior Universal Bankers, Universal Bankers, Tellers.

EXPERIENCE: Three to five years of similar or related experience. Proficiency in MS Office Suite, specifically WORD, EXCEL and PowerPoint.

EDUCATION: A two-year college degree or completion of a specialized course of study at a business or trade school. Bilingual proficiency (English/ Spanish) is considered a desirable attribute.

*Compensation: Compensation is based on our market pay structures. However, individual salaries are determined by a variety of factors including, but not limited to business considerations, local market conditions, and internal equity, as well as candidate qualifications, such as skills, education, and experience.

Ascend Bank is an equal opportunity employer and offers equal opportunity to all applicants for all positions without regard to race, color, religion, national origin, age, disability, and veteran status.

Applicants requiring reasonable accommodation in the application process should notify Human Resources.