Assistant Branch Manager

First National Bank

Montrose (Susquehanna County)

On-site

USD 55,000 - 75,000

Full time

3 days ago
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Job summary

First National Bank is seeking an Assistant Branch Manager in Montrose, PA. You will support the branch and sales team, promote referrals, and ensure customer requests are handled professionally. The role emphasizes coaching staff, managing daily operations, and maintaining data quality for customers and referrals.

You will also assist with teller duties, adhere to bank policies, and contribute to risk management and compliance programs as part of the Retail unit.

Qualifications

  • High School or GED is required.
  • 2 years of related branch experience is expected.
  • Strong customer service and communication skills are essential.
  • Knowledge of banking policies, consumer products and services.
  • Sales and cross-selling experience is preferred.
  • Ability to work with PC software and basic office tools.
  • Familiarity with mortgage licensing system is a plus.

Responsibilities

  • Promotes the sales process through referral management and cross-selling of bank products.
  • Input and maintain accurate data for referrals, customers, and applicants.
  • Coach branch staff and monitor sales results and activity.
  • Coordinate daily operations: scheduling, opening/closing, supplies, vault cash.
  • Perform traditional teller transactions as needed.
  • Ensure compliance with policies and risk management expectations.
  • Support regulatory compliance and company procedures.

Skills

Customer service
Communication
Organizational skills
Attention to detail
PC software
MS Word
MS Excel
MS PowerPoint
Banking knowledge
Sales experience

Education

High School or GED

Job description

Primary Office Location: 281 Church Street, Suite B. Montrose, Pennsylvania. 18801.

Join our team. Make a difference - for us and for your future.

Position Title: Assistant Branch Manager

Business Unit: Retail

Reports to: Varies Based On Assignment

Position Overview:

This position is primarily responsible for consistently meeting any and all customer asks within the retail branch environment and assisting with the management of the branch and sales team.The incumbent will develop and maintain a personal referral network, execute branch leads according to consumer bank standards, perform successful execution of all customer transaction requests, and effective conversion of transactions to qualified sales or referral leads. Incumbent will adhere to all FNB policies, procedures, strategies, and Core Values.

Primary Responsibilities:

Promotes the sales process through referral management, leveraging sales leads, outbound calling, and identifying customer financial needs. Make appropriate recommendations in the selling and cross-selling of Bank products and services to meet the banking needs of customers in a courteous and professional manner. Incorporate FNB digital products and services into customer interactions.

Using FNB approved branch technology, input and maintain effective data quality for all referrals, customers, and applicants. Responsible for the completion and lifecycle of all new and existing relationships according to consumer bank standards.

Assists with the management of daily sales activity through branch staff coaching of prescribed sales activities, assisting with pre-shift sales huddles, and monitoring and measuring sales results.

Coordinates and completes the operational duties as assigned, by scheduling work, providing direction, monitoring workflow, maintaining supplies, opening and closing the office, ordering and managing vault cash, and ensure all tasks performed adhere to the current policy and procedures. Performs traditional teller transactions as needed.

Performs other related duties and projects as assigned.

All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.

F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines.Compliance with regulatory laws and company procedures is a required component of all position descriptions.

Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:

High School or GED

Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:

2

Skills Required to Perform the Primary Responsibilities of this Position:

Excellent customer service skills

Excellent communication skills, both written and verbal

Excellent organizational, analytical and interpersonal skills

Detail-oriented

Ability to use a personal computer and job-related software

MS Word - Basic Level

MS Excel - Intermediate Level

MS PowerPoint - Basic Level

Experience in a related position.

Knowledge of banking policies, procedures consumer products and services.

Sales and customer service skills.

Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:

Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required.

Physical Requirements or Work Conditions Beyond Traditional Office Work:

May require overnight travel for training purposes, particularly during onboarding

Equal Employment Opportunity (EEO):

It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

FNB will not provide sponsorship for employment-based visas for this position; only candidates who are legally authorized to work in the U.S. will be considered.

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