Assistant Branch Manager

AppleOne Employment Services

Santa Monica (CA)

On-site

USD 68,770,000 - 80,231,000

Full time

5 days ago
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Benefits offered by this job

CRA volunteer time compensated
Mileage reimbursed

Job summary

AppleOne Employment Services is seeking an experienced Assistant Branch Manager in Santa Monica, CA. The role focuses on balancing operational excellence with client service, team leadership, and community involvement in a professional financial setting.

You will support daily branch operations, staff development, compliance, and growth initiatives, coaching staff and overseeing teller and new account activities in a regulated banking environment.

Qualifications

  • Oversee branch operations, staff scheduling, transaction approvals, compliance documentation, and daily reporting.
  • Coach, train, and supervise branch employees to support service excellence, operational accuracy, and professional development.
  • Support client relationship management, business development, deposit growth, and customer retention activities.
  • Manage escalated customer matters and branch responsibilities in partnership with, or in the absence of, the Branch Manager.
  • 6 to 10 years of banking, branch operations, or related financial services experience preferred.
  • Minimum of 5 years of banking experience for specialist level; minimum 8 years for officer level.
  • Minimum of 2 to 4 years of supervisory experience; 2 to 4 years of banking operations experience.

Responsibilities

  • Support the Branch Manager in overseeing daily branch operations, staffing coverage, compliance, service quality, and branch performance.
  • Provide leadership, training, coaching, and operational guidance to branch staff, including Client Service Representatives and New Account staff.
  • Ensure adherence to bank policies, procedures, security standards, and applicable state and federal banking regulations.
  • Handle teller duties, new account openings, account maintenance, transaction approvals, exception reports, overdraft reports, and other operational documentation.
  • Resolve escalated client service concerns, account disputes, and branch service issues with professionalism, tact, and sound judgment.
  • Assist with sales programs, client retention, business development, promotional activities, and deposit growth initiatives.

Skills

Branch operations
Staff scheduling
Compliance documentation
Customer service
Supervisory experience
Leadership
Problem solving
Communication
Regulatory knowledge

Tools

Microsoft Word
Microsoft Excel
Outlook

Job description

Job Summary

We are seeking an experienced Assistant Branch Manager for a direct hire opportunity in Santa Monica, CA. This role is ideal for a banking professional with strong branch operations experience, supervisory ability, and a commitment to delivering an excellent client experience. The Assistant Branch Manager supports daily branch operations, staff development, compliance, customer service, and business growth initiatives. This position offers the opportunity to work in a professional financial services environment with supportive leadership, a team-focused culture, and meaningful opportunities to coach staff, build client relationships, and contribute to branch success. This is a great fit for someone who enjoys balancing operational excellence with client service, team leadership, and community involvement.

Key Responsibilities
  • Support the Branch Manager in overseeing daily branch operations, staffing coverage, compliance, service quality, and branch performance.
  • Provide leadership, training, coaching, and operational guidance to branch staff, including Client Service Representatives and New Account staff.
  • Ensure adherence to bank policies, procedures, security standards, and applicable state and federal banking regulations.
  • Handle teller duties, new account openings, account maintenance, transaction approvals, exception reports, overdraft reports, and other operational documentation.
  • Resolve escalated client service concerns, account disputes, and branch service issues with professionalism, tact, and sound judgment.
  • Assist with sales programs, client retention, business development, promotional activities, and deposit growth initiatives.
Compensation and Benefits
  • Compensation range: $24.00 to $28.00 per year.
  • Job type: Direct hire.
  • Location: Santa Monica, CA.
  • Minimum of 10 CRA volunteer hours per year, typically scheduled during business hours.
  • CRA volunteer time is compensable, and mileage is reimbursed.
Required Qualifications and Skills
  • Oversee branch operations, staff scheduling, transaction approvals, compliance documentation, and daily reporting.
  • Coach, train, and supervise branch employees to support service excellence, operational accuracy, and professional development.
  • Support client relationship management, business development, deposit growth, and customer retention activities.
  • Manage escalated customer matters and branch responsibilities in partnership with, or in the absence of, the Branch Manager.
  • 6 to 10 years of banking, branch operations, or related financial services experience preferred.
  • Minimum of 5 years of banking experience required for specialist-level consideration.
  • Minimum of 8 years of banking experience required for officer-level consideration.
  • Minimum of 2 to 4 years of supervisory experience, depending on level.
  • Minimum of 2 to 4 years of banking operations experience, depending on level.
  • Strong knowledge of branch banking operations, retail banking products, new accounts, teller functions, and regulatory requirements.
  • Proficiency with Microsoft Word, Excel, Outlook, and banking software systems.
  • Ability to review new account openings, file maintenance, NSF items, large transaction reports, and operational exceptions accurately.
  • Strong leadership, communication, problem-solving, and customer service skills.
  • Ability to maintain professionalism, confidentiality, accuracy, and sound judgment in a regulated banking environment.
Preferred Qualifications
  • Notary Public preferred.
  • Experience supporting branch sales programs, outside calling, business customer prospecting, and deposit growth initiatives.
  • Experience managing up to 5 branch employees in a retail banking or financial services environment.
Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here: https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here: https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

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