Assistant Branch Manager

Winchester Savings Bank; Wakefield (MA); On-site; USD 49,000 - 72,000; Full time

Job summary

Winchester Savings Bank in Wakefield, MA is seeking an Assistant Branch Manager to supervise daily branch operations, support staff, and drive sales initiatives. You will ensure service excellence, handle cash management, and promote banking products while maintaining regulatory compliance.

The role requires supervisory experience and notary/NMLS certification, with exposure to customer service and community outreach. This position is full-time and on-site in Wakefield, Massachusetts.

Qualifications

• 1-3 years’ banking experience or equivalent business college background.
• Supervisory experience required.
• Must be or become a notary and NMLS certified.

Responsibilities

• Supervise branch operations and staff in the absence of the Branch Officer.
• Open and close the branch daily and monitor branch equipment and security.
• Perform cash management duties including cash handling, ATM balance, and daily settlement.
• Schedule staff, coach performance, and assist in sales goal attainment.
• Promote bank services and build community relations through outreach.
• Assist customers with questions and complex transactions, including new accounts.
• Participate in audits, regulatory reporting, and monthly documentation.

Skills

Communication skills

Leadership

Customer service

Sales & business development

Cash handling & cash management

Regulatory compliance

Multilingual capabilities

Education

Notary

NMLS certification

2-year college preferred

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Assistant Branch Manager

Active - Regular full-time Exempt Wakefield Wakefield, MA, US

7 days ago Requisition ID: 1170

Salary Range: $49,000.00 To $72,000.00 Annually

SUMMARY/OBJECTIVE

Assist with supervising the operation of a full-service banking office including customer service, staff supervision, personnel administration, security and maintenance, sales and business development, cumulative cash control, data processing and computer equipment operation.

essential Functions

• Assist in planning and development of branch operations and supervise branch office in absence of Branch Officer. Ensure branch compliance with federal and state laws and regulations.
• Open and close the branch daily as assigned, monitor continuous operation of branch equipment and security systems, and supervise maintenance of office equipment and physical appearance of office.
• Perform various daily and periodic cash management duties such as monitoring reserve cash including daily settlement, distribution and collection from tellers, order and ship cash, when necessary, balance ATM daily, coordinate consolidation of daily work and branch settlement, assist staff in locating and resolving errors, perform audits and random cash audits.
• Schedule and assign branch staff to ensure adequate coverage and performance of various branch functions and provide feedback and assist in performance evaluations.
• Train branch staff in technical duties, security procedures, product knowledge and bank policies and procedures. Monitor compliance. Support sales program by coaching, training, and reviewing staff performance and goal attainment.
• Serve internal and external customers alike, providing courteous, prompt support and follow through to all. Provide by example a positive role model for subordinates. Assist customers and staffs with questions, problems, difficult transactions, and new account openings
• Cross train staff in various branch operational functions.
• Support Branch Manager’s efforts in coaching staff to meet assigned sales goals. Attain personal sales goals as assigned.
• Represent the Bank in the community and banking organization activities; develop relations with potential sources of business; promote the Bank's services and products through business calls, promotions, and advertising in cooperation with the Bank's marketing programs and policies.
• R elieve and substitute for other branch staff, including tellers and platform at assigned office.
• Assist with all required monthly audit reports as well as ordering including, inventories, disbursements, and sales. Prepare various regulatory reports such as assigned.
• Interview applicants for all types of loans within limits of authority: provide product counseling as appropriate
• Participate in employee, staff, and Bank wide meetings.
• Maintain adequate inventory of all supplies.
• Perform other duties as requested or assigned.

COMPETENCIES

• Strong communication and interpersonal skills, with the ability to interact with all types of customers, p rofessionally and effectively in person, on the phone, electronically, or through other means to individuals and groups.
• Proficient conflict management skills. Ability to make quick, qualified decisions and to lead and motivate.
• Demonstrate exemplary customer service and sales and business development skills.
• Thorough knowledge of the Bank’s policies and procedures as well as products and services and the use of digital channels; working knowledge of the operating system and all branch equipment.
• Ability to operate teller and platform software and business machines.
• Multilingual capabilities and/or multilingual perspective.

REQUIRED EDUCATION AND EXPERIENCE

• 1-3 years’ experience as a banker or equivalent of 2 (two) years business college preferred
• supervisory experience required
• Must be or become a notary and NMLS certified

NOTICE

This list of duties is not intended to be all- inclusive and may be expanded to include other duties that may be deemed necessary by management from time-to-time. The Bank reserves the right to modify, interpret, or apply the job description in any way the company desires and that the job description is not a contract for employment. All employment is “at will”. Also, employee is expected to have knowledge of and adherence to Bank policies and procedures. The employee complies with state and federal regulations and specific BSA/AML related regulations and all information security related regulations.

Work Environment: This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

EEOC Statement: WSB provides equal employment opportunity to all individuals regardless of their race, color, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law.