Assistant Branch Manager — Lead Ops & Client Growth

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

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.

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