Assistant Branch Manager - Waterloo, IA

Lincoln Savings Bank; Waterloo (IA); On-site; USD 55,000 - 75,000; Full time

Job summary

Lincoln Savings Bank in Waterloo, IA, seeks an Assistant Branch Manager to oversee branch operations, coach staff, and drive sales while ensuring regulatory compliance. You will partner with the Branch Manager to develop employees and deliver a positive customer experience.

The role requires strong banking knowledge, operational controls, and the ability to manage client relationships, deposit and loan activities. Occasional travel between branches may be required.

Qualifications

• High school diploma or equivalent required.
• Bachelor’s degree in Business Administration or equivalent preferred.
• Knowledge of banking policies, procedures, and regulations in order to perform duties with minimal supervision.
• Experience in banking or sales.
• Experience in managing, leading or coaching teams.
• Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint).
• NMLS preferred or ability to obtain.
• Occasionally lift and/or move items over 10 pounds without reasonable accommodation.
• Proven track record of referring clients to all business lines while meeting or exceeding sales goals.
• Ability to take initiative and utilize sound judgement in decision-making and higher-level problem-solving.
• Highly effective and professional written and verbal communication skills.

Responsibilities

• Oversee branch operations and coach staff to meet service and sales goals.
• Partner with Branch Manager to drive team performance and customer experience.
• Open consumer and commercial deposit accounts; manage teller tasks.
• Assist in hiring, training, and coaching retail staff; manage workloads.
• Maintain compliance with regulatory and internal controls.
• Travel between branches as needed; maintain professional appearance.
• Represent Lincoln Savings Bank in a professional manner at events to foster relationships.

Skills

Bachelor's degree

High school diploma

Banking knowledge

Sales experience

Team leadership

CRM experience

NMLS preferred

Physical ability

Communication skills

Problem solving

Education

High school diploma or equivalent

Bachelor’s degree in Business Administration or equivalent

Tools

Outlook

Word

Excel

PowerPoint

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 - Waterloo, IA

Full Time Waterloo, IA, US

2 days ago Requisition ID: 1214

Job Duties and Responsibilities:

• The Assistant Branch Manager is a consultative position and assists in overseeing branch operations, coaching staff, managing customer relationships, and supporting sales and service objectives while ensuring compliance with regulatory and operational standards.
• This role partners closely with the Branch Manager to drive team performance, ensure successful development of employees, operational excellence, and a positive customer experience.
• The Assistant Branch Manager is responsible for personal as well as branch sales goals.
• Assists in overseeing teller related tasks, provides guidance and direction to the teller team.
• Cultivate client relationships by actively listening and providing financial solutions for client needs including all deposit and credit product and service lines. Build trust and long-term customer relationships.
• Accurately perform essential duties of Universal Bankers and may act as the leader of the branch in the absence of the Branch Manager.
• Utilize CRM in a productive and beneficial manner in order to successfully manage customer relationships and interactions.
• Ability to manage workflows and meet deadlines consistently.
• Accurately open all consumer and commercial deposit accounts.
• Maintains working knowledge of LSB’s lending and credit policies and answer client questions.
• Make consumer loan applications, underwrite consumer loans, work with Central Loan Processing to decision/close consumer loans.
• Resolves complex issues with customers within established policies and procedures, with the understanding of all state and federal laws and regulations.
• Complies with internal controls, operational procedures, and risk management policies.
• Assist with hiring, training, and coaching of branch retail employees; assigning and directing workload; and appraising performance of retail staff.
• Demonstrates openness to coaching and the ability to incorporate feedback for continuous improvement
• Has the ability to travel between branches to assist as needed.
• Adheres to the organization’s established standards of professional appearance and behavior.
• Comply with internal controls, operational procedures and risk management policies.
• Represents Lincoln Savings Bank in a professional and positive manner in all duties, including active participation in civic, community, and networking events to foster strong relationships and enhance the Bank’s community presence.
• Performs additional duties and responsibilities as assigned by management.
• Position may require occasional company-related travel; a valid driver’s license is required.

Necessary Skills and Attributes:

• High school diploma or equivalent required
• Bachelor’s degree in Business Administration or equivalent combination of education and relevant experience preferred
• Knowledge of banking policies, procedures, and regulations in order to perform duties with minimal supervision
• Experience in banking or sales
• Experience in managing, leading or coaching teams
• Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint)
• Nationwide Mortgage Licensing System (NMLS) preferred or ability to obtain
• Occasionally lift and/or move items over 10 pounds without reasonable accommodation
• Proven track record of referring clients to all business lines while meeting or exceeding sales goals
• Ability to take initiative and utilize sound judgement in decision-making and higher-level problem-solving
• Highly effective and professional written and verbal communication skills

Equal Opportunity Employer, including Veterans and Individuals with Disabilities.