ASST BRANCH MANAGER

Walden Savings Bank; Pine Bush (NY); On-site; USD 62,000 - 69,000; Full time

Benefits offered by this job

Medical, Dental, Vision

401(k) with employer match

Tuition assistance

Paid time off and holidays

Performance-based pay increases

Free checking account and loan perks

Dress Down Fridays

Community Service Program

Mentorship and career advancement

Long-term disability and lifeInsurance

Job summary

Walden Savings Bank in Pine Bush, NY is seeking an Assistant Branch Manager to lead daily branch operations and develop staff while delivering exceptional customer service. This role emphasizes relationship building, sales referrals, and adherence to bank standards.

The ideal candidate has 3–5 years in financial services, a Bachelor’s degree or equivalent, and a Notary Public commission. The position offers competitive benefits and opportunities for growth within the community bank.

Qualifications

• Three to five years of experience working in a financial institution.
• Bachelor’s degree or an equivalent combination of education and work experience. Notary Public commission required.
• Leadership: ability to supervise, coach, train, and develop employees while monitoring performance.
• Customer Service & Sales: strong customer service and sales skills to identify needs and refer opportunities.
• Skills: excellent communication, interpersonal, organizational and computer skills; attention to detail and sound judgment.

Responsibilities

• Provide advanced customer service, including opening new accounts, processing loan applications, and referring customers to business partners.
• Lead branch staff, including training and development, and monitor performance.
• Assist Branch Manager with daily operations and step in during the manager’s absence.
• Ensure compliance with bank policies, security procedures, and applicable regulations.
• Prepare reports on branch performance, deposits, loans, and audits to support goals.

Skills

Customer Service

Sales

Leadership

Communication

Team Leadership

Education

Bachelor’s degree or equivalent

Notary Public

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.

ASST BRANCH MANAGER

PINE BUSH Pine Bush, NY, US 1 Attachments

Salary Range: $62,400.00 To $68,644.96 Annually

Join Our Team as an Assistant Branch Manager – Lead with Purpose, Develop Your Team, and Make a Local Impact!

Are you a customer-focused banking professional with a passion for leadership, teamwork, and community banking? We’re looking for a motivated, results-driven individual to support branch operations, develop employees, and help deliver an exceptional customer experience.

In this important role, you’ll work alongside the Branch Manager to strengthen customer relationships, identify sales and referral opportunities, maintain operational excellence, and empower branch staff to succeed. You’ll also have the opportunity to step into a leadership role in the Branch Manager’s absence while contributing to the overall success of the branch.

If you’re ready to grow your career with a community bank that values leadership, teamwork, customer service, and local impact — we’d love to meet you!

Job Overview

We are seeking a dedicated Assistant Branch Manager to support the daily operations and success of our Pine Bush, NY location. This role is responsible for delivering high-quality customer service, assisting with sales and business development initiatives, overseeing branch staff, and ensuring compliance with bank policies, procedures, and applicable regulations.

The ideal candidate will have a strong background in financial services, excellent interpersonal and communication skills, and the ability to coach and develop employees while maintaining a strong focus on accuracy, security, and customer satisfaction.

Reporting to the Branch Manager, the Assistant Branch Manager plays a key role in achieving branch goals, supporting employee performance, identifying customer needs, and ensuring continuity of branch operations in the Branch Manager’s absence.

Summary of Duties and Responsibilities

• Customer Service & Relationship Development: Provide advanced customer service, including opening new accounts, processing loan applications, and responding to complex customer inquiries. Use a needs-based sales approach to identify customer needs, recommend appropriate products and services, and refer customers to the appropriate business partners.
• Team Leadership & Employee Development: Provide leadership, guidance, and ongoing training to branch staff, including the Branch Team Lead, Teller Team Lead, and Tellers. Support employee development in product knowledge, sales, customer service, and compliance. Conduct regular one-on-one meetings and maintain accurate employee performance records.
• Branch Operations & Management: Assist the Branch Manager with daily branch operations and assume responsibility for the branch in their absence. Monitor workflow, support staff performance, and help ensure the branch operates efficiently while meeting established service and operational goals.
• Compliance, Security & Risk Management: Maintain current knowledge of branch security procedures and bank policies. Monitor lobby activity, assist with the prevention and response to potential fraud incidents, and ensure compliance with applicable laws and regulations, including Bank Secrecy Act (BSA), USA PATRIOT Act, and Office of Foreign Assets Control (OFAC) requirements.
• Audit & Transaction Oversight: Coordinate and complete required branch and teller audits, ensuring accuracy and compliance with established procedures. Oversee transaction processing, including checking, savings, and loan-related transactions, and assist with teller responsibilities during peak business hours or as needed.
• Sales, Reporting & Branch Performance: Support branch sales initiatives by identifying cross-selling opportunities and connecting customers with appropriate banking partners. Prepare and review reports related to branch performance, business volume, deposits, loan portfolios, and audit results to support the achievement of branch goals.

At our core, we believe in investing in our people. When you join our team, you’re not just starting a job — you’re building a career with a community-focused organization committed to your growth, well-being, and success.

We offer competitive benefits and a workplace culture that supports both professional development and personal fulfillment, including:

• Comprehensive Medical, Dental, Vision, and supplemental health options
• Benefits available for both Full-Time and Part-Time employees
• 401(k) with employer match to support your future
• Tuition assistance up to $5,250 annually to help you grow your skills
• Paid time off and holidays
• Performance-based pay increases and employee recognition programs
• Free checking account, loan discounts, and other financial perks
• Dress Down Fridays and a fun, inclusive work environment
• Opportunities to give back through our Community Service Program
• Ongoing mentorship, cross-training, and career advancement support
• Long-term disability, life insurance, and more for your peace of mind

If you’re looking for a rewarding role where your contributions matter, your leadership skills can grow, and you can make a difference for customers and your community, we’d love to have you on our team!

Branch Hours

Pay Information

The annual salary range for this role is $62,400 to $68,644.96, based on years of experience, skill set, qualifications and other relevant factors.

Incentive compensation is available based on bank and individual performance goals. Paid out quarterly and annually (based on hire date)

Qualifications Summary

• Experience: Three to five years of experience working in a financial institution.
• Education & Certifications: Bachelor’s degree or an equivalent combination of education and work experience. Notary Public commission required.
• Leadership: Ability to supervise, coach, train, and develop employees while monitoring performance and supporting team accountability. Previous supervisory or leadership experience is preferred.
• Customer Service & Sales: Strong customer service and sales skills, with the ability to recognize customer needs and identify appropriate products, services, and referral opportunities.
• Skills: Excellent communication, interpersonal, organizational, and computer skills. Strong attention to detail, sound judgment, and the ability to manage multiple priorities while maintaining accuracy and professionalism.

ADA Requirements

Working Conditions and Physical Requirements (with or without reasonable accommodation):

• Work is typically performed indoors in a climate-controlled, shared office environment with minimal noise.
• The position primarily involves sedentary work, with limited physical exertion and occasional lifting of up to 20 pounds. The role may require navigating stairs in an emergency.
• Routine use of standard office equipment, including telephones, copiers, calculators, and computers, is required. Computer-based work may average 6–8 hours per day as needed.
• Extended hours may be required or requested by management. Travel may be necessary based on business needs.
• Regular, reliable, and timely attendance is required. Reasonable accommodations may be available to enable qualified individuals with disabilities to perform the essential functions of the position.

Mental and/or Emotional Requirements (with or without reasonable accommodation):

The successful candidate must be able to perform essential job functions independently and collaboratively, plan and direct work activities, follow written and verbal instructions, and communicate clearly and professionally. The role requires accurate mathematical skills, sound judgment, and the ability to interact effectively with individuals from diverse backgrounds while maintaining exceptional customer service.

The Assistant Branch Manager must be able to manage competing priorities, respond professionally to changing business needs, and maintain composure in a fast-paced environment where accuracy and attention to detail are essential. Discretion and confidentiality when handling sensitive customer, employee, and bank information are critical to success in this position.

As an Equal Opportunity / Affirmative Action Employer, Walden Savings Bank will not discriminate in its employment practices due to an applicant’s race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law.

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about or disclosed their own pay or the pay of another employee or applicant.

Attachments (1)

2026 Position Information - Asst Branch Manager.pdf