Branch Operations Leader & Sales Coach

Ridgewood Savings Bank; New York (NY); On-site; USD 66,000 - 76,000; Full time

Job summary

Ridgewood Savings Bank in Bronx, NY seeks an experienced Assistant Branch Manager to oversee daily branch operations, supervise staff, and ensure excellent customer service in accordance with regulatory requirements.

The role emphasizes sales leadership, coaching, and development planning, with accountability for payroll, scheduling, and performance reviews. Strong knowledge of bank products, services, and MS Office is required, along with outstanding communication skills.

Qualifications

• High School diploma or G.E.D. equivalent required.
• Two to four years of college preferred.
• Minimum three to five years bank operations experience.
• Demonstrated ability to supervise and to build and maintain rapport with management and subordinates.
• Knowledge of Bank Products & Services, and all associated software and programs, including Microsoft Office.
• Ability to identify, investigate and resolve problems concerning customer accounts/transactions.
• Ability to manage in a sales environment, including Staff Coaching, Skills Transfer, and conducting Individual Development Plan meetings and Branch Sales meetings.
• Outstanding oral and written communication skills.

Responsibilities

• Maintains high level of productivity among branch personnel through careful supervision, including training, coaching, disciplining, and evaluating.
• Directs the daily branch operations by providing guidance and assistance to branch personnel in servicing customer needs in accordance with all regulatory requirements.
• Maintains proper daily staffing requirements by coordinating the weekly branch personnel schedule. Responsible to review and submit payroll. Documents and reports attendance to Human Resources Department.
• Ensures that branch personnel follow bank policies and procedures by investigation and follow-up. Conduct monthly operational meetings. Ensures regulatory compliance.
• Resolves customer complaints or needs that may exceed the authority of subordinates by analyzing situations and making decisions.
• Maximizes sales performance and projects and promotes an engaging team atmosphere to maintain a high level of customer satisfaction by conducting sales meetings and performing skills transfers. Creates and monitors individual development plans for branch personnel.
• Ensures proper review and settlement of in-clearing check items by reviewing account history and paying or returning rejected items in accordance with Regulation CC.
• Reviews daily printouts required by bank policy and procedure to prevent financial loss and monitor suspicious activity in accordance with BSA and other regulatory requirements.
• Inspects automated teller machines and ensures security cameras are functioning properly for branch and customer security and safety. Maintains dual control and proper security procedures.
• Ensures Currency Transaction reports are completed daily and submitted in appropriate timeframe. Reviews business profiles to ensure required information is completed and documented accordingly, completes and submits Quarterly Compliance report in order to be compliant with BSA requirements.
• Administers signature guarantees under the guidelines of the Securities Transfer Agents Medallion Program.
• Completes monthly State of the Branch and General Ledger Reconciliation reports, to review the financial activities of the branch and ensure all required actions are conducted.
• Provides management coverage by managing the branch in the absence of the Branch Manager.

Skills

Supervision

Sales in banking

Customer account management

Oral and written communication

Problem solving

Education

High School diploma or G.E.D. equivalent

Two to four years of college preferred

Tools

Microsoft Office

Job description

Ridgewood Savings Bank in Bronx, NY seeks an experienced Assistant Branch Manager to oversee daily branch operations, supervise staff, and ensure excellent customer service in accordance with regulatory requirements.

The role emphasizes sales leadership, coaching, and development planning, with accountability for payroll, scheduling, and performance reviews. Strong knowledge of bank products, services, and MS Office is required, along with outstanding communication skills.