Float Assistant Branch Manager

Needham Bank; Needham (MA); On-site; USD 90,000 - 135,000; Full time

Benefits offered by this job

Medical and dental insurance

401(k) plan with 8% match

Paid time off (PTO)

Paid holidays

Tuition reimbursement

Employee Assistance Program

Job summary

Needham Bank is seeking a Branch Manager to oversee daily branch operations, sales, service and risk controls. You will coach staff, drive customer relationships and ensure compliance with bank policies.

The role requires managing performance, coordinating training, and representing the bank in the community while maintaining a professional business environment at the branch.

Qualifications

• Bachelor’s degree or equivalent experience required
• 3–5 years customer service or branch support experience
• Experience with bank policies, regulations and internal controls
• Proficient in Microsoft Office and report preparation
• Ability to develop staff and manage multiple direct reports

Responsibilities

• Lead day-to-day branch operations and drive sales, service and efficiency
• Coach staff to deliver best-in-class customer experience
• Ensure compliance with bank policies and procedures and AML/BSA requirements
• Manage performance reviews and salary/bonus recommendations
• Build and sustain relationships with customers and the community
• Oversee scheduling, training and cross-location coverage when needed
• Prepare reports for management and ensure strong internal controls

Skills

Supervise staff

Leadership

Customer relationships

Ethical standards

Community involvement

Adaptability

Coaching and development

Education

Bachelor’s degree

Tools

Microsoft Office

Job description

Job Summary

Responsible for the effective management of the day-to-day operations of the branch. Oversee the sales, service, operational efficiency, risk, internal control and personnel management activities to meet bank objectives for the branch. Ensure the team is focused on the acquisition of new business and personal relationships and the retention and expansion of existing relationships. This role is focused internally on the branch and its successful performance in all areas.

Essential Duties & Responsibilities

• Promote and ensure best-in-class customer experience through consistent and effective coaching/development of branch staff
• Ensure all branch employees adhere to the standard of owning all inquiries and replying with 24 hours.
• Manage day-to-day sales efforts of the branch including frequent, active coaching of all branch retail staff; build referral and service skills to produce consistent, measurable results
• Manage branch staff ensuring that appropriate bank policy and procedures are followed in all aspects of branch operations, security and compliance; ensure efficient daily operation of the branch
• Prepare and deliver performance evaluations and recommend salary/bonus adjustments, with input from Branch Manager; counsel/discipline employees when needed; coordinate branch staff training when needed
• Manage as well as execute the process of assisting customers with issues and/or questions relating to their accounts, including the establishment of new account and services
• Monitor branch activities for compliance with BSA and AML, reporting appropriate items to BSA Officer
• Maintain an environment that fosters teamwork
• Responsible for maintaining office building, grounds, equipment and fixtures
• Prepare reports for management as required
• Establish and help to attain internal performance objectives for branch office business volume, deposits, and quality of audit reports
• Provide and maintain a professional business-like atmosphere within the branch
• Support the Branch Manager by representing the bank in the community
• Oversee daily ATM settlement, safe deposit box program, where applicable; and daily distribution of daily tasks when applicable.
• Perform additional duties as requested, needed or assigned

Job Requirements

• Ability to supervise, monitor and evaluate the work of others
• Highly motivated and experienced managing multiple direct reports
• Fluent in written and verbal English communication skills
• Demonstrate and promote high ethical standards and behaviors
• Participation in community organizations and events required
• Ability to build strong relationships across the organization, exceed customer expectations, adapt to change.
• Must have reliable transportation; must be flexible and able to adapt to new job locations and re-assignments as directed
• Ability to work a flexible schedule based on the hours of operation of the Bank, including Saturday mornings. May include providing coverage at other locations, as necessary.
• Ability to adhere to Needham Bank’s Core Values (Focus on Customer Relationship, Embrace Change, Work as a Team, Be an Asset to Your Community, Always Learn, and Do the Right Thing)

Education & Experience

• Bachelor’s degree highly desired or equivalent experience/combined education required
• Banking industry experience highly preferred
• Three to five years of previous experience as a customer service representative in order to assist branch retail staff
• Extensive background in bank operating policies and procedures, banking regulations (state and federal), employee development and public relations
• Proficient in Microsoft Office

The pay range provided is based on what we believe is a reasonable estimate for the pay range for this job at the time of posting. Actual pay may vary based on experience, skills, and market factors; additional compensation may apply.

Benefits

Needham Bank offers a competitive salary and an amazing benefit package for a full-time employee which includes fully paid medical and dental insurance, HRA, 401(k) plan with an 8% bank match, paid time off (PTO), paid holidays, a bonus program, flexible spending accounts, vision service plan, group term life insurance, short and long term disability insurance, tuition reimbursement, and an Employee Assistance Program.

We offer a great benefit package to our eligible part-time employees as well.

At NB, we are dedicated to building a diverse, inclusive and authentic workplace - if you are excited about this role, but your past experience doesn’t align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or other roles.

Equal Opportunity Statement

Needham Bank is an Equal Opportunity/Affirmative Action Employer. Needham Bank will provide all applicants for employment and all employees with equal opportunity for employment and promotion regardless of race, color, religion, gender, national origin or ancestry, age, disability, veteran status, military service, sexual orientation, genetic information, or gender identity.