Community Office Supervisor (Assistant Branch Manager)

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ESSENTIAL FUNCTIONS:

• Customer Relationship Management and Business Development:

o Builds develop and maintain strong relationships with existing and prospective customers by

identifying financial needs, recommending appropriate solutions, and delivering exceptional

customer experience.

o Responds promptly to customer inquiries, resolve complex customer issues and concerns, and ensure

a high level of service that strengthens customer loyalty and retention.

o Drives branch growth by proactively identifying opportunities to expand customer relationships,

through deposit, loan, wealth, and digital banking services and referrals to other lines of

business.

o Conducts proactive customer outreach and follow-up using the bank's CRM system to strengthen

relationships, deepen existing accounts, generate referrals, and support branch growth.

o Oversees the branch customer outreach efforts and coaches professionals to ensure consistent

execution.

o Represents the bank through networking, business development, and community involvement to

strengthen relationships, enhance the bank's visibility, and generate new business.

o Performs account servicing, loan preparation, and other banking activities.

o Reviews branch performance reports and utilize the data to identify opportunities to improve

overall branch results.

Operational and Branch Administration:

o Serves as acting branch leader in the PBO's absence providing leadership and ensuring continuity

of branch operations.

o Ensures timely completion of operational responsibilities by organizing priorities, monitoring

workflow, and supporting the team in meeting customer needs and established deadlines.

o Monitors operational reports and assist in ensuring regulatory, audit, and compliance

requirements are completed accurately and within established deadlines.

o Manage operational, compliance, fraud, and security risks while promoting fraud awareness and

prevention.

o Maintains a professional, organized and customer-focused branch environment that meets the bank's

standards.

o Assists in managing customer flow by directing customers to the appropriate banking professional

to ensure efficient, timely, and personalized service.

• Team Development:

o Provides day-to-day direction, guidance, and support to branch professionals to ensure efficient

operations, operational excellence, and exceptional customer experience.

o Conducts regular team meetings to communicate updates, policies, procedures, goals and branch

priorities. (i.e. daily Morning Summit Meeting, branch-based relationship building meetings, etc.).

o Assists the PBO in identifying, developing, and preparing future leaders within the branch.

o Coaches and supports branch professionals in identifying customer opportunities, conducting

effective financial conversations, and achieving branch sales and relationship goals.

o Recognize and celebrate individual and team accomplishments through meaningful recognition,

positive reinforcement, and ongoing communication.

• Participates in meeting Community Banking Office's long and short-term goals and

objectives:

o Attends annual meeting to develop office goals;

o Attends monthly Retail Banking Management Meeting to discuss and evaluate progress on meeting

goals and objectives.

• Performs other duties as assigned or directed.

REQUIRED SKILLS/ABILITIES:

• Excellent verbal, written, and interpersonal communication skills, with the ability to

communicate effectively with customers, coworkers and management.

• Ability to influence positive outcomes through coaching, collaboration, and relationship

building.

• Strong leadership presence with the ability to inspire trust, confidence, and

accountability.

• Demonstrates strategic thinking and the ability to connect daily activities to broader branch

objectives.

• Strong organizational skills with the ability to balance multiple priorities.
• Demonstrates sound decision making and independent judgement in complex situations.
• Demonstrate a results-oriented mindset while maintaining a strong focus on customer

experience.

• Ability to build relationships within the community.
• Demonstrates emotional intelligence.
• Demonstrates a commitment to developing future leaders and fostering a culture of continuous

improvement.

• Ability to analyze performance results and implement a plan to improve results.
• Proficiency in technology and digital banking tools, with the ability to learn new systems and

assist customers with digital banking solutions.

SUPERVISORY RESPONSIBILITY:

• This position supervises employees.

EDUCATION and EXPERIENCE:

• High school diploma or equivalent required; associate or bachelor's degree preferred.
• 3-5 years of retail banking experience required.
• Business development experience preferred.
• Previous experience leading, coaching, and developing team members to achieve sales and

operational goals required.

• Experience managing branch performance goals and analyzing data to improve results

preferred.

• Consumer loan experience required.

PHYSICAL REQUIREMENTS:

• Ability to concentrate and perform responsibilities by maintaining a constant state of focus and

mental alertness.

• Ability to lift and move up to 25 pounds (i.e., heavy boxes or coin).
• Ability to communicate in person, through email, and via telephone with customers and staff

members.

• Ability to sit and/or stand for an extended period.
• Specific vision abilities required by this job may include close vision and the ability to

adjust focus.

• Reasonable accommodations may be made to enable individuals with disabilities to perform the

essential functions.