Assistant Branch Manager - Needham Heights

Description

At Dedham Savings, we believe that being here for the journey means supporting our clients in a friendly and professional manner every day. While our employees are committed to helping our clients, we are committed to our employees. After all, we wouldn’t have made it nearly 200 years as a local neighborhood bank without them! To support our employees, we offer a competitive benefits package with Medical, Dental, Vision, Flexible Spending, Tuition Reimbursement, Childcare, Retirement, Life Insurance, and many other benefits. 

PURPOSE

Under the general supervision of the Senior Assistant Branch Manager or Branch Manager of the assigned branch, performs supervisory and managerial functions, assists the teller area, and provides quality customer service in conformance with all established Bank policies, strategies, and procedures.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• As directed by the Branch Manager, perform any function necessary, within the scope of authority and expertise, to provide the highest level of customer service and responsiveness to the financial needs of individuals, families, businesses, and organizations served by the Bank.
• Provide supervision and assistance to assigned staff by the organization’s policies and procedures. Assist with periodic performance evaluations. Assist in the development of employee goals and objectives. Responsibilities include training, planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.
• Participate in writing and presenting performance evaluations. 
• Understand, explain, and cross-sell products and services of benefit to the customer such as checking and savings accounts, certificates of deposit accounts, individual retirement accounts (IRA), loan products, credit cards, debit cards, and digital services.
• Maintain current knowledge of all Bank products and services.
• Continuously empower staff through mentoring, coaching, and training.
• Provide efficient, effective, and courteous customer service in person and via telephone. Perform a variety of customer service duties. Open and close accounts and process a wide variety of transactions. Respond to customer inquiries.  
• Assume responsibility for various department functions in the absence of staff members or overload situations, including providing coverage for the Branch Manager of the assigned branch.
• Admit customers to the safe deposit box vault area following Bank procedures. Open and surrender safe deposit boxes as requested.
• Maintain current knowledge of passbook loans for underwriting and approval.  
• Accept line of credit (CheckProtec) applications and forward them to appropriate personnel for underwriting and approval.
• Execute wire transfers of funds. Verify wires entered by another employee (Branch CSRs and above) from start to finish.
• Process credit card applications.
• Assist customers with Official check and Teller’s check inquiries. Search for the status of a check. Obtain copies of cleared checks. Place stop payments. Reissue checks.
• Assist customers with a wide range of IRA transactions. Trustee Transfers, Direct Rollovers, Rollovers. Process contributions and distributions.
• Notarize documents for customers.
• Perform Signature Guarantees for customers.
• Understand various legal documents.
• Maintain audit standards and prepare monthly and quarterly reports as needed.
• Participate in maintaining branch inventory and placing supply orders as needed.  
• Ensure proper upkeep of assigned equipment and ensure the branch facility is maintained in a neat, professional, and functionally efficient manner.
• Participate in branch contests and assist with the creation and running of the Point of Sale (POS) tables promoting products and services.
• Perform related customer service, supervisory, and administrative duties as may be assigned or required to ensure the effectiveness of the assigned branch.  
• Ability to use Microsoft Word and Excel proficiently.
• Ability to write professional, clear, concise correspondence to internal and external recipients.
• Oversee the daily activities of assigned branches. Open and close the branch.
• Control vault activity. Maintain adequate quantities of cash and coins. Order cash for the branch.  
• Maintain inventory of Official and Teller’s checks.
• Maintain inventory of Card@Once cards.
• Balance ATM. Ability to troubleshoot any issues. Place service request if necessary.
• Perform daily branch consolidation/settlement duties upon completion of assigned shift.
• Acknowledge opportunities to generate referrals to other areas of the bank including but not limited t