Assistant Retail Branch Manager: Peckville Branch

General Responsibilities

Responsible for assisting the Retail Branch Manager in various aspects of Branch sales and operations.  Responsible for performing a variety of duties to support the customer sales and service functions of a branch sales office; performs clients transactions,  coordinating work within the branch sales office, as well as with other departments; reporting pertinent information to the immediate supervisor; responding to inquiries or requests for information. Responsible for performing the dual duties of this role based upon the needs of the branch and the customer volume, which will vary as service needs dictate.

Essential Duties

1. Performs a variety of duties to support the customer sales and service functions of a branch through consultative and engaged interaction as a Trusted Financial Advisor of which the following are illustrative:

1. Provides a passionate and engaging experience to all customers, both internal and external, and at all touchpoints, through committed execution of the Fidelity Model Experience and commitment to the Core Values of the organization; creates and sustains an environment that promotes loyalty, commitment and retention.

1. Identifies the financial needs of the customer at the transaction window, platform desk, in the lobby or during out-of-office sales activities by engaging in meaningful conversations.  

1. Makes recommendations of appropriate products and services and provides solutions to assist in achieving the customer’s financial goals through consultative conversations based on the client’s needs and life cycle.

1. Achieves goals from acquisition of new customers, growth of existing customers and continued retention.

1. Provides direct service to customers with deposit products and services; completes the documentation and performs point-of-sale processing on all types of new accounts, e.g., loans, deposits, etc.

1. Builds and strengthens relationships with present customers in order to recognize additional cross-selling opportunities through a holistic analysis of client’s financial portfolio; requests referrals from customers to enhance the bank’s client base.

1. Solicits new business from present and prospective customers; maintains ongoing business relationships with present customers in order to take advantage of additional cross-selling opportunities.

1. Achieves all sales and service initiatives within the branch sales office’s annual marketing and sales plan. Gains in depth knowledge of the different banking channels and promotes opportunities to introduce the multichannel customer to these capabilities, i.e. 132 Onboarding, HP calls, e-mail correspondences. Demonstrates a strong understanding of bank technology to aid in the customer experience.

1. Performs a variety of transactions and tasks including but not limited to: accepting deposits, cashing checks within approved authority and operating policy, accepting payments, processing night and mail deposits, performing other transactions as may be presented, preparing daily settlement and proof of cash transactions, maintaining approved levels of cash, balancing drawer, performing duties relating to coin machine and ATM, maintaining supplies in branch, preparing branch reports, assuming branch vault responsibility, and performing other branch related transactional, maintenance and compliance related duties as required, etc.

1. Ensures error free and accurate completion of all customer needs including; account openings, loan application, servicing requests, loan closing, and routine bank transactions.

1. Provides help to customers with specific inquiries or service problems.

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