Assistant Branch Manager

Heritage Financial Corporation Stanwood , WA 98292

Posted 2 months ago

The Stanwood Branch is seeking an Assistant Branch Manager. The Assistant Branch Manager is responsible for the overall operational efficiency and soundness of assigned branch and proactively partners with the Branch Relationship Manager in leading a branch team to achieve service, sales, profitability and operational excellence in accordance with the Heritage Bank Mission, Vision, and Values.

The successful candidate will be able to:

  • Ensure customer service in the branch is conducted in accordance with the Heritage Bank Service Standards, and staff proactively refers and sells bank products and services based on customer needs.

  • Organize and direct operational workflow to minimize risk and ensure efficient, effective procedures, practices, staff composition and scheduling.

  • Maintain a comprehensive knowledge of products and services, operational policies and procedures and federal and state laws/regulations pertaining to compliance and branch operations.

  • Ensure accuracy and timely completion of audits, certifications, compliance, and reporting. Ensure audit, security, and compliance issues and/or concerns are addressed and resolved in a timely manner. Act as a liaison between branch and support departments.

  • Actively lead and train staff to ensure branch consistently adheres to all regulatory compliance standards, internal operational and credit controls and follows all operating policies and procedures.

  • Resolve customer questions, concerns and issues in a timely manner to maintain optimal branch performance in service quality, accuracy, efficiency, and manage risk prudently. Make and approve policy and procedure exceptions within assigned limits.

  • Provide exceptional service and positively contribute to the sales goals and overall success of the branch by recommending and referring bank products based on customer needs and by building and maintaining professional working relationships with all lines of business.

  • Mentor and train branch staff on service standards to foster growth of new & existing customer relationships.

  • Develop skills of staff through goal-setting, coaching, problem resolution, delegation, training, counseling, and performance management.

  • Work collaboratively with Management and Human Resources to recommend staffing levels and approve personnel actions such as hiring, terminations, promotions, transfers, timely performance reviews and salary increases, in accordance with legal and acceptable Bank personnel practices.

  • Assist management with the development of the quarterly business plan, including sales goals and strategies to ensure maximum profitability. Actively manage the income and expense budget(s) for assigned branch. May assist with the annual budgeting process.

  • Assist as back up for CSA and FSA positions, as needed.

  • Assist management with the successful implementation of marketing and promotional programs for new products and services.

  • Represent the Bank in the local community through involvement in professional organizations, activities, and by attending civic and community group meetings and events.

  • Monitor supplies, furniture, equipment and security levels ensuring the efficient operation of the branch.

  • Monitor the physical appearance and condition of the branch and report needed improvements to the Facilities Department.


  • High School diploma or equivalent - required. Associates degree or higher - preferred.

  • 3+ years' recent experience in retail banking branch operations, sales and new accounts, to include a minimum of 2 years in a lead or supervisory role and demonstrated success in leading, coaching, and motivating a team, within a financial services industry - required.

  • Equivalent combination of education and experience may be considered.

  • Strong listening, verbal, written, and telephone etiquette business communication skills, including effective questioning strategies and presentation skills; with the ability to read, write, speak, and understand English well.

  • Strong leadership and managerial skills are required to manage, motivate, and develop a team, and monitor workflow and schedules. Employee development, performance management, training and employee counseling skills are essential.

  • Demonstrated ability to train employees in customer service, sales, operations, compliance and product knowledge.

  • In-depth working knowledge of all retail job functions, paying/receiving, operations, branch certifications, products and services, account and legal documentation and federal and state laws and regulations relating to branch operations.

  • Thoroughly understands and applies principles, procedures, compliance requirements, regulations, and policies related to assigned area of oversight.

  • Strong analytical reasoning, problem-solving, independent judgement, decision making, attention to detail, organizational, data review and time management skills.

  • Proficient PC experience using MS Office products (Word, Excel, Outlook); and working knowledge of financial services industry core processing and automated banking systems, i.e., Fiserv or equivalent; with the ability to learn and adapt to new technologies quickly.

  • This position may require National Mortgage Licensing System and Registry (NMLS) registration under the terms of the SAFE Act of 2008. Continued employment in this position with Heritage Bank is contingent upon successful registration and annual re-registration thereafter.

  • Valid state driver's license, proof of insurance and access to reliable transportation.

  • Full time hours Monday through Friday, rotating Saturdays and/or extended hours, may be required.

Working Environment/Conditions:

  • Climate controlled office environment;

  • Work may involve eye strain due to the constant use of computer screens, reading of reports, and sitting throughout the day.

  • Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions.

  • Exposed to potential hazard of robbery - receives detailed instruction to minimize risk.

Physical Demands/Effort:

  • Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner, facsimile, fine count cash and operate a cash counter which often requires dexterity of hands and fingers with repetitive wrist and hand motion.

  • Ability to stand or sit for extended periods of time and duration of shift. Ability to occasionally kneel, reach, bend, push, pull and carry.

  • Occasional lifting to independently move and/or push cart to transport money and coin, 25-50 lbs., or files and/or boxes 5-10 lbs.

The above statements are intended to describe the general nature and level of work being performed and are not an exclusive list of all qualifications for this position.

Heritage Bank is an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability, or any other basis protected by applicable law.

Job applicants have certain legal rights. Please click here for information regarding these rights.

If you need assistance completing the online application, please email:


:Retail Banking

##Street:26317 72nd Avenue NW





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Assistant Branch Manager

Heritage Financial Corporation