Assistant Branch Manager (North Brunswick II - Branch Transformation)

Valley National Bancorp North Brunswick , NJ 08902

Posted 2 months ago

Under the direction of the Market Manager, the Assistant Branch Manager provides branch oversight, works with branch staff to ensure adherence to compliance with all bank policies while providing an outstanding customer experience. Leads by example in bank product knowledge, sales and customer support. Provides a supportive work environment and guidance to branch staff to meet product sales goals and service standards. Interface with various Valley departments and make appropriate referrals.

Responsibilities include but are not limited to:

  • Achieve and maintain a high level of customer service and satisfaction, individually and collectively within the branch.

  • Create a welcoming atmosphere at the branch that ensures continuous client engagement.

  • Build and promote branch identity, drive product sales and promote overall ownership and accountability for improving customer experience and branch success.

  • Meet with customers to analyze financial needs and maximize business development opportunities. Offers bank products and services to existing and perspective customers and assists with other service needs, opens new accounts, i.e. checking, savings, certificate of deposit and IRAs. Discuss bank loan products. Possess knowledge of on-line banking and mobile banking abilities to promote and demonstrate to customers.

  • Provide quality customer service through personal contact with customers and prospects in adherence with company policy including, handling customer issues in person or over the phone in researching and resolving issues.

  • Participate and support CRA initiatives, activities and programs.

  • Review and approve requests to include approval to cash large checks, authorizing bank checks or general ledger tickets, and the approval of various reports, paperwork and cash counts.

  • Work to meet existing branch performance standards in areas such as operating control loss, Universal Bankers' level of experience, bank secrecy, and compliance with established policies and procedures.

  • Continue to build proficiency of banking principles and sales techniques by attending internal training, external training, and completion of continuing education courses.

  • Collaborate with the Market Manager by providing feedback regarding interviews, hiring, performance appraisals and disciplinary actions for the staff.

  • Ability to perform all transactions required by a customer and use appropriate technology to provide services most effectively and efficiently. Maintain and balance a cash box.

  • Ability to utilize technology such as Teller Scanning Equipment, Cash Recycling and Cash Dispensing machines and support customers in the use of Coin Machines.

  • Under the direction of the Market Manager, supervises all operational aspects of the branch functions to ensure satisfactory audit ratings and adherence to compliance requirements.

  • Full knowledge of all branch operations encompassing making sound business decisions and including: Evaluating, honoring and approving all exception items minimizing potential loss to the bank; supervises Operational Risk.

  • Ensure the branch is in compliance daily meeting all Retail Banking Policy and Procedures. Ensure Staff and Branch is in full proof daily. Order and/or prepare currency shipments, ensuring cash vault in proof daily and maintained with assigned cash limits. Maintain and prepare daily, weekly and/or monthly reports.

  • Knowledge and review of proper account opening documentation, ensuring proper documentation is collected and maintained to comply with policy and procedure; including the completion of timely site visits.

  • Knowledge of KYC (Know Your Customer) and CIP (Customer Identification Program). Knowledge of wire documentation, with responsibility for obtaining proper documentation and approvals prior to sending a wire.

  • Oversee timely submission and accuracy of all Branch Management Operational reports, AML reporting and audits as required, including reconciliation of Branch general ledger accounts and other report inconsistencies; knowledge of Suspicious Activity red flags.

  • Represent VNB in dealing with customer complaints, inquiries or problems, including written correspondence; escalate through proper channels where appropriate.

  • Complete all Learning & Development classes as required, including annual Learning Management System training.

  • Oversee expenses within established budget guidelines (contra, branch expense).

  • Ensure branch appearance meets the Bank's standards including correct and complete signage; address building maintenance issues timely.

  • Participate in, help develop and organize in-branch sales activities.

  • Meet individual in-branch sales goals.

  • Build and expand customer relationships to maintain deposit base and grow the branch.

Required Skills:

  • Ability to prioritize, organize and delegate and follow up on assignments.

  • Ability to effectively present information in one-on-one and small group situations.

  • Must have excellent verbal, written and interpersonal communication skills.

  • An enthusiastic individual who can listen to customer concerns and offer a unique and innovative solution.

  • Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.

  • Basic PC skills including Microsoft Word, Excel and Outlook.

  • Must be self--driven with a positive outlook and have the ability to demonstrate confidence, tact, patience, and diplomacy while dealing with customers.

Required Experience:

  • High School diploma or GED and minimum of three years related managerial/business experience and/or enrolled in Valley National Bank management training program.

  • Prior experience in a Financial Institution.

  • Bachelor's degree from four-year College or university preferred.

See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Download the
LiveCareer app and find
your dream job anywhere

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Area Manager (North Brunswick II Branch Transformation)

Valley National Bancorp

Posted 2 months ago

VIEW JOBS 10/18/2018 12:00:00 AM 2019-01-16T00:00 The Area Manager is a critical member of the Valley banking team responsible for delivering and providing a full range of branch banking services to individuals, businesses and municipalities. Has accountability for managing a portfolio of business clients and developing new business clients within their area. While partnering with departments across the Bank, is responsible for developing and achieving area plans and goals which include, but are not limited to, deposits, loan originations, fees, sales of investment/trust services and management of local market promotion. Responsibilities include but are not limited to: * Develops and implements strategic business plans which are consistent with Valley's corporate direction and result in achieving key performance indicators (i.e.: targeted loans, deposits and fees). * Delivers and sells a full range of branch banking services to individuals, businesses and municipalities. * Develops and implements a Business Development Call Program to encompass existing business clients of branches within their area, as well as, new clients from prospect lists, other resources and referrals. Seeks opportunities for referrals to new clients through existing portfolio. * Builds and develops COIs (Centers of Influence) to provide ongoing referrals and leads for all bank products and services. * Develops partnerships to enhance and expand the client's relationship with the bank, including loan officers, internal and external product specialists. Utilizes business partners to capture a larger wallet share and enhance the customer's experience with Valley. * Builds, expands and maintains customer relationships to grow the deposit base of the branches within the area, increases product utilization and revenue. * Possesses the knowledge of the entire bank's consumer and commercial deposits product line, wealth management and Insurance products, cash management and commercial loans as well as external partner products and services. Remains current in all areas. * Knows the competition's product line to bring ideas forward and develop plans to gain clients from them. * Learns and supports Retail Banking promotions and initiatives. Serves as an expert on these initiatives; assists other team members with knowledge sharing. * Participates in and supports CRA initiatives activities and programs. * Participates in industry trade groups, business associations and charitable organizations to enhance the Bank's brand. * Submits accurate and timely sales reports as needed including client development history in Sales Force. * Manages expenses within established budget guidelines. * Adheres to Bank policies, all legal and regulatory requirements, Code of Conduct and Service Quality Standards. * Works with the managers within the area to insure adherence to policies and procedures, compliance and security requirements. * Partners with other LOBs such as Commercial, Mortgage, etc. * Manages, coaches and mentors the Market Managers within their area. Required Skills: * Ability to prioritize, organize, and delegate assignments. * Ability to effectively present information in one-on-one and small group situations. Must have strong verbal, written and interpersonal communication skills. * Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. * Basic technology skills including Microsoft Word, Excel. Ability to use/demonstrate smartphone/smart device to access Bank products and services for customers. Required Experience: * High School Diploma or GED and a minimum of five years sales/business development experience within a financial institution. * Bachelor's Degree from a four-year college or university preferred. Valley National Bancorp North Brunswick NJ

Assistant Branch Manager (North Brunswick II - Branch Transformation)

Valley National Bancorp