Position: Assistant Branch Manager I

Department: Huntington Branch

Job Status: Full-Time

FLSA Status: Non-Exempt

Grade: 9

Reports to: Branch Manager

Amount of Travel Required: Travel as Required

Positions Supervised: Branch Personnel

POSITION SUMMARY

Supports branch manager by providing customer service in all areas and overseeing teller line to ensure efficient service and satisfied customers.

Assists in leading and managing a smaller branch the branch level is based on the following key components:

• Branch Deposits, Staff FTE, Teller Transaction Volume, Sales Expectations, Market Opportunity and Specialty Programs.

ESSENTIAL FUNCTIONS

• Applies the Westfield Bank Service and Sales Process during customer interaction to acquire and enhance customer relationships.
• Adheres to established Westfield Bank customer service standards.
• Assigns work, provides training and guidance and advises subordinates as necessary.
• Resolving routine personnel problems.
• Assists Management Team in various administrative and supervisory duties.
• Answer credit inquiries, accept applications and close consumer loans.
• Provides support and input for internal incentive programs created for branch.
• Opens new accounts and performs account and person maintenance as needed.
• Obtains NMLS to take home equity loans or line applications and serve as a liaison between the customer and Loan Operations until loan closes.
• Performs account and person maintenance.
• Teller functions required occasionally.
• Resolves customer problems.
• Assist customers with Safe Deposit.
• Achieves specialty program goals as assigned.
• Must obtain official designations/certifications as required (i.e. notary public, medallion, etc.).
• Performs higher level specialty function as designated.
• Must complete BSA, AML, and other Regulatory and Continuing Education as assigned.
• Must adhere to all bank and regulatory policies and procedures specific to position.
• Performs additional duties as requested.

POSITION QUALIFICATIONS

Competencies

• Customer Relations
• Decision Making/Judgment
• Management Effectiveness
• Quality
• Sales Results

Education/Experience/Skills

• High School Diploma or GED required. Associates Degree Preferred.
• Previous sales, customer service and supervisory experience required.

PHYSICAL DEMANDS

Physical Demands

Stand: O (Occasionally)

Walk: O (Occasionally)

Sit: F (Frequently)

Handling / Fingering: F (Frequently)

Reach Outward: F (Frequently)

Reach Above Shoulder: O (Occasionally)

Climb: O (Occasionally)

Crawl: O (Occasionally)

Squat or Kneel: O (Occasionally)

Bend: O (Occasionally)

Lift/Carry

10 lbs or less: F (Frequently)

11-20 lbs: F (Frequently)

21-50 lbs: O (Occasionally)

51-100 lbs: N (Not Applicable)

Over 100 lbs: N (Not Applicable)

Push/Pull

12 lbs or less: O (Occasionally)

13-25 lbs: O (Occasionally)

26-40 lbs: O (Occasionally

41-100 lbs: O (Occasionally)

N (Not Applicable) Activity is not applicable to this occupation.

O (Occasionally) Occupation requires this activity up to 33% of the time (0-2.5+ hrs/day)

F (Frequently) Occupation requires this activity from 33%-66% of the time (2.5-5.5+ hrs/day)

C (Constantly) Occupation requires this activity more than 66% of the time (5.5+ hrs/day)

Other Physical Requirements

None.

Westfield Bank has reviewed this job description to ensure that essential functions and basic duties have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.