Assistant Manager - Branch Banking

Overview

Heritage Bank has an exciting opportunity to join our organization! The Northwest Ave/Bellingham Branch is seeking an Assistant Manager - Branch Banking to ensure overall operational efficiency and soundness of the branch and proactively partner 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.

This position is full-time; 40 hours per week. Typical schedule Monday
- Thursday 8:30 a.m. to 5:15 p.m. and Friday 8:30 a.m. to 5:30 p.m. Fully on-site in Bellingham, WA. Base Salary Range: $23.69 - $29.61 - $35.54 per hour.

The Role at a Glance:

• 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.
• Ensure Bank activities are performed in compliance with Bank's Policies and Standards, in partnership with Enterprise Risk Management and other internal banking partners.
• Maintain proficient knowledge of, and ensure bank activities are performed in compliance with, all state and federal banking laws and regulations applicable to areas of responsibility.

• 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…