Assistant Branch Manager

Quote

"The culture here at WTB really is like no other company. I'm lucky to be able to be a part of such a family oriented organization, and I love welcoming people into it and showing them what makes this such a special place to work." – Becky Sechler, Director of Retail Banking and Client Delivery

Location: Meridian Branch – 3251

E. Presidential Drive, Meridian,

Schedule: Branch scheduled hours are Monday-Thursday 8:15 am to 5:15 pm and Friday 8:15 am to 5:15 pm or 9:15 am to 6:15. Schedule may vary, must be flexible. Regular, reliable attendance required.

Essential Functions:

Primary time allocation is dedicated to managing and supporting implementation of sales and service activities in the branch. Coaches to all corporate sponsored training programs. Partners with branch manager to provide sales support, training, coaching, mentoring and development to all branch staff. Ensures that core competency and development plan documentation for all staff is completed. Responsible for marketing Washington Trust banking products and services including preparing for client calls, making sales calls, and call follow-up.

Identifies opportunities and continually prospects for new clients. Generates leads through existing relationships; asks Center of Influence (COI) and other referrals sources and all new clients for referrals. Meets regularly with Branch Manager to give feedback on branch strategies and plan for further growth of the branch. Perform compliance and risk management duties as required or assigned.

• Co-manages and motivates team to achieve sales goals and activities.
• Conducts periodic sales, one-on-one, and all-staff meetings.
• Participating and promoting team involvement in community organizations and business development activities when appropriate.
• Partners with the Branch Manager in the implementation of sales processes, which includes taking the lead and managing sales goals and initiatives.
• Contributes to the achievement of the branch and market goals.
• Drives goal planning and developing strategies for the branch.

• Takes ownership and emulates the highest level of client service in all situations. Demonstrates a high level of product knowledge.
• Ensures professionalism and service expectations are aligned with corporate standards and followed by all branch personnel.
• Maintains a high level of product knowledge and client service skills based on completion of internal and approved external training programs. Keeps up to date with changes to products and services.
• Works with other managers and staff to exceed client needs in a responsive, efficient manner across department lines.
• Ensures and coordinates daily operation of cash and teller functions, as well as Personal Banker functions with accuracy and efficiency.
• Works with the manager to provide administrative and operational direction and support for the branch.
• Provides professional financial advice, guidance, and solutions through staff and directly to clients.

• Coaches to all corporate sponsored training programs.
• Directly conducts coaching with the personal banker, training, human resource functions and staff development activities.
• Ensure that core competency and development plan documentation for all staff is completed.
• Provides sales support, training, coaching, mentoring, and development to all branch staff.
• Works with regional manager, when necessary and human resources in recruitment and hiring process.

• Performs compliance and risk management duties as required or assigned.
• Ultimately responsible for all regulatory and compliance activity within the branch including overseeing of the branch audit.
• Incorporates effective internal controls into all relevant work processes. Maintains a comprehensive understanding of internal controls, focusing specifically on key controls.
• Ensures timely updates to internal controls documentation when changes occur in risk parameters and/or workflow.
• Accountable for complying with bank policies and procedures, and governmental regulatory requirements as written in bank policy and…