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Beal Bank USA · 1 day ago

Assistant Branch Manager (for Monet Bank)

Walnut Creek, CA

Full-time

Onsite

Mid, Senior Level

5+ years exp

Beal Bank USA is seeking an Assistant Branch Manager for Monet Bank's retail banking team. This role involves assisting the Branch Manager in overseeing branch operations and ensuring compliance with bank policies while providing exceptional customer service.

BankingCommercialFinanceFinancial ServicesReal Estate InvestmentRetirement

Responsibilities

Assume management responsibility in the absence of the Branch Manager

Required participation in Community Reinvestment Act (CRA) activities by volunteering during business hours with qualifying organizations, ensuring all mandatory monthly metrics for the branch are met

Assist in managing customer service objectives, including handling exceptions, complex issues and complaints

Training, monitoring and coaching of branch team members when requested

Handling of disciplinary action in a timely manner when requested

Performs and supervises day to day operational and compliance functions of the branch such as reconcilements, audits, reporting, controls, records management, approvals and opening/closing procedures

Motivate and encourage team member and ensure they have appropriate knowledge of all bank products

Participate in employment decisions as requested, including hiring, scheduling and other related matters

Performs other job-related duties or special projects as assigned

Qualification

Banking experienceManagement experienceMicrosoft OfficeBanking softwareCustomer service orientationProblem-solving abilitiesCommunication skillsLeadership skillsOrganizational skillsAttention to detail

Required

Five (5) years banking experience preferred, with one (1) year in a management or supervisory role

High School Diploma or equivalent required

Adaptability to change

Professional appearance and demeanor

Proficiency with 10 key touch, Microsoft Office and banking software applications

Demonstrated good attendance and punctuality

Strong attention to detail with high concern for data accuracy

Customer service orientation with effective problem-solving abilities and the ability to maintain composure and convey a positive attitude while interacting with customers and internal team member

Outstanding listening and communication skills, both written and verbal

Knowledge of or ability to quickly learn banking products, services, policies, procedures and regulatory guidelines

Demonstrated critical thinking and decision-making skills

Ability to maintain confidentiality, follow directions and apply proper policies, procedures and guidelines

Excellent organizational skills with proven ability to prioritize and manage multiple responsibilities and projects in a fast-paced environment with competing priorities and deadlines

Strong leadership and interpersonal skills; ability to motivate and achieve results through working together

Benefits

Medical, dental and vision coverage

401K with company match

11 paid holidays

Accrue up to 17 vacation/sick days per year in your first year on a pro rata basis

Applicant may be eligible for annual discretionary bonus

Company

Beal Bank USA

Founded in 1988, the Beal Bank family of companies is headquartered in Plano, TX (near Dallas) and comprises one of the largest private financial institutions in the U.S.

Founded in 1988

Plano, Texas, USA

201-500 employees