Middlesex Savings Bank · 1 day ago
Assistant Branch Manager I
Middlesex Savings Bank is a community-focused financial institution, and they are seeking an Assistant Branch Manager I to represent the bank to the public and promote its core values. The role involves overseeing branch operations, developing staff, and ensuring an excellent customer experience while achieving performance goals.
FinanceFinancial Services
Responsibilities
Responsible for assisting the Branch Manager to oversee the experience of customers within the branch
Develops an understanding of customers’ needs and expectations, ensures that products and services are offered that address those needs and expectations and ensures that staff do the same
Develops new business by establishing and growing customer relationships and ensuring staff do the same, including utilization of business partners as appropriate
The Assistant Manager I is familiar with communication styles and is able to adapt to different styles
They are able to use their skills to perform complex service recovery as needed
Develops staff skills and expertise by setting clear expectations, objectively assessing competencies, including performance evaluations, and holding staff accountable
The Assistant Manager I is competent with coaching techniques and uses them to help develop the branch staff and their skills
Assists the Branch Manager in taking constructive action and handling difficult employee situations, collaborating with HR appropriately
Ensures quality and accuracy of work, and assists the Branch Manager in executing branch controls in an effective and timely manner
Balances risk mitigation and procedural accuracy with the customer experience; makes exceptions appropriately
Ensures staff demonstrate operational expertise and understanding of policies, procedures and risks
Assists the Branch Manager in utilizing tools to monitor staffing levels and increase efficiency as appropriate while maintaining service levels
They are able to support the staff with operational questions and issues, such as complex wire approvals, troubleshooting of recyclers and ATMs, etc
Performs all duties in accordance with prescribed compliance, security and risk protocols
Maintains proficiency in regulatory compliance and industry developments and apprises staff of same
Complies with all Bank policies including those pertaining to confidentiality, email, and others
Maintains primary responsibility for vault cash, including cash orders and shipments, and the accuracy thereof
Ensures adherence to security and audit related protocols, including cash audits
Leads by example as an active part of the branch team
Performs the functions of a Branch Manager in the Branch Manager’s absence, as appropriate
Performs the functions of a Senior Banker and Banker as necessary and appropriate
Takes personal ownership and accountability for their performance and that of their team
The Assistant Manager I participates in teambuilding efforts, staff meetings, etc
Follows through on tasks and assignments; manages time and priorities effectively and demonstrates flexibility
Expresses ideas well and clearly; uses professional written, verbal and electronic communications
Fosters relationships within the branch community and keeps branch manager apprised of relevant events or opportunities
Volunteers at Bank events as appropriate
Makes decisions dependably and consistently in alignment with the values and standards of the Bank
Focuses on performance and development goals and uses planning to drive results
Draws on knowledge, experience and insights and recommends solutions when raising problems or issues
Performs functions, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers and co-workers
Assists the Branch Manager with overseeing the branch facility
Performs other related and unrelated duties as required
Qualification
Required
Associate's Degree or its equivalent is required
3+ years of Senior Banker experience or similar customer service related position within banking is required
Demonstrated leadership ability
Must possess knowledge of basic math principles and be able to perform basic mathematical procedures
Demonstrated customer service, sales, organizational, communication, and interpersonal skills
Must possess strong attention to detail
Must possess at least intermediate technology skills, including knowledge of Microsoft Office applications
Must demonstrate initiative and ability to make decisions independently
Must demonstrate knowledge of bank and branch security procedures
Must be able to work extended and weekend hours
Scheduling and work location flexibility required
Must be able to sit for extended periods of time
Must be able to lift and carry at least 25 pounds
Must attain designation of Notary Public within 6 months
Preferred
Bachelor's Degree is preferred
Some supervisory experience preferred
Company
Middlesex Savings Bank
Middlesex Savings Bank is one of the largest and strongest banks in Massachusetts. They are also a mutual form of institutio
Funding
Current Stage
Late StageRecent News
2025-06-11
Worcester Business Journal
2025-03-11
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