Assistant Branch Manager II

Summary

The Assistant Branch Manager II (ABM II) is a leadership role within the branch, responsible for supporting the Branch Manager in achieving sales, service, and operational goals. Building on the full competencies of ABM I, the ABM II adds greater accountability for compliance, lending, staff performance management, and business development. This role frequently serves as Acting Branch Manager, ensuring continuity of leadership, while modeling CSB’s Core Values: Character, Commitment, Service, Trust, and Community.

Core Expectations

• Model CSB’s Core Values consistently in all interactions.
• Deliver a welcoming client experience through professional, consultative service.
• Demonstrated ability to effectively prioritize and manage multiple operational and team responsibilities to ensure branch goals and service standards are achieved.
• Maintain 98%+ operational accuracy in branch activities.
• Adhere to and enforce compliance, security, and risk management standards.
• Demonstrate full proficiency in all RB I–III and ABM I responsibilities.
• Participate actively in team huddles, market calls, and retail meetings.
• Mentor and coach team members to achieve individual and branch goals.

Operational Proficiencies

• Manage day-to-day branch operations in absence of Branch Manager.
• Oversee completion of daily tasks: partner emails, NSF decisions, non-post reviews.
• Ensure monthly, semi-annual, and annual audits are completed accurately and timely.
• Exercise wire approval authority within assigned limits.
• Supervise and support staff in teller operations, ATM/TCR balancing, vault control, and compliance with dual control standards.
• Resolve escalated client issues and ensure positive client outcomes.
• Support loan origination (HELOC, small business) and Treasury Management referrals.
• Use training checklists and proficiency scorecards to assess staff development.
• Collaborate with Branch Manager on scheduling, staffing coverage, and market support.
• Distribute, monitor, and ensure completion of outbound calling assignments.
• Participate in community and networking activities.

Expanded Proficiencies

Branch Operations & Compliance

• Provide higher-level oversight of all branch operations, ensuring regulatory compliance (BSA, AML, KYC, Reg CC, privacy).
• Lead branch risk management efforts and address exceptions proactively.
• Take ownership of audit preparation and resolution of any findings.
• Serve as Acting Branch Manager when BM is absent, with full decision-making authority.

Client Service & Relationship Growth

• Originate and oversee loan production, including HELOCs, consumer loans, and small business loans.
• Ensure staff actively identify lending and Treasury opportunities.
• Guide team to deliver consultative conversations that uncover client needs.
• Hold accountability for branch client satisfaction metrics.

Team Leadership & Performance Management

• Provide structured coaching, performance feedback, and mentoring for staff.
• Hold team members accountable for meeting sales, service, and compliance expectations.
• Lead training and cross-training initiatives to expand staff capabilities.
• Partner with Branch Manager in performance evaluations and career development planning.
• Support succession planning for future leaders within the branch network.

Sales Leadership & Business Development

• Actively drive branch production goals in deposits, loans, and services.
• Lead outbound calling strategies and track conversion results.
• Participate in external calling, networking, and community engagement for client acquisition.
• Collaborate with Branch Manager to develop and execute business development strategies.

Qualifications

• High school diploma or equivalent required; bachelor’s degree preferred.
• Minimum 5 years of progressive retail banking experience, with supervisory experience required.
• Demonstrated proficiency in consumer lending, HELOCs, and small business lending.
• Strong knowledge of compliance, risk management, and operational policies.
• Proven ability to coach and lead staff toward performance goals.
• Strong client relationship management and consultative sales skills.
• Proficiency in core banking systems (Premier UI, Mantl, Verafin, CheckFree, TMS, etc.).