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Assistant Branch Manager in Alpharetta, GA at SNI Financial

Date Posted: 2/22/2018

Job Snapshot

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Job Description


  • Continually look for ways to be a "Banking Partner for Success" for our customers
  • Prospect new clients within the market area
  • Adhere to all policies and procedures set forth by the bank and regulatory agencies
  • Determine financial needs of current and prospective customers and refer them to the appropriate Quantum Bank professional
  • Open new accounts including checking, saving, certificates of deposit (CDs) and Individual Retirement Accounts (IRAs), gather required customer data, ensure appropriate Compliance and Regulatory Policies and Procedures are followed
  • Complete account maintenance and perform account research when necessary
  • Greet and be the first point of contact for each client or prospect who walks into the bank lobby
  • Provide efficient, professional and courteous customer service
  • Provide consultation to prospects and existing clients to determine their financial needs and find the best solutions
  • Recognize and cross-sell other banking products and services and direct opportunities to the appropriate department and/or banking professional
  • Uncover opportunities for new business by:
    • Making out-bound business development calls to set appoints for the Branch Manager
    • Making out-bound customer phone calls and participating in branch call nights
    • Following up on referrals from other business partners and customers
    • Meet goals assigned for new branch deposits and cash management referrals
    • Complete account maintenance and perform account research when necessary
    • Process deposits and loan payments, including night drop and mail deposits
    • Pay and cash checks

Additional Vault Teller responsibilities as assigned by the Branch Manager may apply but are not limited to:

    • Receive, strap, store and ship money
    • Balance and maintain ATM
    • Conduct scheduling for other DSSs within the branch (lunches, Saturday shifts, etc.)
    • Control all cash transactions into and out of the vault
    • Order and Sell Cash as needed for the Branch through FED (working with Retail Operations).
    • Handle foreign collection items (Submit and Clear)
    • Manage "proof process" so that work is scanned in a timely fashion every day regardless of staffing.
    • Be a subject matter expert on Teller Policies and Procedures
    • Assign and ensure ancillary duties and tasks are completed daily (mailroom, logging in mail, post office runs, etc.)
    • Manage Courier Service
    • Monitor Security Equipment Daily
    • Manage Safe Deposit Boxes (Key Inventory; Drilling)
    • Handle returned mail to resolution and according to policy (update addresses, etc.)
    • Ensure Dual Control Guidelines are adhered to wherever applicable.
    • Handle incoming calls and forward appropriately
    • Act as first line of defense for all DSSs to help alleviate excessive risk of loss.
    • Manage inventory within the teller area

Minimum 1 year experience in a sales and prospecting environment
Minimum1 year experience in a customer service environment
Exposure within a financial institution to both new account openings and teller transactions
Computer literate
High school diploma
Strong communication skills, both verbal and written, both in English