Assistant Branch Manager/Branch Manager Trainee

JOB SUMMARY:  Is responsible for assisting in supervising and directing the customer service function to provide the best possible customer service while minimizing losses.  Utilizes experience-based knowledge in exercising discretion and independent judgment to adhere to policies and procedures and make exceptions within incumbent’s authority.  Responsible for bringing new customers into the Bank as well as actively selling and cross-selling products and services to existing customers.  Provides customer services including opening new deposit accounts, handling cash transactions, and assisting customers with their ongoing service needs.  Assist in overseeing the activities of branch personnel.

As a part of the customer-facing team, this position will be the “face of FBT” for branch visitors, community leaders, and customers. The position is an all-encompassing role which requires the individual to deliver high touch sales and service as well as process teller transactions for all customers.  Responsible for creating and maintaining a positive customer relationship by effectively communicating a clear understanding of the benefits and features of all FBT’s products and services. Position will engage in consultative sales and service activities and contributes directly to the success of the branch by recognizing and uncovering opportunities.


  • Assist in developing new business by contacting prospects and customers, sells and cross-sells Bank and Bank Affiliate services when appropriate.

  • Accurately processes customer transactions, balances drawer and or vault, and maintains  safeguards against fraud or out of balance conditions

  • Demonstrates product knowledge of all deposit and lending products & services with a level of proficiency for all depository products and a referral knowledge of products & services not offered directly by the ABM/RB.

  • Balance and stock branch vault on a rotation basis while maintaining effective controls.  Places orders and processes shipments in a timely manner under dual control assuring cash drawers are within cash limits.

  • Is responsible for opening and providing maintenance for any type of depository account.

  • Is capable of answering basic lending questions and processing or referring loan maintenance requests.

  • Utilizes consultative sales skills including listening carefully to customer needs and probing for needed information with needs-based questioning.  Is able to suggest products and services based upon information provided and is effective at closing the sale/cross-sale.  Follows-through with the customer by phone, mail, and in-person visits to build and deepen the customer relationship.

  • Confidently drives sales and sales initiatives through product knowledge and high-touch customer service delivery to achieve individual and team goals.

  • Demonstrates knowledge of all digital products and channels and is capable of introducing, selling and assisting customers in enrollment, use, and best practice recommendations.

  • Maintains adherence to all operational, regulatory and security requirements; follows directives and procedures to achieve minimal losses.

  • Adheres to regulatory and compliance criteria in regard to opening deposit accounts; adheres to operational and screening processes.

  • Adheres to all bank and branch internal policies and procedures.

  • Demonstrates and models First Bank & Trust’s core values in support of the bank’s culture.

    Additional job functions:

  • Signing and wire authority equal to or in excess of Relationship Banker III / IV as approved by Senior Management.

  • May have authority to decision overdrafts up to a specified authority limit.

  • Accepts and processes consumer loan applications in adherence to policy/regulations or refers applicants to a Branch Manager or Relationship Manager.

  • Performs wire transfers up to $250,000 or as approved by Senior Manager.

  • In the absence of the Branch Manager, responsible for daily operations of the branch to include; assuring policy, procedures, security measures, branch balancing, oversight of branch vault and teller drawers, assures that teller work and scanning is complete and accurate.

  • Responsible for the recordkeeping as required under the Operations Procedures and audits performed as needed on a monthly and/or quarterly basis.

  • Responsible for the oversight of all account documentation to include deposit documents, NAICS codes, completion of CDD information in a timely manner

  • Assigns work to and reviews the job performance of branch personnel.  In consultation with the Branch Manager and HR, makes authoritative recommendations on the hiring, promotion, discipline or discharge of branch personnel. 

  • Conducts regular branch/team meetings to keep staff lines of communication open and to resolve problems.

  • Maintains a high level of knowledge and procedural expertise in various deposit programs to assist other Bank staff with technical problems; makes recommendations to resolve problems.

  • Demonstrates professional personal and interpersonal behavior; maintains a positive attitude; exercises sound judgment, maintains effective communications; shows initiative with customers and employees and ensures a high level of professionalism throughout the branch; promotes team spirit throughout the Bank.



  • Five years previous retail banking as Assistant Branch Manager or equivalent experience


  • High School education/equivalent or higher

  • Excellent customer service skills; enjoys working with people

  • Demonstrates the ability to be a strong team player as well as team leader; works well with senior managers.

  • Excellent communication skills; both written and verbal

  • Professional appearance and manner

  • Cash handling, sales and customer service background

  • Possesses energy, drive and ambition

  • Learns From mistakes

  • Is skilled at putting people at ease

  • Gets Information and is capable of synthesizing and analyzing it so it makes sense; is able to identify problems and find solutions

  • Knowledge: Banking, Trade and Business

  • Maintains positive and clear communication with customers

  • Thorough knowledge of bank products and service.

  • Possesses good organizational and time-management skills and the ability to see a project through to completion with minimal supervision.

  • A thorough knowledge of customer service/teller operations to coordinate the daily functioning of the Branch.

  • May act independently, within the limits of Bank policy and the guidelines set by the Branch Manager and Director of Retail Banking in carrying out all assigned responsibilities and duties.


    Physical Demands- While performing the duties of this job, the employee is regularly required to stand; walk; sit; use of hands and fingers to feel or handle equipment and files; reach with hands and arms and talk and hear.  The employee is occasionally required to climb or balance and stoop, kneel, crouch or crawl.  The employee must regularly lift and/or move up to 5 pounds.  The employee occasionally lifts and/or moves up to 20 pounds.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    Work Environment- The work environment may be at a desk or behind a Teller line in plain view for immediate customer service.  The environment can get noisy during pay days and holidays.  All areas are air-conditioned and heated.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

FIRST BANK & TRUST is an EEO employer - M/F/Vets/Disabled
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