Assistant Financial Center Manager - New Lebanon, NY

Berkshire Bank • New Lebanon, NY • 1d ago

BackAssistant Financial Center Manager#1215 | Posted 02/12/2025New Lebanon, New York, United StatesApplyApply for this job now! ApplyJob DescriptionDivision: Retail Banking Department: Various - Branch Network Reports to: Financial Center Manager Status: Non-Exempt Grade: 7Pay Range: $20.50 - $35.99Actual compensation within the pay range will be decided based on factors including, but not limited to, skills, prior relevant experience, and specific work location.Location: New Lebanon, NY - Hwy 20 Purpose/Objective: Assists the Financial Center Manager with growing the Bank by managing customer relationships, directing branch operations, supervising team members and while ensuring that the entire team is consistently providing excellent customer service. Key Accountabilities: - Educates clients on our products and services offered in the branches and digitally. Initiates, processes and closes various loans, including Consumer, Home Equities and Small Business. Is adept at asking clients questions related to their finances and managing relationships with such tools as the Relationship Builder and Salesforce. Works with clients to refer partnership solutions such as Wealth, Insurance, Cash Management and Mortgage. Lead through lobby management, ensure prompt welcomes of assistance to clients, and genuinely thank clients for their business. Resolves routine and complex client issues or problems. Is proficient in the digital banking space and can assist clients with adoption. Ensures proper documentation and compliance for all new accounts and account maintenance. 35% - Assists Financial Center Manager in building/managing sales culture to achieve branch goals and Bank-wide initiatives. Bring out the best in the employees, by educating, coaching, developing, and training employees. Monitors quality and efficiency of client experience in the branch, including the Branch Consistency Standards. Communicates Bank policies, programs, and objectives. Takes on a leadership role in conducting staff meetings and morning huddles. Maintains awareness of Federal and state banking regulations and branch security program. May review and approve legal documents related to accounts. Stays abreast of new products, services, and promotions and educates and supports the entire branch team. 35% - Provides ongoing assistance in managing day-to-day branch operations; opens and closes the branch while ensuring adherence to security measures. Provides backup to the Branch Officer and/or client service line. Conducts and/or approves client transactions and exceptions as needed. Ensures the branch maintains a professional appearance and supply inventory levels. Reviews various branch reports; may oversee monthly branch audit process. 20% - Provides input for staff performance management. May recommend salary adjustments and transfers. Resolves routine personnel problems and provides support in counseling or disciplinary actions. Assists with interviewing potential candidates and in making hiring decisions. May manage time and attendance for staff. May also be responsible for weekly scheduling of branch staff as well as the monthly Saturday schedule. 10% - Ensures compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by one's duties. Must be eligible to be registered in the Nationwide Mortgage Licensing System & Registry for purposes of SAFE Act. Available to work Saturday hours and travel to nearby offices as required. Education:- High school diploma or equivalent Experience:- 3-5 years of branch banking experience- Demonstrated ability in decision making, handling difficult situations, initiative, and leadership Skills & Knowledge:- Excellent customer service/sales skills- Decision making and pr

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