GENERAL SUMMARY: The assistant manager supervises the staff at a Cape Cod 5  Orleans Banking Center.  Responsible for monitoring performance and operations, ensuring the highest level of customer care for bank customers.  As a trusted financial advisor, the assistant manager will advise and deliver a full range of financial services to customers to meet their financial goals.     As a member of the retail management team, the Assistant Manager will provide exceptional care and support to staff in achieving their professional goals.

ESSENTIAL JOB FUNCTIONS/RESPONSIBILITIES, IN PRIORITY ORDER:  

1. Oversees and supervises banking center staff for purposes of day-to-day administration of job duties, including scheduling, communicating overall goals, operations and coaching reinforcing principles and values.
2. Monitors and decisions management reports.
3. Develops rapport with customers, greeting customers by name, understand account ownership types and authority, being responsive and timely with correspondence and problem resolution, while displaying a caring attitude (GUEST philosophy)
4. Provides backup to retail staff positions and Banking Center Manager
5. Provides excellent customer care to customers relative to daily transactions, addressing inquiries, and problem resolution, in accordance with Bank policies and procedures
6. Performs basic banking transactions including: processing deposits and loan payments, verifying cash and endorsements, check cashing, money orders and treasurer’s check issuance and savings bond redemption
7. Fulfills all branch closing activities
8. Introduces and advises on the Bank's deposit and consumer loan products and services to appropriately meet customer needs in a proactive manner
9. Introduces and advises on the Bank's products and services to appropriately meet customer needs
10. Proficient in determining customer’s existing and prospective financial needs and identifies referrals to other business lines (Investment Services, TAM, Commercial, Cash Management, etc.)
11. Proficient in determining customer needs and recommending to the customer the products and services that best meet their needs
12. Maintains a working knowledge of product and service offerings including consumer, business, non-profit, retirement, Online Banking, BillPay, debits cards
13. Confidently discusses customer lending opportunities and assists customers in preparing loan applications for home equity products and personal loans
14. Safeguards customer trust by upholding duty of customer confidentiality
15. Complies with all required regulations, guidelines, and policies
16. Timely completion of all assigned learning activities
17. Actively participates in banking center meetings and one-on-one coaching sessions
18. Participates/volunteers in community groups and events
19. Additional duties as assigned

EDUCATION, CERTIFICATIONS: (Minimum education required to perform the duties of this position):

Bachelor’s Degree OR 60 college credits and pursuing Bachelor’s Degree and five years of experience in a financial institution

NMLS Registration 

Notary Public - may obtain after hire

Medallion

KNOWLEDGE, SKILLS & ABILITIES:

• Minimum one year cash handling experience required
• Minimum two years customer service experience
• Must have a supervisory aptitude
• Demonstrated management and leadership skills
• Prior customer relationship building experience
• Must have cyber security awareness to protect the digital environment, the Bank, and customers

COMPETENCIES:

• Financial Savviness (Conversant in all Business Lines)
• Problem Solving
• Relationship Building Skills
• Proficient Verbal and Written Communication Skills
• Critical Thinking Skills
• Courage
• Technology Savviness/Digital Enthusiast
• Financial Comprehension
• Adaptability and Flexibility
• Sales Aptitude
• Eager Learner
• Learning Agility
• Superior Customer Service