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Assistant Branch Manager

Position Summary:

This position is responsible for branch duties including, but not limited to, teller, assist in reconciling errors or discrepancies, opening deposit accounts, cross-selling other bank products, handling customer inquiries and issues. This position functions relatively independently with general supervision by the Branch Manager


Major Duties and Accountabilities:

  • Takes part in and embraces the Legacy culture by providing excellent customer service to internal and external customers.
  • This person is the leader in instilling and maintaining a strong, customer-focused, and sales-oriented culture in their branch location and is knowledgeable about all bank products with emphasis on DDA, consumer online banking, and mobile banking products/services.
  • Works/balances a teller drawer.
  • Anticipates demand and ordering cash for branch.
  • Completes day-to-day processes and procedures for: Vault, ATM, Coin Machine, Recycler and Debit Card Machine.
  • Trains new employees on the policies and procedures of the teller function.
  • Opens DDA and other deposit accounts for bank customers when necessary.
  • Responsible for maintaining proper retention procedures of all teller documents/logs.
  • Assists in making sure branch is prepared for quarterly audits by knowing procedures and making sure they are being followed.
  • Assumes the duties of the Branch Manager in their absence.
  • Assists Branch Manager in monthly audits of location.
  • Any other duty as assigned.


See also

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