1-3 years of experience
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Employment Type:
Full time
Job Category:
Retail Assistant Branch Manager I- Opelika, AL...
(This job is no longer available)
Charter Financial Corp. | Opelika, AL
Grad Date

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Job Description

Revised 08/2018

Job Description

Position Title: Retail Assistant

Branch Manager (Classification I, II, III)

Division: Retail/Operations

Reports Directly To: Branch



This position is responsible

for, but not limited to, assisting the

branch manager in the overall management of

the branch - may step in for Branch Manager in their absence. Supports

efforts to maximize revenue, sales, customer satisfaction, and minimize operational losses as well as deepening

existing relationships and minimizing customer attrition. Contributes to the implementation of

promotional campaigns and product

initiatives at the branch




position is expected to perform the specific duties, tasks, and

responsibilities as outlined below:

With support from the

Branch Manager, will help achieve deposit, loan and investment goals for

respective center.

* Supervise Branch Promotions
* Monitor Business

Development efforts

* Ensure established training goals are achieved
* Conduct bi-weekly staff meetings
* Assists Manager with loans and loan goals

With support from the

Branch Manager will assist in the daily operational function of the Branch.

* May open and

close branch as necessary

* Oversees all sales/service

efforts of the branch staff

* Monitors operational

duties of platform staff

* Prepares management

reports as required

* Ensures adherence to bank policy and procedures including: dress code, security, compliance, dual control

and audits

* May serve as support for platform staff, i.e. opening deposit

accounts, taking loan applications, handling safety deposit boxes

* Acts as security contact

for branch personnel

With support from the

Branch Manager will select, develop, coach and mentor a competent work force.

* Conduct quarterly service/sales meetings
* Ensure operational soundness of the Branch
* Aim for

Mystery Shop scores of 90% or better

* Ensure 100% cross-training standards
* Conduct timely performance evaluations
* Ensure that the Bank's policies and procedures,

code of conduct, and regulatory guidelines are strictly complied with

* Provide assistance to other employees by

liaising with them through healthy and positive interactions

* Be involved in performing marketing endeavors/efforts
* Continuously update skills by participating in

professional training

* Seek opportunities to improve skills through

cross-training offered by the Bank

* All other tasks, responsibilities or duties, as

directed by management


* Pro-active, self-starter,

take initiative, take charge, ambitious

* Problem solver, resourceful,


* Must be able

to work at a faster than average pace and able to multi-task.

* Must have the

ability to perform mathematical calculations

necessary to execute the duties of

the job

* Must be able

to make sound decisions, have the ability to recognize potential problems, and take

corrective action

* Must stay abreast of department and company policies/changes and be adaptable

to those changes

* Regular attendance is necessary
* Optimistic, enthusiastic, and persuasive
* Confident, competitive, communicative
* Must have strong communication skills

characterized by excellent writing and speaking skills

* Proficient

with general office machines and programs to include Microsoft Office Word,

Excel, Outlook, and other software that might be utilized in the department

* Ability to use the computer efficiently and the

capacity to learn new software programs as they are rolled out by the Bank

* Must have good knowledge of business English,

including spelling and punctuation

* Must possess basic English language skills in

order to write and speak clearly, and effectively with coworkers and customers

* Must be well-organized, accurate, and attentive

to detail

* Must be cooperative and willing to assist

coworkers and customers on a regular basis

* Must have effective listening skills

demonstrated by the ability to listen to others talk (without interruption),

understand them, and then propose solutions or make contributions based on the

points made by others

* Must possess excellent multi-tasking skills and

be able to function well under pressure

* Must be able to remain composed under pressure

and respond to customer and coworker concerns regularly

* Must have a keen eye for detail and follow

instructions to the letter

* Must be patient and willing to help others in

solving problems while maintaining a positive attitude at all times


* Must

be able to remain seated or work standing in a confined area on a computer for

a minimum of four (4) hours each work day

* Must

be able to constantly use hands and fingers to enter data through or on a

computer or answer a phone throughout most of an eight (8) hour shift

* Must

be able to walk frequently throughout the day to obtain supplies from other

areas in the Bank and to cover for other employees, on break or on lunch

* Must

be able to use hands and fingers to count money throughout each workday

* Must

be able to hear and communicate with coworkers and customers throughout the day

* May

need to lift up to 25 pounds one to two times a day to perform job

The physical

demands described here are representative of those that must be met by an

employee to successfully perform the essential functions of this job. Position

may require regular before/after normal business hours, or regular out-of-town



* Must

be able to function in a professional, business office environment and act and

dress appropriately for same, consistent with the Bank's grooming and dress


* Must

demonstrate excellent interpersonal skills with customers and coworkers

* Must

be willing to function as a team member

* Must

be willing to demonstrate commitment to CenterState Bank's mission and goals


* Bachelor's Degree or 3-5 years equivalent work experience
* Computer Literacy
* 1-2 years

Supervisory experience

* Broad knowledge of operating policies and

procedures Desired:

* Experience in Sales/Sales Management
* Experience in

Consumer Lending

These specifications are general

guidelines based on the minimum experience normally considered essential to the

satisfactory performance of this position. The requirements listed above

are representative of the knowledge, skill and/or ability required to perform

the position in a satisfactory manner. Individual abilities may result in

some deviation from these guidelines.

CenterState complies with federal and

state banking laws, such as the Bank Secrecy Act (BSA), USA PATRIOT Act, and

other related anti-money laundering/anti-terrorist financing initiatives.

The Bank has established a Bank Secrecy Act/Anti-Money Laundering/Office

of Foreign Assets Control (BSA/AML/OFAC) Compliance Program and employees are

expected to adhere to federal and state banking laws, as well as the Bank's

procedures and/or internal controls. The Bank will terminate the employment of

employees who fail to comply with banking laws and/or the Bank's



Bank is an equal opportunity employer and does not discriminate against

applicants or employees on any unlawful basis, including race, color, religion,

gender, sexual orientation, marital status, age, national origin, ancestry,

gender identity, disability, genetic testing, service in the military,

citizenship status or any other characteristics protected by federal, state or

local law. CenterState also prohibits unlawful harassment of

applicants/employees based on these protected categories.


complies with The Americans with Disabilities Act ("ADA") and state and local

disability laws and will provide reasonable accommodations to qualified

individuals with disabilities, unless doing so will cause an undue hardship.

The Bank encourages employees/applicants who believe they need reasonable accommodations

to contact the Human Resources Department at 863-595-1300.


I have received and reviewed a copy of the attached Job Description. I understand that I am expected to

perform the duties of this position, and, in the event that I am unclear about

the position's requirements, I will contact my supervisor or Human Resources as

soon as possible for clarification.


Printed Name Date