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Senior Assistant Branch Manager

Fremont Bank
  • Carmel, California
  • $73,000–$90,000 Per Year
  • Full-time
1 day ago

Job Description

Position Summary:

The Sr. Assistant Branch Manager is responsible for delivering exceptional customer service in alignment with Fremont Bank standards at every client interaction. This role combines operational oversight, staff development, and sales leadership to ensure the branch operates efficiently and achieves its goals. The Sr. Assistant Branch Manager will oversee hiring, training, management, and supervision of branch staff to maintain operational integrity, staff productivity, and branch security. This includes implementing bank policies, procedures, and security measures to protect both customers and the Bank from losses, while ensuring all staff adhere to these standards.Key responsibilities include accurately balancing branch vault cash, preparing operational reports and certifications, and leading Associates in cross-selling activities and new business referrals. The Sr. Assistant Branch Manager will support the Branch Manager in ensuring smooth operations on the teller line and provide ongoing guidance, training, and support to branch staff to foster teamwork and collaboration. Additionally, this role focuses on achieving sales standards through outbound calling, outside prospecting, and expanding relationships with existing clients. The Sr. Assistant Branch Manager will recommend or refer retail consumer and business products and services to prospective and existing clients, while developing and maintaining internal partner relationships to maximize relationship expansion. Client acquisition efforts may require time spent on outside business development activities.In the absence of the Branch Manager, the Sr. Assistant Branch Manager will assume full responsibility for branch operations, sales, coaching, training, and development, ensuring continuity and excellence in all branch activities

Why Fremont Bank?:

Founded in 1964, Fremont Bank is one of the oldest independently owned banks in the Bay Area and has been consistently recognized as a Top Workplace for the past 15 consecutive years. Our foundation is built on relationships — with our clients, our associates, and our communities.


We offer:

  • A people-first culture grounded in inclusion and excellence
  • Deep community involvement and local reinvestment
  • A mission-driven workplace where values and performance go hand in hand
The Fremont Bank Way:
  • Full-Service Banking with comprehensive financial solutions, advanced technology, and exceptional service
  • No-Compromise Approach — we help clients get to "yes"
  • Core Values:
    • Go above and beyond for clients
    • Foster a supportive and empowering environment for associates
    • Deeply invest in the well-being of our local community
Key Responsibilities:

Customer Experience

  • Provide exceptional service that is consistent with or exceeds bank standards of Six Diamond Experience in customer service
  • Promote and expand client relationships based on identifying needs through effective utilization of client needs assessment tools
  • Accurately obtain required new account documentation, input data, and prepare necessary client paperwork for the sale of products and services
  • Resolve client issues and handle client requests in a timely, consistent, and professional manner

Relationship Building

  • Explain, promote, and refer Fremont Bank products and services to current and prospective consumer and business clients
  • Meet assigned sales and referral objectives and contribute towards branch goals, including referring customers to business partners when applicable
  • Maintains accurate performance records, pipeline activities and regularly reviews performance results with Branch Management
  • Conduct internal and prospective client telemarketing and follow-up duties when assigned by management
  • Regular participation in outside business development activities, including individual and collaboration of in-person business cold calling, as well as applicable community-based business networking events
  • Understand and be able to accurately communicate consumer and business deposit and lending products, as well as merchant payment, payroll, and treasury management services
  • Recommend and submit small business lending products and applications, including supporting documentation for lending relationship expansion
  • Open new accounts and service existing accounts, including business customers

Operations

  • Follow and explain bank policies and procedures as directed by management
  • Responsible for compliance with applicable State and Federal Regulations and laws
  • Accountable for performing all operational duties with accuracy, attention to detail and proper cash handling
  • Consistently balance cash drawer and vault cash accurately while maintaining neat and organized
  • workstations/desks
  • Maintains teller and branch cash limits and coordinates cash shipments to ensure cash supply is adequate for individual branch needs based on legal requirements and business demand
  • Accurately completes and submits branch reports, certifications, and audits in a timely manner
  • Ongoing training of associates in customer service, banking procedures and regulatory requirements
  • Actively prepare for and participate in branch meetings and training workshops
  • Stay informed of job-related issues, bank promotions, changes in products, services, policies, or procedures; actively participate in industry-related seminars and training classes
  • Accountable for staying current on business-related activities in other areas of the Bank
  • Maintain a flexible work schedule, including weekends
  • Other additional duties as assigned

Management

  • In the absence of the Branch Manager, perform Branch Manager duties/responsibilities
  • Directly manages all operations positions, including Tellers, Senior Tellers, Lead Tellers, and Operations Supervisors
  • Responsible for hiring, training, performance management and annual performance appraisals for all operations positions
  • Supervises and coordinates Associate schedules to ensure customer needs are met and all policies & procedures are followed
  • Work with the Branch Manager to develop and implement daily actions to proactively meet sales goals and objectives
  • In cooperation with the Branch Manager, conduct daily quick start sales meetings, along with weekly and monthly sales production meetings with branch personnel
  • Track daily, weekly, monthly, and annual sales goals for branch personnel
  • Encourage each branch associate to achieve top performance
Qualifications & Skills:
  • Minimum 4 years sales and customer service experience in a customer facing banking environment with previous new consumer and business account opening responsibilities
  • Minimum 2 years supervisor experience or equivalent preferred
  • Successfully pass the Regulation CC Exam, Operational Knowledge Exam and obtain Signing Authority
  • Proven demonstration of success in building relationships with clients and achieving banking sales and lending objectives
  • Knowledgeable in small business deposit and lending products
  • Proven success in small business lending, as well as prospecting and cold calling new outside business opportunities
  • Knowledge of bank products and services and proven success of effective sales techniques
  • Understanding of banking regulatory compliance issues
  • Excellent listening and presentation skills
  • Minimum 1 year of cash handling experience recommended
  • Must be able to lift at least 25 lbs.
  • Basic computer literacy, including working with a Windows-based computer environment, and a working knowledge of Microsoft Office
  • Strong time management and organizational skills
  • Vision and hearing must be sufficient to interact with clients over the phone and in-person
  • Verbal communication must be clearly spoken and understood
  • Ability to walk and stand for outside business development activities
  • Willingness to perform telemarketing duties as assigned
  • Must possess excellent verbal and written communication skills
  • Proven leadership capabilities
  • A thorough understanding of goal setting and personnel development techniques
  • Superior interpersonal skills with the ability to diffuse hostile client interactions and mediate employee relation issues
  • Proven ability to motivate personnel in sales productivity and operational compliance
  • A professional appearance is required
  • High school diploma or GED required
  • College degree preferred
What Makes Fremont Bank Associates Thrive?:
  • Team Players who go above and beyond to support their colleagues
  • Action-Oriented professionals who challenge the status quo and seek improvement
  • Purpose-Driven individuals who understand and champion the bank’s community impact
Benefits Snapshot:

Health & Wellness

  • Medical, dental, and vision insurance
  • Flexible Spending Accounts (FSA, Dependent Care, Health Savings)

Financial & Retirement

  • Employee Stock Ownership Plan (ESOP)
  • 401(k) with employer match
  • Performance-based bonuses or incentives

Work-Life & Perks

  • Paid holidays, vacation, and sick time
  • Free personal checking and savings accounts
  • Home loan rate discounts
  • Tuition reimbursement and professional development resources
  • On-site gym and discounted health club memberships
  • Employee Assistance Program (EAP)
Equal Opportunity Employer:

Fremont Bank is proud to be an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees, regardless of race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other protected classification.

Salary Range:

The hiring salary range is based on factors such as experience, skills, education, and internal equity. Compensation decisions are made in consideration of these factors and in alignment with Fremont Bank’s compensation philosophy.

Salary Range: USD $73,000.00 - USD $90,000.00 /Yr. Employee Stock Ownership Plan (ESOP):

The Employee Stock Ownership Plan (ESOP) is a way for Fremont Bank to contribute to the financial well-being of associates by making a contribution to their retirement account. In addition, the ESOP provides associates an opportunity to share in the growth and prosperity of Fremont Bank.

Note to Search Firms::

Fremont Bank does not accept unsolicited resumes from search firms or agencies without a signed service agreement. Unsolicited resumes will be considered the property of Fremont Bank, and no fees will be paid.

Numbers & Facts

LocationCarmel, California
Job TypeFull-time
IndustryBanking
Salary$73,000–$90,000 Per Year
Company Size500 to 999 employees
Year Founded1964
Websitehttps://www.fremontbank.com/

About Company

Want the full-service, personal approach only a community bank can offer? Discover a better way to bank with an organization that knows the Bay Area because we've been doing business here for over four decades.

At Fremont Bank, we know that community banking makes a difference to our customers, our business partners and our employees. After all, we were founded in 1964 - one of the oldest independently owned and managed bank in the Bay Area, headquartered in Fremont, of course. We've held to an unwavering commitment to providing the communities we serve with financial resources and building professional relationships second-to-none.

Skills

  • Alliance/Partner Managementunmatched
  • Banking Regulationsunmatched
  • Banking Servicesunmatched
  • Business Developmentunmatched
  • Business Loansunmatched
  • Business Servicesunmatched
  • Coachingunmatched
  • Cold Calling Skillsunmatched
  • Communication Skillsunmatched
  • Community Bankingunmatched
  • Computer Skillsunmatched
  • Computer Systemsunmatched
  • Computer Workstationsunmatched
  • Cross-Sellingunmatched
  • Customer Acquisitionunmatched
  • Customer Experienceunmatched
  • Customer Relationsunmatched
  • Customer Support/Serviceunmatched
  • Customer/Client Researchunmatched
  • Data Entryunmatched
  • Dental Insuranceunmatched
  • Detail Orientedunmatched
  • Documentationunmatched
  • Employee Assistance Planunmatched
  • Employee Relationsunmatched
  • Federal Laws and Regulationsunmatched
  • High School Diplomaunmatched
  • Interpersonal Skillsunmatched
  • Leadershipunmatched
  • Lift/Move 25 Poundsunmatched
  • Loansunmatched
  • Meet Sales Quotaunmatched
  • Microsoft Officeunmatched
  • Microsoft Windows Operating Systemunmatched
  • Needs Assessmentunmatched
  • Networking Eventsunmatched
  • Operations Managementunmatched
  • Organizational Skillsunmatched
  • Payroll Managementunmatched
  • People Managementunmatched
  • Performance Managementunmatched
  • Performance Reviewsunmatched
  • Policy Implementationunmatched
  • Presentation/Verbal Skillsunmatched
  • Procedure Implementationunmatched
  • Record Keepingunmatched
  • Regulationsunmatched
  • Regulatory Complianceunmatched
  • Regulatory Requirementsunmatched
  • Reporting Skillsunmatched
  • Residential Mortgagesunmatched
  • Resolve Customer Issuesunmatched
  • Resume Searchunmatched
  • Retailunmatched
  • Salesunmatched
  • Sales Operationsunmatched
  • Sales Prospectingunmatched
  • Set Goalsunmatched
  • Staff Developmentunmatched
  • Staff Motivationunmatched
  • State Laws and Regulationsunmatched
  • Team Playerunmatched
  • Telemarketingunmatched
  • Time Managementunmatched
  • Training/Teachingunmatched
  • Treasury Managementunmatched
  • Tuition Reimbursementunmatched
  • Vision Planunmatched
  • Workplace Issuesunmatched
  • Writing Skillsunmatched

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