Role Summary: The Assistant Branch Manager/Team Leader reviews documents and transactions prepared by team members to ensure accuracy, oversees scheduling, recommends, and acts upon employment decisions, coaches team members and conducts timely team member performance evaluations, and initiates the progressive disciplinary process when team members' performance is subpar. Discusses, gathers, and works with the member and appropriate department(s) to open and maintain specialty accounts such as Trusts, UTMAs, Estate Accounts, Representative Payee, Attorney-in-fact, Durable Power of Attorney, etc.