Assistant Branch Manager - Walnut Creek, CA

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Job description

Assistant Branch Manager -Walnut Creek, CA
Are you looking for a non-traditional banking opportunity? Beal Bank is seeking a full time Assistant Branch Manager. The schedule is Monday - Friday 8:00am to 5:00pm. We are a wholesale bank with a focus on deposits and related services. Our branch product lines are limited to money market accounts, certificates of deposit (including individual retirement accounts) and statement savings accounts. Loan origination experience is not necessary and there are no sales requirements.
The Assistant Branch Manager is part of a small hands-on team and will work directly with customers.
Founded in 1988, the Beal Bank family of companies is headquartered in Plano, Texas, and comprises one of the largest private financial institutions in the United States. Our two partner banks, Beal Bank and Beal Bank USA, are guided by the same principles of reliability and excellent customer service. Whether you are a customer of Beal Bank or Beal Bank USA - or have accounts with both banks - we are dedicated to providing financial strength and stability, competitive rates and outstanding service to every customer.
Summary:
The Retail Assistant Branch Manager is responsible for assisting the Branch Manager in overseeing the service and operations of a retail branch location. This involves performing a variety of duties to ensure quality customer service, achievement of branch objectives, efficient and effective operations, and compliance with all bank policies and procedures. This position supervises and leads the branch in the absence of the Branch Manager.

Essential Job Duties & Responsibilities ( Include but are not limited to):
● Assumes management responsibility in the absence of the Branch Manager.
● Participate in CRA activities ensuring that all monthly goals are met or exceeded.
● Assists in managing customer service objectives including handling exceptions, complex issues, and complaints; monitoring and coaching of branch personnel. Handling of disciplinary action in a timely manner as needed.
● Performs and supervises day to day operational and compliance functions of the branch such as reconcilements, audits, reporting, controls, records management, approvals and opening/closing procedures.
● Motivate and encourage employees and ensure they have appropriate knowledge of all bank products.
● Participates in personnel decisions as appropriate including hiring, scheduling, disciplinary actions and evaluating performance.

Job Requirements:
Job Requirements:
● Minimum 5 years banking experience, with a minimum of 1 year in a management or supervisory role.
● High School Diploma or equivalent required.
● Adaptability to change.
● Professional appearance and demeanor.
● Proficiency with 10 key touch, Microsoft Office and banking software applications.
● Demonstrated good attendance and punctuality.
● Strong attention to detail with high concern for data accuracy.
● Customer service orientation with effective problem solving abilities and the ability to maintain composure and convey a positive attitude while interacting with customers and internal team members.
● Outstanding listening and communication skills, both written and verbal.
● Knowledge of or ability to quickly learn banking products, services, policies, procedures, and regulatory guidelines.
● Developed critical thinking and decision making skills.
● Ability to maintain confidentiality, follow directions and apply proper policies, procedures and guidelines.
● Excellent organizational skills with proven ability to prioritize and manage multiple responsibilities and projects in a fast paced environment with competing priorities and deadlines.
● Strong leadership and interpersonal skills; ability to motivate and achieve results through working together.
● Overnight and out of town travel is possible on occasion.
● Performs other job related duties or special projects as assigned.

*No Relocation Assistance Offered
If you are looking to be a part of a winning team and meet the above requirements, we look forward to hearing from you.
If you are interested in this position, please send your resume to .
Beal is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to their protected veteran or disabled status and will not be discriminated against.
Notice to California Residents: Beal Bank, Beal Bank USA, Beal Service Corporation, or Beal Nevada Service Corporation (also d/b/a CSG Investments, Inc.) may collect personal information about you as part of the job application or employment process. Please see our California Consumer Privacy Act Policy at for details.