Assistant Branch Manager

Job Summary

The Assistant Branch Manager supports the Operations Coordinator in all aspects of branch operations and reports directly to the Business Banking Manager. The Assistant Branch Manager ensures operational excellence, compliance with regulatory requirements, and fosters a culture of high performance, collaboration, and accountability. This role is responsible for leading the branch team to deliver exceptional customer service, managing client relationships, and driving business development and sales growth. This position also acts as a key relationship administrator, actively engaging with clients and identifying opportunities for expanding banking services.

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Essential Duties & Responsibilities:

Lead core accounting functions such as general ledger, financial reporting, budgeting, accounts payable/receivable, and reconciliations
Prepare financial statements, regulatory filings, and internal reports in compliance with GAAP
Reconcile bank accounts and key balance sheet items and resolve discrepancies
Coordinate with departments for expense tracking, fixed asset accounting, and cash flow forecasting
Assist in developing and monitoring budgets
Support external audits and regulatory exams
Stay current on financial regulations and internal accounting policies
Recommend process improvements to enhance efficiency and accuracy
Support compliance with the Bank Secrecy Act and applicable regulations
Provide administrative support as needed

Minimum Requirements:

Bachelor’s degree in Accounting, Finance, or a related field
CPA, CMA, or MBA strongly preferred
At least 5 years of accounting experience, including 2 years in a banking or credit union setting
Must be bilingual in English and Spanish
Strong knowledge of GAAP and regulatory reporting requirements
Proficiency in Microsoft Excel and accounting/ERP systems
Strong analytical, communication, and organizational skills
Ability to work independently and manage multiple priorities
High level of integrity and confidentiality
Willingness to travel occasionally for training or business needs

Assistant Branch Manager

Job Summary

Essential Duties & Responsibilities:

Minimum Requirements:

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