As the assistant branch manager, this role assists the bank manager and oversees branch operations in their absence. In addition to working to manage staff and answer questions for customers, duties could include ensuring compliance with banking standards and regulations, overseeing sales of loan products or other financial instruments and services, and covering for the front-line staff or other customer-facing employees in the event of an unexpected absence. Responsibilities may also consist of stepping in to solve problems or complaints that require management-level insight.
Description
Acting as an alternate to the Branch Manager in the Branch Manager’s absence.
Responsible for approving new accounts and conducting supervision reviews to ensure that business activity complies with regulatory requirements and the firm’s policies and procedures.
Responsible for identifying non-compliant conduct, breaches, and violations and effecting corrective action.
Oversee the day-to-day operations of the branch in the Branch Manager’s absence.
Key skills or attributes
Excellent judgment
Problem solver
Customer service focused
This diploma provides the knowledge and exposure to be successful in this role. The Assistant Branch Manager Diploma is a great next step for someone who is advancing in this role as they work to enhance their career or build on basic knowledge. (Formerly CFT Training). Consider the Assistant Branch Manager Certificate.
Select from the following formats (checkmarks) to gain course information and pricing. Courses may be taught in-house or live based on requests to the CFTEA office.
Required Courses
Instructor Led Online
Guided Learning
Self Paced
Virtual Classroom
BSA/AML: Beneficial Ownership and Customer Due Diligence
Contributing to a Respectful Workplace
Excel Basics
Fundamentals of Consumer Lending
Handling Workplace Conflict
Managing a Successful Branch
Maintaining Superior Team Performance
Navigating Difficult Conversations
Sales Essentials Certificate
Steps to a Powerful Personal Brand
Verbal Communication
Written Communication
2024.07
AIB ABA CFT
Signup for our newsletter and be the first to know about new courses and discounts: