Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.

Check how this applies to your own job

Skills this job asks for

Say which you have and which you want to build. We use it to match you to jobs like this one.

Risk management

About the job

Assistant Financial Center Manager The Assistant Financial Center Manager supports a retail financial center in operations, risk management, new accounts, and ensures exceptional customer experiences. The role encompasses overseeing daily operations, managing risks, fostering new accounts and deposits growth, facilitating loans, introducing strategic partnerships, providing staff training, coaching, and development, and supporting the financial center in the absence of the Manager.

Key Responsibilities and Duties

Ensures every client interaction reflects the Bank's commitment to excellence. Addresses client inquiries, concerns, and complaints promptly and professionally.

Assumes managerial responsibilities in the absence of the Financial Center Manager. Ensures continuity of operations and adherence to established protocols. Collaborates with team members to maintain a positive and productive work environment.

Implements strategies to enhance client satisfaction and loyalty.

Oversees daily operations to ensure efficiency and compliance with regulatory standards. Identifies and mitigates operational risks to safeguard the Bank's assets and reputation. Collaborates with internal stakeholders to implement operational improvements.

Adheres specifically to all bank policies and procedures, including Federal and State regulations and laws.

Drives initiatives to attract new clients and expand deposit accounts. Promotes various deposit products and services to meet clients' financial needs. Analyzes market trends and competitor activities to develop effective growth strategies.

Facilitates loan origination processes, including application processing and approval. Work closely with underwriting teams to ensure timely and accurate loan decisions.

Educates clients on loan products, terms, and eligibility criteria.

Cultivates and maintains strategic partnerships with local businesses and organizations. Identifies opportunities for collaboration to enhance the Bank's market presence and offerings. Acts as a liaison between the Bank and external partners to facilitate mutual growth; effectively partners with all lines of business including commercial, and multifamily lending groups.

Provides comprehensive training to associates on banking products, procedures, and delivering excellent client service. Mentors, develops, and coaches team members to foster their professional growth and performance.

Minimum Qualifications

4+ years of assistant branch management and/or supervisory experience within a retail banking environment.

Demonstrated success in coaching, training, and developing team members while driving performance and achieving business objectives.

Strong operational and risk management expertise, including experience overseeing compliance, audits, policies, procedures, and daily financial center operations.

Excellent client service skills, with a proven ability to resolve complex client concerns and build lasting customer relationships.

Experience growing deposits and new account acquisition through proactive outreach, relationship management, and business development activities.

Strong organizational, prioritization, and multitasking skills, with the ability to effectively manage multiple responsibilities in a fast-paced environment.

Fluent in both English and Spanish.

Role Specific Work Experience

3+ Years Required; 5+ Years Preferred

Educational Requirements

Vocational and/or Technical Education Preferred

Physical Requirements

Physical Requirements: Sedentary Work

Career Level 4IC

Posting End Date: 11/12/26