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POSITION: FLOAT ASSISTANT BRANCH MANAGER – HARVARD SQUARE

 

Summary:

 

With the manager, supervise and coach the branch team, as assigned within one of our 16 branches OR within one of 8 branches in the Cambridge area, in all aspects of service, operations and sales.  Principle duties include overseeing the day-to-day operations of the branches, participation in sales and service initiatives, and participation in assigned projects for further skills development.

 

Key Result Areas:  

 

Operations:

  • Work within assigned authority level, referring to a higher authority when necessary or required by Bank policy
  • Understands and adheres to all regulatory, security, retail banking and bank-wide policies and procedures
  • Monitor risk and follow proper security precautions
  • Maintain knowledge of, monitor, and consistently adhere to Bank policies and procedures regarding branch operations and human resources
  • Understands and adheres to all Bank Secrecy Act and Anti- Money Laundering (BSA/AML), regulatory, security, retail banking and bank-wide policies and procedures
  • Monitor resolution of branch errors, settlement differences and monthly audits
  • Assume branch manager’s role in manager’s absence.
  • Contribute to the effective team management of all Bank problems, issues, operational responsibilities and sales opportunities
  • Perform tasks accurately and efficiently 
  • Approve transactions and sign checks in accordance with Bank policy and within approved limits
  • Complete various activity, compliance, and auditing reports, as requested
  • Open and close the branch
  • Provide Notary Public services
  • Perform transactional duties, as needed

 

Service:

  • Ensure that the branch provides consistently high-quality experiences
  • Direct proper follow-up to all customer inquiries and transactions; provide final resolution to customer issues

 

Sales:

  • With the manager, oversee branch sales and business development efforts by: Monitoring the methods used to achieve branch sales goals
  • Coach and motive staff through branch meetings and individual coaching sessions
  • Review sales reports and contribute to sales tracking
  • Know the competition and educate the staff to respond to customer claims
  • Develop and monitor the individual, measurable goals of each staff member
  • Sell the products and services of the Bank and its partners to prospective and existing business and consumer customers based on their needs, focusing on increasing core households and services per household, making referrals whenever appropriate
  • Strengthen existing customer relationships, as well as targeting new prospects
  • Develop and maintain substantial knowledge of Bank products and services
  • Maintain active/leadership role in community/civic organizations and motivate staff to volunteer in the community
  • Provide support to all branch functions as needed

 

Staff Development:

  • With the manager, interview and recommend branch staff candidates, focusing on service and sales skills
  • Monitor staff performance and implement development plans
  • Contribute to performance reviews, including interim reviews
  • Oversee training of transactional team members and Personal Bankers and provide training as needed
  • Foster a team environment
  • Communicate appropriate information to staff and assure understanding
  • Perform additional duties as required

 

Qualifications: 

 

  • Associates degree in Business, Bachelor’s Degree preferred
  • 3 - 5 years management experience
  • 2 - 3 years customer service experience with proven record of sales success
  • Ability to lead and motivate
  • Ability to work independently and take accountability for actions, making quick, high-quality decisions
  • Proficient conflict management skills
  • Proficiency in the English language
  • Strong knowledge of bank policies and procedures
  • Strong, sales, and service skills, or the recognized ability to develop them
  • Strong knowledge of and ability to sell bank products and services
  • Strong attention to detail, communication, and interpersonal skills, with the ability to interact with diverse groups.
  • Ability to travel to and work at other branches, as needed      

 

The above description covers the most significant major responsibilities but does not exclude other occasional responsibilities and accountabilities, the inclusion of which would be in conformity with the major purpose of this job.

 

Location:        

 

Harvard Square – Cambridge, Massachusetts 

 

About Cambridge Savings Bank: 

 

Cambridge Savings Bank is a full-service banking institution with over $5 billion in assets. As a mutual bank, CSB is committed to improving the quality of life of our employees, customers, and the communities we serve. One of the oldest and largest community banks in Massachusetts, Cambridge Savings Bank offers a full line of individual and business banking services across a robust Massachusetts-based branch network and through digital banking solutions for commercial, small business and consumer customers. To learn more about how we can meet your needs, visit us at cambridgesavings.com, or better yet, come meet us to help you make the most out of your banking relationship.

 

Cambridge Savings Bank is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. We are a VEVRAA Federal Contractor.