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GENERAL SUMMARY: The Assistant Manager supervises the staff at a Cape Cod Five retail location, insuring the teams' performance and the execution of daily operations results in the highest level of customer care for retail branch customers. As a trusted financial advisor, the Assistant Manager will provide exceptional customer care and deliver a full range of financial services to customers achieve their financial needs and goals. As a member of the retail management team, the Assistant Manager will provide exceptional care and support to staff in achieving their professional goals.


* Oversee and supervise branch staff for purposes of day-to-day administration of job duties, including scheduling, communicating overall goals, operations and coaching reinforcing principles and values.
* Monitoring and decisioning management reports.
* Develops rapport with customers, greeting customers by name, understand account ownership types and authority, being responsive and timely with correspondence and problem resolution, while displaying a caring attitude (GUEST philosophy)
* Provides backup to retail staff positions and Branch Manager
* Provides excellent customer care to customers relative to daily transactions, addressing inquiries, and problem resolution, in accordance with Bank policies and procedures
* Performs basic banking transactions including: processing deposits and loan payments, verifying cash and endorsements, check cashing, money orders and treasurer's check issuance and savings bond redemption
* Fulfills all branch closing activities
* Introduces and advises on the Bank's deposit and consumer loan products and services to appropriately meet customer needs in a proactive manner
* Introduces and advises on the Bank's products and services to appropriately meet customer needs
* Proficient in determining customer's existing and prospective financial needs and identifies referrals to other business lines (Investment Services, TAM, Commercial, Cash Management, etc.)
* Proficient in determining customer needs and recommending to the customer the products and services that best meet their needs
* Maintain a working knowledge of product and service offerings including consumer, business, non-profit, retirement, Online Banking, BillPay, debits cards
* Confidently discuss customer lending opportunities and assists customers in preparing loan applications for home equity products and personal loans
* Safeguards customer trust by upholding duty of customer confidentiality
* Must comply with all required regulations, guidelines, and policies
* Timely completion of all assigned learning activities
* Actively participate in branch meetings and one-on-one coaching sessions
* Participation/volunteerism in community groups and events
* Additional duties as assigned

EDUCATION, CERTIFICATIONS: (Minimum education required to perform the duties of this position):

Bachelor's Degree OR 60 college credits and pursuing Bachelor's Degree and five years of experience in a financial institution

NMLS Registration

Notary Public - may obtain after hire



* Minimum one year cash handling experience required
* Minimum two years customer service experience
* Must have a supervisory aptitude
* Demonstrated management and leadership skills
* Prior customer relationship building experience
* Must have cyber security awareness to protect the digital environment, the Bank, and customers


* Financial Savviness (Conversant in all Business Lines)
* Problem Solving
* Relationship Building Skills
* Proficient Verbal and Written Communication Skills
* Critical Thinking Skills
* Courage
* Technology Savviness/Digital Enthusiast
* Financial Comprehension
* Adaptability and Flexibility
* Sales Aptitude
* Eager Learner
* Learning Agility
* Superior Customer Service

Associated topics: associate director, controller, finance director, general manager, manage, operation, operational manager, president, president finance, senior director

* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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