Job Description
Job Summary
The Mobile Assistant Branch Manager plays a key leadership role in supporting branch operations, team performance, and customer engagement across multiple locations. This position is ideal for candidates with strong leadership, sales, and customer service experience who are passionate about financial wellness and team development.
🔧 Key Responsibilities
• Lead and coach branch team members through onboarding, development, and performance management
• Drive customer loyalty and revenue growth through proactive client engagement
• Manage branded sales processes to meet sales targets
• Provide financial solutions and advice to improve client well-being
• Ensure compliance with operational, reputational, and business risk policies
• Make sound decisions to identify and mitigate risk
• Travel daily to multiple work locations; must be able to lift and carry up to 40 pounds
🎓 Minimum Qualifications
• Associate’s degree or equivalent combination of education and experience
• Minimum of 4 years of related business or functional experience
• Valid driver’s license with a clean driving record
• Ability to operate a commercial motor vehicle (CMV) under specific weight limits
• May require a Medical Examiner’s Certificate
• Must pass background checks and a post-offer physical
💼 Preferred Skills & Competencies
• Accountability
• Banking and client counseling
• Customer experience and loyalty
• Decision making and critical thinking
• People management and coaching
• Digital awareness and multitasking
• Retail lending and sales
🎁 Benefits Overview
Eligible full-time employees may receive:
• Medical, dental, and vision coverage (with HSA option)
• Life insurance for employee and dependents
• Short- and long-term disability protection
• 401(k) with employer match
• Pension and stock purchase plans
• Dependent care reimbursement
• Back-up child and elder care
• Adoption, surrogacy, and doula reimbursement
• Educational assistance (including fully paid programs)
• Wellness program with financial incentives
🕒 Paid Time Off
• Maternity and/or parental leave
• Up to 11 paid holidays annually
• 8 occasional absence days per year
• 15 to 25 vacation days annually, based on career level and years of service
Note: This position involves travel and physical activity. Candidates must be comfortable working in a mobile environment and managing multiple priorities across locations.
