Branch Administrative Support Manager at Amalgamated Bank

By joining our team, you’ll be joining a Bank that believes that that maintaining a diverse and inclusive workplace where everyone feels valued and respected is essential for us to grow as a company. We are dedicated to building a more equitable world in our everyday practices by embracing the values of our employees and customers.

Essential Job Functions: 

1. Ensures operational requirements are maintained, to include consumer and business banking guidelines. Ensures compliance with operational, security and control policies/procedures, preventing fraud and protecting customer assets.
2. Takes ownership of complex account servicing and error resolution issues, including those escalated by other Retail Staff. Works with the Retail Sales and Service Manager to provide coaching and guidance to improve and reduce future problem resolution/escalations.
3. Provides training to branch new hires and ongoing training for updates on systems, procedures, policies to existing branch staff.  This includes, but is not limited to Horizon platform, consumer online banking platform, commercial online banking platform, and new account origination.  Training can be conducted in our Headquarters, or virtually via MS Teams
4. Updates Training Materials and Creating Job Aids for branch staff
5. Updates and revises retail branch policies and procedures as needed and provides updates to existing programs or product features.
6. Assess, suggest, and implement new procedures, workflow processes, or systems to increase operational efficiency
7. Adheres to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.
8. Maintains internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
9. Ensures branches operate within regulatory and compliance expectations and pass all branch audits
10. Manage operational risk for the retail network by following policies, guidelines, and regulations
11. Create a strong workforce by developing individuals in the banking operations team
12. Oversee the processing of loans, deposits, and other banking activities to ensure accuracy and accountability
13. Oversee implementation of bank operations projects to ensure alignment with expectations and strategic initiatives
14. Engage with Audit, Regulators, Community
15. Work and collaborate with other business lines to include Operations, Amalgamated Investment Services team, Electronic Banking, Call Center and Loan Servicing
16. Makes decision on branch closings and liaises with compliance/legal departments to notify regulators of such actions
17. Liaises with 3rd party vendors for any product, service, or operational enhancements/issues related to branch operations
18. Reviews branch monthly self-audits
19. Conducts Branch Quarterly Inspection
20. Monitors and ensures Timely Research and Remediation of Chase Open items , Fed open items and Suspense GL
21. Conducts Daily Review of all operational items for Branches with 3 or less staff
22. Monitors Daily processing of teller work in Imagecentre and ensures work is decisioned and closed for BOSS processing overnight
23. Provides first line escalation for Branch Support for immediate System issues.  Constraints may require opening ticket with FIS
24. Provides BOT Operations and Product support for Horizon XE updates to test releases
25. Provides BOT Operations support to address Branch issues needing resolution such as operational errors
26. Provides Finance Support with Unposted GL pertaining to branch entries
27. Monitors Branch requests from call center and other internal areas emails to ensure response and completion
28. Monitors AB internal mailbox ensuring items are processed and decisioned
29. Monitors New Accounts Report, Maintenance Report, and IRA Issue Report to ensure remediation
30. Monitors San Francisco ATM proof and Loading
31. Monitors Payments One and Vision4 for ATM outages
32. Creates and maintains Share Point maintenance for Branch Share point sites
33. Other duties as required

Knowledge, Skills and Experience Requirements:

1. This position reports to the Branch Sales & Service Manager and has a sound working knowledge of the overall operations of the branch.
2. Education and Experience Required:
3. Bachelor’s degree; or in lieu of degree, a minimum of four (4) years of relevant professional experience.
4. At least three (3) years of proven sales experience
5. Minimum of two (2) years’ managerial experience or demonstrated leadership abilities.
6. Demonstrated strong knowledge of business banking products and services, with proven expertise in client relationship management.
7. Strong financial services product knowledge preferred.
8. Proficiency in common PC software, including Microsoft Office applications (Word for word processing and Excel for spreadsheets).
9. Experience using the internet for business applications, and proficiency with email platforms.
10. Excellent communication and interpersonal skills, with the ability to interact professionally with personnel at all levels and with business partners across the organization.