Branch Assistant Manager

BRANCH ASSISTANT MANAGER

FIRSTBANK PR

Our Company

At FirstBank PR, we strive to be a trusted advisor to our clients and our employees are the ones that ensure we deliver on our promise of excellence in personalized customer service. Our more than 3,100 employees in Puerto Rico, the Virgin Islands and Florida share a passion for excellent customer service. We are proud of our team because they are continuously surpassing our client's expectations.

Do you have a passion for helping customers, building relationships, and delivering extraordinary, personalized customer service? If your answer is yes, FirstBank is the number one place for you.

A Brief Overview

The Branch Assistant Manager is responsible to oversee and manage the Bank Sales and Service delivery within the branch, complying with bank policies, procedures, government legal and regulatory requirements. Implement an effective work plan to achieve the sales of products and services set the Bank's strategic plan.

What you'll do

Operations

Controls and coordinates the regular operations flow of the Branch, including the management of the vault, registers, ATMs, and others.
Oversees the procedures related to the ATM management. Guards and takes responsibility of the Branch monetary values, including but not limited to the determination of funds needed for the operations and the control maintenance of vault values.
Performs the GL posting in collaboration of the Main Service Representative.
Monitors the Check Change Policy compliance.
Maintains, reverts and controls the branch accounts accounting including the preparation of Branch Collection and Waive documents.
Performs investigations/testing about the compliance with operational processes, laws and regulation related to: account opening, security, internal controls, and Service Representatives, values and accounting tallies.
Oversees the compliance of the Bank established policies and procedures about: Systems development, Operational Accounting, Support and Controls, and others.
Takes responsibility about revisions and audits results of the branch.
Performs in conjunction with the Branch Manager the verification of all accounts opened.
Monitors overdraft accounts and prepares related documentation (first phase), refer cases to the Branch Manager when appropriate.
Complies with all related laws and regulations, including but not limited to Bank Secrecy Act, Truth in Lending, Truth in Savings, US Patriot Act and Community Reimbursement Act, among others.
Responsible in conjunction with the Branch Manager to dual check Cash Collateral, Personal Loan and IRA account documentation.

Sales

Responsible for identifying and prospecting potential customers within the marketplace and bank, through internal cross-sell activities or external marketplace visits and activities.
Promote, refers and sells bank products and services to potential and existing customers, meeting business goals and objectives.
Enforces the compliance with the selling strategies and the OSS referral program including follow up for the closing.
Supervises the selling process from beginning to end, revising the documentation, law and regulations compliance and related accounting.
Effectively implants a cross-sell program.
Promotes and maintains the branch business stability and the retention of customers.
Maximizes branch growth by planning and development of the administrative activity, marketing and selling of banking products and services.
Oversees the compliance with established Direct Sales campaigns and related strategies.
Promotes the growth of the branch personal loans portfolio by supervising the disbursement process timing.
Monitors that all branch human resources, systems and work programs are focused on maximizing the selling production and referrals.
Analyzes closed accounts and explain the funds fluctuation.
Attract new customer ensuring effective and efficient service to fully satisfy customer needs.

Service

Attend and services customer inquiries, service request, transactions and other customer petitions with Bank service and operations standards and objectives.
Guarantees the quality of service offered to the Branch customers.
Enforce with Teller and Sales & Service Representative statistics and observations related with Customer Satisfaction Program.
Attends any complaints related with customer service.
Supports the selling strategies using the OSS referral program.

Administration

Gives notice to the Police Department and Security Department in case of robbery.
Complies with all related laws and regulations including but not limited to Bank Secrecy Act, Truth in Savings, Truth in Lending and Community Reinvestment Act.
Submits reports as account balance, deposits and expenses accounts.
Manages the Performance Managemen