Burke and Herbert Bank and Trust Co Retail Operations Assistant Manager in United States

Retail Operations Assistant Manager

Alexandria, VA US


Posted 4 days ago

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Job Description


Responsible for assisting the Retail Operations Manager with the overall coordination and management of the Retail Operations divisions (Items Processing, Deposit Services, CIF, CD/IRA) of the Bank and their operation function in accordance with established systems and procedures, as well as establishing and overseeing new initiatives.

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Exercises the usual authority of a manager/assistant concerning staff performance; improvement plans, reviews, promotions, salary recommendations, and terminations. Coaches, develops and inspires staff to maximize their potential.

  • Oversees management reporting and analysis

  • Responsible for performing account financial and cost analysis in support of the bank’s financial planning and capital budget process.

  • Performs a variety of complex analytical duties including the collection and analysis of financial and operational data.

  • Takes leadership role in the development of processes/systems to enhance and streamline department functions.

  • Plays lead role in defining and developing technical/systems solutions for new operational needs.

  • Defines reporting needs and monitors reports to understand trends, issues and opportunities.

  • Assists the Manager of Retail Operations as needed by determining workflow and making assignments.

  • Develops, recommends and implements business plans, operational procedures and system utilization that support the division’s long-term strategic objectives and vision.

  • Assist in the implementation of system changes to support new products, ensures system integrity and recommends program changes to more efficiently and effectively support services offered.

  • Resolves operational problems. Acts as a resource to the Manager of Retail Operations and other divisions regarding department operational issues.

  • Builds constructive and effective relationships to support a collaborative working environment.

Other Duties

  • Complies with all policies and procedures as applied to the Bank's BSA/AML policy.

  • Perform other duties as assigned.


  • Leadership Qualities and management skills.

Other Duties

  • Complies with all policies and procedures as applied to the Bank's BSA/AML policy.

  • Perform other duties as assigned.


  • Leadership Qualities and management skills.

  • Superior knowledge of the industry’s processes, procedures, and workflow.

  • Superior analytical skills to determine areas in need of improvement and the ability to find creative solutions while considering all aspects, departments and individuals affected.

  • Ability to recognize and focus on critical issues. Flexibility to balance and respond to competing needs within the organization.

  • Superior written and verbal communication skills with a demonstrated ability to create processes and procedures and to lead a project and communicate results as well as carry out new policies and procedures.

  • Superior communication and negotiation skills to communicate across a broad base of internal customers.

Supervisory Responsibility

This position has supervisory responsibilities.

Work Environment

This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer.

Physical Demands

This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary.


Travel may be required for this position.

Education and Experience

  • Bachelor’s degree or equivalent preferred.

  • Minimum of 10 years of related work experience preferred.

  • Superior knowledge of computer systems and changing technology, including word- processing, spreadsheets, Internet and internal bank software.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Burke &Herbert Bank is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by law. If you are disabled and need assistance in the application process, please contact Human Resources at 703-519-1633 or by email at jobs@burkeandherbertbank.com.

Internal Employees are NOT eligible to post for this position.

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