Branch Manager

About This Job

The Branch Manager is the person running the branch. You’ll drive and supervise daily operations of the branch to keep customer service running smoothly while promoting security and profitability.

This is a very important job that’s key to the branch’s success. You’ll be in charge of making sure branch and individual sales expectations are met;

day-to-day customer service; compliance with established policies and procedures relative to bank operations; security; human resource management; etc.

The Branch Manager monitors sales results of individuals as well as the branch as a whole against established goals. You’ll step in to provide coaching and assistance whenever it’s needed.

In addition, you’ll have our own personal sales goals to meet and you may be assigned business development responsibilities as well.

You’ll be a coach, leader, mentor and role model all rolled into one. You’ll lead your team to build and maintain strong relationships with customers by making sure they have a great experience every time they visit the branch and by providing friendly, helpful solutions to their financial challenges.

Essential Functions

Responsible for all retail banking day to day activities at designated location or locations

Manage a team of personal bankers to effectively deliver the GUEST model when interacting with customers

Proactively develop customer relationships by listening to and understanding the customer (both internal and external), anticipating and providing solutions to customer needs

Establish procedures to monitor the results of delegations, assignments, or projects

Adhere to established policy and procedure guidelines and ensures team adheres

Remain current and ensure team remains current on product knowledge to assure that individual and branch sales goals are met

Develop talent and retain team members through training, coaching and Align conversations

Support and Promote team development via goal setting, communication, coaching, delegation, training etc.

Utilize staff according to current staffing model

Monitor sales efforts and results

Observe and coach staff to improve overall customer management by providing timely feedback and guidance

Build and maintain business by actively soliciting new business from prospective customers and work directly with current customers to sell / cross sell retail products

Service customer needs, research problems and provide follow-up to customers / staff members

Generate creative solutions to situations by trying different and novel ways to deal with organizational problems and opportunities

Utilize staff according to current staffing model

Lead, mentor and motivate team members to implement the department strategy and manage department workflow with guidance on departmental projects / issues, and provide coaching and development opportunities appropriate to each direct report's individual needs

Perform all necessary management functions, including hiring, evaluations, annual increase allocations and disciplinary action as required

Communicate decisions, priorities and relevant information to team members effectively

Support budget management, planning and expenditure

Perform other duties as assigned

Knowledge, Skills & Abilities Required

Strong knowledge of the financial services field, including knowledge of best practices

Ability to lead a group of bankers to achieve desired results, while delivering an excellent customer experience

Ability to interact and engage customers at point of contact follows current model of customer engagement

Ability to effectively communicate retail strategy to direct reports and identify opportunities and implement improvements

Ability to maintain a high level of confidentiality

Strong critical thinking skills with the ability to apply discretion and sound judgement to efficiently and effectively solve problems

Ability to drive results and balance management of organizational risk and meeting goals of the business

Strong leadership skills with ability to motivate team members and foster a positive team environment that gives way to collaboration and unified goals

Outstanding interpersonal and relationship building skills with the ability to effectively communicate with all levels of the company, clearly expressing ideas and concepts both verbally and in writing

Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values

Intermediate level proficiency with Microsoft Word, Excel, Teams and Outlook

Education & Experience

Associate’s degree or equivalent combination of education and experience required

2+ years experience as a Banking Services Manager / Consultant, Financial Services Representative or similar position required

1+ years leadership / supervisory experience required; assistant management experience preferred