Branch Executive Officer I

Position Summary

Manage one or more branch offices to meet the financial service needs of the community while achieving branch profitability objectives; provide direct supervision to branch personnel; develop new business for the Bank as part of the business development program and objectives.

Qualifications

• Bachelor's degree in related field preferred
• Minimum of four (4) years relative banking or progressive financial industry experience
• Strong reading, verbal and written communication, mathematical, visual, auditory, interpersonal relations, management and sales skills
• Proficient lending, credit analysis and branch operating systems skills
• Proven track record in effective and productive sales calling to cultivate business development
• Sound working knowledge of Bank operating policies and procedures
• Effectively coach, mentor, motivate and earn trust to create a positive work environment where the staff aspires to do their best
• Competently handle high workloads, competing demands, interruptions and distractions with poise and ease
• Valid driver's license

Essential Duties

• Foster an environment of collaboration between retail, business lines and management
• Supervise, motivate and mentor the branch staff to ensure optimal client service is being provided
• Inform and administer policies and procedures affecting branch operations; confirm branch operations are performed in accordance with these policies and procedures
• Ensure branch is properly staffed and personnel are trained; manage personnel time and attendance; assist in the selection of new personnel as applicable
• Supervise and provide proper branch security ensuring branch personnel are trained in all security areas
• Preparation of branch reports
• Supervise opening and closing the building and vault
• Maintain business and social contacts in the Bank's marketing area to develop and retain new client business; participate actively in the Bank's sales and marketing program, including making effective business sales calls on prospects and attending local community events
• Manage branch daily in a manner assuring the attainment of branch annual goals and objectives; jointly establish sales and service goals with assigned supervisor; initiate actions to achieve those goals; actively contribute to the growth of retail loans and deposits to increase profitability; conduct regularly scheduled staff sales meetings
• Maintain a thorough knowledge of the features and benefits of consumer products and services to ascertain client needs and to sell in conjunction with those needs; provide direct service to clients with respect to deposit, loan, trust and other products and services
• Maintain an active National Mortgage Licensing System registration adhering to requirements
• Initiate external and internal calls on existing and prospective clients to develop new business and retain or expand existing business
• Demonstrate thorough knowledge of all bank products and services; refer clients to business partners and cross-sell bank products and services
• Process numerous types of transactions; make and process all types of loans to ensure adherence in meeting the Bank's established credit guidelines; provide required documentation in a correct and efficient manner
• Manage resolution of client complaints
• Monitor branch activities including transactions per hour, cash control, open and closed accounts, loan production and calling efforts
• Build and maintain client relationships
• Maintain confidentiality

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Long-term disability
• Short-term disability
• Employee, spouse and dependent life and AD&D insurance
• Flexible spending account
• Dependent care spending account
• Employee stock purchase plan
• 401(k)/profit-sharing program
• Paid time off
• Paid holidays
• Paid parental leave
• Employee service recognition