Branch Manager

About the Role

This position is part of the Retail Banking Team, overseeing the day-to-day operations of an assigned branch. The focus is ensuring the branch functions optimally in developing new business and servicing existing accounts, while providing coaching and direction to retail staff to deliver exceptional customer service.

Responsibilities

• Identify and target prospective clients, including individuals, small businesses, and corporations, through networking, referrals, and cold calling.
• Develop and execute a strategic plan to achieve sales targets and expand the bank's market share.
• Actively promote and cross-sell the bank's products and services, such as checking and savings accounts.
• Prepare and present compelling proposals to potential clients, outlining how the bank's offerings can meet their financial needs.
• Participate in and lead bank-approved community activities.
• Quote products and rates to inform customers about the bank’s products and services.
• Represent the bank in business development efforts at community events.
• Open new accounts for customers, including DDA, savings, IRAs, certificates of deposit, safe deposit boxes, and other bank products.
• Enhance customer relationships by greeting customers professionally, handling complaints, and addressing special circumstances.
• Maintain the exterior and interior of the branch to create a welcoming and professional environment.
• Educate customers about common scams, identity theft risks, and fraud prevention measures.
• Follow established dual control procedures, including opening/closing the branch.
• Ensure night drop bags are properly collected, logged, and processed according to bank procedures.
• Answer phone calls, assist callers, and transfer calls to appropriate personnel.
• Maintain a work area that ensures the safety and confidentiality of customer records and transactions.
• Ensure branch staff complies with all applicable laws, regulations, and rules governing the bank’s products and services.
• Understand and comply with bank policies and procedures, including the Bank Secrecy Act (BSA) and Anti-Money Laundering (AML).
• Ensure all branch logs, checklists, and reports are completed correctly by branch staff.
• Process and/or approve wire transfers within established limits.
• Approve transactions for tellers and vault tellers, including checks within limits.
• Provide support to other bank departments such as Deposit Operations and Loan Operations.
• Champion specific products or services and complete assigned projects as directed by management.
• Work as a teller or vault teller when needed.
• Direct and attend staff meetings as required.
• Complete all assigned training, including compliance training.
• Perform all other duties as assigned.