Branch Manager

Department: Branch | Location: Varies | Reports to: Regional Branch Officer | FLSA: Exempt

About the role

The Branch Manager is responsible for the administration and efficient daily operations of the branch office(s) to which they are assigned. Develops new deposit and loan business, provides a superior level of customer service, and promotes the service culture through coaching, guidance, and staff motivation. Provides leadership, training, and supervision to Assistant Manager, Financial Service Representatives, and Tellers to ensure customer service expectations are met.

Responsibilities

• Engage in business development activities and meetings within the branch market to develop strong customer relationships regarding deposit accounts and loan originations.
• Utilize excellent interpersonal and customer service skills, tact, and diplomacy in dealing with both customers and employees.
• Actively manage, coach, motivate, train, and develop employees to provide exceptional customer service and become strong branch contributors.
• Oversee all branch functions to ensure compliance with all bank policies and procedures.
• Drive deposits and investment growth to meet or exceed sales targets and production goals.
• Build personal and employee knowledge on all deposit and consumer loan products.
• Ensure that all security procedures are strictly adhered to, the branch is operationally sound, and satisfactory audits are achieved.
• Maintain proper branch and teller cash levels within limits. Responsible for ordering and shipping branch cash through the Federal Reserve.
• Interview and select staff, maintain staff schedules to provide adequate coverage at all times, conduct performance appraisals, and issue disciplinary notices as needed.
• Facilitate regular employee meetings to discuss goals, operational issues, and bank products and services.
• Assume community leadership and service responsibilities with a focus on the Community Reinvestment Act by attending community events (e.g., Chamber of Commerce and nonprofit events), participating as a board member when practicable, outside of normal business hours.
• Maintain the highest level of confidentiality with all information obtained.
• Approve customer and bank transactions within authority limits.
• Meet expectations for attendance and punctuality.
• Demonstrate knowledge of the core operating system and other related software.
• Adept at performing Assistant Manager, Financial Service Representative, and Teller duties and assist in those duties when necessary.
• Follow bank policies and procedures with respect to approving checks and overrides.
• Oversee the review and maintenance of internal control logs and daily and monthly reports.
• Supervise vault and safe deposit box procedures.
• Obtain MLO # through the Nationwide Mortgage Licensing System & Registry.
• Obtain New York State Notary Public certification.

Requirements

• Bachelor’s Degree in business or finance preferred; or equivalent work experience.
• Minimum of two years’ experience in a financial institution; managerial experience preferred.
• Strong analytical, problem-solving, and decision-making skills to effectively uncover and resolve customer and employee issues.
• Ability to effectively communicate both verbally and in writing.
• Strong computer skills with knowledge of Microsoft Word and Excel.
• Strong ability to conduct relationships with customers that will enhance the overall marketing effort of the bank.
• Detail-oriented, with strong organizational skills and a high degree of accuracy.
• Previous sales experience preferred.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; use hands to finger, handle, or feel; and reach with hands and arms. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Compliance

Before assuming any duties, each employee will be trained in proper filing and logging procedures for large currency transactions and the sale of monetary instruments. Employees must immediately report suspicious currency transactions or activity to their immediate supervisor or the BSA Officer. All employees will become familiar with how their customers handle their accounts and will report any transactions that are not within the normal activities of the customer. Employees are expected to comply with the Bank Secrecy Act (BSA), USA PATRIOT Act, and associated laws and regulations as part of the Bank’s Compliance Program. Failure to meet these compliance standards may result in disciplinary action, up to and including termination, as well as individual fines and possible imprisonment.