Branch Manager

Sales & Business Development

• Develop and implement strategies to achieve individual and branch sales goals, including new business development, referrals, and account retention.
• For select branches, generate mortgage loan volume to support branch sales goals and overall business growth.
• Collaborate with team members to identify customer needs and recommend tailored financial solutions.
• Build relationships with customers and the local community to promote the bank’s products and services.
• Conduct outreach activities, such as attending community events and networking, to drive branch growth and visibility.

Team Leadership & Development

• Lead, mentor, and coach branch employees, including operational and sales staff, to achieve performance goals.
• Conduct regular team meetings to communicate branch objectives and align staff efforts.
• Provide ongoing training and development opportunities to enhance employee skills and knowledge.
• Maintain staffing needs, including recruiting, scheduling, and performance management.
• Develop a strong relationship between all partners and the branch to deliver comprehensive banking.
• Onboard all new employees along with the Operations Manager.

Customer Experience

• Ensure the delivery of exceptional customer service by maintaining high service standards and resolving escalated customer issues.
• Promote a customer-focused culture by fostering strong relationships and addressing customer feedback.
• Educate customers on bank products, services, and digital tools to enhance their banking experience.

Operational Oversight

• Oversee day-to-day branch operations, ensuring compliance with bank policies, procedures, and regulatory requirements.
• Collaborate with the Operations Manager to ensure operational excellence, effective cash management, and smooth workflow execution.
• Conduct regular audits and reviews to identify process improvements, mitigate risks, and maintain compliance with regulatory standards.

Compliance & Risk Management

• Ensure branch compliance with federal and state banking regulations, including BSA, CRA, and Fair Lending requirements.
• Monitor and address operational risks, escalating issues as necessary to safeguard bank assets and customer information.
• Maintain accurate records and documentation to support compliance and regulatory reporting requirements.