Branch Manager

About the Role

The Branch Manager oversees the branch’s operations and staff with accountability for sales, customer service, profitability, productivity, and loss prevention. Leads the branch operations team to achieve strategic goals related to revenue generation, profit attainment, and growth goals, including market share through effective sales management techniques. Communicates and enforces store goals and policies, ensuring compliance with security, sales, safety, and recordkeeping practices.

Responsibilities

• Manage and oversee the day-to-day operations of the branch, including staffing, to ensure successful and timely completion of assigned duties.
• Review and approve hours worked and PTO using Kronos.
• Conduct periodic audits to ensure compliance with established protocols, processes, and objectives, meeting customer and branch expectations.
• Maintain sales by reviewing/editing credits, negative inventory, damage inventory, and cash reconciliations.
• Communicate regularly with the branch customer base to establish and maintain strong relationships; enter all sales calls in CRM.
• Build and maintain morale in the branch by demonstrating leadership qualities, promoting teamwork, and setting an example for staff.
• Provide knowledge and skill development opportunities for employees through training and guidance to help them reach their full potential.
• Ensure employees complete all assigned training in a timely manner; effectively coach, counsel, and hold employees accountable.
• Collaborate with Human Resources regarding disciplinary actions.
• Develop plans for increased branch profitability and productivity, driving continuous improvement processes.
• Process purchase orders, research low stock and receivables, process branch payables, audit cash drawers, and track truck metrics.
• Remain current with warranty processing and follow up quickly on rejections.
• Oversee all aspects of the profit center (operations, sales, admin, etc.) and work closely with the Corporate Credit Department to determine appropriate credit levels and resolve credit issues.
• Stay current with cycle counts and keep dead stock at a minimum; maintain ample inventory levels to meet delivery and service expectations.
• Review P&L statements, hold safety meetings, file security reports, and maintain facility.
• Complete all tasks on the Branch Manager’s monthly/daily checklist and act as a safety leader.
• Conduct weekly safety committee meetings.
• Complete Flash reports within the required timeline and communicate issues/injuries immediately.
• Oversee branch and warehouse appearance, housekeeping, maintenance, and repair.
• Provide the Regional Operations Manager (ROM) with any requested branch-specific information or reports in a timely manner.
• Maintain a 93% or higher audit score.
• Maintain a working knowledge of the company’s benefits and employee handbook policies.
• Ensure employees follow safety protocols, including maintaining an organized and clean work environment.
• Conduct mid-year and annual performance appraisals for all direct reports through the online Performance Engagement platform.
• May work outside regular working hours in case of branch emergencies as required.
• Participate in additional activities as requested.

Requirements

• 1 year in a leadership or supervisory role.
• Experience in the HVAC wholesale industry strongly preferred.
• High School diploma or GED equivalent; college degree strongly preferred.
• Knowledge of warehouse/inventory management and material handling equipment such as forklifts.
• Understanding of P&L statements.
• HVAC knowledge strongly preferred or the ability to quickly learn HVAC products/parts.
• Proven customer service experience with a high level of customer satisfaction.
• Proven leadership, coaching, mentoring, and team-oriented mindset, along with effective delegation of duties.
• Strong organizational, time management, and interpersonal skills.
• High level of attention to detail, compliance, and results-driven mindset.
• Excellent problem-solving skills and the ability to apply sound judgment.
• Ability to build and maintain positive relationships with customers, vendors, and employees.
• Experience leading a team of employees toward a common goal.
• Strong work ethic and integrity.
• Working knowledge of MS Office Suite (Excel, Outlook, Word, and PowerPoint).
• Working knowledge of CRM and Mincron or similar applications is preferred.

Nature & Scope

• Ensures work is aligned with the ROM’s expectations, goals, and vision.
• Accountable for the implementation of policies, processes, and procedures for short-term results.
• Decisions and problem-solving are guided by policies, procedures, and the business plan; receives guidance from Senior Manager/Director.
• Works on difficult to moderately complex issues and projects.
• Provides guidance and training to subordinates.
• Has authority to hire, recommend pay, establish performance, and recommend for termination; level of signing authority established by company policy/guidelines.

Physical Requirements / Work Environment

Must be able to perform essential responsibilities with or without reasonable accommodations.