Branch Manager

About the role

The Branch Manager will be responsible for building, coaching, and leading a high performing team in a retail branch to deliver financial products and solutions that improve the financial well-being of Five Star Bank clients, deepen client relationships, increase wallet share through cross sell with a focus on demand deposit accounts, and help clients to achieve their financial goals. The Branch Manager is responsible for clearly setting and articulating individual performance expectations, coaching to attainment, and following up on performance issues. This will be accomplished through a regular cadence of formal, structured one-on-one meetings, real-time feedback, and branch huddles with associates. The Branch Manager will also motivate the team to provide an outstanding client experience, achieve sales and service goals, and prioritize activities.

Responsibilities

• Coach, mentor, and develop the assigned team using a structured weekly coaching model, observational coaching sessions, joint sales calls, and individual professional development plans.
• Provide training opportunities to ensure the team has the skills and resources necessary to be successful.
• Ensure the team understands their role in delivering the Five Star Bank experience and positively supports changes in the work environment.
• Work with HR to attract, retain, and develop high-caliber people and teams with diverse capabilities.
• Develop and implement a business plan that defines how assigned offices will achieve quarterly sales goals, including assigning individual goals and setting expectations for activities.
• Function as the primary business development officer in the assigned market, identifying and pursuing potential sources of business, making regular business development calls on consumer and business prospects and existing customers, participating in professional, civic, and community activities, and serving as the local representative of the Bank in the community.
• Collaborate with other lines of business partners to capitalize on business opportunities within the defined market.
• Utilize necessary and available technology, including all bank software and the CRM system, to identify client needs and deliver appropriate solutions.
• Ensure all associates are properly trained and updated in all areas of compliance, policies, and procedures, completing online compliance training as required and ensuring the team completes assigned training.
• Maintain comprehensive knowledge of laws, compliance regulations, and bank policies pertaining to all bank products and services.
• Assist with all office activities to continually ensure operational excellence, including accurately processing transactions for customers (e.g., deposits, loan payments, cashing checks) in a prompt, accurate, and professional manner.
• Participate in cash and negotiable instrument control measures, including cash management, shipping and cash ordering, vault currency, vault balancing, and vault-related controls.
• Perform operational duties as required, including filling change and/or currency orders, issuing cashier’s checks and money orders, processing night drop bags and mail deposits, balancing ATMs, resolving ATM discrepancies, and settling and balancing the Cash Advance machine.
• Minimize NIGOs through leadership and coaching of the team on operational matters.
• Maintain awareness of potential risks to customers or the bank and properly report or escalate questionable behavior in a timely manner.
• Responsible for account opening, maintenance, and origination of loan applications.
• Educate clients on how to use digital platforms such as Digital Banking, the Five Star Bank mobile application, ATMs, and ITMs.
• Demonstrate the standards and principles of the Five Star Bank experience in every interaction with internal and external customers, associates, and stakeholders.
• Incorporate high-performance behaviors of teamwork, leading by example, and service in every facet of work.

Job Related Qualifications

• Education: High School Diploma, GED or equivalent experience
• Prior Experience: 3+ years experience in a financial services sales capacity with a demonstrated ability to lead and coach team members; 3+ years demonstrated consumer and small business deposit/lending acquisition experience
• Competencies:
  • Proven problem-solving skills and sound judgment
  • Strong sales orientation and customer focus
  • Ability to collaborate and interact with business partners and all levels of management
  • Proficient in Microsoft Office with the ability to learn and utilize new and existing banking software applications
  • Management excellence: ability to align people, work, and systems with the business strategy
  • Demonstrates a strong knowledge of bank products, services, and procedures
  • Strong team-building and team management skills
  • Strong written and verbal communication skills
  • High level of interpersonal skills to call on new or existing clients, interview effectively, and assist with customer issues
  • Adaptable to varying bank and customer needs
  • Ability to manage multiple tasks, prioritize workload, and delegate where needed

Physical Requirements

• Ability to communicate face to face and on the phone with customers
• Occasional bending and lifting from floor height
• Frequent lifting of 1–10 lbs.
• Occasional lifting of up to 30 lbs.
• Occasional travel
• Extensive computer usage is required

Other

• Work schedule varies with office needs and may include evenings and weekends
• Registration with Nationwide Mortgage Licensing System Registry (NMLS) is required in accordance with SAFE Act requirements

Benefits

• Medical, Dental, and Vision Insurance
• Health Savings Account
• Flexible Spending Account(s)
• Company Paid Life Insurance, Long-Term Disability, and Short-Term Disability
• Voluntary Offerings: Life, Critical Illness/Specified Disease, Accident, Hospital Indemnity & Personal Accident
• Tuition Reimbursement
• Employee Referral Program
• Wellness Reimbursement Program
• Star Volunteer Program
• Employee Banking and Financial Perks
• Flexible Hybrid Work Schedule
• Paid Time Off (PTO)
• Company Paid Holidays