Branch Manager I
Branch Leadership & Business Development
Manage, grow and retain branch deposits and revenues in accordance with the bank’s strategic plan. Create strategies and business opportunities to meet business development objectives and goals. Engage customers and prospects, build rapport, and proactively develop new relationships while retaining and expanding existing ones. Advise customers on product selection, identify financial needs, and deliver tailored solutions including deposit, lending, and business partner referrals. Participate in outbound calling campaigns, branch initiatives and community involvement to develop new business.
Customer Relationship Management
Provide an outstanding customer experience at all points of contact. Lead by example and promote a positive attitude. Manage, coach, and motivate branch colleagues to deliver an exceptional customer experience and sales performance. Educate and assist customers with digital banking services and recommend convenient banking options. Handle complex customer issues, explain bank policies and procedures, and resolve service concerns.
Oversee branch operations audit process. Follow all bank policies and procedures, including security of bank assets and confidentiality of customer information with adherence to Customer Information Practices. Ensure compliance with all banking regulations, policies and procedures, including BSA/AML. Assist in managing daily branch operations, including opening/closing, security, audit, and compliance procedures. Ensure proper documentation and compliance for all new accounts, loan requests, and account maintenance. Maintain professional branch appearance and supply inventory. Provide support to branch and lead team meetings Achieve satisfactory audit results and minimize losses.
Ledgers & Talent Development
Provide effective leadership and coaching to promote career development and growth. Foster a motivated, inclusive, and productive team environment. Responsible for hiring, retention, and performance management. Conduct staff meetings and training to ensure compliance, customer relationship building, and a positive customer experience.
Education & Experience
High school diploma or equivalent required. Minimum of 3 years of banking or management/supervisory experience. Proven results in a goal-oriented sales or customer service environment. Outside business development skills. Strong sales, management, and team leadership abilities. In-depth knowledge of bank operations, systems, and compliance. Experience working with commercial customers and lenders. Proficient knowledge of cash management products. Excellent oral and written communication skills. Excellent customer service and interpersonal skills with a strong customer focus. Detail-oriented with strong organizational and time management skills. Basic computer skills; familiarity with Microsoft Office (Word, Excel, Outlook).
Skills & Knowledge
Superior customer service and relationship building skills. Strong communication and interpersonal skills. Ability to work in a flexible, cross-trained environment. Strong coaching and mentoring skills required. Ability to prioritize workflow, multi-task, and meet deadlines. Enthusiastic, goal-oriented, and customer-focused. Ability to analyze situations and solve complex issues.
Behavioral Expectations
Demonstrate teamwork, adaptability, accountability, and leadership, in alignment with Beacon Bank’s core values. Beacon Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.