Branch Manager II

About the role

The Branch Manager II will provide support, assistance, and leadership regarding all aspects of branch operations to ensure superior service is provided to all internal and external customers. Assure the financial needs of each customer are promptly, accurately, and courteously fulfilled. Responsible for the growth of the branch based on strategic plans of Bank ownership.

Responsibilities

• Branch Growth & Marketing - 40%: Lead branch marketing discussions and initiatives as defined by Marketing Director and branch. Attend and participate in manager meetings, cross departmental meetings, & branch budgeting. Actively seek & participate in community affairs to increase bank's visibility and to enhance new and existing business opportunities. Develop, implement, and achieve individual and branch sales goals through new customer acquisition, referrals, and retention of account relationships. Increase branch deposit and loan volume in accordance with branch growth metrics. Stay informed of market and competitor market share and notify Regional Retail Manager of competitors in the market area.
• Team Development - 30%: Manage and direct the work of the branch retail staff; leading the job assignment, performance evaluation, compensation review and training; making recommendations on the hiring, termination, advancement, promotion, or any other employment status change of staff. Coach and direct branch retail staff in operational activities to ensure compliance with departmental goals, objectives, and budget. Conduct Team meetings in accordance with overall strategy. May administer disciplinary action to correct misconduct or inadequate performance of job duties with the authority to recommend discharge of employees within the department. May assign duties to employees based on skills and experience. Lead by example by providing superior level of customer relations and promote customer service through coaching, guidance, and motivation. Locate areas of branch improvement and propose corrective actions to resolve existing challenges and leverage growth opportunities. Significant focus on customer experience through branch observations, coaching in the moment, recognition, and quality feedback.
• Community Involvement - 20%: Represent the company in various community activities to improve the presence and reputation of the branch and company. Connect and collaborate with peers both in and outside of assigned market to share best practices, competitive intelligence, & seek business development opportunities.
• Retail Operations - 10%: Performing regular unannounced audits on retail cash drawers and vault cash and verifying monthly branch audits are performed on all negotiable items as required per procedures. Maintain vault cash and other signed items in an accurate manner; being responsible for replenishing and verifying cash shipments under dual control system. Maintain usage proficiency on all customer-related third-party systems, forms and software including the maintenance of customer records (systems include, but are not limited to: customer check ordering, ATM/Debit card ordering and maintenance, account and identity verification, etc.). Assist retail staff in all phases of their duties, including: balancing cash drawer and end of day procedures. Assist with the opening/closing of the branch office following security procedures, as necessary, as well as work on Saturdays, when needed. Ensure efficient daily operation of branch including: operations, lending, product sales, customer service, security and safety to be in accordance with banks objectives. Ensure retail staff follows all policies, written procedures, and complies with all Federal regulations. Responsible for all aspects of the branch functions including general maintenance, security, and branch equipment. Remain knowledgeable of all Bank’s products and services in order to clearly explain features and benefits to customers. Perform all other duties as assigned.

Qualifications

• Customer Service: Exceed expectations, build lifetime relationships, and help our customers achieve financial success. Maintain a high level of confidentiality with regards to customer information at all times. Serve customers and give them the same thoughtful treatment that you would like to receive. Exercise judgment and tact while working with customers or co-workers.
• Culture: Actively upholds the Company’s vision, mission, and values, encompassing mutual respect for customers and co-workers, honoring commitments, working with integrity, and accepting responsibility for own actions. Contribute to a work environment that fosters pride in being part of a winning team and positive team atmosphere which promotes continuous improvement and personal growth. Comply with rules and regulations, adjust to change, and promote the best interests of the Company.
• Financial Responsibility: Keep personal finances in order, to properly help manage the financial affairs of others.

Skills

• Ability to learn and use the Bank’s PC hardware and software; in addition to being proficient in Microsoft Office products, including, but not limited to: Word, Excel, and Outlook.
• Ability to perform basic math; compute rate, ratio, and percent; draw and interpret bar graphs.
• Ability to read, write and comprehend simple instructions, correspondence, and memos.
• Effectively present information in a one-on-one and small group situation to customers and other employees.
• Interpret documents such as procedure manuals, work instructions, software manuals, entity documents, security agreements, real estate mortgages, and other commercial loan documents.
• Demonstrate strong oral/communication, organization, attention to detail and problem-solving skills.
• Ability to work both independently and in a team environment and take direction from management and supervisors.
• Ability to effectively manage one’s time to complete work according to established deadlines.
• Ability to adjust quickly to different work situations; remain composed under pressure and in stressful situations.
• Regard for important details to assure accuracy in every transaction performed, detect errors, and follow through on corrections and detail.
• Responsible for knowing and following Bank Security Act (BSA) and Customer Identification Program (CIP) regulations, policies, and procedures.

Requirements

• Customer Service: Exceed expectations, build lifetime relationships, and help our customers achieve financial success. Maintain a high level of confidentiality with regards to customer information at all times. Serve customers and give them the same thoughtful treatment that you would like to receive. Exercise judgment and tact while working with customers or co-workers.
• Culture: Actively upholds the Company’s vision, mission, and values, encompassing mutual respect for customers and co-workers, honoring commitments, working with integrity, and accepting responsibility for own actions. Contribute to a work environment that fosters pride in being part of a winning team and positive team atmosphere which promotes continuous improvement and personal growth. Comply with rules and regulations, adjust to change, and promote the best interests of the Company.
• Financial Responsibility: Keep personal finances in order, to properly help manage the financial affairs of others.