Branch Manager II

Responsibilities

• Develop and manage a defined market business plan to increase profitability, track performance, and revise plan to optimize performance.
• Manage and cultivate existing customer relationships by maintaining periodic contact to determine banking needs, financial trends, and changes in the client’s condition and needs.
• Manage a book of clients, with emphasis on cross selling and deepening customers’ relationships with the credit union through outside calling.
• Provide value-based customer service.
• Manage daily operation of the branch, including operations, sales, customer service, and security in accordance with Citadel’s objectives, policies, and procedures.
• Coach sales staff, develop direct marketing plans for the branch, track, and celebrate sales success.
• Assure that the office meets the highest levels of service excellence and integrity through ongoing communication of the organization’s strategies and expectations.
• Lead staff and develop career potential.
• Ensure that staff participates in appropriate training to perform standard sales and service delivery.
• Ensure business activities are conducted in compliance with all applicable laws and regulations.
• Conduct interviews and make hiring decisions matching the appropriate skill level to the job.
• Optimize resources to achieve the greatest return in sales generation and customer satisfaction.
• Limits branch risk to preventable losses by ensuring that all branch staff are vigilantly aware of suspicious activity and that they are current on operational changes.
• Make sure branch adheres to operational policies, compliance requirements and security measures.
• Provide sound financial decisions in conjunction with fee and interest rate reviews. Escalate exceptions to Retail Director for review.
• Evaluate business trends for the office and collaborate with leadership to ensure successful outcomes to business strategies.
• Serve as an ambassador of Citadel to enhance the reputation of Citadel in the community.
• Assist with customer transactions when needed, including but not limited to cash handling, inbound calls, and problem resolution.
• Responsible for creating a positive banking experience for office customers.

Qualifications and Education Requirements

• 3+ years of management experience.
• Proficient in internal and external Business Development skills.
• Basic Computer Literacy required.
• Financial Industry experience preferred.
• Notary preferred.
• Bachelor’s Degree or related 1+ years’ experience.

Additional Skills/Notes

• Demonstrated experience with developing and executing a sales development plan.
• Excellent written and verbal communication and problem-solving skills.
• Sound judgment and decision-making skills.
• Demonstrated performance management experience.
• Professional appearance and demeanor.
• NMLS optional.