Branch Manager (Mechanicsville Branch)

About the role

This position provides leadership and management for a branch team, ensuring profitability, growth, and sound operation. The Branch Manager drives the team to deliver a best-in-class client experience through needs-based conversations and appropriate financial solutions for immediate, short-term, and long-term needs. The role includes business development efforts, including referrals to multiple lines of business.

Responsibilities

• Deliver strong individual and team sales/referral performance in deposits, loans, investments, and other product lines.
• Provide excellent client experience through needs-based conversations.
• Direct, lead, and coach superior sales and service behaviors and activities by the entire team, leveraging the Sales & Service Playbook.
• Drive business development of the branch to deliver strong team and individual performance in small business, mass affluent, Workplace Solutions, and line-of-business partnerships.
• Develop and execute plans to meet or exceed branch sales goals while maintaining operational efficiency and compliance.
• Conduct sales efforts to bring in new primary relationships and expand existing personal and business banking relationships.
• Maximize sales and client satisfaction while minimizing operating losses by executing branch strategies.
• Drive sales outreach strategies, including outbound calling using available leads.
• Review performance results via analytics dashboards and adjust team initiatives, coaching, and strategies as needed.
• Execute Performance Leadership routines, coach teammates, and use formal observations and branch performance metrics to measure success.
• Develop and maintain relationships with existing small business and mass affluent clients to retain, deepen relationships, earn referrals, and achieve goals.
• Promote and represent the bank through community involvement during and after business hours.
• Support and implement initiatives for CRA and Fair Lending.
• Adhere to all applicable laws and regulations, including compliance with Atlantic Union Bankshares’ BSA/AML Policy and Procedures.
• Ensure all required training is successfully completed by the team.
• Ensure the branch follows bank procedures, internal controls, regulatory policies, and the Code of Conduct.

Talent Management and Development

• Interview and select candidates to fill branch positions.
• Coach, train, and develop the branch team through formal observations and coaching sessions.
• Manage teammate performance development, including performance reviews.
• Educate teammates on products, services, and digital capabilities.
• Analyze reports to respond and coach accordingly.
• Conduct performance counseling, including making and recommending disciplinary action decisions.
• Ensure all teammates follow internal controls, operational procedures, and risk management policies.

Organizational Relationship

This position reports to the Market Leader.

Requirements

• Bachelor’s Degree or equivalent work experience required.
• Five or more years of retail banking experience required.
• Previous lending experience required.
• Three or more years of management experience in a sales environment preferred.
• Possess or be able to obtain NMLS registration.

Skills

• Excellent client service skills.
• Demonstrated leadership skills.
• Excellent oral and written communication skills.
• Ability to exercise sound business judgment.
• Flexible, able to adapt to change.
• Ability to travel based on business need.
• Evening and weekend hours required based on business need.
• Able to stand for extended periods of time and lift objects up to 30 pounds.

Benefits

This position is eligible to participate in either an applicable incentive compensation plan or a discretionary profit-sharing bonus program. Comprehensive benefits information can be found at Atlantic Union Bank Careers Benefits.