Branch Manager (Montgomery Village Branch)

Accountabilities

• 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 both strong team performance and strong individual performance through personal productivity in the areas of small business, mass affluent, Workplace Solutions, and line of business partnerships
• Develop and execute plans in order to meet/exceed branch sales goals while maintaining an operationally efficient and compliant branch
• Conduct sales efforts, as required, to bring in new primary relationships, while also maintaining and expanding existing personal and business banking relationships
• Maximize sales and client satisfaction while minimizing operating losses by executing the tactics and strategies outlined for the branch
• Execute sales outreach strategies including outbound calling utilizing available leads
• Review performance results via analytics dashboards and other sources to assess performance and make necessary adjustments in team initiatives, teammate coaching, etc.
• Successfully execute Performance Leadership routines, coaching teammates, and utilizing formal observations and branch performance metrics in order to manage and measure branch success
• Develop and maintain relationships with existing small business and mass affluent clients to continually retain/deepen those 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 governing bank operations, including compliance with Atlantic Union Bankshares’ BSA/AML Policy and Procedures
• Ensure that all required training is successfully completed by the entire team
• Ensure branch follows bank procedures, internal controls, regulatory policies & procedures, risk management and the Code of Conduct

Talent Management And Development

• Interview and select candidates to fill branch positions
• Coach, train, and develop branch team through formal observations and coaching sessions
• Manage teammate performance development process including performance reviews
• 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

Qualifications

• Bachelor’s Degree or equivalent work experience required
• Five or more years 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