Branch Manager VP
Job Summary
The Branch Manager is responsible for managing and overseeing all branch activities, including branch operations, customer service, and sales. The Branch Manager is responsible for achieving branch sales, budget, and profitability goals by effectively designing, implementing, and leading the branch's marketing/action plan. The Branch Manager builds meaningful relationships with the people they serve, learns customers' goals and needs, and makes appropriate Bank product and service recommendations. The Branch Manager actively coaches, leads, and motivates employees to effectively identify the financial needs of the Bank's customers and increase the branch's customer base and profitability. The Branch Manager is responsible for ensuring that branch employees effectively carry out their responsibilities in accordance with federal and state laws and Bank policies and procedures.
About the Role
Manages and oversees all branch activities, including branch operations, customer service, sales, and regulatory compliance.
Responsibilities
- Responsible for achieving sales, budget, and profitability goals
- Ensures that the customer experience is consistent with the Bank's values and objectives, using available resources and technologies to optimize the customer experience
- Develops, implements, and oversees an annual branch marketing/action plan to include specific goals and strategies to maximize revenue
- Proactively leads, mentors, and coaches employees to identify opportunities for cross-sell, retention of accounts, and the acquisition of new deposit relationships
- Participates in the needs-based selling of bank products and services
- Ensures client retention and relationship expansion through branch cross-selling activities
- Manages the branch customer portfolio for optimum performance
- Participates in events that demonstrate support for the community and increases business opportunities for the Bank
- Trains and coaches employees in the area of client service, sales, regulatory requirements, bank products, and bank policies and procedures to ensure compliance with federal and state laws and regulations
- Promotes employees through training, cross-training, coaching, and career planning
- Oversees and administers all human resources issues at the branch
- Maintains compliance with bank safety rules and applicable safety and health standards established by federal, state, or local laws and regulations
Requirements
- Required Knowledge: Business Products and Services, Bank Policies & Procedures, Bank Secrecy Act, Privacy Laws, Awareness of Federal Guidelines and Regulations, Regulation CC, Regulation DD, Regulation D, Regulation E (EFT), Bank Protection Act (Security), Privacy Laws, Regulation BB (CRA), Basic knowledge of Regulation B (ECOA), Fair Credit Reporting Act, Teller Operations, New Account Procedures, Safe Deposit Box Procedures, Products & Services, FDIC Insurance, Compliance with all State and Federal Banking regulatory requirements, including but not limited to: BSA, Anti-Money Laundering OFAC, CIP, Financial Elder Abuse Reporting, Sexual Harassment, and Information Security and privacy requirements, as the control point for the office to ensure that all CIP, BSA, OFAC requirements, procedures and time frames are met, Basic Mathematics Skills, Telephone Skills, Customer Service Skills, Strong typing skills, Critical Thinking, Judgment & Problem Solving Skills, Ability to actively listen & learn, Ability to use oral communication techniques to sell products or services, Ability to respectfully communicate with Supervisors and Co-workers, Ability to effectively deal with unpleasant, angry or discourteous people, and Ability and desire to interact in a team environment, and willingness to contribute to team efforts
- Preferred Candidate: Minimum of 3-5+ years' experience managing branch employees and/or managing sales or operations of the branch, 24 to 36 months of new account and sales experience
Qualifications
- Education and Experience: Bachelor's Degree or equivalent work experience required, Branch Managers should have a minimum of 3-5+ years' experience managing branch employees and/or managing sales or operations of the branch
Skills and Abilities
- Management / Leadership Skills
- Supervisory/Mentoring Skills
- Motivating/Coaching Skills
- Clear understanding of the English Language (Spoken & Written)
- Basic Mathematics Skills
- Telephone Skills
- Customer Service Skills
- Strong typing skills
- Critical Thinking, Judgment & Problem Solving Skills
- Ability to actively listen & learn
- Ability to use oral communication techniques to sell products or services
- Ability to respectfully communicate with Supervisors and Co-workers
- Ability to effectively deal with unpleasant, angry or discourteous people
- Ability and desire to interact in a team environment, and willingness to contribute to team efforts
Additional Requirements
- Ability to travel to various bank and/or client locations as needed
- Some Saturday hours may be required
- Separation of duties each year, as a part of the Bank's internal control systems, employees holding sensitive positions must have a separation of duties each year. This position has been deemed to meet the test for a sensitive position, and therefore you will be required to meet a minimum absence requirement of one week each and every calendar year
Physical Requirements & Work Environment
- Requires repetitive movement
- Requires sitting for prolonged periods of time
- Requires lifting up to 25lbs
- Requires using hands to handle, control or feel objects
- Office setting w/controlled temperature
Additional Information
Education and Experience: Bachelor's Degree or equivalent work experience required, Branch Managers should have a minimum of 3-5+ years' experience managing branch employees and/or managing sales or operations of the branch.
Preferred Candidate: Minimum of 3-5+ years' experience managing branch employees and/or managing sales or operations of the branch, 24 to 36 months of new account and sales experience.
Additional Requirements: Ability to travel to various bank and/or client locations as needed, Some Saturday hours may be required, Separation of duties each year, as a part of the Bank's internal control systems, employees holding sensitive positions must have a separation of duties each year. This position has been deemed to meet the test for a sensitive position, and therefore you will be required to meet a minimum absence requirement of one week each and every calendar year.