Branch Operations Manager

Essential Duties And Responsibilities

• Ensures client satisfaction and account retention through quality service
• Handles client requests and complaints with prompt, professional, and courteous attention
• Understands and complies with Bank policies, procedures, and regulations governing job responsibilities
• Responsible for transaction approvals within assigned limits
• Leads and actively participates in daily warm up and monthly branch staff meetings and discusses branch products, sales, service and soundness
• Ensures that all employees are well versed in all Bank products
• Holds keys and Alarm Code to the branch; Opens and closes the branch
• Responsible for staffing, branch performance, appraisals, promotions, salary actions, and terminations
• Plans and adheres to staffing budget
• Maintains a minimization of employee turnover rate
• Provides the accurate and timely presentation of Performance appraisals, counseling’s and status changes
• Exercises sound judgment and compliance with policy regarding promotion and salary actions
• Responsible for employee development and provides training as needed
• Responsible for ensuring satisfactory audit ratings; managing critical operational metrics to minimize risks and losses; maintaining ambitious standards for control/certifications, monetary transactions, security, and account opening activities; ensuring the branch staff is trained and follows policies and procedures; and operating within the Bank’s guidelines
• Communicates Bank policies, procedures and regulations to branch personnel and ensures all staff members are familiar with and aware of any changes
• Reviews and analyzes existing business-specific work processes. Proposes and prioritizes changes and improvements for the branch environment. Serves as a “champion” for process changes and initiatives
• Prepares reports and completes special projects as requested by management
• Participates in training deemed necessary by the Bank
• Achieves individual as well as branch goals and contributes to the success of the Bank
• Branch Operation Managers are expected to know and follow the Bank’s compliance policies and procedures as required by the Compliance Department

Additional Responsibilities

• Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management
• Demonstrates high level of quality work, attendance and appearance
• Adheres to all Company Policies & Procedures and Safety Regulations
• Adheres to local, state and federal laws
• Understands and complies with all company rules and regulations
• Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA.
• Additional duties as assigned as it relates to the position

Supervisory Responsibilities

This position does have supervisory responsibilities.

Minimum Qualifications

• Basic knowledge of retail product philosophy, policy, procedures, documentation and systems
• Thorough knowledge of all retail products and services
• Proven client service and interpersonal skills
• Effective selling, cross selling and referral skills
• Strong mathematical, problem-solving, and negotiation skills
• Ability to analyze client credit data and other related financial information

Competencies

• Adaptability
• Communication
• Decision Making
• Innovation
• Motivation
• Organization
• Professionalism
• Results Orientated

Physical Demands

• Standing, walking and squatting less than fifty percent of the work shift
• Required to lift, move and carry up to 40 pounds
• Ability to read, count and write to accurately complete all documentation and reports
• Must be able to see, hear and speak in order to communicate with employees and other customers
• Specific vision abilities include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus
• Manual dexterity required using hands to finger; handle, feel and type; reach with hands and arms (Check the box that applies by double clicking on the box.)
• Sedentary: Limited activity, no lifting, limited walking
• Moderate: Mostly standing, walking, bending, frequent lifting
• Light: Office work, some lifting, bending, stooping or kneeling, walking
• Arduous: Heavy lifting, bending, crawling, climbing

Work Environment

• The work space is clean, orderly, properly lighted and ventilated with the proper safety compliance
• Noisy levels are considered moderate
• Sunwest Bank Is an Equal Opportunity Employer
• Sunwest Bank works with staff members and customers without regard to race, ancestry, national origin, sex, marital status, age, religion, medical condition, handicap, disability or veteran status and to assist the Bank in maintaining its Affirmative Action Program
• Compliance with Bank Secrecy Act laws and regulations is considered an extremely serious matter, and it is intended that Sunwest Bank, through the purposeful efforts of its employees and officers, are expected to make every resolute attempt to conform to its Bank Secrecy Act Program and Procedures
• Failure to comply will be reflected in their performance review as well as in any bonus compensation programs in which they may participate

Note

The preceding job description has been designed to indicate the general nature and level and work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. All job descriptions can be amended without notice as warranted by business necessity.