Community Banking Branch Manager - Ardmore

Job Duties And Responsibilities

• Responsible for the development of new business for Firstrust.
• Alert to expressed customer/prospect needs to suggest appropriate business and consumer services.
• Actively sells and promotes bank products to potential and existing business and consumer customers.
• Possesses knowledge of corporate products and services to suggest products.
• Uses time to develop business with existing customers, COIs and prospects.
• Obtains new loans/deposits through the development and implementation of an internal/external calling program.
• Requires a desire to learn and understand the business customers’ needs and recommend solutions to meet those needs.
• Primary responsibility to attain small business loans, deposit goals and other sales goals as dictated by branch Scorecard or other qualitative measures.
• Buils strong partnerships with Business Banking, Consumer Lending, and Commercial Lenders, Private banking, Mortgage Officers, and all other partners within Bank to meet/exceed our customer’s expectations.
• Budgets time to ensure ongoing sales activities, develops tactics to achieve results each month and is accountable for meeting these goals.
• Develops and implements a strategic plan and continuously monitors the branch performance with an Assistant Manager or other senior level team member as it relates to all goals.
• Maintains loan, deposit, new account, referral and balance sheet goals and production to achieve consistent scorecard results.
• Maintains fee income, fee waivers and rebates, income & expense goals and results.
• Evaluates and submits branch approval requests for fee rebates outside of the branch’s authority level limits.
• Embraces technology and Sales Force (Customer Relationship Management system) to manage all branch leads and opportunities for themselves and their team.
• Ensures branch operates in accordance with all Bank audit and security policies and procedures and ensures branch compliance of all federal regulatory guidelines.
• Achieves audit goals.
• Manages the professional development plan for all branch team members including specific training related to product knowledge, sales, customer service, compliance, operations and/or technical training.
• Writes and delivers annual performance reviews, and performance improvement plans/warnings as needed.
• Approves time off, branch schedules and timesheets for optimum customer service.
• Interviews candidates for open positions.
• Oversees the monitoring of teller shorts/overs, new account exceptions, loan exceptions and branch overall cash levels.
• Manages all aspects of Branch appearance including facilities, signage, and employee attire in accordance with the Firstrust appearance policy.
• Holds self and others accountable.
• Demonstrates the behaviors consistent with Firstrust Mission and Values.
• Leading a welcoming atmosphere that reflects our commitment to exceptional service specifically embracing and demonstrating MAGIC of customer service strategies.
• Partners with all areas of the Bank to provide seamless service to our customers.

  Other Job Duties And Responsibilities

  • The Branch Manager must have strong listening and verbal communication skills for extensive business development calls and person-to-person interaction, including managing a branch team.
  • The position requires excellent interpersonal, analytical, and problem-solving skills.
  • The employee needs to communicate and exchange information with all levels of management, clients, and outside vendors.
  • The employee must apply and estimate analytical data for trends and reporting purposes.
  • Also, must have the ability to function in a financial institution/branch environment and utilize standard office equipment.

    Decision Making

    • Develops, implements, and monitors the branch’s performance as it relates to all goals.
    • Develops tactics to ensure the branch is meeting its goals.
    • Maintains loan, deposit, new account, referral and balance sheet goals and production to achieve consistent scorecard results.
    • Monitors fee income, fee waivers and rebates, income & expense goals and results.
    • Makes decisions/recommendations related to hiring, continued employment and staff development to ensure branch success.
    • Monitor staff performance and implement and monitor improvement plans, as necessary.
    • Expected to execute on any additional deliverables within clearly communicated deadlines specific to Community Banking.
    • Managing the attendance of self and team members to required meetings and training classes.
    • Accountable to achieve goals and develop ongoing tactics to achieve these results.
    • Continuously seeks and implements ways to improve the overall team performance.
    • Makes all branch decisions within authority level or follows outlined procedure for escalation to obtain proper approval following Firstrust’s authority matrix.

      Physical And Sensory Requirements

      • Prolonged periods sitting at a desk and working on a computer.
      • While performing the essential functions of this position, the Branch Manager is regularly required to drive a motor vehicle to travel to client locations and events.
      • The employee must move and position object/materials to set up branch events and must be able to lift up to 20 lbs. of materials to be moved to branches and events.
      • Potenial On-the-job-risks

      Education, Training And Experience

      • Must be a self-motivated, proven leader with a track record of delivering consistent sales results.
      • This includes driving branch performance and fostering a high performing team.
      • More than 5 years of successful branch management experience required.
      • A high school diploma required, 4-year college degree preferred or equivalent experience.
      • A working knowledge of Bank operating policies and procedures which impact retail and business services.
      • A thorough knowledge of the features and benefits of all Bank retail products and services.
      • Advanced PC Literacy Experience using Salesforce or comparable Customer Relationship Management system preferred.
      • May be licensed to sell alternative investments and insurance (not required).