Retail Branch Manager

About the role

Woodforest National Bank is a privately owned, nationally recognized award-winning bank and one of the strongest in the nation. As an employee-owned institution with the largest Employee Stock Ownership Plan, we focus on building relationships and discovering opportunities to better serve our communities and understand the financial needs of every customer. At Woodforest, we demonstrate our commitment to giving back through volunteer efforts with local charities and food banks.

The Retail Branch Manager I is responsible for growing consumer and business customer relationships, community engagement, and in-store partner relationships while delivering the Woodforest Experience to every customer, every day, every time.

Responsibilities

• Achieve branch sales and revenue goals by proactively identifying, marketing, and recommending banking products and services beneficial to the customer.
• Act as a “Keeper of the Woodforest Culture” and create energy around Retail objectives and initiatives.
• Recruit, train, retain, and motivate staff to ensure profitability, sales, customer experience, compliance, and growth objectives for assigned branches within the region.
• Develop and lead innovative strategies to grow, retain, and deepen consumer and business relationships.
• Proactively grow business deposits and loans through inside and outside business calling.
• Enhance customer experience and the reputation of the Bank by warmly and sincerely greeting, engaging, and developing relationships with retail partners and customers.
• Embrace and lead a technology-driven customer experience.
• Lead, partner, and execute a community engagement strategy with a Community Development Relationship Manager to be an engaged and intrinsic community partner.
• Inspire and lead team members to reach their full potential.
• Demonstrate flexibility to perform every other duty as assigned.

Competencies Required

• Must be proactive when seeking business outside of the branch.
• Inspired, goal-oriented, disciplined, team leader with strong interpersonal skills, sales aptitude, and comfortable with outside sales.
• Open to direct coaching and feedback.
• Ability to work flexible or extended working hours to meet business needs; demonstrated reliability.
• Demonstrate a passion for taking care of people by exhibiting effective problem-solving abilities, the ability to maintain composure, and convey a positive attitude while interacting with customers as well as internal team members.
• Knowledge of or ability to quickly learn products, services, policies, procedures, regulatory guidelines, as well as engaging in sales and service processes.
• Ability to maintain the highest level of confidentiality, follow directions, and apply proper policies, procedures, and guidelines.
• Excellent organizational skills with the ability to prioritize workload and multi-task in a fast-paced environment while maintaining accuracy and attention to detail.
• Ability to understand instructions, forms, applications, and be familiar with financial statements and credit reports.

Minimum Qualifications/Experience

• 5 years of relevant and transferrable sales and/or customer service experience.
• OR a Bachelor’s degree and 3 years of relevant and transferrable sales and/or customer service experience.
• 1 year of experience leading and directing the activities of a sales team is required.
• Individuals with this level of experience typically report to an on-site manager; will mentor or lead a team of more junior staff but do not typically have formal management responsibility for personnel decisions.
• Previous in-store banking experience is preferred, but not required.
• Must be positive and engaging.
• Preferred candidates reside within the community.

Formal Education & Certification

• High School Diploma or equivalent required.

Work Status

• Full-Time.

Supervisory Responsibility

• Responsible and accountable for all personnel and employment decisions at assigned branch/location.

Travel

• Up to 50% or more outside of branch or as needed by customer.

Working Conditions

• Conditions include standing most of the time, may involve walking, moving, bending, stooping or sitting for brief periods, and occasionally lifting and carrying items up to 30 lbs.