Senior Branch Manager
M&T Bank · Montpelier, VT · 1 mo ago
$75k–$124k/yrFull-time
We need to output HTML fragment with sections only if real content. Use
for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to decide which sections have content. From posting: Overview: description of role. Could be "About the role". We'll put that in
. Primary Responsibilities: list of duties. We'll put under
Responsibilities
with- items.
Scope of Responsibilities: more details, could also go under Responsibilities.
Supervisory/Managerial Responsibilities: also responsibilities.
Education and Experience Required: could be under Requirements or Qualifications. We'll decide: Requirements for required, Qualifications for preferred.
Education and Experience Preferred: could be Qualifications.
Skills: maybe from list: Work with common PC software, etc. Could be Skills.
Pay: we have pay range: $74,600.00 - $124,400.00. So include Pay section.
Benefits: not mentioned. So omit.
Schedule: not mentioned. Omit.
Location: maybe include in About the role as a short p.
We must not repeat job title as heading. No Job ID.
We must preserve all substantive info. Need to include all bullet points.
Let's extract responsibilities list from "Primary Responsibilities:" and subsequent sentences.
Primary Responsibilities: Responsible for overall profitability by directing sales and business development, meeting operational objectives and ensuring the branch achieves its annual goals.
Leads team through coaching, performance management, and setting priority.
Builds and develops branch staff.
Identifies Retail and Business Banking customer needs through the M&T sales processes, using the tools and resources to assist customers with short and long term solutions.
Proactively prospects and grows Business Banking relationships through outreach.
Builds the bank’s presence in the community.
Researches prospects, and asks for referrals with current customers.
Actively recruits and selects talent to fill positions within Retail and/or M&T Bank.
Actively models and coaches customer service and needs determination behaviors.
Reinforces and maintains accountability for execution of Retail strategy.
Demonstrates and coaches M&T sales processes.
Ensures operational and requirements are maintained, to include consumer and business banking guidelines.
Ensures compliance with operational, security and control policies/procedures, preventing fraud and protecting customer assets.
Takes ownership of complex account servicing and error resolution issues, including those escalated by other Bankers.
Provide coaching and guidance to improve and reduce future problem resolution/escalations.
Engages with all team members and business partners as appropriate.
Independently processes all Business Banking loan requests up to $250,000.
Proactively bundle products and services as appropriate.
Adheres to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.
Promotes an environment that supports a culture of belonging and reflects the M&T Bank brand.
Maintains M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
Completes other related duties as assigned.
Exercises usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, performance management and terminations.
Also Scope of Responsibilities: This position reports to a Retail Regional Manager and leads the branch team to achieve annual sales and profitability goals, and has a sound working knowledge of the overall operations of the branch. Branch Managers have the responsibility to establish and maintain federal registration requirements outlined in the SAFE Act. Branch Managers must stay current on operational, product, and system changes/enhancements, as well as demonstrate good risk management decisions. In addition, Insurance licensing minimum expectations must be maintained as outlined in MTS Licensed Banker Academy document. Business Banking Specialist minimum expectations will be set by both the Branch and Retail Regional Manager. Branch Managers will typically spend some of their time servicing existing customers, and the majority of the time growing the business through proactive sales and outside calling activities. Branch Managers are responsible for building productive partnerships with appropriate areas of the bank to ensure customer needs, service issues, and employee issues are resolved timely and accurately. Branch Managers are responsible for taking full ownership of customer issues until they are completely resolved.
Supervisory/Managerial Responsibilities: Branch Managers generally have direct reporting responsibility for branch staff.
We can combine all into one responsibilities list, but we need to avoid duplication. We'll create a comprehensive list.
Now Requirements (Education and Experience Required): Bachelor’s degree, OR in lieu of degree, Four (4) years’ relevant experience. Minimum three years sales experience Minimum Two Years’ Managerial Experience Or Proven Leadership Abilities. At Market Manager discretion/branch need, Life/Accident and Health Insurance licensing required within 18 months of entry into position. Note: branch provides training for licensing within 6 months. M&T Business Banking Specialist within 18 months of hire. Demonstrated strong knowledge of Business Banking products, services and client relationship management. M&T Way Certified Precision Leadership Certified Bi-lingual/Spanish preferred Work with common PC software, including knowledge of Microsoft Office software for word processing and spreadsheets. Experience With Internet And Email Preferred.
Wait some of those are actually preferred? The text mixes required and preferred. We'll separate: Required: Bachelor’s degree OR 4 years relevant experience. Minimum three years sales experience. Minimum Two Years’ Managerial Experience Or Proven Leadership Abilities. Life/Accident and Health Insurance licensing required within 18 months (if needed). M&T Business Banking Specialist within 18 months of hire. Demonstrated strong knowledge of Business Banking products, services and client relationship management. M&T Way Certified Precision Leadership Certified. Bi-lingual/Spanish preferred (maybe preferred). Work with common PC software, including knowledge of Microsoft Office software for word processing and spreadsheets. Experience With Internet And Email Preferred.
Preferred: Demonstrated sales/business development experience and success. Has fundamental understanding of profitability. Excellent communication and interpersonal skills. Proven ability to demonstrate and coach exceptional customer service. Ability to communicate and function professionally with all levels of personnel and business partners across the organization. Strong financial services product knowledge preferred. Strong organization, time management, and prioritization skills.
We'll put Requirements section for required items, Qualifications for preferred.
Skills: maybe include PC software, internet/email, etc. But we already have some in required/qualifications. Could create Skills section for technical skills: Work with common PC software, Microsoft Office, Internet and Email.
But we must not create thin sections. Let's decide: We'll have About the role (overview + location), Responsibilities (combined), Requirements (required), Qualifications (preferred), Skills (technical), Pay.
We must avoid filler like "Bi-lingual/Spanish preferred" in Requirements if it's preferred; we can put in Qualifications.
Now produce HTML.
We'll wrap each section:
About the role
...
Responsibilities:Responsibilities
- ... each item. We need to ensure we don't miss any. Let's craft responsibilities items: - Responsible for overall profitability by directing sales and business development, meeting operational objectives and ensuring the branch achieves its annual goals. - Leads team through coaching, performance management, and setting priority. - Builds and develops branch staff. - Identifies Retail and Business Banking customer needs through the M&T sales processes, using the tools and resources to assist customers with short and long term solutions. - Proactively prospects and grows Business Banking relationships through outreach. - Builds the bank’s presence in the community. - Researches prospects, and asks for referrals with current customers. - Actively recruits and selects talent to fill positions within Retail and/or M&T Bank. - Actively models and coaches customer service and needs determination behaviors. - Reinforces and maintains accountability for execution of Retail strategy. - Demonstrates and coaches M&T sales processes. - Ensures operational and requirements are maintained, to include consumer and business banking guidelines. - Ensures compliance with operational, security and control policies/procedures, preventing fraud and protecting customer assets. - Takes ownership of complex account servicing and error resolution issues, including those escalated by other Bankers. - Provides coaching and guidance to improve and reduce future problem resolution/escalations. - Engages with all team members and business partners as appropriate. - Independently processes all Business Banking loan requests up to $250,000. - Proactively bundles products and services as appropriate. - Adheres to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies. - Promotes an environment that supports a culture of belonging and reflects the M&T Bank brand. - Maintains M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. - Completes other related duties as assigned. - Exercises usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, performance management and terminations. - Reports to a Retail Regional Manager and leads the branch team to achieve annual sales and profitability goals, and has a sound working knowledge of the overall operations of the branch. - Establishes and maintains federal registration requirements outlined in the SAFE Act. - Stays current on operational, product, and system changes/enhancements, and demonstrates good risk management decisions. - Maintains Insurance licensing minimum expectations as outlined in MTS Licensed Banker Academy document. - Meets Business Banking Specialist minimum expectations set by both the Branch and Retail Regional Manager. - Spends some time servicing existing customers, and the majority of the time growing the business through proactive sales and outside calling activities. - Builds productive partnerships with appropriate areas of the bank to ensure customer needs, service issues, and employee issues are resolved timely and accurately. - Takes full ownership of customer issues until they are completely resolved. - Has direct reporting responsibility for branch staff. We may have duplicates but okay. Now Requirements (required): - Bachelor’s degree, OR in lieu of degree, Four (4) years’ relevant experience. - Minimum three years sales experience. - Minimum Two Years’ Managerial Experience Or Proven Leadership Abilities. - Life/Accident and Health Insurance licensing required within 18 months of entry into position (branch provides training for licensing within 6 months). - M&T Business Banking Specialist certification within 18 months of hire. - Demonstrated strong knowledge of Business Banking products, services and client relationship management. - M&T Way Certified Precision Leadership Certified. - Work with common PC software, including knowledge of Microsoft Office software for word processing and spreadsheets. - Experience with Internet and Email. Now Qualifications (preferred): - Demonstrated sales/business development experience and success. - Fundamental understanding of profitability. - Excellent communication and interpersonal skills. - Proven ability to demonstrate and coach exceptional customer service. - Ability to communicate and function professionally with all levels of personnel and business partners across the organization. - Strong financial services product knowledge. - Strong organization, time management, and prioritization skills. - Bi-lingual/Spanish preferred. Now Skills: maybe we already covered PC software etc. Could combine with Requirements. But we need a Skills section only if we have distinct content not already covered. Could omit Skills and put those in Requirements/Qualifications. However the instruction says prefer a few substantive sections over many thin ones. So we could merge technical skills into Requirements or Qualifications. Let's put PC software, Internet/Email under Requirements (as they are required). So we may not need separate Skills. Thus sections: About the role, Responsibilities, Requirements, Qualifications, Pay. Pay: we have range. Now About the role: combine overview and location. Overview: Manages all activities of a branch. Responsible for the overall success of the branch operating model, including customer and employee experience, digital engagement, transactions/operations, servicing, and sales. Has personal production responsibility. Consistently meets with business partners to review customer deals. Location: Montpelier, Vermont, United States of America. We'll create a paragraph: "Manages all activities of a branch. Responsible for the overall success of the branch operating model, including customer and employee experience, digital engagement, transactions/operations, servicing, and sales. Has personal production responsibility. Consistently meets with business partners to review customer deals. Location: Montpelier, Vermont, United