VP/ FVP Manger Branch Services
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Use - for any list of duties/requirements/benefits, and
for prose. Do NOT repeat the job title as a heading (the page already shows it) and do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it. Preserve ALL substantive information; do NOT invent or summarize away detail. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. IMPORTANT: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. Prefer a few substantive sections over many thin ones. Output ONLY the HTML fragment — no /, no markdown code fences.
Thus we need to decide which sections to include: About the role (maybe the intro paragraph about company culture and "People Drive Our Success"? Could be considered "About the role" or "General Summary". The posting has "General Summary" then "Essential Functions". Could combine responsibilities under "Responsibilities". Also "Qualifications" section. "Skills" maybe part of Qualifications. "Benefits" section present. "Pay" section present. "Schedule" not mentioned, so omit.
We must not include boilerplate like EEO, privacy policy, accessibility contact, etc. Also remove "Video Clip" lines, "Apply today!", "What Our Team Members Are Saying". Also remove "ON-GOING TRAINING" maybe could be considered part of Benefits? But it's a requirement: training required. Could be included under "Requirements" or "Qualifications". However instruction: prefer few substantive sections over many thin ones. Could combine training into Qualifications or Requirements.
We need to preserve all substantive information: that includes the description of role, direct reports, essential functions list, qualifications (education, experience, skills/ability), ongoing training, pay range, benefits description.
We need to format using
headings and - for lists,
for prose.
We need to decide headings: Perhaps "About the role" for the introductory summary (People Drive Our Success and General Summary). Then "Responsibilities" for essential functions and direct reports etc. Then "Qualifications" for education, experience, skills/ability, ongoing training. Then "Benefits". Then "Pay". Avoid Schedule.
We must not repeat job title. No metadata.
Let's extract substantive content:
Intro: "People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank – we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members’ drive and optimism. Together we can make a difference in the financial future of our communities."
That's about company culture; could be "About the role" or maybe we can omit as it's fluff but it's substantive? It's not specific to role but still part of posting. Might keep as "About the role".
Then "General Summary": "Responsible for the management of the Branch Services support function. This includes oversight of and/or establishment of branch policies and procedures, performance of ongoing risk-based branch operational reviews, validation of branch certifications, and support of branch inquiries received via email and/or the Branch Services support line. Incumbent serves as primary resource and branch operations subject matter expert for any procedural, policy, or system changes affecting the branch network. Performs ongoing analysis of established branch operations to identify process inefficiencies and executes changes leading to improved workflows and greater client satisfaction. Partners with the heads of Retail Branch Administration to identify and prioritize key strategic initiatives impacting the branches. Leads recurring meetings with Retail Administration and presents reports on operational status and holds discussions around thematic issues and the necessary actions to remediate the deficiencies."
Then "DIRECT REPORTS": "The VP/FVP, Manager of Branch Services has 6-8 direct reports."
Then "Essential Functions": a long list of bullet-like sentences. We need to turn into
- . Let's extract each sentence separated by periods? The text: "Management oversight of the operational, risk and compliance integrity for Cathay Bank branches. Develops, writes, and implements branch operations related policies, procedures, and programs to ensure overall effectiveness and adherence to associated laws and regulations. Directs and performs ongoing branch reviews to ensure branch compliance to operating standards. Creates and presents operational status reports and branch performance scorecards for executive management.Serves as key stakeholder and collaborates with Compliance, BSA, Audit and Risk Management regarding system, policy, or procedural changes that impact branch operations.Identifies operational tasks currently performed in the branch environment to determine feasibility of centralizing the functions into the back-office operations environment.Conducts ongoing branch visits to build effective partnerships/relationships. Establishes self as key point of contact for escalation by branch management.Gathers feedback from branch team members to measure the level of service provided via the Branch Services support line.May serve as key data steward for deposit related data in the bank’s deposit origination and core systems.Engages with Internal Audit and Compliance Management during field reviews; may interact with and respond to bank examiner inquiries.Manages team members by establishing annual performance goals, allocating resources, and assessing annual performance. Guides staff development.Ensures that all functions managed are adequately staffed by trained and cross-trained personnel, and that all duties are performed in a timely, accurate and complete manner.Assures complete understanding and compliance by all assigned personnel with all applicable Federal, State, and regulatory laws and policies, internal operating policies, procedures, and audit standards and responds to audit exceptions."
We need to split into list items. Each sentence ends with a period. Some have no space after period before next sentence (e.g., "executive management.Serves"). We'll handle.
Now "Qualifications": Education: Bachelor’s Degree. Experience: At least 7 years of experience in Retail Banking with a focus on operations and/or risk management, with a minimum of 3 of those years in management leading a team. Skills/Ability: list items.
We need to turn Skills/Ability into list.
Skills/Ability list:
- Complete knowledge of branch operations, systems and related policies, procedures and regulations related to branch banking.
- Demonstrated ability to lead a team.
- Demonstrated ability to lead and influence others that may not be part of the direct reporting line.
- Strong managerial skills.
- Proven project management skills.
- Ability to interact with internal and external auditing entities (i.e. Internal Audit, Bank Examiners, etc.) in a professional and confident manner and with the appropriate sense of urgency.
- Strong analytical and written and verbal communication skills; able to effectively put together and deliver business presentations to executive management.
- Must display initiative and be self-motivated and adapt well to a changing environment.
- Must be committed to seeking opportunities for improvement and possess the ability to achieve results despite challenges.
Also "ON-GOING TRAINING": "Each team member is required to complete all required training including Compliance and Bank Secrecy Act/Anti-Money Laundering training suitable to his or her position within the Bank."
Could be included under Qualifications as a requirement.
Now Pay: "Pay Range: $93,000 to $140,000/year Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for a discretionary bonus."
Benefits: "Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k)."
We should turn benefits into list.
Now we need to omit boilerplate: EEO, privacy policy, accessibility contact, etc. Also remove "Video Clip" lines, "Apply today!", "What Our Team Members Are Saying". Also remove "People Drive Our Success" maybe keep as part of About the role.
Now produce HTML.
Structure:
About the role
People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank – we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members’ drive and optimism. Together we can make a difference in the financial future of our communities.
Responsibilities
Responsible for the management of the Branch Services support function. This includes oversight of and/or establishment of branch policies and procedures, performance of ongoing risk-based branch operational reviews, validation of branch certifications, and support of branch inquiries received via email and/or the Branch Services support line. Incumbent serves as primary resource and branch operations subject matter expert for any procedural, policy, or system changes affecting the branch network. Performs ongoing analysis of established branch operations to identify process inefficiencies and executes changes leading to improved workflows and greater client satisfaction. Partners with the heads of Retail Branch Administration to identify and prioritize key strategic initiatives impacting the branches. Leads recurring meetings with Retail Administration and presents reports on operational status and holds discussions around thematic issues and the necessary actions to remediate the deficiencies.
Direct Reports: The VP/FVP, Manager of Branch Services has 6-8 direct reports.
Essential Functions
- Management oversight of the operational, risk and compliance integrity for Cathay Bank branches.
- Develops, writes, and implements branch operations related policies, procedures, and programs to ensure overall effectiveness and adherence to associated laws and regulations.
- Directs and performs ongoing branch reviews to ensure branch compliance to operating standards.
- Creates and presents operational status reports and branch performance scorecards for executive management.
- Serves as key stakeholder and collaborates with Compliance, BSA, Audit and Risk Management regarding system, policy, or procedural changes that impact branch operations.
- Identifies operational tasks currently performed in the branch environment to determine feasibility of centralizing the functions into the back-office operations environment.
- Conducts ongoing branch visits to build effective partnerships/relationships.
- Establishes self as key point of contact for escalation by branch management.
- Gathers feedback from branch team members to measure the level of service provided via the Branch Services support line.
- May serve as key data steward for deposit related data in the bank’s deposit origination and core systems.
- Engages with Internal Audit and Compliance Management during field reviews; may interact with and respond to bank examiner inquiries.
- Manages team members by establishing annual performance goals, allocating resources, and assessing annual performance.
- Guides staff development.
- Ensures that all functions managed are adequately staffed by trained and cross-trained personnel, and that
for prose. Do NOT repeat the job title as a heading (the page already shows it) and do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it. Preserve ALL substantive information; do NOT invent or summarize away detail. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. IMPORTANT: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. Prefer a few substantive sections over many thin ones. Output ONLY the HTML fragment — no /, no markdown code fences. Thus we need to decide which sections to include: About the role (maybe the intro paragraph about company culture and "People Drive Our Success"? Could be considered "About the role" or "General Summary". The posting has "General Summary" then "Essential Functions". Could combine responsibilities under "Responsibilities". Also "Qualifications" section. "Skills" maybe part of Qualifications. "Benefits" section present. "Pay" section present. "Schedule" not mentioned, so omit. We must not include boilerplate like EEO, privacy policy, accessibility contact, etc. Also remove "Video Clip" lines, "Apply today!", "What Our Team Members Are Saying". Also remove "ON-GOING TRAINING" maybe could be considered part of Benefits? But it's a requirement: training required. Could be included under "Requirements" or "Qualifications". However instruction: prefer few substantive sections over many thin ones. Could combine training into Qualifications or Requirements. We need to preserve all substantive information: that includes the description of role, direct reports, essential functions list, qualifications (education, experience, skills/ability), ongoing training, pay range, benefits description. We need to format using
headings and - for lists,
for prose.
We need to decide headings: Perhaps "About the role" for the introductory summary (People Drive Our Success and General Summary). Then "Responsibilities" for essential functions and direct reports etc. Then "Qualifications" for education, experience, skills/ability, ongoing training. Then "Benefits". Then "Pay". Avoid Schedule.
We must not repeat job title. No metadata.
Let's extract substantive content:
Intro: "People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank – we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members’ drive and optimism. Together we can make a difference in the financial future of our communities."
That's about company culture; could be "About the role" or maybe we can omit as it's fluff but it's substantive? It's not specific to role but still part of posting. Might keep as "About the role".
Then "General Summary": "Responsible for the management of the Branch Services support function. This includes oversight of and/or establishment of branch policies and procedures, performance of ongoing risk-based branch operational reviews, validation of branch certifications, and support of branch inquiries received via email and/or the Branch Services support line. Incumbent serves as primary resource and branch operations subject matter expert for any procedural, policy, or system changes affecting the branch network. Performs ongoing analysis of established branch operations to identify process inefficiencies and executes changes leading to improved workflows and greater client satisfaction. Partners with the heads of Retail Branch Administration to identify and prioritize key strategic initiatives impacting the branches. Leads recurring meetings with Retail Administration and presents reports on operational status and holds discussions around thematic issues and the necessary actions to remediate the deficiencies."
Then "DIRECT REPORTS": "The VP/FVP, Manager of Branch Services has 6-8 direct reports."
Then "Essential Functions": a long list of bullet-like sentences. We need to turn into
- . Let's extract each sentence separated by periods? The text: "Management oversight of the operational, risk and compliance integrity for Cathay Bank branches. Develops, writes, and implements branch operations related policies, procedures, and programs to ensure overall effectiveness and adherence to associated laws and regulations. Directs and performs ongoing branch reviews to ensure branch compliance to operating standards. Creates and presents operational status reports and branch performance scorecards for executive management.Serves as key stakeholder and collaborates with Compliance, BSA, Audit and Risk Management regarding system, policy, or procedural changes that impact branch operations.Identifies operational tasks currently performed in the branch environment to determine feasibility of centralizing the functions into the back-office operations environment.Conducts ongoing branch visits to build effective partnerships/relationships. Establishes self as key point of contact for escalation by branch management.Gathers feedback from branch team members to measure the level of service provided via the Branch Services support line.May serve as key data steward for deposit related data in the bank’s deposit origination and core systems.Engages with Internal Audit and Compliance Management during field reviews; may interact with and respond to bank examiner inquiries.Manages team members by establishing annual performance goals, allocating resources, and assessing annual performance. Guides staff development.Ensures that all functions managed are adequately staffed by trained and cross-trained personnel, and that all duties are performed in a timely, accurate and complete manner.Assures complete understanding and compliance by all assigned personnel with all applicable Federal, State, and regulatory laws and policies, internal operating policies, procedures, and audit standards and responds to audit exceptions."
We need to split into list items. Each sentence ends with a period. Some have no space after period before next sentence (e.g., "executive management.Serves"). We'll handle.
Now "Qualifications": Education: Bachelor’s Degree. Experience: At least 7 years of experience in Retail Banking with a focus on operations and/or risk management, with a minimum of 3 of those years in management leading a team. Skills/Ability: list items.
We need to turn Skills/Ability into list.
Skills/Ability list:
- Complete knowledge of branch operations, systems and related policies, procedures and regulations related to branch banking.
- Demonstrated ability to lead a team.
- Demonstrated ability to lead and influence others that may not be part of the direct reporting line.
- Strong managerial skills.
- Proven project management skills.
- Ability to interact with internal and external auditing entities (i.e. Internal Audit, Bank Examiners, etc.) in a professional and confident manner and with the appropriate sense of urgency.
- Strong analytical and written and verbal communication skills; able to effectively put together and deliver business presentations to executive management.
- Must display initiative and be self-motivated and adapt well to a changing environment.
- Must be committed to seeking opportunities for improvement and possess the ability to achieve results despite challenges.
Also "ON-GOING TRAINING": "Each team member is required to complete all required training including Compliance and Bank Secrecy Act/Anti-Money Laundering training suitable to his or her position within the Bank."
Could be included under Qualifications as a requirement.
Now Pay: "Pay Range: $93,000 to $140,000/year Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for a discretionary bonus."
Benefits: "Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k)."
We should turn benefits into list.
Now we need to omit boilerplate: EEO, privacy policy, accessibility contact, etc. Also remove "Video Clip" lines, "Apply today!", "What Our Team Members Are Saying". Also remove "People Drive Our Success" maybe keep as part of About the role.
Now produce HTML.
Structure:
About the role
People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank – we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members’ drive and optimism. Together we can make a difference in the financial future of our communities.
Responsibilities
Responsible for the management of the Branch Services support function. This includes oversight of and/or establishment of branch policies and procedures, performance of ongoing risk-based branch operational reviews, validation of branch certifications, and support of branch inquiries received via email and/or the Branch Services support line. Incumbent serves as primary resource and branch operations subject matter expert for any procedural, policy, or system changes affecting the branch network. Performs ongoing analysis of established branch operations to identify process inefficiencies and executes changes leading to improved workflows and greater client satisfaction. Partners with the heads of Retail Branch Administration to identify and prioritize key strategic initiatives impacting the branches. Leads recurring meetings with Retail Administration and presents reports on operational status and holds discussions around thematic issues and the necessary actions to remediate the deficiencies.
Direct Reports: The VP/FVP, Manager of Branch Services has 6-8 direct reports.
Essential Functions
- Management oversight of the operational, risk and compliance integrity for Cathay Bank branches.
- Develops, writes, and implements branch operations related policies, procedures, and programs to ensure overall effectiveness and adherence to associated laws and regulations.
- Directs and performs ongoing branch reviews to ensure branch compliance to operating standards.
- Creates and presents operational status reports and branch performance scorecards for executive management.
- Serves as key stakeholder and collaborates with Compliance, BSA, Audit and Risk Management regarding system, policy, or procedural changes that impact branch operations.
- Identifies operational tasks currently performed in the branch environment to determine feasibility of centralizing the functions into the back-office operations environment.
- Conducts ongoing branch visits to build effective partnerships/relationships.
- Establishes self as key point of contact for escalation by branch management.
- Gathers feedback from branch team members to measure the level of service provided via the Branch Services support line.
- May serve as key data steward for deposit related data in the bank’s deposit origination and core systems.
- Engages with Internal Audit and Compliance Management during field reviews; may interact with and respond to bank examiner inquiries.
- Manages team members by establishing annual performance goals, allocating resources, and assessing annual performance.
- Guides staff development.
- Ensures that all functions managed are adequately staffed by trained and cross-trained personnel, and that
for prose. We need to decide headings: Perhaps "About the role" for the introductory summary (People Drive Our Success and General Summary). Then "Responsibilities" for essential functions and direct reports etc. Then "Qualifications" for education, experience, skills/ability, ongoing training. Then "Benefits". Then "Pay". Avoid Schedule. We must not repeat job title. No metadata. Let's extract substantive content: Intro: "People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank – we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members’ drive and optimism. Together we can make a difference in the financial future of our communities." That's about company culture; could be "About the role" or maybe we can omit as it's fluff but it's substantive? It's not specific to role but still part of posting. Might keep as "About the role". Then "General Summary": "Responsible for the management of the Branch Services support function. This includes oversight of and/or establishment of branch policies and procedures, performance of ongoing risk-based branch operational reviews, validation of branch certifications, and support of branch inquiries received via email and/or the Branch Services support line. Incumbent serves as primary resource and branch operations subject matter expert for any procedural, policy, or system changes affecting the branch network. Performs ongoing analysis of established branch operations to identify process inefficiencies and executes changes leading to improved workflows and greater client satisfaction. Partners with the heads of Retail Branch Administration to identify and prioritize key strategic initiatives impacting the branches. Leads recurring meetings with Retail Administration and presents reports on operational status and holds discussions around thematic issues and the necessary actions to remediate the deficiencies." Then "DIRECT REPORTS": "The VP/FVP, Manager of Branch Services has 6-8 direct reports." Then "Essential Functions": a long list of bullet-like sentences. We need to turn into
- . Let's extract each sentence separated by periods? The text: "Management oversight of the operational, risk and compliance integrity for Cathay Bank branches. Develops, writes, and implements branch operations related policies, procedures, and programs to ensure overall effectiveness and adherence to associated laws and regulations. Directs and performs ongoing branch reviews to ensure branch compliance to operating standards. Creates and presents operational status reports and branch performance scorecards for executive management.Serves as key stakeholder and collaborates with Compliance, BSA, Audit and Risk Management regarding system, policy, or procedural changes that impact branch operations.Identifies operational tasks currently performed in the branch environment to determine feasibility of centralizing the functions into the back-office operations environment.Conducts ongoing branch visits to build effective partnerships/relationships. Establishes self as key point of contact for escalation by branch management.Gathers feedback from branch team members to measure the level of service provided via the Branch Services support line.May serve as key data steward for deposit related data in the bank’s deposit origination and core systems.Engages with Internal Audit and Compliance Management during field reviews; may interact with and respond to bank examiner inquiries.Manages team members by establishing annual performance goals, allocating resources, and assessing annual performance. Guides staff development.Ensures that all functions managed are adequately staffed by trained and cross-trained personnel, and that all duties are performed in a timely, accurate and complete manner.Assures complete understanding and compliance by all assigned personnel with all applicable Federal, State, and regulatory laws and policies, internal operating policies, procedures, and audit standards and responds to audit exceptions."
We need to split into list items. Each sentence ends with a period. Some have no space after period before next sentence (e.g., "executive management.Serves"). We'll handle.
Now "Qualifications": Education: Bachelor’s Degree. Experience: At least 7 years of experience in Retail Banking with a focus on operations and/or risk management, with a minimum of 3 of those years in management leading a team. Skills/Ability: list items.
We need to turn Skills/Ability into list.
Skills/Ability list:
- Complete knowledge of branch operations, systems and related policies, procedures and regulations related to branch banking.
- Demonstrated ability to lead a team.
- Demonstrated ability to lead and influence others that may not be part of the direct reporting line.
- Strong managerial skills.
- Proven project management skills.
- Ability to interact with internal and external auditing entities (i.e. Internal Audit, Bank Examiners, etc.) in a professional and confident manner and with the appropriate sense of urgency.
- Strong analytical and written and verbal communication skills; able to effectively put together and deliver business presentations to executive management.
- Must display initiative and be self-motivated and adapt well to a changing environment.
- Must be committed to seeking opportunities for improvement and possess the ability to achieve results despite challenges.
Also "ON-GOING TRAINING": "Each team member is required to complete all required training including Compliance and Bank Secrecy Act/Anti-Money Laundering training suitable to his or her position within the Bank."
Could be included under Qualifications as a requirement.
Now Pay: "Pay Range: $93,000 to $140,000/year Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for a discretionary bonus."
Benefits: "Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k)."
We should turn benefits into list.
Now we need to omit boilerplate: EEO, privacy policy, accessibility contact, etc. Also remove "Video Clip" lines, "Apply today!", "What Our Team Members Are Saying". Also remove "People Drive Our Success" maybe keep as part of About the role.
Now produce HTML.
Structure:
About the role
People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank – we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members’ drive and optimism. Together we can make a difference in the financial future of our communities.
Responsibilities
Responsible for the management of the Branch Services support function. This includes oversight of and/or establishment of branch policies and procedures, performance of ongoing risk-based branch operational reviews, validation of branch certifications, and support of branch inquiries received via email and/or the Branch Services support line. Incumbent serves as primary resource and branch operations subject matter expert for any procedural, policy, or system changes affecting the branch network. Performs ongoing analysis of established branch operations to identify process inefficiencies and executes changes leading to improved workflows and greater client satisfaction. Partners with the heads of Retail Branch Administration to identify and prioritize key strategic initiatives impacting the branches. Leads recurring meetings with Retail Administration and presents reports on operational status and holds discussions around thematic issues and the necessary actions to remediate the deficiencies.
Direct Reports: The VP/FVP, Manager of Branch Services has 6-8 direct reports.
Essential Functions
- Management oversight of the operational, risk and compliance integrity for Cathay Bank branches.
- Develops, writes, and implements branch operations related policies, procedures, and programs to ensure overall effectiveness and adherence to associated laws and regulations.
- Directs and performs ongoing branch reviews to ensure branch compliance to operating standards.
- Creates and presents operational status reports and branch performance scorecards for executive management.
- Serves as key stakeholder and collaborates with Compliance, BSA, Audit and Risk Management regarding system, policy, or procedural changes that impact branch operations.
- Identifies operational tasks currently performed in the branch environment to determine feasibility of centralizing the functions into the back-office operations environment.
- Conducts ongoing branch visits to build effective partnerships/relationships.
- Establishes self as key point of contact for escalation by branch management.
- Gathers feedback from branch team members to measure the level of service provided via the Branch Services support line.
- May serve as key data steward for deposit related data in the bank’s deposit origination and core systems.
- Engages with Internal Audit and Compliance Management during field reviews; may interact with and respond to bank examiner inquiries.
- Manages team members by establishing annual performance goals, allocating resources, and assessing annual performance.
- Guides staff development.
- Ensures that all functions managed are adequately staffed by trained and cross-trained personnel, and that