Impact

The Branch Manager role is instrumental in driving the success of the branch by providing strategic leadership, fostering a culture of excellence, and ensuring operational efficiency. The Branch Manager serves as a key figure in achieving organizational goals and maintaining the branch's reputation and profitability. By spearheading strategic business development initiatives, the Branch Manager contributes to the expansion of our market presence, the acquisition of new clients, and the overall success of our organization. The Branch Managers efforts will be instrumental in driving revenue growth and fostering strategic partnerships.

ResponsibilitiesResponsibilities include overseeing performance, enhancing customer experience, developing and mentoring team members, managing finances, ensuring compliance, and building strong relationships. Identify new business opportunities and build strategic partnerships that align with our company's objectives and values. 

Essential Functions1. Builds and maintains customer relationships, identifying business opportunities and promoting Bank’s products and services to enhance branch profitability.

2. Helps maintain cost efficiency to achieve goals of the branch; assures quality of customer service and adherence to sales and brand standards.

3. Responsible for managing and growing a book of business by partnering with business partners such as Commercial Relationship Officer, Retail Cluster Manager, Lending Officers, etc.

4. Demonstrates proficiency in understanding the features and benefits of all products and services to effectively address customer needs and resolve customer inquiries/complaints in an efficient manner.

5. Actively searches and participates in community activities in a manner which reflects favorably upon the Bank achieves goals with CRA/CA.

6. Conducts regular staff meetings to ensure that goals and objectives are clearly communicated with branch staff; provides guidance and leadership to enable staff to meet these goals and objectives.

7. Coordinates weekly schedule of staff to ensure adequate coverage. Assists in the selection of new personnel as appropriate; identifies training needs and opportunities; develops and implements a plan for meeting those needs.

8. Oversees reports related to operations of the branch. Verifies customer identity in accordance with established guidelines and strictly adheres to all other compliance procedures.

9. Oversees the opening/closing procedures of the branch office and assures dual control when performing of vault access. 

10. Maintains a thorough understanding of branch security and safety protocols, and ensures strict adherence to established policies and procedures to maintain operational integrity.

Ancillary Functions1. Leads and delegates tasks in a clear and proper manner among assigned staff.

2. Conducts annual performance reviews, providing clear feedback and follow through with corrective action if necessary.

3. Provides coaching, recognition, motivation and skill development to staff members on a consistent basis to meet Bank's strategy and objectives. 

4. Communicates clearly among her/his teams, assuring all team members have the appropriate tools and information to perform according to expectations.

5. Administers personnel policies and procedures, such as time and attendance.

6. Assures adherence to Bank policies and procedures and federal and state regulatory requirements.

7. Provides cross-functional support to other areas of the department and the Bank where service or assistance is needed.

8. Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances.

Mandatory Training Curricula Training is required of all Bank staff as related to regulatory mandated compliance topics and courses required for specific job functions. Career enhancement training courses are also available. Please refer to course catalog and management for details.

Competencies (refer to Competencies Library)

Skills • Clearly communicates in English and Spanish is helpful;• proficient reading, writing, grammar, and mathematics skills;• proficient interpersonal relations and communicative skills;• thorough knowledge of banking operations, policies, and procedures;• thorough knowledge of the features and benefits of all retail bank products and services; • thorough knowledge of current banking regulations;• demonstrated management and supervisory skills;• moderate PC skills, including working knowledge of Microsoft Office software.

Physical DemandsThe physical and related demands described in this section are representative of those that must be met by an employee to successfully perform the essential functions of this job. This job is mostly sedentary in nature, but may occasionally involve lifting files and other materials that weigh up to 20 lbs. Employees in this job must be able to work in an office environment during regular business hours where they come into regular and frequent contact with internal and external customers and other members of the public. Therefore, employees in this position are expected to have consistently positive interactions with the public.