Branch Manager

Role:

Responsible for the development of current and new consumer and business relationships. Manage service levels of a bank facility, ensuring the branch meets financial, service, and growth plans. The manager ensures excellent service through selecting sales minded staff, coaching and appropriate counseling of employees.

Essential Functions & Responsibilities:

• Provide outstanding customer service while meeting sales goals as outlined in the Retail Sales Manual. Organize, coordinate and lead all market sales and service activities. Meet scorecard objectives and coordinate referrals to appropriate lines of business. An emphasis is placed on fully banking consumer and business customers.
• Represent the branch market through planned weekly outside sales calls with customers and businesses, community, civic organizations, suppliers, other financial institutions, and professional groups.
• Management responsibilities include ongoing sales and service coaching and reinforcement as outlined in the Retail Sales Manual. Documenting employee concerns, performance reviews, interviewing, promotions, salary recommendations, in an appropriate and timely manner. Monitors staffing models.
• Maintain customer's portfolio list and prospects at all times and prioritize customer/prospect needs.
• Reporting should be timely on calls, scorecards, exceptions and other information requests and maintain the appropriate bank standards.
• Monitor all branch activities to insure they are in compliance with established bank policies and procedures.
• Perform other job related duties as assigned.

Performance Measurements:

• Ensure appropriate business building activities are utilized to maintain the expected sales goals. To ensure proper activities are in place to meet sales goals; maintain daily , weekly and monthly tracking.
• To maintain an excellent knowledge of financial services offered by the bank; to be knowledgeable of competitors' services.
• To meet or exceed annual budgeted operating and growth plan: maintain/improve the financial stability of the branch.
• To keep management informed regarding key operating issues affecting the branch.
• To maintain a professional work environment and business like appearance at all times.
• To provide direction and recommendations to management, based on current research data, regarding the business development strategies and directions the bank should take.
• To complete performance reviews within the prescribed time frame.
• To maintain a dependable record of attendance and timeliness.
• To complete all assigned training within the allotted time frame.
• To comply with all state and federal regulations that are applicable to their specific job duties.
• To provide friendly, professional and accurate service and support to all customers and employees.
• Each position within the Company shares in the cross-selling of the Company's products and services.

Knowledge and Skills:

Experience: Three years to five years of similar or related experience.

Education: (1) A bachelor's degree, or (2) achievement of formal certifications recognized in the industry as equivalent to a bachelor's degree (e.g. information technology certifications in lieu of a degree).

Interpersonal Skills: Work involves extensive personal contact with others and is of a personal or sensitive nature. Motivating, influencing, and/or training others is key at this level. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.

Other Skills: Must have good communication skills.

Physical Requirements: The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc. Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer. Must able to lift up to 50 pounds.