What are the responsibilities and job description for the Branch Manager I (Hybrid) position at Coastal States Bank?
Position Summary
With opening our new Charleston market, we are seeking a candidate to initially work in a Hybrid/Dual Role. This will be a combination of areas of a Branch Manager I and a Commercial & Private Banking Assistant.
Branch Manager Position Focus Areas
Client Experience & Service Excellence
Banking Specialist Position Focus Areas:
With opening our new Charleston market, we are seeking a candidate to initially work in a Hybrid/Dual Role. This will be a combination of areas of a Branch Manager I and a Commercial & Private Banking Assistant.
Branch Manager Position Focus Areas
Client Experience & Service Excellence
- Model CSB’s Core Values in all decisions and interactions.
- Ensure staff deliver meaningful client conversations to uncover needs.
- Resolve escalated client issues, ensuring positive outcomes and retention
- Oversee all branch operations: teller, TCR, ATM, vault, and security processes.
- Ensure daily tasks are completed: NSF decisions, non-post review, wire approvals.
- Maintain full accountability for audit cycles and corrective actions.
- Support loan origination (consumer, HELOC, small business) with accuracy and compliance.
- Manage Treasury Management referrals and collaborate with TM officers.
- Monitor and support outbound calling programs; ensure team follow-through.
- Provide staff supervision, coaching, and performance management.
- Use training checklists and proficiency scorecards to evaluate staff readiness.
- Manage staffing schedules and ensure coverage for branch and market needs
- Drive branch portfolio growth through acquisition and relationship deepening.
- Represent CSB at community events and networking opportunities.
- Build partnerships with Treasury Management, Commercial, and Mortgage teams.
- Develop and execute the branch business plan aligned with bank goals.
- Monitor branch performance metrics and adjust strategies to meet objectives.
- Support and reinforce a sales and service culture that aligns with CSB’s strategic priorities
Banking Specialist Position Focus Areas:
- Supports the Relationship Banker(s) in managing client relationships. This position works closely with clients, closing attorneys and other internal CSB team members to deliver an overall exceptional client experience.
- Leads the effort in the pre-closing, closing and post-closing process for commercial loans, real estate loans, lines of credit and letters of credit.
- Initiate new loan opportunities and renewals in nCino.
- Review closing documents (pre-closing) for accuracy associated with the loan approvals.
- Execute funding for closings; initiate wires.
- Review and process loan draw requests.
- Review closed loan package (post-closing); prepare and process for booking.
- Order real estate and equipment appraisals.
- Maintain weekly and monthly reports as required by management.
- Manage (clear) financial statement and collateral exceptions to exceed bank expectations.