BRANCH MANAGER

Position: Branch Manager

Location: South Branch

Position Summary

The Branch Manager is responsible for leading all aspects of branch performance, including team development, customer experience, operational excellence, and business growth. This role serves as both a leader and active contributor, ensuring the branch operates efficiently while building strong relationships within the community.

This position plays a key role in fulfilling the bank’s purpose of building meaningful relationships as we invest in our communities by delivering exceptional service, fostering trust, and supporting local growth.

Core Values in Action

This role is expected to consistently demonstrate the bank’s core values:

• Courage – ”We stand with Courage to overcome challenges by aligning our actions with our values.”
• Compassion – ”We embody Compassion through empathy and acts of kindness.”
• Wisdom – ”We offer our collective Wisdom in service of others.” 

Primary Duties and Responsibilities

1. Leadership & Team Development

• Supervise, coach, and develop branch staff, including tellers and personal bankers
• Set clear expectations, performance goals, and accountability standards
• Conduct performance reviews and provide ongoing feedback and coaching
• Foster a positive, inclusive, and service-driven team culture
• Address performance concerns in a timely and professional manner

2. Customer Experience & Relationship Management

• Ensure a high level of customer service and relationship-based banking
• Resolve escalated customer concerns with professionalism and care
• Build and maintain meaningful relationships with customers and community members
• Promote a customer-first culture aligned with the bank’s purpose

3. Business Development & Community Engagement

• Actively participate in business development activities, including calls, networking, and community events
• Partner with lenders, treasury, and other departments to grow deposits and lending relationships
• Identify opportunities to expand the branch’s customer base and community presence

4. Operations Management

• Oversee daily branch operations, including opening/closing, cash handling, and transaction processing
• Ensure accuracy, efficiency, and adherence to internal procedures
• Assist with teller functions as needed, including overrides and balancing
• Review teller activity, vault balances, and operational reports

5. Compliance & Risk Management

• Ensure adherence to all banking regulations and internal policies (including CRA, AML/CFT, and audit requirements)
• Monitor for fraud, suspicious activity, and operational risk
• Maintain audit readiness and support internal and external reviews
• Ensure proper documentation and internal controls are consistently followed

6. Financial & Administrative Oversight

• Manage branch budget, expenses, supplies, and purchasing
• Review and approve employee timecards and expense reports
• Monitor reports (e.g., NSF activity) and communicate relevant information to leadership
• Ensure timely and accurate completion of required reporting

7. Communication & Collaboration

• Maintain effective communication with operations and leadership
• Participate in management meetings and provide updates on branch performance
• Collaborate with internal partners to support overall bank strategic initiatives

Skills & Competencies

• Strong leadership, coaching, and team development skills
• Excellent verbal and written communication
• Sound judgment and decision-making ability
• Ability to adapt to change and guide others through change
• Strong organizational and problem-solving skills
• Proficiency in Microsoft Office and banking systems
• Bilingual skills are a plus

Education & Experience

• Bachelor’s degree or equivalent work experience required
• Minimum of 5 years of experience in a financial institution
• Prior management or supervisory experience preferred

Company Expectations

• Deliver high-quality work within established deadlines
• Maintain professionalism and respect in all interactions
• Work effectively both independently and as part of a team
• Demonstrate reliability, accountability, and consistent attendance

Additional Information

• This job description is not a contract of employment. Duties and responsibilities may change at any time based on business needs or reasonable accommodation.
• Employment is at will and may be terminated at any time, with or without cause or notice, in accordance with applicable law.