Branch Manager

WHO WE ARE

City First Bank N.A. is a mission-driven Community Development Financial Institution (CDFI) principally focused on a transformative impact in underserved, urban markets with the highest needs to drive equitable economic development. Our credit activities are purely commercial and focused on the following segments: Multifamily Affordable Housing, Not-for-Profit Finance, and Small Business Finance. As a depository and commercial lending provider with over $1.3 billion in bank assets as of December 31, 2024, our unified organization has over 100 employees in Washington DC and Los Angeles/Inglewood, CA.  

ROLE SUMMARY

The Branch Manager will assign and direct all work performed in the Branch and will supervise all areas of operations. This leader will manage staff, foster a positive environment, and ensure client satisfaction and proper branch operation. While they will have a hands-on approach, this incumbent will be committed to the expansion and success of the business by implementing strategies that increase productivity and enable sales targets achievement.

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES

• Responsible for generating revenue and fee income through promoting deposit and lending products of the bank to all clients including high net worth, commercial, and consumer clients.
• Consistently provide excellent client service to external and internal clients.
• Supervise the branch platform and teller line operations to ensure service quality, accuracy, efficiency, and risk management.
• Ensure branch compliance with all policies, procedures and applies applicable regulations, particularly as they pertain to audit, security, compliance, and internal controls.   
• Adhere to high ethical standards and comply with all regulations and applicable laws.
• Ensures that monthly branch audits are completed accurately and submitted timely.  
• Proficient with setting up complex accounts, related services, and account maintenance.  
• Ensure prompt response and follow up to client account inquiries and escalated client servicing issues. 
• Ensure that all appropriate new account documentation is collected and in compliance with our new account policies and procedures.
• Responsible for branch vault and cash supply, when applicable.  
• Ensure branch is open on time and ready to conduct business each business day.  
• Exercises good judgement when handling exceptions to policy.
• Delegate various operations duties to branch staff while maintaining overall administrative responsibility. 
• Responsible for organizing branch work schedules to maintain adequate coverage during business hours. 
• Lead branch sales activities such as cross-selling of products and services and outbound calling activities to generate new deposits.
• Conduct outbound sales calls independently and in partnership with other internal partners to existing customers and prospects.
• Lead Branch team meetings to discuss operational, security, sales, service, product mastery and other topics as necessary.
• Participate and provide input/feedback during Branch Manager meetings, team conference calls and one/one meetings.
• Produce qualified referrals to other banking units.
• Plans and develops business development programs/initiatives representing the bank in community activities.
• Provides leadership, coaching and support to direct reports to include quarterly coaching meetings, performance feedback, and completing performance appraisals as scheduled.
• Develops forecasts, financial objectives, and business plans.
• Shares knowledge with other branch team members on effective practices, market intelligence, and business opportunities to sustain a competitive advantage in the marketplace.
• Network to improve organizational presence and reputation in the community.

Supervisory/Management Responsibilities:

• Performance planning, coaching, development, and evaluation
• Recommends hire/fire/salary actions.  

EDUCATION & EXPERIENCE

Required Education/Experience:

• High School Diploma or equivalent
• 5 years of progressive branch experience
• 3 years’ supervision or leadership of a team and/or internal Branch Banking experience within City First Bank N.A.

Preferred Education/Experience:

• Bachelor’s Degree

CERTIFICATIONS

• Not applicable

KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED

• Strong sales and service skills
• Exhibits professionalism with internal and external customers. Ability to speak with internal customers at all levels.
• Knowledge of banking regulations, policies, and procedures.
• Proficient use of Platform and Teller systems.
• Excellent customer service delivery to internal and external clients. 
• Pro-active product sales, outbound calling and internal/external business development. 
• Proficient in MS Office