Branch Manager

PRIMARY RESPONSIBILITIES AND ACCOUNTABILITIES:   (90%)

• Leads the personal and small business banking and customer service functions for the location to emphasize the appropriate level of sales and maximization of new and existing customer relationships. Ensures proper procedures are consistently followed at the location.  Tracks cross-sell ratios as appropriate.  Responsible for retail loan and deposit growth of the branch location.


• Works with Market President to establish annual marketing plan to include customer VIP events, business/consumer, and employee events.


• Available as needed to open all customer account types, handle consumer loans/HELOC, on-line and on-line plus banking, and provide back-up to teller line for adequate staffing. Cross sell P-cards, merchant processing services, and wealth management programs to benefit the customer’s overall business needs.


• Fosters overall team approach that motivates staff to appropriately sell the Bank’s products to meet branch’s goals and objectives. Ensure procedures are followed on a consistent basis within the location.  Uses the Bank’s systems to monitor teller efficiency and productivity. 


• Provides supervision to the retail staff, including hiring, timekeeping, performance evaluations, and recognition and disciplinary action as needed. Coaches and develops branch employees.  Works with staff to develop disciplined and structured approach to relationship building.  Sets goals and evaluates individual performance of direct reports.  Works with direct reports to build culture characterized by teamwork and high morale.  Regularly communicates goals and results, including 1:1 meetings and team meetings with direct reports.


• Actively participates in community affairs to increase Bank’s visibility and to enhance new business opportunities. Identify, develop and solicit those new business opportunities.


• Interacts with customers to identify their needs. Works with appropriate areas of the Bank to identify solutions for those needs through existing products and services and enhancements to existing systems.


• Conducts quarterly Teller Audits, Branch Security Audits, and branch assessments.

SECONDARY RESPONSIBILITIES AND ACCOUNTABILITIES:   (10%)

• Participates in professional associations; attends industry-related conventions, conferences, conventions’ reads pertinent publications.


• Develops relationships with other bank-related executives to enhance network and to increase awareness of new services/opportunities.


• Adhere to compliance procedures and participate in required training.


• Other duties as may be assigned

TEAM/COMMITTEE ASSIGNMENTS:

• TBD

ROLE QUALIFICATIONS:

Education

• Bachelor’s degree in Business or Accounting, or equivalent combination of education and experience


• Specialized consumer lending, compliance, and sales training

Experience

• 2-5 years of retail banking and/or business banking exposure.


• Minimum of 2 years of direct supervisory experience preferred

Other Skills and Abilities

• Thorough and extensive knowledge of credit and lending principles


• Strong communication skills, both written and verbal


• Negotiation skills


• Ability to interact with customers and employees with tact, diplomacy and confidentiality


• Resourceful, innovative and well organized


• Ability to create a collaborative and motivating team environment


• Ability to develop and advance skills of staff


• Strong ethical focus

PERFORMANCE MEASURES:

• Meets or exceeds annual goals as that are aligned with the strategic plan


• Meets or exceeds budgeted key metrics


• Compliance with regulatory requirements


• Retains key team members, minimizing unwanted turnover


• Meets all sales and growth goals

 WORKING CONDITIONS:

Work is performed largely within the Bank with limited chance for personal injury.  Prolonged and frequent mental and visual concentration required.  Periodic stressful situations in response to multiple priorities within established deadlines.  Work hours are generally during normal business hours.  Unscheduled evening and weekend work will be needed to meet the needs of customers and employees.  Out-of-town and overnight business travel as necessary. Work on some Saturdays will be required.  Must be able to lift and move up to 20 pounds of office supplies and equipment.  Some bending, turning, and twisting required.