Branch Manager

Watertown Savings Bank - Main Office

Branch Manager

OBJECTIVE: To maintain and oversee all daily branch operations while ensuring required tasks are completed and customer satisfaction is achieved. Assist branch employees in all aspects of their daily tasks as necessary. Utilizes knowledge and experience in exercising discretion and independent judgment in resolving problems and answering questions.

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES:

• Consistent and reliable attendance.
• Open new accounts, CD’s, IRA’s, Checking, Savings, HSA’s, and Safe Deposit boxes.
• Cross sell Bank products and services
• Sell Gift Cards & Admin to set up new Users/reset passwords for employees
• Maintain Instant Issue cards & inventory/supplies (Set up new employees/reset & unlock passwords)
• Review Hold Notices as needed
• Process matured CD’s/IRA’s
• Complete IRA contributions & distributions/ Rollover Requests/ Beneficiary IRA’s
• Operates a cash drawer when necessary
• Set up Online Banking, Bill Pay, Mobile Banking, E-statements
• Provides customer service in person as well as over the phone
• Replies to Banno Chats to assist customers
• Completes research on 4-sight
• Assist, manage and cross train staff
• Balance the CD WIP
• Accepts, processes CDAR/ICS requests
• Review teller differences
• Process wire transfer requests
• Provide Notary Public Services
• Provide Medallion Signature Guarantee
• Performs other duties as assigned or requested
• Handle customer complaints
• Staff support for Tellers & CSR’s
• Maintains weekly schedule for Teller’s & CSR’s at both Main & Accom Office
• Complete Annual Performance Reviews with staff (anywhere from 12-15 staff under direct supervision)

NON-ESSENTIAL DUTIES: Significant tasks that are performed weekly, monthly, quarterly, or annually.

• Prepares and distributes weekly employee schedule
• Weekly audit of instant issue machine
• Balances and audits gift cards quarterly
• Completes alarm test monthly
• Completes a random vault and teller audit semi-monthly
• Assist the Head Teller as needed with Branch Balancing, Vault Verification, End of Day Balancing
• Makes customer calls to establish new business
• Prepare and Perform Employee Annual Reviews (15-17 employees)

ADDITIONAL INFORMATION: The following is additional information or tasks related to this specific job description. Duties of this job are not restricted to the tasks listed in this job description.

• On call for after hour issues with alarms, ATM’s and other situations as they arise for all Bank owned premises.
• On call for illnesses and unexpected outages at WSB Branches that may require staffing
• Attends community functions and meetings to familiarize areas with WSB

Physical Demands: Position requires sedentary to medium physical demands. Employee may exert up to 50 lbs of force occasionally, and/or up to 20 lbs. of force frequently or up to 10 lbs of force constantly to move objects. Daily movement includes, but is not limited to holding, grasping, turning or otherwise working with hand or hands.

Disclaimer:

• The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor are they intended to ban an all-inclusive list of the skills and abilities required to do the job.
• Management may, at its discretion, assign or reassign duties and responsibilities to this job at any time.
• The duties and responsibilities in this job description may be subject to change at any time due to reasonable accommodation or other reasons.
• This document does not create any employment contract, implied or otherwise, other than an “at will” employment relationship.

Rev. 06/01/2026