Branch Manager

West Coast Community Bank is a top-rated community bank with a focus on serving the banking needs of businesses and individuals along the Central Coast, in Silicon Valley and throughout the Bay Area.

Delivery of relationship-based service with a solutions-driven focus sets us apart from the competition. We offer direct access to decision-makers combined with modern banking technologies and digital tools. The Bank is a leading SBA lender in Santa Cruz County and Silicon Valley and a top USDA lender in the state of California.

Since opening in 2004, we have proudly upheld our commitment to support regional well-being by actively participating in and donating to local nonprofit organizations. We engage in impactful volunteerism and support the greater economic vitality within our four-county reach, contributing more than 2,000 hours of volunteering annually.

Position Overview

This position is on-site at our San Mateo branch.

The Branch Manager is responsible for managing all aspects of the daily operations of the Bank’s high volume headquarters branch location. Ensures the branch staff adheres to the Bank’s Client Service Standards. Sets the leadership example through measurable actions activities that support the Bank’s Core values. Provides effective managerial oversight of branch team, providing coaching and feedback to staff as needed. Supports client needs by handling more complex issues. The Branch Manager effectively offers, promotes and refers bank products and services to new and existing clients to meet individual and branch targets.

The Branch Manager supports, hiring, recruiting, and training support for new hires. Additionally, the Branch Manager is responsible for annual goal setting, and performance management to ensure staff members successfully achieve their assigned KPIs/goals. Provide effective communication of process, policy & procedural changes. Provide coaching and feedback to staff as needed. Must have a strong knowledge of Bank products and services, additionally support training & cross training opportunities to further staff knowledge. Support client needs by handling highly complex issues including client complaints and complex transactions. Endeavors to offer, promote and refer bank products and services to new and existing clients. Required to participate in an external community civic or event on behalf of Santa Cruz County Bank.

Essential Job Functions

• Adhere to the Bank’s Client Service Standards and support the Bank’s Core Values by their actions
• Demonstrate leadership, teamwork and innovation with regard to motivating, training and developing direct reports
• Set a positive leadership example by exemplary internal and external Client Service.
• Set and abide by high standards in work ethics and attendance
• Responsible for service quality standards, audit controls, and loss prevention
• Managerial oversight for all aspects of branch operations & risk controls.
• Responsible for developing and cross training strategies for staff
• On time and Successful completion of mandatory compliance and training courses
• Conduct weekly staff meetings to ensure staff is aware of all updates related to policy, procedural, technical/systemic updates, as well as product/services changes or new offerings.
• Establish annual KPI/Goals for direct reports and complete on time performance reviews
• Complete appropriate Performance Management oversight including time/attendance/time sheet management in accordance with Company guidelines
• Offer, promote and refer Bank products and services to new and existing clients
• Support New Account related activities including onboarding new accts when necessary
• May be required to obtain Notary Certification.
• Performs additional duties as assigned that are consistent with the business needs of the Bank and the scope, responsibilities, and level of the role.

Preferred Education & Experience

• A.A in Business Administration/Finance or equivalent experience
• 5-7 years branch operations experience in a banking environment
• 2-3 years supervisory experience

Requisite Skills 

• Excellent organizational, communication, and time management skills
• Thorough knowledge and understanding of all Bank products
• Knowledge of branch audit/ certifications process
• Good understanding of all Regulatory and Compliance issues
• Excellent employee performance management skills
• Ability to effectively address and resolve personnel matters

Benefits:

• Medical, dental, and vision plans
• Vacation, sick leave, paid Holidays
• Paid volunteer time
• Employer paid life insurance
• 401(k) with employer matching
• Ongoing training, professional development and career advancement opportunities

Physical Demands:

The physical demands described here are representative of those that must be met by a teammate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• While performing the duties of this job, the employee may be regularly required to stand, sit, talk, hear, reach, stoop, kneel, and use hands and fingers to operate typical office equipment such as a computer, telephone, mouse and keyboard.
• Specific vision abilities required by this job include close vision requirements due to computer work.
• Light to moderate lifting may be required.
• Regular, predictable attendance is required; including the occasional evening and weekend work as business demands dictate.
• Travel between company locations as needed.

Work Environment

The work environment characteristics described here are representative of those a teammate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Moderate noise (i.e., business office with computers, phone, and printers, moderate traffic).
• Ability to work in a confined area.
• Ability to sit or stand at a computer terminal for an extended period.

*To ensure a consistent hiring process, we do not accept unsolicited resumes from third-party recruiters or agencies. Submissions without prior approval will not be considered.