Branch Manager I

POSITION SUMMARY

The Branch Manager I will provide support, assistance, and leadership regarding all aspects of branch operations to ensure superior service is provided to all internal and external customers. Assure the financial needs of each customer are promptly, accurately, and courteously fulfilled. Responsible for the maintenance and security of the branch facility and its contents. 

ESSENTIAL DUTIES AND RESPONSIBILITIES

The essential functions include, but are not limited to the following:

Team Development 40%

• Manages and directs the work of the branch retail staff; leading the job assignment, performance evaluation, compensation review and training; making recommendations on the hiring, termination, advancement, promotion, or any other employment status change of staff.
• Coach and direct branch retail staff in operational activities to ensure compliance with departmental goals, objectives, and budget. Conduct Team meetings in accordance with overall strategy.
• May administer disciplinary action to correct misconduct or inadequate performance of job duties with the authority to recommend discharge of employees within the department.
• May assign duties to employees based on skills and experience.
• Provide superior level of customer relations and promote customer service through coaching, guidance, and motivation.
• Locate areas of branch improvement and propose corrective actions to resolve existing challenges and leverage growth opportunities. 
• Significant focus on customer experience through branch observations, coaching in the moment, recognition, and quality feedback.

Branch Growth & Marketing 35%

• Participate in branch marketing discussions, manager meetings, cross departmental meetings, & branch budgeting. 
• Participate in community affairs to increase banks visibility and to enhance new and existing business opportunities.
• Achieve individual and branch sales goals through new business sales, referrals, and retention of account relationships.
• Develop new deposit and loan business.
• Responsible for all aspects of the branch functions. 

New Accounts & Lending 15%

• Remaining knowledgeable and proficient in the account opening process for all deposit accounts, including, but not limited to: savings, checking, money market, and business accounts.
• Remaining knowledgeable and proficient in Consumer Loans, Certificate of Deposit, Individual Retirement Accounts (IRAs) and Health Savings Accounts (HSAs) including opening, renewing and closing, and accurately calculating withdrawal penalties as appropriate.
• Assisting customer(s) with account inquiries in a timely and accurate manner and performing all functions associated with account maintenance as requested including, but not limited to: personal and account data changes, address changes, and account closures.
• Showing proficiency in identification and new account screening methods and being able to fully explain regulatory requirements on all accounts and services.
• Resolving and following-up on customer complaints and issues to provide and ensure the highest quality customer service.

Retail Operations 10%

• Performing regular unannounced audits on retail cash drawers, ATM, and vault cash.
• Maintaining vault and ATM cash and other signed items in an accurate manner; being responsible for replenishing and verifying cash shipments from Federal Reserve under dual control system.
• Maintaining usage proficiency on all customer-related third party systems, forms and software including the maintenance of customer records (systems include, but are not limited to: customer check ordering, ATM/Debit card ordering and maintenance, account and identity verification, etc.).
• Assisting retail staff in all phases of their duties, including: balancing cash drawer and end of day procedures.
• Assisting with the opening/closing of the branch office, as necessary, as well as work on Saturdays, when needed.
• Ensure efficient daily operation of branch including: operations, lending, product sales, customer service, security and safety to be in accordance with banks objectives.
• Perform all other duties as assigned.

EDUCATION & EXPERIENCE

• Bachelor’s degree required or equivalent work experience 
• Minimum of four (4) years of experience in similar job duties
• Previous supervisory experience preferred