Regional Branch Manager I

Regional Branch Manager I

Exempt – Grade Level 8

Equal Employment Opportunity 

This position will oversee the Fenton Market area, including branch locations in Fenton, Linden, Holly, Grand Blanc, Brighton and Troy. 

Corporate Values & Mission

“Provide superior service, quality advice and show our utmost respect to everyone we meet.”

General Summary

The role of a Regional Manager is to supervise a group of branch offices and applies all managerial functions in a wide scope. The Regional Manager coaches branch managers to meet performance objectives. They monitor the budgets of branch offices in their region and approve staffing changes and annual employee performance reviews. They make recommendations for marketing programs that may be required to reach goals. Regularly reports to SVP Head of Retail Banking on the performance of banking centers under their supervision. Regional Manager has lending authority to make decisions on loan applications. Implements and carries out bank policy with respect to the overall operations of the branch.  

Reports To: SVP Head of Retail Banking

Essential Duties and Responsibilities 

• Manage Merchant Services partnership, maintaining appropriate knowledge of changing technology and market competition.  
• Maintain regular communication with partner and SVP Head of Retail Banking regarding program effectiveness, referrals and financial development.
• Coach branch managers to banking center KPRs and ensure assigned branches stay on target with annual goals.
• Train managers on interviewing skills, ensure recruiting standards and methods are met, and be involved in the selection process for positions within the region.
• Holds banking center teams accountable for meeting marketing and sales campaign expectations.
• Makes appropriate P&L decisions for their region including but not limited to managing refunds, approving rate exceptions, incentive and pay recommendations.
• Maintain appropriate skills and education for the position, represent ChoiceOne professionally in all meetings and events and provide the necessary coaching and development of their assigned teams.
• Collaborate with the regional management team to maximize communications efficiency within the bank.
• Coach assigned managers on a regular basis to ensure compliance with sales and operational expectations.
• Partner with assigned management teams to identify training opportunities, development plans and staffing needs within the region.
• Partner with human resources on performance management challenges within the region.
• Assist in preparation of annual budget.
• Be familiar with and comply with all federal and state banking regulations as applicable.
• Coach, mentor, and train Branch Managers in sales and relationship development.
• Accountable for overseeing branch sales and referral goals.
• Conduct quarterly KPR’s and Annual Reviews for Branch Management Staff.
• Be familiar with and comply with the provisions of the Bank Secrecy Act and USA PATRIOT Act as they relate to the functions of this position. Complete all required reports related to those acts and reports any observed violations or potential violations of those acts to a supervisor or other appropriate bank officer.
• Be familiar with and comply with all federal and state banking regulations as applicable.
• Additional responsibilities as assigned.

Supervisory Responsibilities 

The Regional Manager has direct or indirect reporting responsibility for staff. Carries out supervisory responsibilities including interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; handling complaints and resolving problems.

Competencies 

In addition to the Corporate Core Competencies, individuals in this position are expected to exhibit the following:

Analytical – Synthesizes complex and diverse information; collects and researches data; uses intuition and experience to complement data.

Strategic Thinking – Understands organization’s strengths and weaknesses; analyzes market and competition; identifies externals threats and opportunities; adapts strategy to changing conditions.

Innovation – Displays original thinking and creativity; meets challenges with resourcefulness; presents ideas and information in a manner that gets others’ attention.

Communication – Effective written and oral communication skills required, with the ability to interface with Internal and external stakeholders and community partners. Has group presentation skills.

Quality – Demonstrates accuracy and thoroughness; monitors own work and the work of others to ensure quality.

Delegation – Delegates work assignments; gives authority to work independently; sets expectations and monitors delegated activities; provides recognition for results.

Judgment – Displays willingness to make decisions; exhibits sound and accurate judgment; supports and explains reasoning for decisions; includes appropriate people in decision-making process. Makes timely decisions.

Project Management – Develops project plans; coordinates projects; communicates changes and progress; completes projects on time ad budget; manages project team activities.

Initiative – Undertakes self-development activities; takes independent actions and calculated risks; looks for and takes advantage of opportunities; asks for and offers help when needed.

Qualifications

To perform this job successfully, an Individual in this position must be able to perform each of the above essential duties satisfactorily and exhibit the values of the Company. In addition, the requirements listed below are representative of the knowledge, skill and/or ability required.

Experience and/or Education

• Bachelor's Degree in business-related major or equivalent of two (3) years successful sales experience, preferably in financial services.
• Minimum of three (3) to five (5) years in banking or equivalent education.
• Minimum three (3) to five (5) years’ experience in a Branch Manager role
• Computer knowledge - Windows, Microsoft Office, Word, Excel, miscellaneous software applications 

Licenses & Designations

• NMLS

Physical Demands and Work Environment

Ability to work in an office environment which may include many hours of computer and telephone usage.  

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This position description is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. Employees may be required to perform any other job-related instructions as requested by their supervisor, subject to reasonable accommodations.