Branch Manager

JOB DESCRIPTION

Position Title: Branch Manager Department: Branches

STATUS: Exempt GRADE: TBD

REPORTING RELATIONSHIPS

POSITION Reports To: VP/Regional Manager POSITIONS Supervised: Assistant Branch Manager, Branch Staff

POSITION PURPOSE

Manages, leads, and develops staff for optimum performance. Leads Branch performance including building customer relationships and promoting the Bank within the community. Complies, and ensures compliance with all Bank policies and procedures, all Federal and State rules, Regulations and Laws. Hires, supervises, leads, motivates, disciplines, and terminates Branch staff as needed. Adheres to Core Values and promotes Value Driven Culture at all times. Performs duties in compliance with regulatory requirements including, but not limited to the Bank Secrecy Act (BSA).

ESSENTIAL FUNCTIONS AND BASIC DUTIES

• Coaches staff toward optimum performance in support of 1st Bank Yuma’s Strategic Plan, Branch Sales, and Performance goals.
• Responsible for Branch profitability through monitoring and coaching of the following: sales, service and performance expectations, expense control by managing staffing levels and overtime, fee collection and waivers/reversals, bringing forward recommendations that streamline operations, reduce operating expense, increase fee revenue, improve internal controls, and favorably impact overall branch operations.
• Completes and/or delegates Branch scheduling, ensuring adequate staffing levels to serve customers.
• Manages employee timecards and monitors time to minimize overtime.
• Supervises all Branch personnel, including recommending and conducting the delivery of progressive discipline in response to compliance and operational infractions.
• Conducts the timely delivery of employee performance appraisals.
• Ensures customer transactions are handled accurately, timely and in compliance with established policies and procedures.
• Ensures the timely and accurate resolution of operational errors and exceptions.
• Oversees the handling of all customer relationships including inquiries and complaints.
• Maintains current knowledge of applicable Bank policies and procedures related to branch operations, safety, security, BSA, OFAC and CIP.
• Ensures that all transaction and account maintenance information required under BSA is captured and records are submitted for record retention in accordance with the BSA record retention schedule.
• Responds to and corrects annual branch audit findings.
• Delegates and/or performs retail branch daily quality control checks and ensures follow-up to exceptions are identified.
• Adheres to Core Values and promotes Value Driven Culture at all times.
• Responsible for complying with the Bank Secrecy Act policies and procedures, including attendance at annual training, as directed by the Bank Secrecy Act Officer.
• Other duties as assigned.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

QUALIFICATIONS AND REQUIREMENTS

To perform this job satisfactorily, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform their essential duties.

EDUCATION/CERTIFICATION: High School Diploma or GED required. Bachelor’s degree in management, Business or other related field preferred. A combination of education and work experience may be substituted for a college degree.

EXPERIENCE REQUIRED: Five to seven years’ retail work experience in a financial institution, preferably in a bank. Three to five years of supervisory/management experience required. Experience may be obtained through a combination of management, leadership, supervision course work and hands-on experience. Experience setting staff performance goals in support of the strategic plan and operating budget.

REQUIRED KNOWLEDGE: Ability to read, interpret, comprehend, and advise on policies, procedures, regulations and laws governing bank operations. Performs duties in compliance with the Bank Secrecy Act.

SKILLS/ABILITIES: Working knowledge of financial institutions and core transactional systems desired. Competency with Microsoft Office including Outlook, Word and Excel. Strong written and verbal skills. Good supervisory skills with the ability to provide leadership, supervision and training for two (2) or more employees, using positive supervisory techniques to ensure maximum productivity; demonstrated ability in organization and delegation skills.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodation may be made to enable individuals with disabilities to perform their essential duties.

Finger/Hand Dexterity: The employee is frequently required to use hands to finger, handle, or feel objects, tools, or controls, and reach with hands or arms.

Talking: Must frequently convey detailed or important information, instructions, or ideas accurately, loudly, and/or quickly.

Average Hearing: Able to hear average or normal conversations and receive ordinary information.

Repetitive Motion: Movements frequently and regularly required, using the wrists, hands, and/or fingers.

Average Visual Abilities: Average, ordinary, visual acuity necessary to prepare or inspect documents or products or operate machinery.

Physical Strength: Sedentary work; sitting most of the time. Employees may occasionally be required to stoop, kneel, crouch, or crawl and must occasionally lift and/or move up to 25 pounds.

WORK ENVIRONMENT

The noise level in the work environment is usually quiet; frequent interruptions during the day; average office environment regarding temperature and lighting, occasional need to work off-site or outdoors; Some city, or state travel may be required.

MENTAL DEMANDS

Reasoning Ability: Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions. Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percentage.

CHARACTERISTICS: Positive attitude; Must be self-motivated and able to function independently in a multi-task environment while also taking direction and working as part of a team. Must possess a high level of integrity, recognizing the need for discretion and confidentiality. Must be able to tactfully handle all situations and remain impartial. A collaborative work style is required.