Job Description
Job Description
The Branch Manager is responsible for overseeing the daily operations of a bank branch, ensuring a strategic focus on deposit growth through consultative selling, excellent customer service, meeting or exceeding branch goals, maintaining regulatory compliance, and building relationships within the community. This role includes managing branch staff, developing sales strategies, supporting portfolio management, and community involvement.
Hours / Schedule
Business hours : Sunday Closed, Monday - Friday 8 : 30am-5 : 30pm, Saturday 8 : 30am-12pm
38-40 hours / week
- Hours may change at any time based upon business needs.
Description : The individual is responsible for building relationships with customers by handling virtually any non-lending transaction. May handle specialized accounts. Cross selling is a main job function.
Essential duties and responsibilities :
Customer Service
Ensure a high level of customer satisfaction by addressing customer inquiries and resolving issues promptly and professionallyDevelop and maintain strong relationships with customers and community members, fostering trust and loyaltyAnswer the phone and assist customers with their banking needs and concernsMonitor and evaluate customer service quality, implementing improvements as needed to enhance the customer experienceHandle complex customer complaints and issues, escalating to higher management when necessaryTrain and coach staff on customer service best practices to ensure consistent, exceptional serviceEnsure the branch environment is welcoming, clean, and conducive to excellent customer interactionsSales
Promote a sales-centric customer service culture within the branch by setting and achieving sales targetsCoach and support staff in developing effective consultative sales techniques through portfolio management and serviceListen, assess, and explain effectively, thoroughly, and professionally the products and services that will best suit the customer’s needsDevelop and implement branch-level sales strategies to drive growth in deposits, loans, and other financial productsMonitor and analyze sales performance metrics, providing feedback and actionable plans to staff for continuous improvementCollaborate with marketing and product teams to plan and execute promotional campaigns and sales initiativesIdentify and pursue new business opportunities within the local market to expand the branch’s customer baseEnsure staff are knowledgeable about all bank products and services, and provide ongoing training to enhance their sales skillsCommunity Involvement
Represent the bank to customers and community members in a courteous, professional mannerParticipate in local community events, outreach programs, and networking opportunities to promote the bank’s presence and servicesDevelop and maintain relationships with key community leaders, local businesses, and organizations to foster goodwill and support business developmentServe on local boards or committees to strengthen the bank’s community involvement and visibilityOrganize and participate in volunteer activities that align with the bank's community engagement initiativesLeadership and Staff Management
Supervise, mentor, and motivate branch staff, including tellers and personal bankersConduct regular staff meetings and performance evaluationsSchedule staff to support customer and business needs, including training and professional development opportunitiesApprove staff time off according to bank policies.Provide coaching, mentoring, training, and education to staffManage performance and employee relations issues with confidentiality, timeliness, professionalism, and tactAttend interviews and recommend hiring / staffing decisions to HRShare relevant and important information with staff through regular meetings to address questions and concernsMeet one-on-one with staff members at least bi-monthly to review performance and progress on goalsAttend relevant meetings and communicate information to staffOperations
Oversee daily branch operations, including cash management, transaction processing and security protocolsOpen and maintain deposit accounts (e.g., savings, checking, money market, and CD accounts, etc.) as well as other bank products and services, including add-on products (e.g., debit cards, safe deposit boxes, notary services, etc.).Processes teller transactions as needed including but not limited to, deposits, withdrawals, loan payments, check cashing, money orders and cashier’s checksMaintains prescribed security controls to protect against criminal or fraudulent activity and unnecessary risk / exposureOversee vault operations with vault authorityHandle transaction overrides with override authorityEnsure compliance with the Bank Secrecy Act and other regulatory requirements.Any and all other duties as assignedThese additional duties may be assigned based upon branch needs :
Safe Deposit Box accessVault authorityOverride authoritySafe Deposit Box rentalsOpening and maintaining IRA and HSA accountsNotary servicesCritical Competencies :
LoyaltyLeadershipAccountabilityCustomer Service ExcellenceRelationship SellingDecision MakingRequirements :
High school diploma or equivalent requiredAssociates or Bachelor’s degree preferred2-3 years of banking experience required, must include personal banking experienceManagement experience preferredHigh level of professionalismExcellent professional verbal and written communication skillsMust be proficient with Microsoft Word, Excel and Outlook Excellent organizational skillsAbility to work with others as a teamMust comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act and the requirements of the Office of Foreign Assets Control. Additionally, all employees must follow policies and procedures to minimize risk by exercising good judgment, raising questions to management, and adhering to policy guidelinesHigh level of confidentialityEqual Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with DisabilitiesOur company is an equal opportunity / affirmative action employer. Applicants can learn more about their rights by viewing the federal EEO poster at https : / / www.eeoc.gov / sites / default / files / 2022 - 10 / EEOC_KnowYourRights_screen_reader_10_20.pdf
