What are the responsibilities and job description for the Branch Manager position at Dexian?
Branch Manager – Retail Banking
Location: Los Altos, CA
Employment Type: Full-Time
Salary: 100K to 105K/annually
Join Our Team as a Branch Manager!
Are you an experienced leader with a passion for banking, customer service, and business growth? We are seeking a dynamic Branch Manager to oversee daily branch operations, drive sales initiatives, and enhance client experiences. This role is perfect for an individual who thrives in a leadership position, excels at mentoring staff, and is dedicated to ensuring operational excellence and regulatory compliance.
This is an on-site position requiring a proactive, results-driven professional committed to the success of both the team and the branch.
Key Responsibilities
Branch Operations & Compliance
- Oversee and manage the daily operations of a full-service bank branch, ensuring efficiency, security, and compliance with bank policies and federal/state regulations.
- Monitor branch profitability, cost control, and operational efficiency, implementing improvements where needed.
- Partner with the Branch Operations Officer to complete and review monthly certification packages for compliance.
- Ensure adherence to security and safety procedures, training staff on security protocols and emergency plans.
- Approve large deposits, withdrawals, and daily financial reports, maintaining accuracy and operational integrity.
Sales & Business Development
- Develop and execute sales strategies to increase branch deposits, revenue, and customer retention.
- Lead business development efforts, including outbound calls, in-person meetings, and networking events.
- Work closely with the Area Manager and SVP Regional Sales Manager to create joint marketing plans and enhance cross-selling efforts.
- Ensure staff is actively profiling customers to identify financial solutions that meet their needs.
- Refer small business credit opportunities and collaborate with the loan department to streamline the application process.
Customer Service & Relationship Management
- Lead by example in providing exceptional customer service, creating a warm, welcoming environment for both clients and employees.
- Resolve complex customer issues with professionalism, tact, and diplomacy.
- Implement strategies to enhance customer satisfaction and proactively manage at-risk clients to prevent churn.
- Foster relationships with existing clients and actively work to attract new business through referrals and networking.
Team Leadership & Employee Development
- Recruit, hire, and develop a high-performing branch team to meet and exceed business goals.
- Conduct monthly one-on-one coaching sessions with direct reports to ensure team success and career development.
- Provide continuous training on sales, customer service, and compliance procedures.
- Conduct performance evaluations, address performance concerns, and recognize outstanding team achievements.
Community Involvement & CRA Compliance
- Represent the bank in local business and community events, such as Chamber of Commerce and Rotary meetings.
- Ensure branch compliance with the Community Reinvestment Act (CRA) by participating in at least 10 hours of CRA volunteer service annually (compensable and mileage reimbursed).
Supervisory Responsibilities
- Manage a team of two or more branch employees.
- Provide ongoing operational training and mentorship.
- Oversee employee scheduling, timecards, and adherence to HR policies.
- Serve as a key decision-maker for the branch in the absence of the Branch Manager.
Qualifications & Experience
? 7 years of experience in a branch banking environment.
? 5 years of experience in branch management, with a focus on sales and operations.
? 3 years of experience managing complex business and consumer accounts.
? Strong leadership skills, with experience in hiring, training, and coaching staff.
? Demonstrated success in growing branch profitability and meeting business objectives.
? Expertise in customer service, team building, and community engagement.
? Proficiency in MS Word, Excel, Outlook, and banking applications.
? Notary Public certification preferred.
? Must have a valid California driver’s license and access to a vehicle with insurance for work-related travel.
? Ability to work flexible hours, including occasional overtime, based on business needs.
Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals.
Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit https://dexian.com/ to learn more.
Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.
Salary : $100,000 - $105,525