What are the responsibilities and job description for the V.P. Branch Manager position at Helm Bank?
SUMMARY
The Branch Manager is responsible for leading and managing the branch department by providing World Class Service to our clients and community in directing and coordinating all the activities of the branch, including direct supervision of all team members. The Branch Manager will lead the team to guide and advise members on products and services offered that fits their financial needs and promotes the growth and profitability of the bank by developing and expanding member relationships and retention.
ESSENTIAL FUNCTIONS
Responsibilities include the following. Other duties may be assigned.
Customer Experience
- Responsible for branch development and tending to VIP clients. Interact with clientele on a daily basis via email, phone or at the branch with questions and concerns
- Ensures excellent customer service skills are practiced by all the staff members.
Leadership
- Oversees the department by directing, coordinating the daily functions and activities of branch personnel.
- Provide leadership, development and coaching of employees.
- Responsible for the general maintenance of the branch and the safety and security of employees.
- Monitors balances General Ledger accounts.
- Facilitates meetings to disseminate operational information.
Strategic Planning
- Develops strategies for stablishing partnerships and business relationships to market the banks products and services with current clients and prospects in order to keep the business, deposits and loans base growing by making phone calls, traveling and attending conferences.
- Prepare, analyze, and review account opening process and ensure documentation is conformant with compliance and in accordance with the BSA program.
Regulatory
- Establishes procedures for custody and control of assets and records. Additionally, audits branch logs and reviews the items kept in vault.
- Works on special projects related to the Branch Department as needed.
EDUCATION & TRAINING
KNOWLEDGE & EXPERIENCE
COMPETENCIES
To perform the job successfully, an individual should demonstrate the following:
- Bachelors (B.A.) or Masters (M.A.) in business administration, accounting or finance required or equivalent work experience.
- Minimum of five years of banking, customer service and managerial experience.
- Must be bilingual in both English and Spanish. Ability to fluently speak, understand, read and write both languages
- Basic Computer Skills,
- Advanced Skills with Microsoft Office
- Mathematical Skills
- Customer/Client Focus.
- Credibility.
- Problem Solving/Analysis.
- Teamwork Orientation.
- Initiative.
- Stress Management.
- Organizational Skills.
- Technical Capacity.
- Effective communicator.
- Adaptability.
- Project Management.
- Time management.
- Leadership Skills.
- Management Skills.
- Motivational Skills
SUPERVISOR RESPONSIBILITIES
The Branch Manager is responsible for the overall direction, coordination and evaluation of the department. Carries out supervisory responsibilities in accordance with the organizations policies and applicable laws. Responsibilities include hiring, training, disciplining, rewarding, assigning and directing work, planning, appraising performance and addressing complaints and resolving problems.
WORK ENVIRONMENT
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
PHYSICAL DEMANDS
The following physical activities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations.
While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee frequently is required to stand, walk, use hands to finger, handle, or feel, and reach with hands and arms. The employee is occasionally required to climb or balance, stoop, kneel and crouch. The employee must regularly lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision, distance vision, depth perception, peripheral vision, and ability to adjust and focus.
TRAVEL
This position may require some travel.
DISCLAIMER
Equal Opportunity Employer: Helm Bank USA supports a diverse workforce and is a Drug Testing and Equal Opportunity Employer. Helm Bank USA does not discriminate against individuals on the basis of race, creed, color, gender, religion, national origin.
While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require other or different tasks be performed as assigned.
I understand and acknowledge, in addition to the duties outlined in this job description, I am also responsible for making sure my duties are performed in full compliance with all of the Bank’s rules, and with all of the state and federal regulations to which the Bank is subject. I understand knowledge of, and adherence to the Bank’s Bank Secrecy Act/Anti-Money-Laundering/OFAC Program is an important part of my job performance and will be considered a factor for job evaluations as well as promotions, and ongoing BSA/AML/OFAC training will be continuously required during my employment. I agree to address any and all questions I may have about the Bank’s BSA/AML/OFAC Program to the Bank’s BSA Department.