What are the responsibilities and job description for the BRANCH MANAGER position at Insight Global?
The Branch Manager is directly responsible for efficient, effective management of a full-service Branch office. Ensures that established policies and procedures are followed, and delegates some of the day-to-day operations to the Universal Banker Associate (UBA) in order to be
available to make business calls and to represent the Bank at civic and service club functions. The Branch Manager is also directly responsible for the growth and profitability of the branch by achieving yearly new business sales goals with a focus on generating new consumer loans, mortgage
loan referrals, and commercial loan referrals. Additionally, the Branch Manager is responsible for developing a Sales and Consultative environment within their unit, as well as, developing their staff with training and other professional development means. The Branch Manager must also develop a working relationship with Liberty Insurance Agency to generate leads.
Essential Duties and Responsibilities include the following. Other duties may be assigned.
Oversees and directs activities of branch to ensure profitability and operational efficiency.
Generate new consumer, mortgage and commercial loans to achieve annual goals as
assigned.
Addresses customer banking needs relating to new and existing accounts.
Generate leads for Liberty Insurance as annually assigned.
Confers with customers and representatives of local businesses to evaluate current usage and
promote improved and expanded services.
Promotes and cross-sells bank products and services as appropriate to customer
requirements.
Develops plans for efficient use of internal resources, equipment, and employees.
Opens new accounts, receives initial account deposits, and ensures that all new accounts are
properly processed.
Explains various bank services available, i. e. checking, savings, IRAs, Certificates of Deposit,
etc. to customers; defines advantages and limitations of each program.
Approves checks within authority level.
Accepts loan and credit card applications.
Participates in recruiting process and makes hiring decisions on job applicants.
Sets employee goals and regularly evaluates performance.
Provides on-going employee training.
Other duties as assigned.
Supervisory Responsibilities :
Responsible for the overall direction, coordination and evaluation of 3 UBAs and / or other branch staff. Carries out supervisory responsibilities in accordance with the organizations policies and applicable laws. Responsibilities include interviewing, hiring, training, planning, assigning and directing work, appraising performance, rewarding and disciplining employees, addressing complaints and resolving problems
Annual Compensation : $50k-$60k health / dental / vision / 401k benefits
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity / affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and / or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal. com .
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Current Bank Branch Manager experience
Bachelors degree (preferred)
3-5 yrs of Banking or Financial institution experience (preferably in a management / lead role OR equiv. combination of education and experience)
o Experience managing a team of 3 individuals
Cash Handling experience (understanding of credit / debit, why / what youre counting $$ for)
Branch Operations experience
Working knowledge / experience of MS Office (Word, Excel, PowerPoint, Outlook)
Ability to Multi-task
Customer services skills
Salary : $50,000 - $60,000
