What are the responsibilities and job description for the Branch Manager - Wichita position at Legacy Bank?
Role
Responsible for implementing and supervising branch-related activities and procedures. Supports efforts to maximize revenue, customer satisfaction, and minimize operational losses as well as deepening existing relationships and minimizing customer attrition. Contributes to the implementation of promotional campaigns and product initiatives at the branch levels. Communicates regularly with Retail Services Officer in regards to branch needs and staffing.
All employees are expected to actively promote Legacy Bank to existing and prospective customers in order to obtain and build the Bank's customer base and thereby enhance Legacy Bank's growth and profitability.
Major Duties and Responsibilities
- Coaches and supervises duties of branch retail staff, coordinating and prioritizing work flow, schedules and assisting staff when needed. Ensures all branch employees handle themselves in a businesslike/professional manner in handling customer needs. Identifies and requests training for staff as needed to ensure they are customer advisors, not just order takers. Evaluate and appraise employee performance reviews. Assists with branch new hire interviews.
- Is proficient and able to conduct all customer account functions, including teller transactions, processing request for new products and services, cross-selling appropriate products or services to benefit the customer. Resolves branch related problems and customer complaints and needs that are within their authority to resolve. Works actively to achieve established goals set by management.
- Ensure customer satisfaction and service within the branch by proactively communicating with customers and promptly handling customer requests and concerns. Identify customer and non-customer financial needs and sell all appropriate products and services that meet their needs.
- Responsible for oversight and monitoring of the branch staff exception lists and errors. Works closely with staff and other departments to ensure customer information is obtained per policy/regulatory requirements and the branch remains in balance.
- Supports the development of relationships with commercial business customers. Participates with others in calls/visits to assess deposit needs. Educates and offers Bank products, services and solutions to meet those needs. Represents the Bank as appropriate in its relationships with sponsors, community organizations, suppliers, vendors, other financial institutions and similar groups.
- Participates in branch opening/closing schedules, bi-weekly Saturday rotations and ensures that all schedules are covered.
- Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.