What are the responsibilities and job description for the Branch Manager position at Legacy Bank?
The Branch Manager is responsible for implementing and supervising branch-related activities and procedures. Supports efforts to maximize revenue, customer satisfaction, and minimize operational losses as well as deepen existing relationships and minimize 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.
Ready to lead and inspire? Become a Branch Manager at Legacy Bank to cultivate strong relationships, enhance customer services, and implement effective operational solutions. Apply now to make a difference!
Responsibilities
- Coach and supervise duties of branch retail staff, coordinating and prioritizing workflow, scheduling and assisting staff when needed. Ensure all branch employees handle themselves in a businesslike/professional manner in handling customer needs. Identify and request training for staff as needed to ensure they are customer advisors, not just order takers. Evaluate and appraise employee performance reviews. Assist with branch new hire interviews.
- 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 offer appropriate products and services that meet their needs. Actively go out on community calls to ensure mission of “building a LEGACY through relationships, service & solutions”
- Manage day-to-day branch operations. Keep branch in audit ready condition. Maintain optimal staffing levels. Demonstrates working knowledge of security and compliance procedures and ensures adherence by branch associates. Escalate issues as needed.
- 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.
- 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.
- Support 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.
