Branch Manager

Description

Job Description

Job Title:                Branch Manager

Department:          Retail/Branch Manager

Reports to:             SVP/Retail and Business Banking

FLSA Status:         Exempt (if supervise 2 or more full-time employees)

Expectations for All Team Members:  Supports Legends Bank’s Mission, Vision, and Values by demonstrating the following characteristics and behaviors with team members, customers, and communities we serve. 

L – Lead; E – Engage; G – Grow: E – Excel; N – Notice; D – Do; S – Serve

SUMMARY

The Branch Manager position ensures branch growth and accountability by performing the following duties:

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Ensure proper branch/security opening and end of day -with all daily duties completed.
• Lead team in planning and executing daily activities to accomplish branch production and growth goals as well as employee development goals.
• Ensuring customers receive positive customer experience with each interaction.  
• Coaching/developing employees to ensure individual and team success.
• Coordinating branch involvement in bank/product promotions.
• Lead and engage teammates and customers daily with intention, passion, and purpose.
• Making sound decisions daily to include, as an example, on non-sufficient fund deposit accounts and preventing fraud.
• Working toward elimination of charge-off deposit accounts.
• Assessing risk to ensure all transactions executed by branch personnel are within bank policy/procedures.
• Consultative sales approach to evaluate customers' needs and offer solutions to meet their needs.
• Ensures branch deposit goals are met/exceeded as well as branch referral goals to include investment, mortgage, loans, and treasury management. 
• Ensures cross-sell goals are met/exceeded and bank products and services are recommended as appropriate to customer needs.
• Knowledgeable of all bank solutions and partners with various department supervisors to assist with providing education to the branch team.
• Proficient in account opening and identifying the appropriate account to meet the needs of each customer. Responsible for personal, business, IRA, CD, HSA, trust, and estate account opening.
• Executes the account opening process proficiently with minimal errors. Follows all bank compliance requirements to ensure the required documentation is collected.
• Answers customer questions, investigates, and corrects any bank error, following customer and bank records.
• Executes wire transfers of funds as needed following appropriate bank procedures. 
• Provides ongoing relationship servicing with current customers to maintain goodwill and expand customer relationship.
• Coordinates and assists other departmental personnel in resolving any customer issues.
• Attends/on time for all branch manager/personal banker meetings, conference calls to report on branch team progress and share ideas.
• Ability to perform personal banker level I, II, III and ABM duties as needed.
• Proactive in handling all branch maintenance issues to include building, lighting, parking lot, and landscaping.
• Ensures branch employee work coverage is always sufficient.
• Ensure branch security audits are completed in a timely manner.
• Ensures PB and vault audits are performed monthly.
• Completes all quarterly loan compliance training as required and ensures the branch team has completed their training.
• Ensures all bank policy and procedures are followed.
• Demonstrates appropriate customer follow-up to provide additional banking information and ensure all account issues are resolved in a timely manner.
• Generates new business by contacting area business, community, and civic organizations to assist in meeting profitability goals.
• Other Duties as assigned.

SUPERVISORY RESPONSIBILITIES Supervises branch tellers/personal bankers (specific branch location).

QUALIFICATIONS:

 To perform this job successfully, an individual must be able to perform each essential duty satisfactorily to include the ability to effectively manage, coach and develop a team of employees, open personal and business accounts and operate a teller line.  Great organizational and attention to detail skills along with the ability to multi-task; critical thinking/decision making skills and highly customer service oriented. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE – High school diploma or equivalent with a minimum of 5 years’ experience in the banking industry to include teller systems/transactions, account opening as well as supervisory experience.  In addition to the minimum level experience a bachelor’s degree is preferred.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job to include some standing, sitting for long periods, use of hands, fingers, arms, close, peripheral, and far vision, some bending, reaching, and lifting to 30 lbs.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

WORK ENVIRONMENT 

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Qualifications