What are the responsibilities and job description for the Branch Manager position at The Pittsfield Cooperative Bank?
BRANCH MANAGER
JOB SUMMARY:
Reporting to the VP/Branch Administration, the Branch Manager is responsible for supervision and efficiency of daily branch operations, product sales, security, and safety in accordance with the Bank’s policies and procedures. Develops new deposit and loan business. Provides leadership, training, and supervision while delegating day to day operations to branch personnel. Responsible for attaining Bank’s goals through active participation and management of sales and referral programs.
ESSENTIAL FUNCTIONS:
Reporting to the VP/Branch Administration, the Branch Manager is responsible for supervision and efficiency of daily branch operations, product sales, security, and safety in accordance with the Bank’s policies and procedures. Develops new deposit and loan business. Provides leadership, training, and supervision while delegating day to day operations to branch personnel. Responsible for attaining Bank’s goals through active participation and management of sales and referral programs.
ESSENTIAL FUNCTIONS:
- Build and promote branch identity, drive sales, and promote overall ownership and accountability for improving customer service and branch success.
- Manages branch sales and operations by staying abreast of new products, services, and promotions. Has a clear understanding of all Bank products and services.
- Promotes process improvements and expense control initiatives.
- Ensures compliance with branch security procedures, safe deposit box operation and proper cash and balancing controls (dual control).
- Educates and trains staff maintaining awareness of Federal and State banking regulations.
- Ensures the appearance of the branch is neat, organized, and in accordance with Bank policy.
- Initiates, processes, and closes various loans.
- Prepares and reviews customer wire transfer requests.
- Ensures proper documentation and compliance for all new accounts and account maintenance.
- Promotes business development with existing and potential customers by promoting and informing them on products or services that will appropriately assist them based upon their needs or wants.
- Provides leadership to all branch employees to assist the Bank in achieving its goals through ongoing coaching, performance management, managing service expectations and delegation.
- Demonstrates superior customer service skills at all times to promote a positive image for the Bank through face-to-face communication and telephone etiquette with customers and employees.
- Assist with complex or unique customer needs. Approves customer transaction exceptions as warranted.
- Conduct branch staff interviews.
- Manages vacation and personal time requests for branch staff ensuring minimal customer service impact.
OTHER FUNCTIONS:
- Member of a non-profit board and attend various Chamber events to represent the Bank in the community and improve customer relations.
- Performs Officer duties on Saturdays as scheduled.
SKILLS, KNOWLEDGE AND ABILITIES:
- Bachelor’s degree in Business, Finance or related field or its equivalent through specialized education and a minimum of ten years of branch banking experience.
- 5-7 years’ experience as a branch manager.
- Knowledge and ability to create/execute business plans to achieve branch goals.
- Proven experience with business development and sales growth.
- Experience mentoring peers in business development and best practices.
- Demonstrated ability in decision making, handling difficult situations, initiative, and leadership.
- Excellent verbal and written communication skills to be concise, clear, and tactful.
- Ability to handle multiple tasks and problem-solving ability.
- Perform as a team player, displaying a positive and professional attitude toward customers and co-workers.
- Strong management and human resource skills and knowledge.
- Displays a high degree of professionalism and ethics.
- Background in bank operating policies/procedures, employee development, and public relations.
- Ability to work flexible schedule with possibility of travel to other Pittsfield Cooperative Bank locations as needed.
PHYSICAL DEMANDS:
- Must be able to sit or stand for long periods of time.
- Ability to lift up to 15 lbs. on occasion
SUPERVISORY SCOPE:
- 4-5 direct reports