Branch Manager

Summary: Under functional guidance, directs the expansion of existing customer relationships; the establishment and attainment of sales, asset, and service goals; the development and maintenance of a high-quality sales and service culture; and the daily management of sales and service of assigned branch(es).

Essential Duties and Responsibilities:

• Prepares and tracks the monthly sales plan for the assigned branch(es).
• Establishes and communicates sales and service goals and expectations of Personal Bankers and Customer Service for assigned branch(es).
• Implements strategies designed to meet or exceed sales goals and customer retention goals for assigned branch(es).
• Provides guidance for Personal Bankers and CSR staff to develop objectives and meet established sales and service goals through coaching, monitoring and feedback.
• Establishes, maintains, and supports a quality-oriented sales and service culture in the assigned branch(es).
• Works collaboratively with other bank units to support sales strategies and to meet the needs of prospective and existing customer base; identifies and actively pursues cross-selling opportunities for all products, including Commercial, Retail and Trust products.
• Provides quantitative and qualitative assessment of sales environment within assigned branch(es) and develops action plans to correct deficiencies; identifies branch personnel training needs; monitors progress and provides status reports to the VP of Retail Management on a regular basis.
• Evaluate the impact of recommending and/or approving policy exceptions by reviewing benefit of transactions vs. potential risk to the bank.
• Provides sales performance results for annual evaluation and salary review and recommends interim sales performance reviews as indicated by individual or branch performance.
• Exercises the usual authority as a manager concerning performance evaluations and salary reviews, hiring, staffing, promotions, and terminations for Personal Bankers and Customer Service.
• Conducts regular branch sales meetings with staff re: products/promotion, strategies and vision.
• Coordinates the communication of new or enhanced sales recognition programs; communicates goals to branch personnel.
• Assume responsibility for the daily operations and management of service duties in the absence of staff.
• Support and promotes work force and customer diversity.
• Develops additional business through external customer calling efforts
• Cross-sell appropriate products to small business customers and service small business banking relationships.
• Represent the bank in various civic and community functions where appropriate to further enhance its image and to develop additional business.
• Opens new accounts and services customer relationships as necessary.
• Participates and encourages the bank’s efforts in the Community Reinvestment Act.
• Participates in community events.
• Performs notary duties.
• Maintain Familiarity with the Bank Secrecy Act Policy, OFAC Policy, CIP Policy and any other positions relevant to your position.
• Performs additional responsibilities as required.

Supervisory Responsibilities: Personal Bankers, Customer Service Staff, and Teller Staff

Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience: Bachelor’s degree or equivalent experience. Minimum of four-year retail sales management experience. Previous sales experience preferred. Thorough knowledge of financial products and services

Computer Skills: Required - Microsoft Office (Word, Excel, Access, PowerPoint) Preferred: CRM, CRT and Teller Automation

Certificates, Licenses, Registrations: None required.

Other Skills and Abilities: Strong sales oriented customer service skills; excellent communication (verbal and written) and interpersonal skills including listening skills; ability to handle confidential information in a professional manner; ability to communicate effectively with customers as well as all levels of branch staff, management, and employees of internal departments; ability to perform duties independently with limited direct supervision; ability to explain the benefits of the most complex bank products and services and answer customer questions regarding these products and services.

Attendance Requirements: Employees are expected to report to work as scheduled, on time and prepared to start work. Employees are expected to remain at work for their entire work schedule. Late arrival, early departure or other absences from scheduled hours should be avoided. This position is typically full-time, Monday through Friday with a Saturday rotation. Shifts may vary to fit the needs of the department.

Working conditions: This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Physical requirements:

• Ability to sit for up to eight hours
• Requires bending, stooping or standing as necessary
• Requires the ability to hear, speak and/or signal people
• Effectively communicate verbally, in writing, and in English
• Requires manual dexterity, typing, and the ability to lift files and open filing cabinets
• The employee may occasionally lift and/or move up to 25 pounds

Pay Range: $50,000 - $70,000

A successful candidate's actual pay rate will be based on several factors including applicable experience, training and education.

UCB provides Health, Dental Vision, STD, LTD and Life Insurance benefits to all full-time employees. Please visit https://ucbbanks.com/careers for more information on UCB's complete benefit package.

February 10, 2025