Branch Relationship Manager

Job Summary

The Branch Relationship Manager is responsible for leading all sales and operational activities within the branch. This role focuses on expanding the bank’s customer base through proactive business development while delivering outstanding customer service and leadership. The manager is accountable for achieving personal and team sales goals, overseeing daily operations, and fostering a high-performance team culture. Additionally, the position supports lending, treasury management, and service initiatives to ensure the overall success and growth of the branch. This is an onsite position.

Essential Duties and Responsibilities

• Collaborate with Market Managers and Lenders to define and achieve growth, sales, and profitability goals; identify marketing strategies to enhance the bank’s market presence.
• Lead the branch’s sales efforts by setting individual goals, coaching team members, and driving consistent performance to achieve measurable results.
• Actively develop new business through networking, community involvement, and other strategic outreach efforts.
• Conduct consumer and home equity loan applications while cultivating long-term customer relationships through exceptional service.
• Oversee treasury management solutions for the branch and lending clients, ensuring clients’ cash flow and payment needs are effectively met.
• Promote a collaborative and professional team environment that encourages employee engagement and continuous improvement.
• Manage day-to-day branch operations, including task delegation, team scheduling, and adherence to operational policies and procedures.
• Provide continuous feedback and performance evaluations to support employee development and ensure accountability toward individual and branch goals.

Additional Responsibilities

• Attend relevant seminars, training, and meetings to stay current on banking trends and best practices.
• Travel may be required to attend company meetings or represent the bank at functions or events.

Supervisory Responsibilities

• Direct supervision of branch staff, including hiring, training, development, and performance management.

Knowledge, Skills, and Abilities

• Customer Service: Strong understanding of customer service principles, including customer needs assessment and service quality standards.
• Financial Acumen: Knowledge of banking, accounting principles, financial markets, and financial data analysis.
• Communication: Excellent verbal and written communication skills, with the ability to build rapport and influence others effectively.
• Sales and Marketing: Skilled in promoting financial products and services, with an ability to identify customer needs and provide appropriate solutions.
• Clerical and Administrative: Proficient in office procedures, records management, and word processing tools.
• Regulatory Compliance: Knowledge of Bank Secrecy Act (BSA) and other regulatory requirements applicable to banking operations.

Education and Experience

• Bachelor’s degree or equivalent professional experience required.
• Minimum of five years of experience in a financial institution or lending environment.
• Strong background in banking operations, policies, and federal and state banking regulations.
• Possession of a valid Nationwide Mortgage Licensing System and Registry (NMLS) ID will be required.