Benefits:
401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance
Summary
The Branch Manager is responsible for leading and managing all aspects of retail banking operations at their assigned branch. This role ensures exceptional customer experience, operational efficiency, compliance, and business growth while fostering a positive and productive work environment. The Branch Manager must be highly adaptable, capable of handling a wide range of responsibilities, and committed to achieving key performance metrics set by regional leadership.
Operations & Compliance
Oversee daily branch operations, ensuring efficiency and adherence to all policies, procedures, and regulatory requirements
Open new accounts, including checking, savings, CDs, IRAs, business accounts, minor accounts, LLCs, and partnerships, ensuring compliance with KYC and AML regulations.
Maintain a strong understanding of required documentation for account openings, including IRAs, business accounts, minor accounts, LLCs, and partnerships.
Assist on the teller line as needed, ensuring smooth operations and guiding frontline staff.
Ensure timely remediation of audit findings and proactively address potential compliance risks.
Conduct ongoing training with staff on policies, procedures, and regulatory updates.
Customer Service & Sales
Provide superior customer experience by assisting clients with a full range of banking needs, including transactions, account inquiries, loan applications, and financial solutions.
Answer customer phone calls and resolve inquiries efficiently while maintaining high service standards.
Drive branch growth through business development efforts, including community engagement and CRA (Community Reinvestment Act) initiatives.
Ensure the branch meets or exceeds customer satisfaction KPIs and service level expectations.
Team Leadership & Development
Lead, coach, and develop branch employees, ensuring continuous training and professional growth.
Foster a team-oriented culture focused on performance, accountability, and exceptional customer service.
Provide ongoing feedback and support to employees to ensure consistent adherence to bank policies and goals.
Financial & Performance Metrics
Oversee branch performance, meeting or exceeding key performance indicators (KPIs) assigned by regional managers.
Implement charge-off recovery efforts to mitigate losses and maximize collections.
Track and report on branch productivity, service levels, and sales goals.
Develop strategies to enhance revenue and branch profitability.
Ongoing Training and Performance Reviews
Develop and implement ongoing training programs focused on manual processes and business continuity protocols.
Reassess and refine training plans annually to address operational changes and emerging risks.
Ensure all employees are fully capable of executing their job responsibilities confidently and efficiently.
Ensure that all retail training programs—including compliance, security, customer service, and operational efficiency—are conducted regularly and adjusted based on assessment outcomes.
On-Site Leadership & Continuous Improvement
Maintain a strong physical presence at branch location to provide hands-on leadership and support.
Ensure that all branches operate with a high level of efficiency, compliance, and customer satisfaction.
Implement best practices to enhance branch effectiveness and employee engagement.
Oversee the delegation of responsibilities within each branch, ensuring that job functions are clearly defined and executed seamlessly.
Education and Experience
Minimum of 7-10 years of banking experience, with at least 5 years in a leadership role.
Strong understanding of branch operations, regulatory compliance, and customer service excellence.
Proven ability to develop and implement strategic initiatives and training programs.
Excellent communication, leadership, and problem-solving skills.
Ability to analyze performance metrics and drive continuous improvement.
Experience in managing business continuity and operational readiness programs.
Exceptional attention to detail, discretion, and confidentiality in all tasks.
Basic skills in computer terminal and personal computer operation; word processing and spreadsheet software.
Effective oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct others, interpret documents, understand procedures, write reports and correspondence, and communicate effectively to employees and management.
MEMBER FDIC – EQUAL OPPORTUNITY EMPLOYER
This is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other and/or different tasks be performed as assigned.