Job Description
POSITION SUMMARYThe Branch Manager I will provide support, assistance, and leadership regarding all aspects of branch operations to ensure superior service is provided to all internal and external customers. Assure the financial needs of each customer are promptly, accurately, and courteously fulfilled. Responsible for the maintenance and security of the branch facility and its contents.
ESSENTIAL DUTIES AND RESPONSIBILITIESThe essential functions include, but are not limited to the following:
Team Development 40%
- Manages and directs the work of the branch retail staff; leading the job assignment, performance evaluation, compensation review and training; making recommendations on the hiring, termination, advancement, promotion, or any other employment status change of staff
- Coach and direct branch retail staff in operational activities to ensure compliance with departmental goals, objectives, and budget. Conduct Team meetings in accordance with overall strategy
- May administer discipline to correct misconduct or inadequate performance of job duties with the authority to recommend discharge of employees within the department
- May assign duties to employees based on skills and experience
- Provide superior level of customer relations and promote customer service through coaching, guidance and motivation
- Locate areas of branch improvement and propose corrective actions to resolve existing challenges and leverage growth opportunities
- Significant focus on customer experience through branch observations, coaching in the moment, recognition, and quality feedback.
Branch Growth & Marketing 35%
- Participate in branch marketing discussions, manager meetings, cross departmental meetings, & branch budgeting
- Participate in community affairs to increase banks visibility and to enhance new and existing business opportunities
- Achieve individual and branch sales goals through new business sales, referrals, and retention of account relationships
- Develop new deposit and loan business
- Responsible for all aspects of the branch functions.
New Accounts & Lending 15%
- Remaining knowledgeable and proficient in the account opening process for all deposit accounts, including, but not limited to: savings, checking, money market, and business accounts
- Remaining knowledgeable and proficient in Consumer Loans, Certificate of Deposit, Individual Retirement Accounts (IRAs) and Health Savings Accounts (HSAs) including opening, renewing and closing, and accurately calculating withdrawal penalties as appropriate
- Assisting customer(s) with account inquiries in a timely and accurate manner and performing all functions associated with account maintenance as requested including, but not limited to: personal and account data changes, address changes, and account closures
- Showing proficiency in identification and new account screening methods and being able to fully explain regulatory requirements on all accounts and services
- Resolving and following-up on customer complaints and issues to provide and ensure the highest quality customer service
Retail Operations 10%
- Performing regular unannounced audits on retail cash drawers, ATM, and vault cash
- Maintaining vault and ATM cash and other signed items in an accurate manner; being responsible for replenishing and verifying cash shipments from Federal Reserve under dual control system
- Maintaining usage proficiency on all customer-related third party systems, forms and software including the maintenance of customer records (systems include, but are not limited to: customer check ordering, ATM/Debit card ordering and maintenance, account and identity verification, etc.)
- Assisting retail staff in all phases of their duties, including: balancing cash drawer and end of day procedures
- Assisting with the opening/closing of the branch office, as necessary, as well as work on Saturdays, when needed
- Ensure efficient daily operation of branch including: operations, lending, product sales, customer service, security and safety to be in accordance with banks objectives
- Perform all other duties as assigned
SKILLS AND ABILITIES- Ability to learn and use the Company's PC hardware and software; in addition to being proficient in Microsoft Office products, including, but not limited to: Word, Excel, and Outlook.
- Ability to perform math skills; add, subtract, multiply and divide in all units of measure.
- Exceptional 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, speak clearly to customers and co-workers.
- Ability to deal with complex problems involving multiple facets and variables in non-standardized situations.
- Exceptional organizational and time management skills; ability to function well in a fast-paced environment.
- Ability to work in a team environment and take direction from management and supervisors.
- Ability to work with minimal supervision while performing duties.
- Perform this position safely, without endangering the health or safety of customers or co-workers.
- Assures compliance with all Company policies and procedures, as well as all applicable state and federal Companying regulations.
- Must have flexibility to deal with changing work hours and locations as needed.
REQUIREMENTSCustomer Service- Exceed expectations, build lifetime relationships and help our customers achieve financial success.
- Maintain a high level of confidentiality with regards to customer information at all times.
- Serve customers and give them the same thoughtful treatment that you would like to receive.
- Exercise judgment and tact while working with customers or co-workers.
Culture- Actively upholds the Company's vision, mission and values, encompassing mutual respect for customers and co-workers, honoring commitments, working with integrity and accepting responsibility for own actions.
- Contribute to a work environment that fosters pride in being part of a winning team and positive team atmosphere which promotes continuous improvement and personal growth.
- Comply with rules and regulations, adjust to change, and promote the best interests of the Company.
Community - Participation in community involvement is encouraged. This involvement can include professional, civic and community groups.
Financial Responsibility- Keep personal finances in order, to properly help manage the financial affairs of others.
Dress Code- Meet all dress and grooming expectations in support of a professional, clean and welcoming environment.
- Standards must be met and maintained throughout employment.
EDUCATION & EXPERIENCE- Bachelor's degree required or equivalent work experience
- Minimum of four (4) years of experience in similar job duties
- Previous supervisory experience preferred
PHYSICAL REQUIREMENTSMust be able to sit, stand, climb, stoop, kneel, crouch, reach, walk, push/pull, lift, and effectively communicate with or without reasonable accommodation. Must be able to occasionally lift and/or move up to 25 pounds.