Supervisory Responsibilities: Manage branch team.
Summary: The Branch Manager is responsible for leading a branch team. The manager is accountable for maximizing branch growth, revenues, customer satisfaction and insuring compliance with all banking laws and regulations. As a leader in our branch network, you will drive all facets of sales and service by motivating your team to achieve sales targets, acquire new clients and business relationships, initiate referrals to business partners and deepen all existing client relationships. In addition, the Branch Manager is responsible for the daily operation of the branch through the coaching, training, and development of branch associates. Managers are also expected to be actively involved and visible in the community and leverage contacts to create a pipeline of new business. This role requires strong people management and relationship skills, effective communication/presentation abilities and strong individual sales performance in addition to maximizing the sales performance of each team member.
Essential Duties and Responsibilities:
•Plan and coordinate short-term and long-term strategies to assure branch goals and objectives are met.
•Create a sales culture and hold self and team accountable for successful business development, relationship management and customer retention strategies.
•Maintain and expand existing customer and business banking relationships and conduct outside sales efforts commensurate with market opportunity to generate new business.
•Strategically analyze your market including consumer and business needs, competitive product/service offerings, market conditions, trends and opportunities. Develop a sales plan to assist in reaching branch goals.
•Refer customers to other lines of business within the bank and lead your team to do the same.
•Serve clients by counseling them on their financial needs and complete account openings and originating and closing loans.
•Provide team with timely, candid, constructive performance feedback through consistent structured routines, i.e. touch bases, huddle meetings, pipeline meetings, skill building meetings, and coaching sessions.
•Actively oversee the performance management of the team including: performance reviews, salary recommendations, coaching, action plans, schedules, hiring, discipline, and termination.
•Inspire, model, and motivate service and sales through staff coaching and training to achieve a superior customer experience.
•Utilize data and reports, looking for trends and information to help reach branch goals.
•Recognize and celebrate successes individually and with the branch team.
•Ensure bank policies and standard operational procedures are consistently and uniformly applied throughout the branch. Work with Retail Operations to assist with branch questions, concerns, issues.
•Utilize staffing tools to create schedules based on expected branch traffic and volume.
•Be an ambassador for the Bank; promote the Bank by attending volunteer events, participating on teams and special projects as needed.
•Develop professional expertise through online courses, internal/external seminars and trade-related publications.
•Follow the Essentials of Excellence and exhibit the Corporate Values in both external and internal interactions.
Other Duties and Responsibilities:
•The position responsibilities outlined above are not meant to be construed as all encompassing. Other duties, responsibilities and qualifications may be required and/or assigned as necessary.
Skills and Experience:
•Working knowledge of PC (MS Windows and Office products).
•Ability to work through client problems by listening, thinking through all options, and responding appropriately.
•Consultative skills to identify a client’s financial needs.
•Excellent interpersonal, verbal and written communication skills
•High attention to detail to ensure accuracy
•Demonstrated ability to work within and develop a team environment
•Availability to work evenings and some weekends
•Demonstrated understanding of consumer credit including loan to value, debt to income, and credit reports
•Ability to interact with business partners such as: Investment Services, Mortgage, and Business Banking sales professionals
•Bachelor’s degree in a business related field.
•3+ years of management experience; preferably in banking, financial services or goal driven retail sales with an emphasis on consumer and business development.
•Manages book of business (Loans and Deposits) >10 million or manages de novo branch (less than 4 years old).
Additional Skills and Experience:
•Ability to create a sales culture and hold self and team accountable for successful business development, relationship management and customer retention strategies.
•Develop and implement strategies for the Branch to meet or exceed growth goals.
•Leads the Engagement efforts within the branch per established guidelines.
•Leadership experience: successful record of coaching and mentoring colleagues to improve results.