Branch Manager I

Woodforest National Bank•Avon, IN

About The Position

The Branch Manager I leads a Woodforest National Bank branch with an entrepreneurial, business-owner mindset. The manager spends most of their time at the branch engaging customers and team members to drive sales and increase deposits, while developing customer relationships through strategic partnerships and community involvement. The role is responsible for exceptional customer service, relationship growth, operational excellence, and upholding the bank’s values of Ownership, Service, Community, and Integrity. It includes responsibility and accountability for personnel and employment decisions at the assigned branch, as well as business development and community-engagement travel of up to 25%.

Requirements

  • At least 5 years of progressive banking, sales, or customer service experience and 1 year of leadership experience; alternatively, a bachelor’s degree and 3 years of progressive banking, sales, or customer service experience; or successful completion of the Branch Manager in Training program and at least 6 months of applied MIT experience.
  • High school diploma or equivalent.
  • Strong interpersonal skills, sales acumen, and comfort with technology-driven banking solutions.
  • Proactive in seeking business outside the branch; goal-oriented, disciplined, and comfortable with outside sales.
  • Open to direct coaching and feedback.
  • Able to work flexible or extended hours to meet business needs and demonstrate reliability.
  • Effective problem-solving skills, composure, and a positive attitude when interacting with customers and internal team members.
  • Knowledge of, or ability to quickly learn, banking products, services, policies, procedures, regulatory guidelines, and sales and service processes.
  • Ability to maintain confidentiality, follow directions, and apply policies, procedures, and guidelines.
  • Strong organizational skills and ability to prioritize and multitask in a fast-paced environment while maintaining accuracy and attention to detail.
  • Ability to understand instructions, forms, and applications, and familiarity with financial statements and credit reports.
  • Must maintain a mobile device compatible with the Cisco Duo app for secure authentication.

Responsibilities

  • Operate the branch as a business owner by driving performance, managing resources, and making decisions that support long-term growth and profitability.
  • Lead the team to achieve sales goals and expectations, and consistently measure results.
  • Focus branch operations strategically on deposit growth and wealth management referrals.
  • Manage branch operations, including compliance, security, cash handling, and expense control.
  • Deliver warm, personalized, solution-oriented customer interactions and coach the team to identify customer needs and recommend banking and investment solutions.
  • Drive client acquisition, strengthen relationships, promote lending solutions, and refer clients to wealth management services.
  • Build meaningful relationships in the local community and position the branch as a trusted financial partner.
  • Collaborate with Retail Partners on joint engagement opportunities and lead community outreach with Community Development Relationship Managers.
  • Uphold ethical standards and ensure adherence to bank policies, procedures, and regulatory guidelines.
  • Foster transparency, trust, and respect within the team and with customers.
  • Recruit, develop, and retain talent to build a high-performing, values-driven team.
  • Promote a technology-forward banking experience and help staff and customers use digital tools confidently.
  • Resolve customer concerns empathetically, with ownership, and in a timely and satisfactory manner.
  • Maintain operational excellence through audits, reporting, and continuous process improvement.
  • Make business-development and community-engagement trips as needed, with travel up to 25%.
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