Branch Manager I

Beacon Bank • Albany, NY

4d • Onsite

About The Position

The Branch Manager I manages all functions of a retail branch, maximizing revenues, sales, and customer satisfaction while minimizing operating losses. The role inspires, motivates, coaches, and models sales and service behaviors; leads a diverse team to achieve results; develops new business in the community; and ensures compliance with bank standards, policies, and regulatory requirements. The Branch Manager also mentors and coaches colleagues on performance, product knowledge, account opening, and customer experience processes.

The position leads branch business development and customer relationship management, oversees branch operations and compliance, and develops staff through coaching, hiring, retention, performance management, meetings, and training. The role is based in Albany, New York, and reports to the Regional Manager. Flexible hours, including Saturdays, and travel to nearby offices may be required.

Requirements

• High school diploma or equivalent.
• At least 3 years of banking or management/supervisory experience.
• Proven results in a goal-oriented sales or customer service environment.
• Outside business development skills.
• Strong sales, management, and team leadership abilities.
• In-depth knowledge of bank operations, systems, and compliance.
• Experience working with commercial customers and lenders.
• Proficient knowledge of cash management products.
• Excellent oral and written communication skills.
• Excellent customer service and interpersonal skills with a strong customer focus.
• Detail-oriented, with strong organizational and time-management skills.
• Basic computer skills and familiarity with Microsoft Office, including Word, Excel, and Outlook.
• Must be eligible for registration in the Nationwide Mortgage Licensing System & Registry (SAFE Act) and other licensing as required.
• Ability to work flexible hours, including Saturdays, and travel to nearby offices as required.
• Superior customer service and relationship-building skills.
• Ability to work in a flexible, cross-trained environment.
• Strong coaching and mentoring skills.
• Ability to prioritize workflow, multitask, and meet deadlines.
• Enthusiastic, goal-oriented, and customer-focused.
• Ability to analyze situations and solve complex issues.
• Demonstrate teamwork, adaptability, accountability, and leadership in alignment with Beacon Bank’s core values.

Responsibilities

• Manage, grow, and retain branch deposits and revenues in accordance with the bank’s strategic plan.
• Create strategies and business opportunities to meet business development objectives and goals.
• Engage customers and prospects, build rapport, develop new relationships, and retain and expand existing relationships.
• Advise customers on product selection, identify financial needs, and provide tailored solutions, including deposit, lending, and business partner referrals.
• Participate in outbound calling campaigns, branch initiatives, and community involvement to develop new business.
• Lead by example to provide an outstanding customer experience and promote a positive attitude.
• Manage, coach, and motivate branch colleagues to deliver exceptional customer experiences and sales performance.
• Educate and assist customers with digital banking services and recommend convenient banking options.
• Handle complex customer issues, explain bank policies and procedures, and resolve service concerns.
• Oversee the branch operations audit process.
• Follow bank policies and procedures, protect bank assets, safeguard customer information, and adhere to Customer Information Practices.
• Ensure compliance with banking regulations, policies, and procedures, including BSA/AML.
• Assist in managing daily branch operations, including opening and closing, security, audit, and compliance procedures.
• Ensure proper documentation and compliance for new accounts, loan requests, and account maintenance.
• Maintain a professional branch appearance and supply inventory.
• Support the branch and lead team meetings.
• Achieve satisfactory audit results and minimize losses.
• Provide effective leadership and coaching to promote career development and growth.
• Foster a motivated, inclusive, and productive team environment.
• Manage hiring, retention, and performance management.
• Conduct staff meetings and training to support compliance, customer relationship building, and a positive customer experience.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: High school or GED