Branch Manager I

Woodforest National Bank•Concord, NC

About The Position

The Branch Manager I leads a Woodforest National Bank branch with an entrepreneurial, business-owner mindset. The role is primarily based in the branch and focuses on engaging customers and employees to drive sales, increase deposits, grow relationships, and ensure exceptional service and operational excellence. The Branch Manager builds customer relationships through strategic partnerships and community involvement while representing Woodforest’s values of Ownership, Service, Community, and Integrity. The Branch Manager is accountable for branch performance, resources, sales goals, deposit growth, wealth management referrals, compliance, security, cash handling, and expense control. The position leads, coaches, recruits, develops, and retains branch employees; supports customer acquisition and lending referrals; promotes digital banking; and builds relationships with local organizations and community partners. The role also involves resolving customer concerns and maintaining operational excellence through audits, reporting, and process improvement.

Requirements

At least 5 years of progressive banking, sales, or customer service experience and 1 year of leadership experience; OR 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 able to lead a team and conduct 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 and the ability to remain composed and positive with customers and coworkers.
Knowledge of, or ability to quickly learn, banking products, services, policies, procedures, regulatory guidelines, and sales and service processes.
Able to maintain confidentiality, follow directions, and apply policies, procedures, and guidelines.
Excellent organizational skills, with the ability to prioritize and multitask accurately in a fast-paced environment.
Able to understand instructions, forms, and applications, and be familiar 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 measure results consistently.
Lead branch operations with a focus on deposit growth and wealth management referrals.
Manage branch operations, including compliance, security, cash handling, and expense control.
Ensure customer interactions are warm, personalized, and solution oriented.
Coach employees to identify customer needs and recommend banking and investment solutions.
Drive client acquisition, strengthen customer relationships, promote lending solutions, and refer clients to wealth management services.
Build local community relationships and position the branch as a trusted financial partner.
Collaborate with Retail Partners on joint engagement opportunities.
Lead community outreach with Community Development Relationship Managers to support local initiatives and events.
Uphold ethical standards and ensure adherence to bank policies, procedures, and regulatory guidelines.
Recruit, develop, and retain employees to build a high-performing team.
Lead a technology-forward banking experience and build staff and customer confidence in digital tools.
Resolve customer concerns empathetically and take ownership of timely, satisfactory outcomes.
Maintain operational excellence through audits, reporting, and continuous process improvement.
Make personnel and employment decisions for the assigned branch or location.
Travel for business development and community engagement, up to 25%.