Branch Manager I
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, driving sales and deposit growth, developing customer relationships through strategic partnerships and community involvement, and maintaining operational excellence. The Branch Manager represents Woodforest and delivers service, relationship growth, and sound operations while upholding the bank’s values of Ownership, Service, Community, and Integrity. The position has responsibility for branch personnel and employment decisions. It includes business development and community engagement travel of up to 25%. Working conditions involve standing most of the time, with some walking, moving, bending, stooping, or sitting, and occasional lifting and carrying of items up to 30 pounds. The employee must maintain a mobile device compatible with the Cisco Duo app for secure authentication.
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 approach to seeking business outside the branch.
- Goal-oriented and disciplined leadership, strong interpersonal skills, sales aptitude, and comfort with outside sales.
- Openness to direct coaching and feedback.
- Ability to work flexible or extended hours to meet business needs and demonstrated reliability.
- Effective problem-solving skills and the ability to remain composed and positive when interacting with customers and colleagues.
- 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, prioritization, and multitasking ability 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.
- Ability to 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 in achieving sales goals and expectations, and consistently measure results.
- Lead branch operations with a strategic 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 appropriate banking and investment solutions.
- Drive client acquisition, strengthen 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 that drive branch traffic and strengthen local connections.
- Lead community outreach with Community Development Relationship Managers in support of local initiatives and events.
- Uphold ethical and compliance standards and ensure adherence to bank policies, procedures, and regulatory guidelines.
- Foster transparency, trust, and respect within the team and in customer relationships.
- Recruit, develop, and retain talent to build a high-performing, values-driven team.
- Lead a technology-forward banking experience and help staff and customers use digital tools confidently.
- 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/location.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
High school or GED
