Branch Manager I

Woodforest National Bank•Zebulon, NC

About The Position

The Branch Manager I leads a Woodforest National Bank branch with an entrepreneurial, business-owner mindset. The role focuses on customer engagement, sales and deposit growth, customer relationship development, community involvement, and operational excellence. The manager serves as the face of the bank, leads the branch team, and embodies the company’s values of Ownership, Service, Community, and Integrity. The position is primarily based in the branch and includes business development and community engagement travel of up to 25%. The manager is accountable for personnel and employment decisions at the assigned branch. Working conditions involve standing most of the time, with occasional walking, moving, bending, stooping, sitting briefly, and lifting or carrying items up to 30 pounds. The role requires maintaining 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; 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 team leader with strong interpersonal skills, sales aptitude, and comfort with outside sales.
  • Open to direct coaching and feedback.
  • Able to work flexible or extended hours to meet business needs and demonstrate reliability.
  • Able to solve problems, maintain composure, and convey 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.
  • Able to maintain confidentiality, follow directions, and apply policies, procedures, and guidelines.
  • Strong organizational skills, including prioritizing and multitasking in a fast-paced environment while maintaining accuracy and attention to detail.
  • 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, making decisions, and supporting long-term growth and profitability.
  • Lead the team to achieve sales goals and expectations, and measure results.
  • Focus branch operations on deposit growth and wealth management referrals.
  • Manage branch operations, including compliance, security, cash handling, and expense control.
  • Ensure customers receive warm, personalized, solution-oriented service.
  • 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 relationships in the local community and position the branch as a trusted financial partner.
  • Collaborate with Retail Partners on joint engagement opportunities to drive traffic and deepen local connections.
  • Lead community outreach with Community Development Relationship Managers in support of local initiatives and events.
  • 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.
  • Lead a technology-forward banking experience and help staff and customers use digital tools confidently.
  • Resolve customer concerns with empathy and ownership, seeking timely and 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%.
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