Branch Manager I

Woodforest National Bank•Cleveland, OH
•Onsite

About The Position

The Branch Manager I leads a Woodforest National Bank branch with an entrepreneurial mindset, treating it as a business and a hub for banking services. The role is primarily based in the branch and involves engaging customers and employees to drive sales, increase deposits, build customer relationships, and support community involvement. The Branch Manager delivers customer service, develops relationships, and maintains operational excellence while embodying the bank’s values of Ownership, Service, Community, and Integrity. The position is accountable for branch performance and resources, sales goals, deposit growth, wealth management referrals, customer acquisition and retention, and the branch’s operational functions. It also leads, coaches, recruits, develops, and retains employees; supports a technology-forward banking experience; and builds community partnerships. The manager is responsible for personnel and employment decisions at the assigned branch. Travel of up to 25% is required for business development and community engagement.

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, disciplined team leader with 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, with demonstrated reliability.
  • Effective problem-solving skills and the ability to maintain composure and a positive attitude with customers and internal team members.
  • Knowledge of, or ability to quickly learn, 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.
  • Maintain a mobile device compatible with the Cisco Duo app for secure authentication.

Responsibilities

  • Operate the branch as a business owner, driving performance, managing resources, and making decisions that support long-term growth and profitability.
  • Lead the team in achieving sales goals and expectations, and measure results.
  • 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 suitable banking and investment solutions.
  • Drive client acquisition, strengthen relationships, promote lending solutions, and refer clients to wealth management services.
  • Build community relationships and position the branch as a trusted financial partner.
  • Collaborate with Retail Partners on joint engagement opportunities that drive branch traffic and deepen local connections.
  • 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.
  • Foster transparency, trust, and respect among team members and 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 empathetically, taking ownership and seeking timely, satisfactory outcomes.
  • Maintain operational excellence through audits, reporting, and continuous process improvement.
  • Make personnel and employment decisions for the assigned branch.
  • Travel for business development and community engagement, up to 25%.
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