Branch Manager I

United Bank • Tabor City, NC

1d

About The Position

The Branch Manager I manages the functions of a full-service branch, normally with deposits under $25,000,000. The role is accountable for maintaining and developing personal and business customer relationships, meeting branch sales and financial objectives, controlling expenses, and supervising, coaching, and developing branch staff. The manager ensures that employees communicate and adhere to the Bank’s best practices, policies, procedures, and regulations.

The position also oversees branch operations, including account and transaction approvals, cash settlement, security controls, and branch audits. It may involve opening or closing the branch and working outside scheduled hours as business needs arise, as well as traveling to other branch locations.

Requirements

• At least two years of experience in a management capacity.
• Must possess an NMLS license or obtain one within 90 days of employment.
• Must complete ongoing NMLS training and ensure SAFE Act compliance.
• Strong sales and customer service skills.
• Strong planning and organizational skills.
• Strong communication, problem-solving, and coaching skills.
• Proficiency in Microsoft Office products.
• Demonstrated strong interpersonal skills.
• Ability to be flexible and adaptable.
• Ability to travel to other branch locations as business needs arise.
• Flexibility in work schedule as business needs arise.
• Ability to sit for extended periods.
• Ability to efficiently operate a computer keyboard, mouse, and other computer components.
• Ability to converse and exchange information with all levels of staff within the organization.
• Ability to observe, perceive, identify, and translate data.
• Ability to travel by air, rail, automobile, and/or bus.

Nice To Haves

• Bachelor’s degree preferred, or equivalent work experience.
• Excellent verbal and written communication skills in Spanish or another additional language are a plus.

Responsibilities

• Leads by example in building existing retail and business customer relationships and developing new consumer relationships.
• Develops new business relationships by identifying qualified prospects, using pre-call planning tools and resources, and following up on external business development calls.
• Achieves branch sales objectives related to deposit growth, investment and fee income, and cost control.
• Reinforces sales skills to uncover customer needs and recommend suitable Bank products and services.
• Manages and coaches the branch sales team in providing financial solutions to customers.
• Resolves customer problems and inquiries directly or refers them to the appropriate department.
• Follows Bank security and operating policies and procedures, and compliance requirements including KYC, OFAC, CIP, and Information Security policies and procedures.
• Ensures dual control is in place for vaults and safes containing cash or negotiables.
• Coordinates with Regional Managers and Human Resources on hiring, performance reviews, discipline, terminations, and salary adjustments.
• Monitors individual and branch scorecard performance, follows action plans, and consistently works toward monthly sales goals.
• Keeps current on Bank products and services and shares relevant knowledge with customers and branch sales staff.
• Holds regular team meetings to convey information from seminars, manager meetings, conference calls, and other sources.
• Refers customers to wealth management, brokerage, and commercial representatives as appropriate.
• Manages approval of new accounts and checks for cashing, and signs official checks and certificates of deposit.
• Oversees settlement of branch cash.
• Conducts audits and oversees completion of monthly and quarterly branch audits.
• Opens and closes the branch in accordance with Bank security policies and procedures.
• Participates in local civic organizations to promote the Bank, its products, and services.
• Coaches staff and ensures adherence to best practices for mystery shops, @ your service standards, and the distribution and discussion of Bank marketing materials.
• Opens and/or closes the branch and may work outside normal scheduled hours when business needs arise.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager