Branch Manager I

Woodforest National Bank•Wauseon, OH

About The Position

The Branch Manager I leads a Woodforest National Bank branch with an entrepreneurial, business-owner mindset. The manager spends most of their time at the branch engaging with customers and team members to drive sales, increase deposits, and grow customer relationships through strategic partnerships and community involvement. The role is responsible for exceptional customer service, relationship growth, and operational excellence while exemplifying the bank’s values of Ownership, Service, Community, and Integrity. The branch manager oversees branch personnel and employment decisions, builds and develops a high-performing team, and promotes technology-forward banking. Travel of up to 25% is required for business development and community engagement. Working conditions involve standing most of the time, with possible walking, moving, bending, stooping, or brief periods of 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; 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 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 and demonstrated reliability.
  • Effective problem-solving skills and ability to remain composed and positive when interacting with customers and internal team members.
  • Ability to learn banking products, services, policies, procedures, and regulatory guidelines quickly and engage in sales and service processes.
  • Ability to maintain confidentiality, follow directions, and apply appropriate policies, procedures, and guidelines.
  • Strong organizational skills, prioritization, and multitasking abilities 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 meet the described physical demands, including occasionally lifting and carrying items up to 30 pounds.
  • 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 with accountability, achieve sales goals and expectations for the team, 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, and coach the team to deliver a customer-first experience.
  • 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 and lead community outreach with Community Development Relationship Managers.
  • Uphold ethical 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 adoption of digital banking tools and help staff and customers use them confidently.
  • Resolve customer concerns empathetically, taking ownership and ensuring timely, satisfactory outcomes.
  • Maintain operational excellence through audits, reporting, and continuous process improvement.
  • Make personnel and employment decisions for the assigned branch or location.
  • Conduct business development and community engagement travel, up to 25%.
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