Branch Manager I (Hybrid)

COASTAL STATES BANK•Mount Pleasant, IA

1d•Hybrid

About The Position

With opening our new Charleston market, we are seeking a candidate to initially work in a Hybrid/Dual Role. This will be a combination of areas of a Branch Manager I and a Commercial & Private Banking Assistant. Branch Manager Position Focus Areas: Client Experience & Service Excellence Model CSB’s Core Values in all decisions and interactions. Ensure staff deliver meaningful client conversations to uncover needs. Resolve escalated client issues, ensuring positive outcomes and retention Operational Proficiencies Oversee all branch operations: teller, TCR, ATM, vault, and security processes. Ensure daily tasks are completed: NSF decisions, non-post review, wire approvals. Maintain full accountability for audit cycles and corrective actions. Support loan origination (consumer, HELOC, small business) with accuracy and compliance. Manage Treasury Management referrals and collaborate with TM officers. Monitor and support outbound calling programs; ensure team follow-through. Provide staff supervision, coaching, and performance management. Use training checklists and proficiency scorecards to evaluate staff readiness. Manage staffing schedules and ensure coverage for branch and market needs Client Service & Relationship Management Drive branch portfolio growth through acquisition and relationship deepening. Represent CSB at community events and networking opportunities. Build partnerships with Treasury Management, Commercial, and Mortgage teams. Strategic Execution Develop and execute the branch business plan aligned with bank goals. Monitor branch performance metrics and adjust strategies to meet objectives. Support and reinforce a sales and service culture that aligns with CSB’s strategic priorities Banking Specialist Position Focus Areas: Overview Supports the Relationship Banker(s) in managing client relationships. This position works closely with clients, closing attorneys and other internal CSB team members to deliver an overall exceptional client experience. Leads the effort in the pre-closing, closing and post-closing process for commercial loans, real estate loans, lines of credit and letters of credit. Initiate new loan opportunities and renewals in nCino. Review closing documents (pre-closing) for accuracy associated with the loan approvals. Execute funding for closings; initiate wires. Review and process loan draw requests. Review closed loan package (post-closing); prepare and process for booking. Order real estate and equipment appraisals. Maintain weekly and monthly reports as required by management. Manage (clear) financial statement and collateral exceptions to exceed bank expectations. QualificationsCritical Success Factors: Client Focus: Provides exceptional, proactive service to every client. Operational Accuracy: Consistently maintains proficiency standards for balancing, reporting, and compliance. Teamwork: Actively contributes to branch success and peer support. Adaptability: Manages multiple priorities with professionalism and efficiency. Values-Driven: Demonstrates CSB’s Core Values of Character, Commitment, Service, Trust, and Community daily.

Requirements

High school diploma or equivalent required; some college preferred.
Knowledge of basic math.
Minimum of 5 years of progressive retail banking, cash handling experience, account servicing, HELOC origination and processing, treasury solutions, and business banking is preferred.
Proficient with use of technology, including banking systems that include Premier UI, Mantl, Verafin, CheckFree (preferred by not required).
Experience in leading and mentoring peers.
Detail oriented with strong organizational and critical thinking skills.
Comfort with digital banking tools and ability to educate clients on their use.
Knowledge of a wide range of Microsoft Office software applications is preferred.
Complete all compliance, audit, and leadership training on schedule.
Ensure adherence to BSA, AML, KYC, and privacy standards
The responsibility to acquire and maintain the required knowledge of State and Federal Banking regulations and policies.
Proficient in operating computers and calculators with accuracy and efficiency.
Must have excellent customer relation skills.
Ability to prioritize and manage multiple responsibilities effectively.
Strong communication, coaching, and community engagement skills.

Nice To Haves

Proficient with use of technology, including banking systems that include Premier UI, Mantl, Verafin, CheckFree (preferred by not required).
Knowledge of a wide range of Microsoft Office software applications is preferred.

Responsibilities

Client Experience & Service Excellence Model CSB’s Core Values in all decisions and interactions.
Ensure staff deliver meaningful client conversations to uncover needs.
Resolve escalated client issues, ensuring positive outcomes and retention
Oversee all branch operations: teller, TCR, ATM, vault, and security processes.
Ensure daily tasks are completed: NSF decisions, non-post review, wire approvals.
Maintain full accountability for audit cycles and corrective actions.
Support loan origination (consumer, HELOC, small business) with accuracy and compliance.
Manage Treasury Management referrals and collaborate with TM officers.
Monitor and support outbound calling programs; ensure team follow-through.
Provide staff supervision, coaching, and performance management.
Use training checklists and proficiency scorecards to evaluate staff readiness.
Manage staffing schedules and ensure coverage for branch and market needs
Drive branch portfolio growth through acquisition and relationship deepening.
Represent CSB at community events and networking opportunities.
Build partnerships with Treasury Management, Commercial, and Mortgage teams.
Develop and execute the branch business plan aligned with bank goals.
Monitor branch performance metrics and adjust strategies to meet objectives.
Support and reinforce a sales and service culture that aligns with CSB’s strategic priorities
Supports the Relationship Banker(s) in managing client relationships.
Leads the effort in the pre-closing, closing and post-closing process for commercial loans, real estate loans, lines of credit and letters of credit.
Initiate new loan opportunities and renewals in nCino.
Review closing documents (pre-closing) for accuracy associated with the loan approvals.
Execute funding for closings; initiate wires.
Review and process loan draw requests.
Review closed loan package (post-closing); prepare and process for booking.
Order real estate and equipment appraisals.
Maintain weekly and monthly reports as required by management.
Manage (clear) financial statement and collateral exceptions to exceed bank expectations.