Branch Manager I

Beacon Bank • Village of New Hartford, NY

2d • $55,588 - $102,474

About The Position

The Branch Manager I manages all functions of a retail branch, maximizing revenues, sales, and customer satisfaction while minimizing operating losses. The role inspires, motivates, coaches, and models sales and service behaviors; leads a diverse team to achieve results; develops new business in the community; and ensures compliance with bank standards, policies, and regulatory requirements. The Branch Manager mentors and coaches colleagues in performance, product knowledge, account opening, and customer experience processes.

The position manages branch deposits and revenue, develops business opportunities and customer relationships, advises customers on banking solutions, and leads the delivery of an outstanding customer experience. It also oversees branch operations, audits, security, compliance, documentation, and branch appearance, while supporting team meetings, hiring, retention, performance management, and staff development.

Requirements

• High school diploma or equivalent.
• At least 3 years of banking or management/supervisory experience.
• Proven results in a goal-oriented sales or customer service environment.
• Outside business development skills.
• Strong sales, management, and team leadership abilities.
• In-depth knowledge of bank operations, systems, and compliance.
• Experience working with commercial customers and lenders.
• Proficient knowledge of cash management products.
• Excellent oral and written communication skills.
• Excellent customer service and interpersonal skills, with a strong customer focus.
• Detail-oriented, with strong organizational and time management skills.
• Basic computer skills and familiarity with Microsoft Office, including Word, Excel, and Outlook.
• Must be eligible for registration in the Nationwide Mortgage Licensing System & Registry (SAFE Act) and other licensing as required.
• Ability to work flexible hours, including Saturdays, and travel to nearby offices as required.
• Superior customer service and relationship-building skills.
• Ability to work in a flexible, cross-trained environment.
• Strong coaching and mentoring skills.
• Ability to prioritize workflow, multitask, and meet deadlines.
• Enthusiastic, goal-oriented, and customer-focused approach.
• Ability to analyze situations and solve complex issues.
• Demonstrate teamwork, adaptability, accountability, and leadership in alignment with Beacon Bank’s core values.

Responsibilities

• Manage, grow, and retain branch deposits and revenues in line with the bank’s strategic plan.
• Create strategies and business opportunities to meet business development objectives and goals.
• Engage customers and prospects, build rapport, develop new relationships, and retain and expand existing relationships.
• Advise customers on product selection, identify financial needs, and provide tailored solutions involving deposit, lending, and business partner referrals.
• Participate in outbound calling campaigns, branch initiatives, and community involvement to develop new business.
• Deliver an outstanding customer experience at all points of contact, lead by example, and promote a positive attitude.
• Manage, coach, and motivate branch colleagues to deliver exceptional customer experience and sales performance.
• Educate and assist customers with digital banking services and recommend convenient banking options.
• Handle complex customer issues, explain bank policies and procedures, and resolve service concerns.
• Oversee the branch operations audit process.
• Follow bank policies and procedures, protect bank assets and customer information, and adhere to Customer Information Practices.
• Ensure compliance with banking regulations, policies, and procedures, including BSA/AML.
• Assist with daily branch operations, including opening and closing, security, audits, and compliance procedures.
• Ensure proper documentation and compliance for new accounts, loan requests, and account maintenance.
• Maintain a professional branch appearance and supply inventory.
• Support the branch and lead team meetings.
• Achieve satisfactory audit results and minimize losses.
• Provide leadership and coaching to promote career development and growth.
• Foster a motivated, inclusive, and productive team environment.
• Manage hiring, retention, and performance management.
• Conduct staff meetings and training on compliance, customer relationship building, and customer experience.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: High school or GED