Branch Manager I

Beacon Bank • New Hartford, NY

1d • Onsite

About The Position

The Branch Manager I manages all functions of a retail branch, maximizing revenue, sales, and customer satisfaction while minimizing operating losses. The role leads, inspires, motivates, and coaches a diverse team to achieve results, develop community business, and comply with bank standards, policies, and regulatory requirements. The manager also mentors colleagues on performance, product knowledge, account opening, and customer experience processes.

The role oversees branch business development, customer relationships, daily operations, audits, security, and compliance. It includes advising customers on financial products and tailored solutions, supporting digital banking adoption, resolving complex service issues, and developing the skills and performance of branch colleagues. The position is based in New Hartford, New York, and reports to the Regional Manager.

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.
• Strong communication and interpersonal 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.
• Ability to analyze situations and solve complex issues.

Responsibilities

• Manage, grow, and retain branch deposits and revenues in accordance with the bank’s strategic plan.
• Develop 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, including deposit, lending, and business partner referrals.
• Participate in outbound calling campaigns, branch initiatives, and community involvement to develop new business.
• Provide an outstanding customer experience and promote a positive attitude by leading by example.
• Manage, coach, and motivate branch colleagues to deliver strong 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 maintain confidentiality of customer information in accordance with Customer Information Practices.
• Ensure compliance with banking regulations, policies, and procedures, including BSA/AML.
• Assist with daily branch operations, including opening and closing, security, audit, and compliance procedures.
• Ensure proper documentation and compliance for new accounts, loan requests, and account maintenance.
• Maintain 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 colleagues’ career development and growth.
• Foster a motivated, inclusive, and productive team environment.
• Manage hiring, retention, and performance management.
• Conduct staff meetings and training to support compliance, customer relationship building, and a positive customer experience.
• Demonstrate teamwork, adaptability, accountability, and leadership in alignment with Beacon Bank’s core values.

What This Job Offers

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