Branch Manager II

Investar Bank National As•Southlake, TX

About The Position

The Branch Manager II manages the day-to-day sales, service, and operations of a full-service retail branch, typically one with at least three of the following characteristics: more than $50 million in deposits, more than 1,000 deposit accounts, more than 2,000 monthly teller transactions, more than 50 accounts opened monthly, or more than five employees. The manager ensures the branch follows established policies and procedures, serves and deepens relationships with existing customers, attracts new deposit and loan customers, and achieves profitability goals set by management.

Requirements

  • At least five years of previous financial institution experience.
  • Ability to understand and explain the factors that drive branch financial performance.
  • Knowledge of standard office equipment, including a computer, ten-key adding machine, typewriter, fax machine, scanner, and copy machine.
  • Knowledge of computers and computer operations, including MS Office software.
  • Good organizational skills and the ability to complete detailed tasks accurately.
  • Ability to motivate sales staff to achieve established sales goals.
  • Clear oral and written communication skills and the ability to communicate effectively with staff and across the organization.
  • Ability to understand needs-based selling as it applies to financial service products.
  • Ability to supervise professional staff, set targets, develop action plans, and measure results against defined goals.
  • Willingness to embrace change, view it as an opportunity, and express and support management’s ideas to affected staff.
  • Ability to work under stress and meet deadlines.
  • Ability to operate a keyboard, read and interpret documents, and travel if required to perform essential job functions.
  • Ability to lift, move, or carry approximately 20 pounds if required for essential job functions, subject to reasonable accommodation.

Nice To Haves

  • Bachelor’s degree in business or a related field preferred.
  • Previous management experience preferred.

Responsibilities

  • Lead branch sales, customer service, and daily operations while ensuring adherence to established policies and procedures.
  • Set an example of superior customer service and follow up appropriately with customers and employees involved in service matters.
  • Conduct business development and solicit new prospects while fostering a positive sales environment through education about the Bank’s products and services.
  • Organize the branch and coordinate staff, materials, and other resources to achieve results.
  • Ensure compliance with Bank policies, procedures, and applicable state and federal regulations; recommend and initiate corrective action when necessary.
  • Contribute to branch profitability through cost controls, income generation, marketing, and monitoring expenses against budget.
  • Work with the Customer Service Manager to resolve inquiries and provide managerial support.
  • Participate in and direct daily branch operations, including approving large deposits and withdrawals, reviewing and acting on daily reports, maintaining an attractive branch, and recommending redecoration or major repairs or redesigns of floor space as needed.
  • Review NSF and overdraft reports for assigned customers and approve or decline exceptions within established lending limits.
  • Use sound decision-making for inquiries, approvals, and requests within assigned approval limits and applicable policies and procedures; use these situations to support employee development.
  • Develop branch staff through effective verbal and written communication and delegation, ensuring staff are highly cross-trained.
  • Ensure personal work complies with applicable laws, regulations, policies, and guidelines.
  • Perform other duties as assigned.
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