Branch Manager In Training

Woodforest National Bank•Knoxville, TN

11h

About The Position

The Branch Manager in Training gains firsthand experience across key areas of retail banking to build the foundation for leading a successful branch. Working alongside experienced managers, the employee learns to grow customer relationships, acquire new accounts, manage customer experience and branch compliance, lead a sales team, maintain operational excellence, and contribute to the bank’s growth. The role participates in structured training and leadership development, supports branch business plans and goals, and performs branch servicing duties as needed. The position supports sales, service, operations, community engagement, risk management, and regulatory compliance. It may require travel to nearby branches within approximately 45 miles as business needs require. The employee must maintain a mobile device compatible with the Cisco Duo app for secure authentication. 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 weighing up to 30 lbs.

Requirements

At least 3 years of relevant and transferable sales and/or customer service experience, or a bachelor’s degree and at least 1 year of relevant and transferable sales and/or customer service experience.
High school diploma or equivalent.
Proactive approach to seeking business outside the branch.
Goal-oriented, disciplined, and inspired, 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 the ability to remain composed and positive with customers and internal team members.
Knowledge of, or ability to quickly learn, products, services, policies, procedures, regulatory guidelines, and the sales and service process.
Ability to maintain confidentiality, follow directions, and apply policies, procedures, and guidelines.
Excellent organizational skills, including prioritizing and multitasking 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 maintain a mobile device compatible with the Cisco Duo app for secure authentication.

Responsibilities

Participate in a structured training program to develop the skills and knowledge needed to manage a retail banking branch.
Assist with new account acquisition and expand customer engagement across the bank’s products and services.
Develop knowledge of branch operations, policies, procedures, and risk management practices.
Collaborate with branch team members and business partners on sales initiatives, customer retention, and community engagement.
Support branch business plans and contribute to sales, service, operational, and financial goals.
Deliver the Woodforest Experience through a strong personal presence, warm and professional customer engagement, solution-focused conversations, and effective resolution of customer concerns.
Monitor branch performance metrics and use data to identify opportunities for growth, efficiency, and improved customer satisfaction.
Participate in branch-level community engagement and retail marketing activities.
Build and maintain relationships with retail partners, community members, and local businesses to support branch traffic and relationship growth.
Uphold ethical standards and learn and follow regulatory, compliance, security, audit, and bank policy requirements.
Promote trust, transparency, respect, professionalism, and the bank’s values in interactions with customers, employees, and partners.
Learn branch leadership practices by working with experienced managers and observing team management techniques.
Participate in coaching, training, and development activities to build leadership, communication, and decision-making skills.
Assist with daily branch operations, including cash management, opening and closing procedures, and transaction oversight, as assigned.
Develop knowledge of employee performance management, including coaching, recognition, accountability, and talent development.
Develop the ability to recruit, motivate, and lead high-performing teams that foster an inclusive, customer-focused culture.
Perform branch servicing duties as needed, including teller transactions, account opening, cash handling, ATM servicing, and audits.
Practice prudent expense management and stewardship of resources.
Perform other duties necessary to fulfill the position’s responsibilities.