Branch Manager in Training

Community Financial System, Inc.•Village of Chittenango, NY

About The Position

The Branch Manager in Training manages a branch office when its Branch Manager is on leave or vacation, or while the position is vacant. The role leads by example in community involvement, sales and calling efforts, and customer service. It meets customers’ financial service needs and oversees compliance with bank operating policies, procedures, and regulatory requirements. The position also manages staffing, provides periodic reports, and may have consumer lending authority. The role is an integral member of the branch and provides assistance wherever necessary to help the branch and the bank achieve their annual goals. Travel is an essential part of the position.

Requirements

Associate degree in Finance or Business, or equivalent training, preferred.
Specialized banking education, experience, and training.
Valid driver license and reliable transportation; travel is essential to the position.
Must be at least 18 years of age.
Proficient reading, writing, grammar, and mathematics skills.
Proficient interpersonal communication, negotiation, and sales skills.
Demonstrated management and supervisory skills.
Sound judgment and reasoning.
Thorough knowledge of bank products and services, including their features and benefits.
Working knowledge of bank operating policies and procedures.
Ability to consistently demonstrate the company’s core values: Integrity, Excellence, Teamwork, and Humility.
At least five years of related experience is normally required, preferably in a branch.

Nice To Haves

Associate degree in Finance or Business, or equivalent training.
Related experience in a branch.

Responsibilities

Ensure the assigned branch is properly staffed and employees are trained to meet customer sales and service needs and branch objectives.
Lead the selection of new personnel and support scheduling to ensure branch coverage.
Review employee performance during probationary periods and regularly thereafter.
Manage staff performance through schedules, assignment distribution, and regular feedback.
Work with management to establish growth, sales, and profit objectives.
Implement strategies to achieve branch goals established in the region’s annual operating plan; assist with the annual branch budget and adhere to budget parameters.
Serve on the customer service team and be accountable for branch sales and lending performance.
Conduct outside sales and customer service calls to current and prospective customers in the branch market area.
Hold sales and customer service meetings at least monthly to keep staff informed about progress and results.
Collaborate with business partners and bank affiliates to identify sales and referral opportunities.
Ensure branch operations comply with established bank policies and procedures, directly or through appropriate supervision, including cash balancing and dual control.
Coordinate security, facility, and risk measures to minimize loss and ensure branch presentation.
May monitor and review loans for appropriate risk ratings to minimize changes through the bank’s loan review processes.
Work cooperatively with other departments and branch colleagues, encouraging similar behavior among staff.
Participate actively in the community in support of the bank’s community involvement goals.
Handle advertising and contribution requests.
Monitor branch progress and results with District and Regional Managers to ensure performance supports established growth, sales, and profit objectives.
Perform other related duties as assigned or directed.
Maintain knowledge of and comply with applicable laws, regulations, policies, procedures, and internal controls; complete required training on time.
Provide assistance wherever necessary to help the branch and bank achieve their annual goals.