Branch Manager In Training

Woodforest National Bank•Alcoa, TN

About The Position

The Branch Manager in Training gains firsthand experience across key areas of retail banking, developing the skills and knowledge needed to manage a branch. Working alongside experienced managers, the trainee learns to lead a sales team, deliver an exceptional customer experience, maintain operational excellence, and support the bank’s growth. The role includes a structured training program and mentoring in branch leadership, customer relationships, account acquisition, compliance, and operations. The position supports branch sales and service goals, customer retention, community engagement, daily operations, and sound resource stewardship. It also includes branch servicing duties as needed, such as teller transactions, account opening, cash handling, ATM servicing, and audits. The employee may support nearby branches within approximately 45 miles as business needs require. This is a full-time role. The employee mentors or leads more junior staff but does not typically have formal responsibility for personnel decisions. 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 up to 30 lbs. The employee must maintain a mobile device compatible with the Cisco Duo app for secure authentication.

Requirements

At least 3 years of relevant and transferrable sales and/or customer service experience; alternatively, a bachelor’s degree and at least 1 year of relevant and transferrable sales and/or customer service experience.
High school diploma or equivalent.
Proactive in seeking business outside the branch; comfortable with outside sales.
Goal-oriented and disciplined, with strong interpersonal skills and sales aptitude.
Open to direct coaching and feedback.
Able to work flexible or extended hours to meet business needs and demonstrate reliability.
Effective problem-solving skills and the ability to maintain composure and a positive attitude with customers and internal team members.
Knowledge of, or ability to quickly learn, products, services, policies, procedures, regulatory guidelines, and sales and service processes.
Ability to maintain confidentiality, follow directions, and apply policies, procedures, and guidelines.
Excellent organizational skills, with the ability to prioritize and multitask 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 meet the role’s physical demands, including standing most of the time and occasionally lifting and carrying items up to 30 lbs.
Must 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 required to manage a retail banking branch.
Assist with new account acquisition and expanding customer engagement across the bank’s products and services.
Develop understanding 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 customer engagement, professional and solution-focused service, and effective resolution of customer concerns.
Monitor branch performance metrics and use data to identify opportunities for growth, efficiency, and improved customer satisfaction.
Support branch-level community engagement and retail marketing activities and build relationships with retail partners, community members, and local businesses.
Uphold ethical standards and follow regulatory, compliance, security, audit, and bank policy requirements.
Foster trust, transparency, and respect within the branch team, and demonstrate the bank’s values and professionalism.
Learn and apply branch leadership practices by working alongside experienced managers.
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.
Build 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 resource stewardship.
Perform other duties necessary to fulfill the position’s responsibilities.
Support nearby branches within approximately 45 miles when business needs require.