About The Position

The Branch Manager is responsible for the overall management of a mid-sized retail banking office. The role proactively sells the bank’s products and services to existing customers and prospects, guides the sales efforts of the platform team, ensures superior customer service, and manages daily branch operations. The manager leads and develops branch staff, supports achievement of individual and branch sales goals, and uses coaching sessions, joint sales calls, defined sales activities, and consultative sales tools. The role also conducts business development through personal visits, outbound teleservicing, community involvement, and local business networking. The Branch Manager ensures sound operations and compliance, collaborates with internal business partners, and addresses customer issues to promote a positive customer experience. The position requires independent judgment in a fast-paced environment, a working understanding of teller functions and bank products, and the ability to balance policies and procedures with appropriate judgment. The incumbent should seek guidance when faced with policy ambiguity or unfamiliar employee situations.

Requirements

  • Basic business acumen and professionalism.
  • Strong written and verbal communication skills.
  • Ability to build relationships and strong alliances across the organization.
  • Flexibility and ability to adapt to change.
  • Ability to quickly learn the bank’s products and services and retain and build product knowledge.
  • Ability to work independently and multitask in a fast-paced environment.
  • Outgoing, self-starting, and technically literate.
  • Two to three years of management experience and proven leadership capabilities.
  • History of solid sales, service, and management successes.

Nice To Haves

  • Bachelor’s degree, or an equivalent combination of training and/or experience.
  • Management experience in a retail banking environment.

Responsibilities

  • Manage the overall operations of a mid-sized banking office.
  • Proactively guide the sales activities of the assistant manager and platform staff to achieve individual sales objectives and branch goals.
  • Conduct sales and service coaching sessions with staff using established coaching models and sales tools.
  • Conduct business development through personal visits, outbound teleservicing, community involvement, and local business networking.
  • Ensure sound branch operations and compliance with bank policies, regulations, and applicable laws.
  • Collaborate with internal business partners, including HR, Wealth, Business Banking, and Consumer Lending.
  • Manage and develop branch staff through observational coaching, joint sales calls where applicable, and consultative sales activities.
  • Lead by example and foster a positive team environment that inspires confidence, respect, and loyalty.
  • Identify, report, and resolve customer issues; promote programs that strengthen customer relationships and manage customer service standards.
  • Apply staff-management policies and address performance issues; prepare and deliver staff performance appraisals.
  • Develop or maintain a full understanding of the teller function.
  • Make management decisions that balance bank and customer interests, seeking guidance when needed.

Benefits

  • Robust benefits and retirement package.
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