Branch Manager

Poppy Bank•Santa Monica, CA

13d•Onsite

About The Position

The Branch Manager administers and efficiently operates a full-service bank branch, including operations, client service, product sales, security, and safety, in accordance with the Bank’s objectives and applicable policies, procedures, and regulations. This position is expected to work in the office and is responsible for branch performance, staff leadership, customer service, sales growth, operational quality, and community engagement. The role hires, trains, coaches, and evaluates staff; oversees branch operations and compliance; promotes deposit growth and sales; manages customer issues and retention; and develops local relationships and community involvement. The manager is expected to manage two or more branch employees and may serve in any branch capacity, including assisting customers with complex account servicing needs. Travel is required, primarily local during the business day, with occasional out-of-area and overnight travel.

Requirements

Minimum of 7 years of experience in a branch environment.
Minimum of 5 years of branch management experience.
Minimum of 3 years managing complex business and consumer accounts.
Proven sales ability and documented branch growth.
Excellent interpersonal, verbal, and written communication skills.
Leadership and experience in teamwork or team building and customer service.
Experience hiring, training, coaching, and managing employee performance.
Active involvement in local business-related community organizations, such as Rotary or a Chamber of Commerce.
Proficiency with Word, Excel, Outlook, and banking programs.
Ability to work flexible hours, in some cases beyond scheduled hours.
Current California driver’s license and a vehicle with appropriate insurance coverage for work-related driving.
Ability to perform the position’s described physical and mental activities, including occasional lifting of up to 15 pounds.

Nice To Haves

Notary Public preferred.

Responsibilities

Hire and develop staff, ensure appropriate staffing and service skills, and meet individually with each direct report at least monthly to discuss team needs and career goals, documenting coaching opportunities.
Ensure staff receive training in sales, service, security, safety, and policy or procedure changes; communicate relevant updates and conduct necessary training.
Promote core deposit growth through in-branch sales promotions and monitor branch trends, deposit levels, transaction counts, cost of funds, and significant customer-status changes.
Resolve performance issues in accordance with Bank policies, conduct annual performance and compensation reviews, and provide ongoing operational guidance and development.
Oversee branch security and safety practices and ensure staff understand current branch plans and procedures.
Communicate branch profitability goals, manage costs and marketing efforts, and monitor expenses against budget.
Partner with branch operations staff to complete and review monthly certification packages.
Ensure branch audit performance, operational quality control, and compliance with Bank procedures and state and federal regulations.
Direct day-to-day branch operations, approve large deposits and withdrawals, review daily reports, and decide on NSF and overdraft exceptions within established authority limits.
Model and enforce superior customer service, manage mystery-shop results, coach staff, and address customer issues before escalation.
Handle complex business and consumer account transactions and servicing needs, resolve difficult customer issues, and work with staff to improve the customer experience.
Develop and execute sales, relationship-building, and community strategies aligned with branch goals, including outreach, appointments, networking, and event participation.
Research the branch market area and implement sales techniques to generate new accounts and deposits.
Coach staff on sales skills, product knowledge, customer profiling, relationship growth, and cross-selling.
Implement plans to contact prospective customers, explore their needs, and refer small-business credit opportunities to the loan department.
Partner with the Area Manager and SVP Regional Sales Manager on joint marketing and cross-selling efforts.
Promote the Bank’s CRA policies and programs and participate in professional, civic, and community activities; complete at least 10 CRA volunteer hours per year.
Manage schedules, confirm accurate timecards, assess staff performance, address performance-management situations, and complete mid-year and/or annual evaluations.