Branch Manager

Poppy Bank•Walnut Creek, CA

2d•$74,880 - $107,525•Onsite

About The Position

The Branch Manager administers and oversees the efficient daily operation of a full-service bank branch, including operations, customer service, product sales, security, and safety, in accordance with the Bank’s objectives. The position works in the office and ensures compliance with Bank policies and procedures and applicable state and federal banking regulations. The role leads branch staff, manages operational quality and performance, supports customer retention, develops sales and community relationships, and oversees branch profitability. The Branch Manager is expected to manage two or more branch employees, provide ongoing guidance and development, assess performance, and assist with scheduling and timecard accuracy. The role also requires travel, 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.

Nice To Haves

Notary Public certification.

Responsibilities

Hire, develop, train, and coach branch staff; ensure appropriate staffing and sales and service skills.
Meet individually with each direct report at least monthly to discuss team needs and career goals, and document coaching opportunities.
Communicate branch goals, performance, policy and procedure changes, and training needs to staff.
Manage employee performance, conduct annual performance and compensation reviews, and address non-performance in accordance with Bank policies and procedures.
Maintain and communicate security and safety procedures, and ensure staff training on those procedures.
Manage branch profitability by implementing cost controls, income generation, marketing efforts, and expense monitoring.
Partner with branch operations personnel on monthly certification packages and review them before submission.
Oversee branch audit performance, operational quality control, corrective actions, and compliance with Bank procedures and applicable regulations.
Direct day-to-day branch operations, approve large deposits and withdrawals, and review and approve daily reports.
Review NSF and overdraft reports and approve or decline exceptions within established authority limits.
Promote superior customer service, manage mystery shops, and coach staff toward customer service goals.
Resolve customer issues proactively, assist with account servicing and complex transactions, and help prevent issues from escalating.
Develop and execute sales, relationship-building, and community strategies aligned with branch goals.
Research the branch market area and implement sales techniques to generate new accounts and deposits.
Coach staff on sales skills and product knowledge, customer profiling, relationship deepening, outreach, and referrals.
Partner with the Area Manager and SVP Regional Sales Manager on joint marketing and cross-selling efforts.
Refer small-business credit opportunities and work with the loan department to facilitate applications.
Promote the Bank’s CRA policies and programs and participate in professional, civic, and community activities; forward related documents or requests to the CRA Officer as needed.
Complete at least 10 hours of CRA volunteer work per year; volunteer hours are typically scheduled during business hours and are compensable, with mileage reimbursed.
Provide ongoing operational guidance, training, and development; assess staff performance, complete mid-year and/or annual evaluations, assist with schedules, and confirm accurate timecards.