Branch Manager

CENTRAL BANCOMPANY, INC.•Tulsa, OK

39d•Onsite

About The Position

The Branch Manager builds, develops, coaches, and manages a successful team within a branch or branches. This role acts as a team leader responsible for supervising the retail area and is accountable for the overall profitability and efficient operation of the retail area of the branch. The Branch Manager collaborates with the Retail Sales Manager, Lending Division President, and other branch staff on the overall management of the branch, including strategic planning and attaining established branch sales goals, objectives, deposit growth, and staff development. This role shares in the responsibility of branch growth, ensures standard operating procedures are followed, and provides guidance and training to branch personnel on operating problems, handling exceptions, and adjustments. The Branch Manager also assists internal and external auditors, acts as a resource for retail employees and other departments regarding customer issues, and resolves complex customer problems. A thorough understanding of Central Bank of Oklahoma’s (CBOK) services, operations, and organization is required, along with the ability to communicate this understanding and refer inquiries appropriately. The role actively participates in the STEP program, attends sales and STEP training, utilizes STEP program initiatives, and works with senior management to set and achieve STEP goals. Additionally, the Branch Manager makes referrals for banking products and services, actively solicits business through joint calling efforts, and develops an annual Branch Business Plan. This role is responsible for recruiting and developing staff to ensure proper staffing levels, completing accurate performance management reviews and individual development plans, and reviewing and monitoring individual staff compensation. Personnel administration, including training, development, coaching, counseling, and performance reviews, is a key responsibility. The Branch Manager also makes recommendations and decisions on hiring, discipline, promotion, transfers, and termination of staff. The role meets retail sales goals related to product sales, referrals, and deposit growth, implements the sales strategy through leading sales meetings and coaching, and teaches sales skills by setting an example. Understanding and practicing security procedures, including robbery response and post-robbery procedures, is essential. The Branch Manager maintains security controls to prevent fraud and risk, monitors security procedures, and ensures staff understanding and compliance. Ensuring staff understanding of their role in case of robbery and proper post-robbery procedures is critical. The role also ensures staff's thorough knowledge of compliance and regulatory issues, such as Bank Secrecy Act and various Regulations, and their appropriate application in daily operations. Attendance at all required training is mandatory.

Requirements

Bachelor’s degree or equivalent combination of education, training and experience that provides the required knowledge, skills and abilities.
5-7 years of professional experience in bank retail and operations functions preferred.
Extensive supervisory and managerial skills preferred.
Thorough knowledge of regulatory policies and procedures and banking industry standards.
Thorough knowledge of bank products and services.
Management and coaching skills for leading staff.
Demonstrated skill in soliciting business for bank deposit products and services.
Ability to identify client needs, present banking solutions and bank products.
Ability to recognize closing opportunities and retain and grow customer relationships.
Knowledge of Spreadsheet software and Word Processing software.
Ability to operate office equipment including computers, calculators/adding machines, telephones, voice mail, electronic typewriters, copy machines, fax machines, and security devices.
Ability to read, write, and speak English.
Excellent verbal, listening and communication skills.
Strong customer relations skills and ability to work with employees and customers in a cooperative manner.
Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
Ability to compute rate, ratio, and percent.
Possess good judgment skills.
Ability to make decisions, research and solve problems, work independently, handle confidential information and manage multiple tasks.
Ability to deal with problems involving several concrete variables in standardized situations.
Ability and desire to represent Central Bank of Oklahoma in the community.
Ability to accept and facilitate change, caused by customer demand, corporate needs, or regulatory requirements.
Willingness to assume additional responsibilities/duties/projects as they arise.
Must maintain a current, valid driver’s license and an acceptable driving record for bank insurance purposes.

Responsibilities

Builds, develops, coaches, and manages a successful team within a branch or branches.
Acts as a team leader responsible for supervising the retail area.
Responsible for the overall profitability and efficient operation of the retail area of the branch.
Collaborates with Retail Sales Manager, Lending Division President, and other members of the branch staff on the overall management of the branch.
Participates in strategic planning and attaining established branch sales goals, objectives, deposit growth, and staff development.
Ensures that standard operating procedures are being followed.
Provides guidance and training to branch personnel on operating problems, handling of exceptions and adjustments.
Assists internal and external auditors with regular audit functions.
Acts as a resource to retail employees and other divisions and departments of the Bank with regard to customer issues.
Resolves more complex customer problems.
Understands and maintains a thorough knowledge of Central Bank of Oklahoma’s (CBOK) services, operations, and organization; communicates this understanding to others when appropriate, and refers inquiries and correspondence to the proper department or individual.
Actively participates in STEP program; attends appropriate sales and STEP training; utilizes STEP program initiatives; works with senior manager to set STEP goals and makes every effort to reach targeted goals.
Makes referrals to other business units for traditional and non-traditional banking products and services.
Actively solicits business through joint calling efforts with a Bank partner.
Develops annual Branch Business Plan.
Recruits and develops staff to ensure proper staffing levels.
Ensures accurate and complete performance management reviews and individual development plans are completed on a consistent and timely basis.
Reviews and monitors individual staff compensation (merit and incentive compensation) to ensure competitiveness and appropriateness to skill and knowledge.
Responsible for personnel administration, such as training and development, coaching, counseling, and performance reviews.
Responsible for recommendations and decisions on hiring, discipline, promotion, transfers, and termination of staff.
Meets retail sales goals as related to product sales, referrals, and deposit growth.
Implements the sales strategy for CBOK by leading weekly sales meetings, daily huddles, and both formal and informal coaching.
Teaches sales skills by setting the example.
Acquires understanding of security procedures; practices established procedures.
Understands role in case of robbery, whether victim or bystander, and knows proper post-robbery procedures.
Maintains prescribed security controls to protect against fraudulent operations and unnecessary risk or exposure.
Monitors and reviews bank’s security procedures and ensures staff’s thorough understanding and full compliance of bank’s security procedures.
Ensures staff’s understanding of their role in case of robbery and proper post-robbery procedures.
Ensures staff’s thorough knowledge and understanding of compliance and regulatory issues relating to teller and customer service areas (i.e. Bank Secrecy Act, Regulations CC, E, DD, P, etc.) evidenced by appropriate application of these regulations in day-to-day operations.
Attends all required training.
Manages one subordinate supervisor who supervises all employees in the teller area of the branch.
Is responsible for the overall direction, coordination, and evaluation of this unit.
Directly supervises non-supervisory employees in the customer service area of the branch.
Carries out supervisory responsibilities in accordance with the organization’s policies and applicable laws.
Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.
Represents Central Bank of Oklahoma in the community.
Accepts and facilitates change, caused by customer demand, corporate needs, or regulatory requirements.
Assumes additional responsibilities/duties/projects as they arise.
Maintains a current, valid driver’s license and an acceptable driving record for bank insurance purposes.