Branch Manager

Poppy Bank•Santa Monica, CA

13d•$74,880 - $101,200•Onsite

About The Position

The Branch Manager is responsible for the administration and efficient daily operation of a full-service bank branch, including operations, client service, product sales, security, and safety, in accordance with the Bank’s objectives. The position works in an office and ensures compliance with Bank policies and procedures and applicable state and federal banking regulations. The manager hires, develops, trains, and supervises branch staff; monitors performance and career development; communicates policy and procedure changes; and manages employee schedules and timecards. The role is accountable for branch operational quality, audit performance, regulatory compliance, customer service, sales growth, profitability, and security. It directs daily branch operations, handles complex customer matters, oversees approval of transactions and exceptions within established authority, and manages expenses and reporting. The Branch Manager develops and executes sales, relationship-building, and community strategies; coaches employees on sales and service; identifies opportunities to grow customer relationships and deposits; and collaborates with area and regional leaders on marketing and cross-selling. The role also promotes the Bank’s CRA policies and programs and completes at least 10 hours of CRA volunteer service annually. Local travel is required, with occasional out-of-area and overnight travel.

Requirements

Proven sales ability and documented branch growth.
At least 7 years of experience in a branch environment.
At least 5 years of branch management experience.
At least 3 years managing complex business and consumer accounts.
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 business-related local community organizations.
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 properly insured vehicle for work-related driving.

Nice To Haves

Notary Public.

Responsibilities

Hire, develop, train, and supervise branch staff, ensuring appropriate skills and staffing levels.
Meet individually with direct reports at least monthly to discuss team needs and career goals, and document coaching opportunities.
Ensure staff training in sales, service, security, safety, and changes to policies and procedures.
Promote core deposit growth through in-branch sales promotions and monitor branch performance trends, including deposits, transaction counts, and cost of funds.
Communicate branch progress and policy changes to staff, investigate significant changes in customer or branch status, and inform the VP Area Manager of potential issues.
Address non-performance, conduct annual performance and compensation reviews, and manage employee schedules and timecards.
Manage branch profitability, cost controls, income generation, marketing efforts, and expenses within budget.
Partner with Branch Operations Officer or Branch Operations Specialist on monthly certification packages and review them before submission.
Ensure strong audit performance, operational quality control, and compliance with bank procedures and state and federal regulations.
Participate in and direct daily 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.
Model and enforce superior customer service, manage mystery shops, and coach staff toward branch service goals.
Proactively resolve customer issues, handle complex business and consumer account transactions, and assist with difficult account servicing needs.
Develop and execute sales, relationship-building, and community strategies aligned with branch goals.
Research the branch market area and implement techniques to generate new accounts and deposits.
Coach staff on sales skills, product knowledge, customer profiling, prospecting, cross-selling, and quality referrals.
Collaborate 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, participate in professional, civic, and community activities, and complete at least 10 CRA volunteer hours per year.
Provide ongoing operational guidance, training, and development; assess staff performance and complete mid-year and/or annual evaluations.