Branch Manager

Poppy Bank•Fremont, CA

18d•$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, client service, product sales, security, and safety, in accordance with the Bank’s objectives. The position is expected to work in the 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; sets expectations and coaches employees; monitors branch performance; and conducts performance and compensation reviews. The role directs daily branch operations, maintains operational quality and audit readiness, oversees expenses and profitability, and ensures staff follow established procedures. The Branch Manager leads customer service, retention, sales, relationship-building, and community engagement efforts. This includes developing sales strategies, growing deposits and accounts, identifying cross-selling opportunities, supporting small-business credit referrals, resolving complex customer issues, and promoting the Bank’s CRA policies and programs. The position supervises at least two branch employees and provides ongoing operational guidance, training, and development. The role requires flexible hours in some cases beyond scheduled hours and local travel during the business day, with occasional out-of-area and overnight travel. The work is performed in a non-confined office-type setting, typically with quiet to moderate noise.

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 of experience 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 local business-related community organizations.
Proficiency with Word, Excel, Outlook, and banking programs.
Ability to work flexible hours, including 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.

Responsibilities

Hire, develop, train, and staff the branch to support high-quality customer service.
Meet individually with direct reports at least monthly to discuss team needs and career goals, documenting coaching opportunities.
Ensure staff are trained in sales and service techniques and communicate policy and procedure changes.
Promote core deposit growth through in-branch sales promotions and monitor branch trends, performance, and customer activity.
Address employee non-performance, conduct annual performance and compensation reviews, and maintain staff awareness of security and safety procedures.
Communicate branch profitability goals, implement cost controls and income-generation and marketing efforts, and monitor expenses against budget.
Partner with branch operations staff to complete and review monthly certification packages.
Maintain accountability for branch audit performance, operational quality control, and compliance with Bank procedures and applicable regulations.
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 limits.
Promote superior customer service, manage mystery shops, and coach staff toward customer-service goals.
Resolve customer issues proactively, assist with account servicing, and handle complex business and consumer account transactions.
Develop and execute sales, relationship-building, and community strategies aligned with branch goals.
Research the branch market and implement sales techniques to generate new accounts and deposits.
Coach staff on sales skills, product knowledge, customer profiling, relationship growth, and quality referrals.
Implement plans to contact prospective customers, identify needs, and cross-sell bank products and services.
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.
Complete at least 10 hours of CRA volunteer service per year.
Manage two or more branch employees, provide ongoing operational guidance and development, assess performance, complete evaluations, assist with schedules, and confirm accurate timecards.