Branch Manager

United Refrigeration Inc.•Mesa, AZ

12d

About The Position

The Branch Manager at URI is directly responsible for developing and managing branch business operations to increase sales, profitability, market share, customer satisfaction, and employee satisfaction. The role covers sales, inventory, administration, human resource management, and the maintenance of branch buildings, vehicles, and equipment. The manager works independently with limited day-to-day supervision while coordinating with regional and corporate departments.

Requirements

Bachelor’s degree, college diploma in a related field, or related experience.
Strong knowledge of the HVAC/R industry and at least 5 years of experience.
Experience in warehouse management, planning, staffing, and budgeting, with effective organizational skills.
Good understanding of business practices and sound business judgment.
Ability to work independently and be self-directed with little or no day-to-day supervision.
Ability to work long hours as required.
Ability to travel regularly to meet customers or attend required meetings.
Ability to achieve established goals and profitability levels consistently.
Ability to handle multiple projects at one time.
Ability to deal diplomatically with difficult customers.
Ability to motivate and direct work at all levels of branch employees.
Strong mathematical aptitude.
Above-average sales and marketing skills and attention to detail.
Strong working knowledge of Trend software and related technologies.
Broad knowledge of accounting principles, including budgeting, credit, financial analysis, and basic business practices.
Appropriate sense of urgency and ability to prioritize.
Ability to push, lift, carry, move, and pull up to 75 pounds for up to 15% of the workday; heavier loads require assistance.
Ability to stand for extended portions of the day and remain consistently mobile.
Ability to mount and dismount a forklift and use arms and legs to operate it.
Physical dexterity in the hands and fingers to handle and supply parts.
Ability to drive regularly for work-related purposes.
Ability to review small-print items regularly.

Responsibilities

Perform branch sales management functions, including counter sales, outside sales calls, phone calls, and quote requests.
Manage 30–50 accounts, including sales and gross-margin targets; review accounts annually with the Regional Manager.
Direct and coordinate marketing, promotions, and stock levels for company products, including counter days, telemarketing, sales calls, flyers, promotions, displays, showroom design, marketing, and forecasts.
Plan and implement promotional events, counter days, training, tech talks, and tool days.
Develop and maintain a local mailing list of existing and potential customers, including mailing and email addresses and technicians’ cellular numbers with consent.
Develop and maintain special pricing discounts for key accounts, subject to Regional Manager approval and review.
Communicate company-approved promotions, corporate updates, and general communications to branch employees.
Develop, review, and revise financial and budget information and annual branch business plans.
Attend association and management meetings as required and stay current on industry trends and product changes.
Ensure all areas of work are appropriately staffed and directed; supervise branch personnel and related administration.
Train, coach, mentor, motivate, and orient branch employees; provide annual reviews and consistent feedback and evaluation.
Select, promote, discipline, or recommend the discharge of branch employees in accordance with company personnel policy.
Work with the Regional Manager to communicate sales and operational opportunities or concerns.
Coordinate with Purchasing and Inventory Control regarding new products, obsolescence, and exceptions.
Work with the Credit Department on credit limits, large job approvals, credit holds, and new accounts; process customer credits accurately and promptly.
Review and maintain accurate records and timely filing of required order forms, purchase orders, transfers, waybills, timesheets, and other data.
Ensure company policies are observed and conduct regular security and safety audits, maintaining required documentation.
Ensure inside and outside facilities and grounds are maintained and meet legal compliance standards.
Resolve customer-service and operational concerns promptly.
Respond daily to branch exceptions on reports, perform cycle counts, and maintain inventory-control accuracy.
Manage the cash box, bank deposits, floats, record keeping, and reporting requirements.
Complete special projects assigned by the Regional Manager.
Provide consistent and fair leadership and guidance to branch employees.