Branch Manager Mill Valley Tiburon, CA Assistant Vice President
About The Position
The Branch Manager is an intermediate management-level position responsible for providing leadership and direction to a team in order to grow sales and the client base in coordination with the consumer sales team. The role focuses on growing sales, building customer loyalty, and recommending business strategies or initiatives. It may include managing activities conducted by external organizations and directly managing individuals and sales teams. The position oversees branch sales, service, controls, human resources, planning, and budgeting. The manager sets priorities and expectations, monitors performance and customer satisfaction, ensures compliance and risk controls, and supports employee development, recruitment, and onboarding. Other job-related duties may be assigned as required.
Requirements
- 5–8 years of relevant experience.
- Proven experience managing teams.
- Clear and concise written and verbal communication skills.
- Analytical skills.
- Bachelor’s degree, university degree, or equivalent experience.
Nice To Haves
- Previous experience in banking or the financial industry.
Responsibilities
- Administer branch sales, service, controls, and human-resource management.
- Manage staff to clarify work priorities and activities and maintain high levels of customer service.
- Conduct planning and budgeting to help achieve annual branch goals.
- Hold daily huddles and communicate company goals, business strategies, initiatives, and expectations to staff.
- Monitor performance against branch metrics and implement action plans to enhance customer satisfaction.
- Oversee branch controls and compliance to manage risk and support positive internal audit ratings.
- Identify training needs and career progression opportunities, and work with staff on professional development plans.
- Perform supervisory duties, including performance evaluations, compensation decisions, hiring, disciplinary actions, and terminations.
- Lead recruitment and selection for branch sales and operations roles, and oversee onboarding.
- Assess risk in business decisions, protect the firm’s reputation and assets, follow applicable laws and policies, exercise sound ethical judgment, and transparently escalate, manage, and report control issues.
- Supervise others’ activities and hold employees accountable for maintaining required standards.
Benefits
- Medical coverage
- Dental coverage
- Vision coverage
- 401(k)
- Life insurance
- Accident insurance
- Disability insurance
- Wellness programs
- Paid time off, including vacation and sick leave
- Paid holidays
- Eligible employees may receive discretionary and formulaic incentive and retention awards
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
