Branch Manager

Spero Financial•Greenville, SC

About The Position

The Branch Manager is responsible for driving branch production by leading by example and communicating tactics and best practices to the branch team. The manager ensures the branch meets organizational, financial, operational, and service-excellence goals, monitors growth targets, and maintains high-quality service by helping teammates educate members about Spero Financial products and services. Responsibilities include providing direction, developing and motivating staff, and providing ongoing coaching. The role also works proactively with support departments and other member-serving channels, including TellerLink and Lending, to provide a frictionless member experience. The ideal candidate has strong interpersonal and communication skills, attention to detail, adaptability, and professionalism, and supports Spero Financial’s mission, vision, and values. The position requires maintaining knowledge of applicable compliance requirements, completing required training, and following relevant policies and procedures.

Requirements

  • Two to five years of similar or related retail branch experience.
  • A bachelor’s degree, specialized or formal certifications or licensing equivalent to a bachelor’s degree, or a combination of related skills and experience.
  • Strong interpersonal and communication skills, attention to detail, adaptability, and professionalism.
  • Ability to resolve first-level conflicts, build relationships, and solicit cooperation through contact with people inside and/or outside the organization.
  • Ability to handle confidential discussions with discretion, diplomacy, and tact.
  • Maintain knowledge of and comply with BSA, CIP, USA Patriot Act, OFAC, and AML requirements and applicable Spero Financial policies and procedures.

Responsibilities

  • Take appropriate steps to correct unsatisfactory conditions in the branch.
  • Conduct operational and sales/service training and coaching with branch staff.
  • Provide monthly and in-the-moment coaching and performance evaluations, and recommend appropriate personnel actions.
  • Respond to member questions, concerns, and complaints courteously and promptly, escalating as necessary.
  • Monitor branch operational and sales activities for compliance with Spero Financial policies and procedures, and report discrepancies.
  • Facilitate on-the-job training for team members.
  • Build relationships with members, community organizations, Select Employee Groups (SEGs), other financial institutions, and similar groups, and pursue business development opportunities.
  • Lead and coordinate branch sales efforts through outbound calling, onboarding, and referrals to meet goals.
  • Approve and monitor branch time-off requests.
  • Perform other job-related duties as assigned.
  • Complete required BSA, CIP, OFAC, and AML training at least annually and comply with applicable policies, procedures, and regulations.
  • Maintain comprehensive knowledge of the Bank Secrecy Act, Customer Identification Program, USA Patriot Act, and Office of Foreign Assets Control requirements.
  • Identify and report unusual or suspicious activity relevant to the department, as applicable.
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