Branch Manager

Watsco•Fayetteville, NC

About The Position

The Branch Manager oversees branch inventory, employees, customer service, order processing, deliveries, and day-to-day branch operations. The role maintains and verifies inventory and transaction records, coordinates with customers and vendors, and ensures that shipments, transfers, deposits, and invoices are handled accurately and promptly. The Branch Manager also evaluates and trains branch personnel, supports payroll and human resources processes, contributes to the annual branch budget, and maintains delivery vehicles and warehouse material-handling equipment. The position communicates with the Regional Operations Manager to support effective branch operations and completes duties assigned by that manager. Work is mostly performed in a traditional office setting, with additional work in a warehouse that may be dimly lit and expose the employee to wet or humid conditions, fumes, airborne particles, chemicals or gases, outdoor weather, extreme temperatures, and loud noise. The role requires frequent computer and telephone use and may involve lifting or carrying items up to 20 pounds, as well as occasional standing, bending, stooping, and walking.

Requirements

  • Ability to read and comprehend informational documentation, procedures, and correspondence.
  • Ability to write correspondence with proper format, punctuation, spelling, and grammar.
  • Ability to communicate effectively with customers and employees in correct English, using a well-modulated, conversational, and professional voice.
  • Ability to follow verbal and written instructions, guidelines, and objectives.
  • Ability to add, subtract, multiply, and divide.
  • Ability to apply common-sense understanding to carry out written or oral instructions.
  • Ability to use a variety of office machines and equipment, including computers, calculators, copy machines, and facsimile machines.
  • Average levels of eye, hand, and foot coordination.
  • Ability to lift or carry moderately heavy objects, equipment, or materials up to 20 pounds.
  • Ability to perform occasional standing, bending, stooping, and walking.
  • Ability to use a computer monitor, keyboard, and telephone extensively.
  • Close, distance, peripheral, and color vision for reading.
  • Ability to talk and hear.
  • Ability to maintain a positive physical appearance when interacting with the public and internal employees.

Responsibilities

  • Maintain all branch inventories and ensure inventory is received accurately and properly.
  • Oversee the job performance and responsibilities of all branch employees and departments, and regularly evaluate branch personnel.
  • Ensure customer service is the branch’s highest priority.
  • Confirm customer shipments and inter-branch transfers are accurate and promptly confirmed.
  • Answer phone calls, assist customers, and maintain an optimal customer delivery schedule.
  • Visit customers routinely to confirm the branch meets their needs and expectations and identify additional sales opportunities.
  • Maintain, approve, and submit the daily Edit List.
  • Verify Back Order notifications and approve all inter-branch transfers.
  • Communicate with vendors about delivery dates and approve special or non-stock orders.
  • Approve customer credit memos and sales orders to be voided, and match voided orders to the Sales Reconciliation Report.
  • Ensure all bank deposits are made daily, potentially more than one.
  • Train branch personnel or request assistance from the corporate Training Coordinator.
  • Report shipping discrepancies to vendors and maintain Discrepancy Reports.
  • Resolve transfer variances and negative on-hand inventory quantities.
  • Review and resolve open Receiving Reports.
  • Review the Open Orders report for authenticity.
  • Resolve sales orders on Problem Hold or Pricing Hold.
  • Process bi-weekly payroll and forward it to the Corporate Payroll Department.
  • Forward documents concerning new employees or employee status changes to Human Resources.
  • Provide input for the branch annual budget.
  • Ensure delivery vehicles and warehouse material-handling equipment are properly serviced and maintained.
  • Approve local and freight invoices.
  • Communicate with the Regional Operations Manager to ensure optimal branch operations and complete duties assigned by that manager.
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