Branch Manager

Washington Trust Bank Careers-posted 1 day ago
$31 - $46/Yr
Full-time • Manager
Onsite • Lewiston, ID
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This position embodies the Washington Trust Bank culture, by remaining focused on client experience in all aspects of their decisions. To meet this expectation this position is responsible for managing the branch as a business. Demonstrating positive leadership behaviors through team motivation and development while leading by example. Manage sales and business development by identifying referrals and prospects and calling on clients/prospects to achieve sales goals while training their team to do the same. Provides quality client service, sales, operations, administration and staff development for assigned branch. Supports the market in community involvement efforts.

  • Manages reactive and proactive expansion to ensure development and retention of profitable relationships and assures appropriate targeting, tracking, and recognition occurs.
  • Provides sales support, training, coaching, mentoring and development to all branch staff and ensures that core competency and development plan documentation for all staff is completed.
  • Responsible for marketing Washington Trust banking products and services including preparing for client calls, making sales calls, and call follow-up.
  • Identifies opportunities and continually prospects for new clients.
  • Generates leads through existing relationships; asks Centers of Influence (COI) and other referrals sources and all new clients for referrals.
  • Provides support and assistance to relationship managers throughout the bank.
  • Meets regularly with the regional manager to give feedback on branch strategies and plan for further growth of the branch.
  • Perform compliance and risk management duties as required or assigned.
  • Develop branch strategies for implementation of sales programs to meet sales, service and profitability goals.
  • Develops and implements growth plans tailored to bring in new clients and increase consumer and small business market penetration.
  • Expand and retain existing clients by asking the right questions; utilizes needs-based selling.
  • Reports on results will be recorded and reported on a regular basis.
  • Manages team to achieve branch and market goals, strategies and initiatives.
  • Manages and motivates team to achieve sales goals and activities.
  • Conducts and facilitates consistent sales one-on-one, and all-staff meetings.
  • Participating in and promoting team involvement in community organizations and business development activities when appropriate.
  • Provides professional financial advice, guidance and solutions to client inquiries and problems.
  • Works with other managers and staff to proactively meet client needs in a responsive, efficient manner, across department lines.
  • Demonstrate a high level of product knowledge and have excellent client service.
  • Supports staff in a variety of client needs and concerns including complaints and compliance concerns.
  • Act as relationship manager for consumer and small business banking clients, when appropriate.
  • Take responsibility and ownership of the client experience by bringing on new clients and expand as needed for all of their financial needs.
  • Manages client base to meet bank goals, strategies and initiatives.
  • Coaches to all corporate sponsored training programs.
  • Directly conducts coaching with the assistant manager, training, human resource functions and staff development activities.
  • Ensure that core competency and development plan documentation for all staff is completed.
  • Provides sales support, training, coaching, mentoring, and development to all branch staff.
  • Works with regional manager, when necessary and human resources in recruitment and hiring process.
  • Performs compliance and risk management duties as required or assigned.
  • Ultimately responsible for all regulatory and compliance activity within the branch including overseeing of the branch audit.
  • Incorporates effective internal controls into all relevant work processes.
  • Maintains a comprehensive understanding of internal controls, focusing specifically on key controls.
  • Ensures timely updates to internal controls documentation when changes occur in risk parameters and/or workflow.
  • Accountable for complying with bank policies and procedures, and governmental regulatory requirements as written in bank policy and procedure documentation.
  • Manage branch to proactively identify and prevent fraud situations.
  • Train teams to identify and manage risk effectively, staying current on fraud and risk trends to minimize impact to the bank and clients.
  • Ensure teams are equipped with the necessary tools and knowledge to proactively mitigate risk-related situations.
  • Provides overall direction for the branch sales and service delivery.
  • Monitors and manages specific budget areas as assigned by regional manager.
  • Participates in community affairs and activities and various bank functions, which may include after hours and weekend involvement.
  • Conducts other duties as assigned by the manager.
  • 1-3 Years of management experience required.
  • Excellent verbal and written communication skills in all levels of the bank, inter-division as well as cross-department.
  • Goal oriented, self-motivated and enthusiastic.
  • Ability to sell products & services to clients.
  • Demonstrates strong sales management and leadership skills.
  • Demonstrates strong self and staff development skills including team recognition, motivation and conflict resolution.
  • Ability to prioritize workflow, solve client or staff problems and manage multiple tasks.
  • Positively supports the Bank and leads team through policy, philosophy and guiding principles.
  • Required to maintain the security and confidentiality of Bank and client information.
  • Completion of all appropriate Loan Origination, Sales, Service and appropriate training.
  • May be required to have or obtain a Mortgage Loan Originator registration number through the Nationwide Mortgage Licensing System & Registry (NMLS)
  • High degree of PC based technical skills, including proficiency with the Microsoft Suite of products.
  • Regular, reliable attendance required.
  • Schedule may vary, must be flexible.
  • Health
  • Financial
  • Retirement
  • Work/Life Benefits
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