Branch Manager / BDO

NEWFIRST NATIONAL BANK•El Campo, TX

About The Position

The Branch Manager is a results-driven banking professional responsible for leading branch operations, developing staff, managing customer relationships, and growing business. The role focuses on sales performance, achieving financial targets, regulatory compliance, operational excellence, risk management, and exceptional customer service while supporting the bank’s strategic objectives. The Branch Manager develops business and commercial relationships across assigned markets, identifies customer needs and opportunities, and works with lenders, Treasury Solutions, Deposit Operations, retail banking, and other partners to deliver banking solutions. The role also participates in community and industry activities, supports sales campaigns and market-development initiatives, and helps resolve customer issues.

Requirements

  • High school diploma or equivalent.
  • At least 3 years of banking or financial services experience, or branch management experience.
  • Basic knowledge of business banking products, Treasury Management services, and Digital Banking.
  • Strong leadership and team-management skills.
  • Valid driver’s license and ability to travel throughout the assigned market.
  • Strong relationship-building and consultative sales skills.
  • Excellent verbal, written, and presentation skills.
  • Ability to identify customer needs and recommend appropriate financial solutions.
  • Strong prospecting, networking, and business-development abilities.
  • Strong organizational and time-management skills.
  • Ability to work independently while collaborating across departments.
  • Proficiency with Microsoft Office, CRM systems, and banking technology.

Nice To Haves

  • Leadership and management experience.
  • Sales and business-development experience.
  • Banking and operational-compliance knowledge.
  • Customer-service and relationship-management experience.

Responsibilities

  • Manage day-to-day branch operations in compliance with banking policies and regulations.
  • Lead, coach, and motivate sales and customer service staff to achieve performance goals.
  • Develop and execute strategies to increase deposits, loans, investments, and other banking products.
  • Build and maintain relationships with existing and prospective customers.
  • Identify customer needs and recommend appropriate financial products and services.
  • Generate new business through referrals, networking, community involvement, and sales activities.
  • Monitor branch sales performance and prepare regular reports on goals and results.
  • Ensure excellent customer service and resolve escalated customer concerns.
  • Maintain knowledge of banking products, services, policies, and regulatory requirements.
  • Manage risk, security, cash controls, and operational procedures.
  • Support marketing and business-development initiatives to increase the bank’s market presence.
  • Attend supervisor meetings and assist staff with required training.
  • Collaborate with lenders, Treasury Solutions, Deposit Operations, retail banking, and other business partners to identify opportunities and provide comprehensive banking solutions.
  • Manage prospecting, follow-up, relationship development, and retention activities across assigned markets.
  • Transition new relationships to the Treasury Solutions Onboarding Specialist and appropriate operational teams, while staying engaged through account opening, onboarding, implementation, and funding.
  • Maintain commercial client relationships through regular reviews, deposit-needs monitoring, and identification of additional opportunities.
  • Participate in business, industry, community, and professional organizations and events that raise the bank’s visibility and create relationship opportunities.
  • Maintain current knowledge of commercial banking, Treasury Solutions, deposit products, competitor offerings, and market trends.
  • Coordinate with internal departments to assist with customer issue resolution.
  • Support commercial deposit sales campaigns, strategic initiatives, market-development efforts, and department projects.
  • Perform other duties as assigned.
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