Branch Manager

Prevail Bank•Town of Medford, WI

21d•Onsite

About The Position

The Branch Manager oversees the branch’s day-to-day retail operations and ensures that operations comply with policies and procedures adopted by the Board of Directors. This working supervisor schedules, supervises, coaches, and provides direction to Tellers and Bankers while supporting customers directly, including with retail banking and consumer lending needs and complex customer concerns. The role promotes professional, accurate, courteous, and efficient service and ensures staff are trained to explain bank products and services, cross-sell, and make referrals. The Branch Manager supports sales promotions, helps attract new customers and deepen existing relationships, monitors branch performance indicators, and participates in community and other bank activities. The role also supports policy and procedure documentation, regulatory compliance, staff training, branch meetings, customer issue resolution, and consistent service standards. Travel to bank offices, training sessions, customer meetings, and bank or community meetings is required. The work environment is typically moderately noisy, with occasional exposure to moving mechanical parts and outside weather conditions.

Requirements

Four-year degree or significant related business experience.
Three to five years of Teller/Banker experience.
Ability to work under stress and handle difficult situations.
Skills required in a typical office environment, including Microsoft Word and Excel, communication skills, and use of office equipment.
Ability to read, analyze, interpret, and implement regulations, laws, business periodicals, professional journals, technical procedures, and governmental regulations.
Ability to draft letters, business correspondence, reports, and policy and procedure manuals, and to present information and respond to questions from groups and individuals.
Ability to define problems, collect data, establish facts, draw valid conclusions, and interpret technical instructions and problems involving abstract and concrete variables.
Ability to adapt quickly, remain composed under pressure, and attend carefully to transaction details and corrections.
Ability to respond to customer needs and establish effective working relationships with customers.
Ability to manage and coach staff, manage personal priorities, and delegate work appropriately.
Ability to perform basic mathematical calculations required for teller work.
Clear oral and written communication skills for a variety of audiences and staff levels.
Ability to apply selling techniques, develop sales, create interest in products, and cross-sell products and services.
Understanding of negotiation concepts for financial services and ability to seek win-win customer solutions while protecting the bank’s interests.
Comfort using online and mobile banking products and assisting customers with common questions.
Ability to manage time, prioritize tasks, and meet deadlines.
Ability to work collaboratively across the bank.
Valid driver’s license for required travel.
Ability to meet the stated physical demands, including regularly lifting or moving up to 10 pounds and occasionally up to 50 pounds.

Nice To Haves

Previous supervisory experience.
Ability to speak a foreign language.

Responsibilities

Oversee day-to-day branch retail operations and ensure compliance with bank policies, procedures, and applicable federal and state banking regulations.
Assist with developing policies, manuals, and supporting documentation, and communicate revised policies and procedures to staff.
Work with the Compliance Department to support regulatory compliance and communicate regulatory requirements to coworkers.
Track branch performance indicators, including new accounts and use of electronic services.
Schedule branch meetings to discuss branch and bank activity.
Provide retail banking and consumer lending services directly to customers, including handling complex concerns.
Ensure customer inquiries are handled promptly and by the appropriate individual; use discretion in addressing customer problems and complaints.
Approve checks and other transactions in accordance with bank policies.
Observe staff and ensure customer-service procedures are consistently followed and staff are trained and accountable to service expectations.
Understand, use, promote, and sell digital services; assist customers with common online and mobile banking questions and troubleshooting.
Manage and coach retail staff, conduct performance reviews, and help select, train, motivate, and monitor staff performance.
Prepare schedules that provide appropriate staffing during peak customer traffic periods.
Assist with developing and delivering periodic in-branch training on security, regulatory compliance, and operational matters.
Support the bank’s overall sales effort and established sales goals, including individual goals and goals for referrals and retail products or services.
Participate in retail product campaigns and conduct sales role-play exercises with retail staff.
Maintain knowledge of bank products and services and refer customers to appropriate bank departments.
Participate in community activities and assist with other bank activities as requested.
Follow attendance and work-hour standards and perform other duties as required.