Branch Manager

First Citizens Bank•Meridian, ID

About The Position

The Branch Manager manages sales efforts and associates at a branch location and oversees branch operations with support from an operations specialist. The role includes outbound calling to generate new business and holding the branch sales team accountable for proactive customer outreach. Using their own expertise and that of their team, the manager establishes banking relationships, extends credit, and identifies referrals to specialty partners. The manager oversees team performance and personnel functions, coaches and develops associates, and drives individual and team sales results. They engage customers, prospects, and referral sources through proactive outreach, and may represent the Bank at civic and community events to generate business and identify potential Community Reinvestment Act opportunities. They foster customer-focused service and ensure that sales conversations provide relevant financial guidance. The position also ensures compliance with regulations, bank policies, procedures, and delegated authorities; completes required training; and performs assigned office management duties. Where the role includes taking deposits, it is accountable for transaction accuracy and operational efficiency. The job requires frequent driving to other offices and bank customers; a bank car is not provided.

Requirements

  • Bachelor’s degree and 4 years of experience, or high school diploma/GED/equivalent and 8 years of experience.
  • Experience must be in sales, customer service, lending, or financial services sales, including supervisory experience.
  • Must complete federal registration and annual renewal as required by the SAFE Act.
  • Must possess a valid driver’s license; the position requires frequent driving to other offices and bank customers.

Responsibilities

  • Manage team performance and personnel functions, ensuring operational soundness and execution of plans that deliver customer value and meet the bank’s financial expectations.
  • Set accountability for role expectations and provide one-on-one feedback and coaching to support associate development and results.
  • Leverage the expertise of bank partners, other managers, and team members.
  • Achieve individual and/or team financial, production, and relationship results against assigned metrics and goals.
  • Conduct proactive outreach to customers, prospects, and referral sources to generate business and identify opportunities.
  • Represent the Bank at civic and community events when appropriate, generating business and identifying potential CRA opportunities.
  • Use sales practices that create value for customers and the Bank, with appropriate partnering, planning, and preparation to provide relevant financial guidance.
  • Build collaborative partnerships and initiate conversations to uncover sales and referral opportunities.
  • Listen to customers, ask questions to understand their needs and preferences, and promptly address immediate needs.
  • Seek coaching, support Bank initiatives, and use tools to optimize performance.
  • Comply with regulations, bank policies, procedures, and delegated authorities to manage credit, operational, reputational, regulatory, and legal risks.
  • Complete required training by established deadlines and perform assigned general office management duties.
  • Where responsible for taking deposits, ensure transaction accuracy and operational efficiency.

Benefits

  • First Citizens Bank offers a competitive, thoughtfully designed benefits program intended to meet associates’ needs; further details are available on the company benefits website.
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