The Branch Manager builds, coaches, develops, leads, and motivates a team to provide excellent client service, understand clients’ needs, and recommend financial solutions that support clients’ financial wellness and goals. The role is accountable for branch operations and compliance, guiding the team on operational and regulatory procedures, and ensuring compliance with operational, security, and audit procedures and timely completion of branch tasks. The manager leads the team’s consistent execution of the Branch Playbook and delivery of branch goals, with a strong focus on acquiring and growing small-business relationships. The role also serves as a market leader in the local community and/or designated business area. The Branch Manager grows business through client retention, relationship expansion, and acquisition; develops community networks and centers of influence; and builds partnerships with internal business partners. The manager oversees staffing, scheduling, recruiting, selection, onboarding, training, coaching, and performance management for the branch team. The position also requires guiding the team on compliance and controls, working Saturdays as directed by management, occasional overnight travel, and routinely operating a motor vehicle with a valid driver’s license. Other duties may be assigned or changed at any time.
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Job Type
Full-time
Career Level
Manager
Education Level
High school or GED