Branch Manager I

Woodforest National Bank•Newark, NY
•Onsite

About The Position

The Branch Manager leads a Woodforest National Bank branch as a business owner, spending most of their time at the branch engaging customers and team members to drive sales and increase deposits. The role develops customer relationships through strategic partnerships and community involvement and is accountable for exceptional service, relationship growth, and operational excellence. The manager oversees branch performance, resources, compliance, security, cash handling, and expenses; leads and develops staff; promotes banking, lending, and investment solutions; and builds a technology-forward banking experience. The role also includes community business development and outreach, with travel of up to 25% for business development and community engagement.

Requirements

  • High school diploma or equivalent.
  • At least 5 years of progressive banking, sales, or customer service experience and 1 year of leadership experience; alternatively, a bachelor's degree and 3 years of progressive banking, sales, or customer service experience; or successful completion of the Branch Manager in Training program and at least 6 months of applied MIT experience.
  • Strong interpersonal skills, sales acumen, and comfort with technology-driven banking solutions.
  • Proactive in pursuing business outside the branch; comfortable with outside sales.
  • Goal-oriented, disciplined team leader with strong interpersonal skills and sales aptitude.
  • Open to direct coaching and feedback.
  • Able to work flexible or extended hours to meet business needs and demonstrate reliability.
  • Effective problem-solving skills and ability to remain composed and positive with customers and colleagues.
  • Knowledge of, or ability to quickly learn, products, services, policies, procedures, regulatory guidelines, and sales and service processes.
  • Ability to maintain confidentiality, follow directions, and apply policies, procedures, and guidelines.
  • Strong organizational, prioritization, and multitasking skills, with accuracy and attention to detail in a fast-paced environment.
  • Ability to understand instructions, forms, and applications and familiarity with financial statements and credit reports.
  • Must maintain a mobile device compatible with the Cisco Duo app for secure authentication.

Responsibilities

  • Operate the branch as a business owner, driving performance, managing resources, and making decisions that support long-term growth and profitability.
  • Lead the team in achieving sales goals and expectations, and measure results.
  • Focus branch operations on deposit growth and wealth management referrals.
  • Manage branch operations, including compliance, security, cash handling, and expense control.
  • Ensure customers receive warm, personalized, solution-oriented service.
  • Coach staff to identify customer needs and recommend banking and investment solutions.
  • Drive client acquisition, strengthen relationships, promote lending solutions, and refer clients to wealth management services.
  • Build relationships in the local community and position the branch as a trusted financial partner.
  • Collaborate with Retail Partners on joint engagement opportunities.
  • Lead community outreach with Community Development Relationship Managers in support of local initiatives and events.
  • Ensure adherence to ethical standards, bank policies, procedures, and regulatory guidelines.
  • Recruit, develop, and retain talent and build a high-performing team.
  • Lead adoption of digital banking tools and help staff and customers use them confidently.
  • Resolve customer concerns empathetically and with ownership, ensuring timely and satisfactory outcomes.
  • Maintain operational excellence through audits, reporting, and continuous process improvement.
  • Make personnel and employment decisions for the assigned branch or location.
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