Branch Manager

United Bank • Wade Hampton, SC

26d

About The Position

The Branch Manager manages the functions of a full-service bank branch, which may include multiple branches. The role maintains and develops personal and business customer relationships and is accountable for branch sales performance objectives related to deposit growth, investment and fee income, and expense control. The Branch Manager supervises, coaches, and develops branch staff and ensures adherence to bank best practices, policies, procedures, and regulations. Branch deposits normally exceed $25 million to $75 million, either at a single branch or across multiple branches.

The position also oversees branch operations, including account and transaction approvals, cash settlement, audits, and security procedures. It promotes the bank and its services through customer outreach, business development, referrals, and participation in local civic organizations. The role may require travel to other branch locations and opening or closing the branch outside normally scheduled work hours as business needs arise.

Requirements

• At least five years of experience in a management capacity.
• Must possess an NMLS license or obtain one within 90 days of employment.
• Must complete ongoing NMLS training and ensure SAFE Act compliance.
• Strong sales and customer service skills.
• Strong planning and organizational skills.
• Strong communication, problem-solving, and coaching skills.
• Proficiency in Microsoft Office products.
• Demonstrated strong interpersonal skills.
• Ability to be flexible and adaptable.
• Ability to travel to other branch locations as business needs arise.
• Flexibility in work schedule as business needs arise.
• Ability to sit for extended periods.
• Sufficient hand and finger dexterity to operate a computer keyboard, mouse, and other computer components.
• Ability to converse and exchange information with all levels of staff within the organization.
• Ability to observe, perceive, identify, and translate data.
• Ability to travel by air, rail, automobile, and/or bus.

Nice To Haves

• Bachelor’s degree preferred, or equivalent work experience.
• Excellent verbal and written communication skills in Spanish or another additional language are a plus.

Responsibilities

• Leads by example in building existing retail and business customer relationships and developing new consumer relationships.
• Develops new business relationships by identifying qualified prospects, using pre-call planning resources, and following up on external business development calls.
• Achieves branch sales performance goals relating to deposit growth, investment and fee income, and cost control.
• Reinforces sales skills to identify customer needs and recommend appropriate bank products and services.
• Manages and coaches the branch sales team in providing financial solutions to customers.
• Resolves customer problems and inquiries directly or refers them to the appropriate department.
• Complies with bank security and operating policies, procedures, and regulations, including KYC, OFAC, CIP, and Information Security requirements.
• Ensures dual control for vaults and safes containing cash or negotiable items.
• Coordinates with Regional Managers and Human Resources on hiring, performance reviews, discipline, terminations, and salary adjustments.
• Monitors performance and follows action plans to meet monthly branch and/or individual scorecard sales goals consistently.
• Keeps current on bank products and services and shares relevant knowledge with customers and the branch sales team.
• Conducts regular team meetings to share information from seminars, manager meetings, conference calls, and other sources.
• Refers customers to wealth management, brokerage, and commercial representatives as appropriate.
• Manages approval of new accounts and checks for cashing, and signing of official checks and certificates of deposit.
• Oversees settlement of branch cash.
• Conducts audits and oversees completion of monthly and quarterly branch audits.
• Opens and closes the branch in accordance with bank security policies and procedures.
• Participates in local civic organizations to promote the bank, its products, and services.
• Coaches staff and ensures best practices for mystery shops, service standards, and the distribution and discussion of bank marketing materials.
• May manage more than one branch.
• May open or close the branch and work outside normal scheduled hours as business needs arise.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager