The Branch Manager builds, coaches, develops, leads, and motivates a team to provide excellent client service, analyze client needs, and recommend financial solutions that support clients’ financial wellness and goals. The role is accountable for branch operations and compliance, including guiding the team on operational and regulatory procedures and ensuring compliance with operational, security, and audit procedures and timely completion of branch tasks. The Branch Manager leads the team in executing the Branch Playbook and achieving branch goals, with a strong focus on acquiring and growing small business relationships. The position also serves as a market leader in the local community and/or designated business area. The Branch Manager grows business through client retention, expansion, and acquisition; builds community networks and centers of influence; and partners with internal business lines to acquire clients and deepen existing relationships. The role manages staffing and scheduling, recruits and onboards teammates, and provides coaching and performance management. It also oversees day-to-day branch activities, client service, security, risk, and regulatory compliance. Work on Saturdays is required as directed by management. Occasional travel, including overnight stays, is expected.
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Job Type
Full-time
Career Level
Manager
Education Level
High school or GED