Branch Manager I

Woodforest National Bank•Lexington, NC

About The Position

The Branch Manager leads a Woodforest National Bank branch with an entrepreneurial, business-owner mindset, 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 responsible for exceptional service, relationship growth, and operational excellence while embodying the bank’s values of Ownership, Service, Community, and Integrity. The manager oversees branch performance, resources, sales results, deposit growth, wealth management referrals, compliance, security, cash handling, and expenses. They coach staff to identify customer needs and recommend banking and investment solutions, strengthen client relationships, promote lending solutions, and support digital banking tools. They also recruit, develop, and retain team members; lead community outreach and partnerships; resolve customer concerns; and maintain operational standards through audits, reporting, and continuous improvement.

Requirements

  • At least 5 years of progressive banking, sales, or customer service experience and 1 year of leadership experience; OR 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.
  • High school diploma or equivalent.
  • Strong interpersonal skills, sales acumen, and comfort with technology-driven banking solutions.
  • Proactive in seeking business outside the branch; able to lead a team, pursue goals, and perform outside sales.
  • 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 the ability to maintain composure and a positive attitude with customers and team members.
  • Knowledge of, or ability to quickly learn, products, services, policies, procedures, regulatory guidelines, and the sales and service process.
  • Able to maintain confidentiality, follow directions, and apply policies, procedures, and guidelines.
  • Excellent organizational skills, with the ability to prioritize and multitask in a fast-paced environment while maintaining accuracy and attention to detail.
  • Able to understand instructions, forms, and applications, and be familiar 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 by driving performance, managing resources, and making decisions that support long-term growth and profitability.
  • Lead the team to achieve sales goals and expectations, and consistently measure results.
  • Lead branch operations with a strategic focus on deposit growth and wealth management referrals.
  • Manage branch operations, including compliance, security, cash handling, and expense control.
  • Ensure customer interactions are warm, personalized, and solution oriented.
  • Coach the team 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 community relationships and position the branch as a trusted financial partner.
  • Collaborate with Retail Partners on joint engagement opportunities that drive traffic and deepen local connections.
  • Lead community outreach with Community Development Relationship Managers to support local initiatives and events.
  • Uphold ethical and compliance standards and ensure adherence to bank policies, procedures, and regulatory guidelines.
  • Foster transparency, trust, and respect within the team and with customers.
  • Recruit, develop, and retain talent to build a high-performing, values-driven team.
  • Lead a technology-forward banking experience and ensure staff and customers are confident using digital tools.
  • 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.
  • Travel for business development and community engagement, up to 25%.
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