The Branch Manager leads and develops a branch team to deliver 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, including directing the team on operational and regulatory procedures and ensuring timely completion of operational tasks. The Branch Manager leads the team in executing the Branch Playbook and meeting branch goals, with a strong focus on acquiring and growing small business relationships. The manager also serves as a market leader in the local community and/or designated business area. The role involves growing the branch through client retention, relationship expansion, and acquisition; building community networks and referral sources; coaching and managing team performance; and coordinating with business partners. The position works Saturdays as directed by management, may involve occasional overnight travel, and requires routinely and frequently operating a motor vehicle with a valid driver’s license. The work location category is Branch. The position offers a base salary range of $69,000 to $105,000 annually, with placement dependent on factors including skills, experience, and geographic location. It is also eligible for incentive compensation, which may include production, commission, and/or discretionary incentives. The posting refers applicants to a separate list of eligible benefits without specifying them in the description.
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Job Type
Full-time
Career Level
Manager
Education Level
High school or GED