Branch Manager

Poppy Bank•Walnut Creek, CA

1d•Onsite

About The Position

The Branch Manager is responsible for the administration and efficient daily operation of a full-service bank branch, including operations, client service, product sales, security, and safety, in accordance with the Bank’s objectives. The position works in an office and ensures compliance with Bank policies and procedures and applicable state and federal banking regulations. The Branch Manager leads and develops branch staff, monitors branch performance, directs daily operations, and is accountable for operational quality, audits, compliance, profitability, customer service, sales, and community relations. The role supervises two or more branch employees and may serve in any branch capacity, including assisting with complex account servicing needs. Travel is required, primarily locally during the business day, with occasional out-of-area and overnight travel.

Requirements

At least 7 years of experience in a branch environment.
At least 5 years of branch management experience.
At least 3 years managing complex business and consumer accounts.
Proven sales ability and documented branch growth.
Excellent interpersonal, verbal, and written communication skills.
Leadership and experience in teamwork or team building and customer service.
Experience hiring, training, coaching, and managing employee performance.
Active involvement in local business-related community organizations.
Proficiency with Word, Excel, Outlook, and banking programs.
Ability to work flexible hours, in some cases beyond scheduled hours.
Current California driver’s license and a vehicle with appropriate insurance coverage for work-related driving.

Nice To Haves

Notary Public status is preferred.

Responsibilities

Hire, develop, train, coach, and manage branch staff; assess staffing levels and conduct regular one-on-one meetings, performance evaluations, and compensation reviews.
Address performance issues, manage employee schedules, and confirm accurate timecards.
Promote deposit growth through sales promotions and monitor branch trends, performance, expenses, and profitability.
Communicate goals, policy changes, and procedures to staff, and conduct training as needed.
Maintain knowledge of and enforce branch security and safety policies and procedures.
Partner with branch operations personnel to complete and review monthly certification packages.
Ensure branch performance on audits, operational quality control, and compliance with Bank procedures and applicable regulations.
Participate in and direct daily branch operations, approve large deposits and withdrawals, and review daily reports.
Review NSF and overdraft reports and approve or decline exceptions within established authority limits.
Set an example for superior customer service, manage mystery shops, and coach staff to meet service goals.
Create a welcoming customer and employee experience and resolve complex customer issues before they escalate.
Develop and execute sales, relationship-building, marketing, and community strategies aligned with branch goals.
Research the branch market and implement sales techniques to generate new accounts and deposits.
Coach staff on sales skills, product knowledge, customer profiling, relationship deepening, and cross-selling.
Call on prospective customers, explore their needs, and refer small business credit opportunities to the loan department.
Partner with the Area Manager and SVP Regional Sales Manager on joint marketing and cross-selling efforts.
Promote the Bank’s CRA policies and programs and participate in professional, civic, and community activities.
Complete at least 10 hours of CRA volunteer work annually; volunteer hours are typically scheduled during business hours and are compensable, with mileage reimbursed.