Branch Manager

West Coast Community Bank • San Mateo, CA

13d • Onsite

About The Position

The Branch Manager oversees all daily operations of the Bank’s high-volume headquarters branch in San Mateo. The role ensures staff adherence to Client Service Standards and sets a leadership example through actions that support the Bank’s Core Values. The Branch Manager provides managerial oversight, coaching, feedback, training, and performance management for branch staff, and handles complex client issues, complaints, and transactions. The role promotes Bank products and services, supports client onboarding and branch targets, communicates policy and process changes, and participates in a community civic event on behalf of Santa Cruz County Bank. The position is on-site and may require travel between company locations as needed.

Requirements

• A.A. in Business Administration or Finance, or equivalent experience.
• 5–7 years of branch operations experience in a banking environment.
• 2–3 years of supervisory experience.
• Excellent organizational, communication, and time-management skills.
• Thorough knowledge and understanding of Bank products.
• Knowledge of branch audit and certification processes.
• Good understanding of regulatory and compliance issues.
• Excellent employee performance-management skills.
• Ability to effectively address and resolve personnel matters.
• Strong work ethic and attendance; regular, predictable attendance is required.
• Ability to complete mandatory compliance and training courses successfully.
• May be required to obtain Notary Certification.
• Ability to meet the physical demands of the job, including standing, sitting, talking, hearing, reaching, stooping, kneeling, using hands and fingers to operate office equipment, and light to moderate lifting.
• Ability to work occasional evenings and weekends as business demands dictate.

Responsibilities

• Oversee all aspects of branch operations and risk controls, including service quality, audit controls, and loss prevention.
• Ensure branch staff adhere to Client Service Standards and support the Bank’s Core Values through their actions.
• Lead, motivate, train, develop, and cross-train direct reports; provide coaching and feedback as needed.
• Support recruiting, hiring, and training of new employees.
• Set annual KPIs and goals for direct reports and complete performance reviews on time.
• Manage performance oversight, including time, attendance, and timesheet administration in accordance with company guidelines.
• Conduct weekly staff meetings to communicate policy, procedural, technical, systemic, product, and service updates.
• Address client needs, including highly complex issues, complaints, and transactions.
• Offer, promote, and refer Bank products and services to new and existing clients to meet individual and branch targets.
• Support new-account activities, including onboarding accounts when necessary.
• Complete mandatory compliance and training courses on time and successfully.
• Participate in an external community civic activity or event on behalf of Santa Cruz County Bank.
• Obtain Notary Certification if required.
• Perform other duties consistent with the Bank’s business needs and the scope and level of the role.
• Travel between company locations as needed.

Benefits

• Medical, dental, and vision plans
• Vacation and sick leave
• Paid holidays
• Paid volunteer time
• Employer-paid life insurance
• 401(k) with employer matching
• Ongoing training, professional development, and career advancement opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: Associate degree