Branch Manager

Poppy Bank•Fremont, 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 oversees staffing, sales and service performance, branch operations, customer retention, and community relations, and is expected to manage two or more branch employees. Travel is required, primarily local during the business day, with occasional out-of-area and overnight travel. The role includes a minimum of 10 hours of CRA volunteer service per year. These hours are typically scheduled during business hours, are compensable, and mileage is reimbursed. The position is in a non-confined office-type setting, typically with quiet to moderate noise levels. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Requirements

Minimum of 7 years of experience in a branch environment.
Minimum of 5 years of branch management experience.
Minimum of 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, such as Rotary or a Chamber of Commerce.
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.
Ability to perform the described duties, including frequent writing, typing, speaking, listening, use of basic business equipment, sitting, walking, standing, reading, detailed work, problem solving, client contact, reasoning, math, presentations, and handling concurrent tasks and interruptions.
Ability to occasionally lift up to 15 pounds, pull, squat, kneel, and reach.

Nice To Haves

Notary Public certification preferred.

Responsibilities

Hire, develop, train, and manage branch employees, ensuring appropriate skills and staffing levels and providing ongoing operational guidance and coaching.
Meet individually with each direct report at least monthly to discuss team needs and career goals, documenting conversations for coaching opportunities.
Ensure staff training in sales and service techniques, communicate policy and procedure changes, and arrange additional training as needed.
Monitor branch trends and performance through the Vital View Dashboard, communicate progress to staff, investigate significant changes in existing customer status, and inform the VP Area Manager of potential issues.
Address non-performance, including termination in accordance with Bank policies and procedures, and conduct annual performance and compensation reviews for direct reports.
Maintain knowledge of security and safety policies, follow established procedures, and ensure staff are trained on branch security and safety plans.
Communicate branch profitability goals, manage costs and marketing efforts, and monitor expenses against budget.
Partner with the Branch Operations Officer or Branch Operations Specialist to complete and review monthly certification packages.
Ensure branch audit performance, operational quality control, compliance with published procedures, and adherence to Bank policies and applicable regulations; initiate corrective actions as needed.
Participate in and direct daily branch operations, approve large deposits and withdrawals, and review and approve daily reports according to published procedures.
Review NSF and overdraft reports and approve or decline exceptions within established authority limits.
Promote superior customer service through example, meetings, presentations, mystery-shop management, and staff coaching.
Create a welcoming experience for customers and employees, model a positive customer-first attitude, and manage client issues before escalation.
Handle complex business and consumer account transactions and servicing needs, resolve difficult issues diplomatically, and serve as a resource for staff.
Develop and execute sales, relationship-building, and community strategies aligned with branch goals, including outbound calls, in-person meetings, networking, and events.
Research the branch market and implement sales techniques to generate new accounts and deposits.
Coach staff on sales skills and product knowledge, customer profiling, relationship growth, and cross-selling.
Implement plans to call on prospective customers, identify their needs, and refer suitable bank products and services.
Partner with the Area Manager and SVP Regional Sales Manager on joint marketing and cross-selling efforts.
Refer small-business credit opportunities and work with the loan department to facilitate applications.
Coach staff to initiate quality referrals and participate in community and professional activities.
Promote the Bank’s CRA policies and programs, participate in professional, civic, and community activities, and forward related documents, comments, or requests to the CRA Officer as needed.
Complete at least 10 hours of CRA volunteer service annually.
Assess employee performance, address performance-management situations, complete mid-year and/or annual evaluations, assist with schedules, and confirm accurate timecards.