Branch Manager

Horicon BankWauwatosa, WI

About The Position

Role Summary: The Branch Manager coaches and manages staff to promote Horicon Bank as a full-service bank; demonstrates sales leadership and models efficient, professional, and accurate service. The Branch Manager is the primary contact for Horicon Bank's most valued deposit customers, establishes and retains banking relationships; oversees the operation and maintenance of location. This role is responsible for managing frontline staff, coordinating schedules and ongoing staff training.

Requirements

  • High school diploma and a minimum of five years previous banking and/or five years of management experience.
  • Expert knowledge of bank products and services, including the rules, regulations, polices, and procedures.
  • Detailed understanding of core systems, Office Suite, and programs used within the frontline function.
  • Ability to plan and prioritize work, handle multiple tasks concurrently; exercise good judgment in all areas of responsibility; and work effectively under pressure and deadlines.
  • Strong leadership qualities with ability to evaluate performance, train, and provide coaching on an ongoing basis.
  • Ability to communicate expectations effectively and generate engagement and support.
  • Ability to resolve conflict and deescalate difficult situations in a tactful and courteous manner.
  • Exceptional customer service skills with ability to problem solve and effectively communicate, both verbally and in writing, with customers, employees, and prospects.

Nice To Haves

  • Previous experience with new account opening desired.

Responsibilities

  • Enthusiastically support the Bank sales function by providing exceptional service to internal and external customers of the Bank.
  • Manage, evaluate, and recognize the performance of their direct reports and ensure the Onboarding Policy is followed for new employees by providing continuous feedback.
  • Monitor product sales and referrals, to measure branch performance and success.
  • Coach and develop frontline staff's sales skills.
  • Communicate policies and procedures to keep employees informed of changes and developments with new services, marketing efforts, etc.
  • Hold regular staff meetings.
  • Demonstrate knowledge and understanding of bank products and services, as well as those offered by our competitors.
  • Develop a familiarity of highly valued customers through personal contact and internal reports.
  • Anticipate branch needs and manage staff schedules and time off requests to meet business needs and ensure a positive customer experience.
  • Open and maintain deposit accounts, business accounts, and other banking services, process transactions timely and accurately.
  • Follow depository compliance, Truth in Savings, and provide account disclosures.
  • Ensure security and internal control procedures and policies are strictly followed.
  • Maintain all audit requirements.
  • Notify compliance of any suspicious activities or questionable transactions.
  • Represent and promote the bank at sponsored events in the community to generate referrals through community, civic and volunteer efforts.
  • Oversee facility maintenance to ensure a professional and clean appearance of bank facility and grounds.
  • Process donation requests, reference Giving Mission guidelines and provide all necessary documentation to internal departments for completion.
  • Assist employees with questions and concerns relating to internal Bank operations.
  • Update knowledge and develop professionally on a continuing basis.
  • Participate in internal and external training and development opportunities as required.
  • Perform other duties as may be necessary to fulfill the responsibilities of this role.
  • Fully complies with all applicable enterprise policies and procedures.
  • Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act.
  • Responsible for reporting suspicious activity to the AML/CFT team.
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