AVP & Branch Manager

First National Bank of Pasco•Lutz, FL

22h•Onsite

About The Position

This position is responsible for administering operations of the branch office. Core duties and responsibilities include providing personnel management for branch staff, managing overall branch office operations, and coaching and leading by example to promote sales efforts of branch employees. The role is also responsible for maintaining the office building, grounds, equipment, and fixtures. The Branch Manager occasionally takes and processes consumer loan applications and closes loans, and performs Customer Service Representative (CSR) and Teller functions. They prepare reports for management as required, sell financial institution products and services, and follow up after initial sales encounters. This role establishes and helps attain internal performance objectives for branch office business volume, deposits, loan portfolios, and audit report quality. They review staff members for formal performance evaluations, recommend salary adjustments, and counsel employees when needed. The Branch Manager coordinates staff training, tests branch security equipment, and investigates security issues. They are expected to attend schools, seminars, and meetings to stay updated on laws, regulations, and services. External calling efforts to sell Bank products and services in Pasco County or nearby locales, and internal sales when in the Branch, are key responsibilities. This includes joint calls with Commercial Lenders, Executive Management, and their Supervisor. They provide their supervisor with an external prospect call plan, emphasizing local businesses, and follow up after sales encounters. The Branch Manager represents the Bank in public relations and community affairs, and is encouraged to be directly involved in community organizations, preferably in a leadership role. They refer investment opportunities to the Bank’s investment partner and mortgage loan requests to the residential lending department. Developing a marketing plan to ensure goal attainment and preparing/maintaining external calling reports monthly are also required. A weekly call with their supervisor is scheduled to update on external calling efforts. The role promotes a professional, positive, and proper image of the Bank to the public and employees, and maintains good working relationships with support departments and management. They must adopt First National Bank of Pasco’s philosophies and adhere to Bank policies and procedures, promoting growth by providing qualified referrals to other Bank staff. Other duties as needed or assigned by management will also be performed.

Requirements

Three to five years previous experience as a customer service representative to gain the knowledge of various transactions necessary in order to assist branch staff.
Extensive background in financial institution operating policies and procedures, banking regulations (state and federal), employee developments, and public relations.
Knowledge of basic lending policies and procedures.
Ability to supervise, monitor and evaluate the work of others.
Knowledge of Database software; Internet software; and Word Processing software, Sales Pro/Laser Pro.
In the performance of respective tasks and duties, the employee is expected to maintain knowledge of and ensure compliance with all BSA/AML/OFAC regulations and all other regulatory, security and bank policies.
In the performance of respective tasks and duties, the employee is expected to successfully perform quality work within deadlines with or without supervision, interact professionally with other employees, customers and suppliers; work effectively as a team contributor on all assignments and work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations.

Responsibilities

Provides personnel management for branch staff.
Manage overall branch office operations.
Coaches and leads by example to promote sales efforts of branch employees.
Responsible for maintaining office building, grounds, equipments and fixtures.
Occasionally takes and processes consumer loan applications and closes loans.
Performs Customer Service Representative (CSR) and Teller functions.
Prepares reports for management as required.
Sells financial institution products and services.
Follows up by phone and/or written correspondence after the initial sales encounter.
Establishes and helps to attain internal performance objectives for branch office business volume, deposits, loan portfolios and quality of audit reports.
Reviews staff members for formal performance evaluations and recommends salary adjustments.
Counsels employees when needed.
Coordinates staff training when needed.
Tests branch security equipment and investigates security issues when needed.
Willingness to attend schools, seminars and meetings to keep abreast of laws, regulations and services, as needed.
External calling efforts, selling Bank products and services in Pasco County or nearby locales.
Internal sales when in the Branch.
Joint calls with Commercial Lenders, Executive Management and Supervisor.
Provides supervisor with external prospect call plan, with emphasis on local businesses.
Follows up by phone or written correspondence after the initial sales encounter.
Represents the Bank in public relations activities and community affairs.
Be directly involved in community organizations or groups, preferably in a leadership role.
Refers investment opportunities to Bank’s investment partner.
Refers mortgage loan requests to residential lending department.
Develops marketing plan to ensure goal attainment.
Prepare and maintain external calling reports monthly.
Weekly call with supervisor to update on external calling efforts.
Provide and maintain professional business atmosphere.
Promote a professional, positive and proper image of the Bank to the public and to the employees.
Maintain good working relationship with support departments and management.
Adopt First National Bank of Pasco’s philosophies and adhere to Bank policies and procedures.
Promote growth by providing qualified referrals to other Bank staff.
Perform other duties as needed or assigned by management.