The Branch Manager leads and develops a branch team to provide excellent client service, understand clients’ needs, and recommend financial solutions that support their financial wellness and goals. The role is accountable for branch operations and compliance, including guiding the team on operational and regulatory procedures and ensuring operational, security, audit, and task-completion requirements are met. The manager leads consistent execution of the Branch Playbook and branch goals, focuses on acquiring and growing small business relationships, and serves as a local community or business-area leader. The position also involves growing the business through client retention, relationship expansion, and acquisition; building community networks and referral sources; coaching and managing teammates; and partnering with other lines of business. The role is based at the Amherst, New York branch, includes occasional overnight travel, requires routine and frequent motor-vehicle operation with a valid driver’s license, and may require Saturday work as directed by management.
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Job Type
Full-time
Career Level
Manager
Education Level
High school or GED