Branch Manager

Sunwest Bank • San Clemente, CA

422d • $80,000 - $90,000

About The Position

The Branch Manager at Sunwest Bank is a key leader responsible for overseeing the operations of the branch, driving growth in deposits and loans, and fostering strong relationships within the community. This role involves managing a team of retail associates, ensuring compliance with banking regulations, and achieving sales goals while providing exceptional service to clients.

Requirements

• Bachelor's degree (preferably in Business Administration) or equivalent experience.
• Minimum of 5 years' work experience directly related to branch processes and functions.
• Excellent problem-solving capabilities to establish potential alternatives and solutions to problems.
• Excellent communication skills both orally and in writing.
• Ability to work with all levels of management.
• Broad range of Bank and/or Savings Operational experience.
• Highly organized and capable of handling multiple tasks concurrently.
• Ability to redirect priorities based upon current workload.
• Excellent knowledge of consumer and business banking products.
• Experience with Fiserv or other major core and reporting applications is desired.
• Understanding of Windows-based personal computers and word processing/spreadsheet software, preferably Word and Excel.

Nice To Haves

• Experience in community engagement and relationship building.
• Knowledge of compliance regulations and banking laws.

Responsibilities

• Increase market share by building long-term relationships with local businesses.
• Coach, mentor, and motivate a team of dedicated banking professionals.
• Oversee the day-to-day management of operations and identify opportunities to optimize processes and enhance service levels.
• Lead the branch to achieve established sales goals by generating referral business, new accounts, and managing current clients' accounts.
• Manage and be accountable for the branch office in meeting administrative, compliance, operational, sales, service, and profitability objectives.
• Make regular business development calls to solicit new business (loans, deposits) and/or improve services to clients.
• Oversee and/or train staff to provide clients with appropriate bank products and services.
• Ensure that staff members provide continuous quality service to clients.
• Represent the bank in the community through involvement in various civic and charitable activities.
• Set annual personal performance plan/goals and weekly sales plan/goals for the branch staff.
• Build/enhance business relationships with clients.
• Arrange for appropriate training and cross-training of staff when needed.
• Address and resolve human resource issues.
• Oversee/monitor performance of operations staff to ensure all policies/procedures are compliant with bank guidelines.
• Ensure a satisfactory branch audit is met.
• Maintain safety and security for clients and team members.

Benefits

• Competitive salary between $80,000 - $90,000 per year.
• Opportunities for professional development and training.
• Participation in community and charitable activities.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree