Branch Service Manager
About The Position
The Branch Service Manager manages the branch office and is responsible for providing superior client service and overseeing operational activity at the assigned location. The role manages all branch personnel, including staff development, interviewing, coaching, cross-training, and motivation. It requires maintaining a high level of confidentiality and exercising sound judgment in matters involving customer financial information, employee records, security procedures, and branch operations. The position is performed in a branch setting, with some external business activity. It requires strong communication and leadership skills, the ability to handle difficult situations and change, and the ability to multitask and make fast, accurate decisions. The role may also function as a Business Banker and performs as a mortgage loan originator. Additional duties may be assigned by management.
Requirements
- High school diploma.
- Five years of banking experience.
- Three years of management experience.
- Strong communication and leadership skills.
- Ability to maintain a positive attitude, handle difficult situations, and remain open-minded.
- Ability to handle change, stress, and pressure.
- Ability to coach, cross-train, and motivate employees.
- Ability to deal with customers and employees professionally.
- Ability to multitask, make fast and accurate decisions, and stay organized.
- Initiative and good judgment to determine customer, staff, and branch needs.
- Knowledge of bank policies and procedures.
- Spontaneous decision-making skills.
- Ability to maintain confidentiality and handle sensitive customer and employee information.
Nice To Haves
- College degree or currently attending college.
- Eight years of banking experience.
- Five years of management experience.
Responsibilities
- Manage the branch office and assume responsibility for its administrative and operational duties.
- Ensure appropriate service levels for potential and existing clients, including clients of the Private Bank or Orange Wealth Management.
- Develop and manage branch staff.
- Conduct interviews for available positions.
- Conduct monthly staff meetings, including operational and security meetings.
- Motivate, coordinate, and monitor employee interactions with clients to ensure service standards are met.
- Maintain appropriate product knowledge to assist clients and identify cross-selling opportunities; ensure branch staff have the knowledge needed for their roles.
- Take a leadership role in maintaining the bank’s culture.
- Pay attention to the bank building and equipment.
- May function as a Business Banker.
- Ensure audit outcomes and internal controls align with documented policies and procedures.
- Perform as a mortgage loan originator and ensure complete mortgage packages are submitted.
- Perform daily, weekly, and monthly operational audits.
- Perform additional duties assigned by management.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
High school or GED
