Business Banking Manager

Sunwest Bank•Irvine, CA

About The Position

Works under the general supervision of the Branch/Area Manager and is responsible for the efficient operation of the Bank’s branch network, including operational integrity, efficient branch processes, bank products, service standards, security, and safety in accordance with the Bank’s objectives. Provides a superior level of customer service and promotes a service and sales culture through coaching, guidance, and staff motivation. Provides leadership, training, and supervision to branch staff. Maintains expertise in risk management and branch policies and procedures, and monitors and audits branch offices for compliance. Acts as a point of escalation for questions and problem resolution. The role is responsible for client satisfaction and retention, transaction approvals within assigned limits, branch staffing and performance, employee development, audit readiness, operational controls, compliance, and process improvement. It also includes opening and closing the branch, participating in branch meetings and training, preparing reports, and completing special projects as requested by management. The position has supervisory responsibilities and must follow the Bank’s compliance policies and procedures.

Requirements

Basic knowledge of retail product philosophy, policy, procedures, documentation, and systems.
Thorough knowledge of retail products and services.
Proven client-service and interpersonal skills.
Effective selling, cross-selling, and referral skills.
Strong mathematical, problem-solving, and negotiation skills.
Ability to analyze client credit data and related financial information.
Ability to read, count, and write accurately to complete documentation and reports.
Ability to see, hear, and speak to communicate with employees and customers.
Ability to meet the physical demands described, including lifting, moving, and carrying up to 40 pounds.

Responsibilities

Ensure client satisfaction and account retention through quality service.
Handle client requests and complaints promptly, professionally, and courteously.
Understand and comply with Bank policies, procedures, and regulations governing job responsibilities.
Approve transactions within assigned limits.
Lead and participate in daily warm-up sessions and monthly branch staff meetings covering products, sales, service, and soundness.
Ensure employees are knowledgeable about Bank products.
Hold branch keys and alarm code; open and close the branch.
Manage staffing, branch performance, appraisals, promotions, salary actions, and terminations.
Plan and adhere to the staffing budget and minimize employee turnover.
Provide timely and accurate performance appraisals, counseling, and status changes; exercise sound judgment and comply with policy regarding promotions and salary actions.
Develop employees and provide training as needed.
Ensure satisfactory audit ratings; manage operational metrics to minimize risks and losses; maintain standards for controls, certifications, monetary transactions, security, and account-opening activities; and ensure staff are trained and follow procedures and Bank guidelines.
Communicate Bank policies, procedures, and regulations to branch personnel and keep staff informed of changes.
Identify opportunities to improve processes and operational performance; review business-specific work processes and propose and prioritize changes for the branch environment.
Champion process changes and initiatives.
Prepare reports and complete special projects as requested by management.
Participate in training deemed necessary by the Bank.
Achieve individual and branch goals and contribute to the success of the Bank.
Follow the Bank’s compliance policies and procedures as required by the Compliance Department.
Demonstrate professionalism in communication, attitude, and teamwork with customers, peers, and management.
Demonstrate quality work, attendance, and appearance; adhere to company policies, procedures, safety regulations, and applicable laws.
Attend training and maintain knowledge of procedures for compliance with financial-institution laws and regulations relevant to the position, including BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology, and GLBA.
Perform additional duties related to the position as assigned.