Business Banking Manager

Sunwest Bank•San Clemente, CA

14h

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, branch processes, bank products, service standards, security, and safety in accordance with the Bank’s objectives. Provides superior customer service and promotes a service and sales culture through coaching, guidance, and staff motivation. Leads, trains, and supervises branch staff; maintains expertise in risk management and branch policies and procedures; monitors and audits branch offices for compliance; and serves as a point of escalation for questions and problem resolution. The position has supervisory responsibilities and is expected to follow the Bank’s compliance policies and procedures.

Requirements

Basic knowledge of retail product philosophy, policies, 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 of the position, including standing, walking, and squatting for less than 50% of the work shift and lifting, moving, or carrying up to 40 pounds.

Responsibilities

Ensure client satisfaction and account retention through quality service; address client requests and complaints promptly, professionally, and courteously.
Understand and comply with Bank policies, procedures, and regulations; approve transactions within assigned limits.
Lead and participate in daily warm-up sessions and monthly branch staff meetings covering branch products, sales, service, and soundness; ensure employees understand Bank products.
Hold branch keys and alarm code, and open and close the branch.
Manage staffing, branch performance, appraisals, promotions, salary actions, and terminations; adhere to the staffing budget and work to minimize employee turnover.
Provide timely performance appraisals, counseling, and status changes, and exercise sound judgment and policy compliance in promotion and salary decisions.
Develop employees and provide training as needed.
Ensure satisfactory audit ratings, manage operational metrics to minimize risk and losses, maintain standards for controls, certifications, monetary transactions, security, and account opening, and ensure staff training and compliance with 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 optimize branch operations; review business-specific work processes, propose and prioritize improvements, and champion process changes and initiatives.
Prepare reports, complete special projects as requested by management, and 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, teamwork, quality work, reliable attendance, and appropriate appearance; comply with Company policies, safety regulations, and applicable laws.
Attend training and maintain knowledge of procedures and regulations governing financial institutions, 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.