Community Banking Branch Manager - Ardmore

First Trust Bank•Ardmore, PA

10d•Onsite

About The Position

The primary responsibility of this role is to manage a Branch Team of employees and/or more than one branch to develop business, provide extraordinary service to customers, maintain operational integrity and a professional office appearance, and manage operating expenses. The role directs the daily sales, operational, and administrative activities of the branch within the framework of corporate policies and procedures to assure good quality service to customers, satisfied and challenged employees, and an efficient and profitable operating branch. The position fosters a motivational environment and a strong sense of service and teamwork.

Requirements

Must be a self-motivated, proven leader with a track record of delivering consistent sales results.
Must have a track record of driving branch performance and fostering a high performing team.
More than 5 years of successful branch management experience required.
High School diploma required.
A working knowledge of Bank operating policies and procedures which impact retail and business services.
A thorough knowledge of the features and benefits of all Bank retail products and services.
Advanced PC Literacy
Experience using Salesforce or comparable Customer Relationship Management system preferred.

Nice To Haves

4-year college degree preferred or equivalent experience.
May be licensed to sell alternative investments and insurance (not required).

Responsibilities

Responsible for the development of new business for Firstrust.
Actively sells and promotes bank products to potential and existing business and consumer customers.
Obtains new loans/deposits through the development and implementation of an internal/external calling program.
Attains small business loans, deposit goals, and other sales goals as dictated by branch Scorecard or other qualitative measures.
Builds strong partnerships with Business Banking, Consumer Lending, Commercial Lenders, Private Banking, Mortgage Officers, and all other partners within the Bank to meet/exceed customer expectations.
Develops and implements a strategic plan and continuously monitors the branch performance with an Assistant Manager or other senior level team member as it relates to all goals.
Monitors loan, deposit, new account, referral, and balance sheet goals and production to achieve consistent scorecard results.
Monitors fee income, fee waivers and rebates, income & expense goals and results.
Evaluates and submits branch approval requests for fee rebates outside of the branch’s authority level limits.
Embraces technology and Sales Force (Customer Relationship Management system) to manage all branch leads and opportunities for themselves and their team.
Ensures branch operates in accordance with all Bank audit and security policies and procedures and ensures branch compliance of all federal regulatory guidelines.
Achieves audit goals.
Manages the professional development plan for all branch team members including specific training related to product knowledge, sales, customer service, compliance, operations and/or technical training.
Writes and delivers annual performance reviews, and performance improvement plans/warnings as needed.
Approves time off, branch schedules, and timesheets for optimum customer service.
Interviews candidates for open positions.
Oversees the monitoring of teller shorts/overs, new account exceptions, loan exceptions, and branch overall cash levels.
Manages all aspects of Branch appearance including facilities, signage, and employee attire in accordance with the Firstrust appearance policy.
Holds self and others accountable.
Demonstrates the behaviors consistent with Firstrust Mission and Values.
Leads a welcoming atmosphere that reflects the commitment to exceptional service, specifically embracing and demonstrating MAGIC of customer service strategies.
Demonstrates teamwork through flexibility and maintains effective communication with other departments to achieve Community Banking objectives and goals.
Partners with all areas of the Bank to provide seamless service to customers.
Develops, implements, and monitors the branch’s performance as it relates to all goals.
Develops tactics to ensure the branch is meeting its goals.
Makes decisions/recommendations related to hiring, continued employment, and staff development to ensure branch success.
Monitors staff performance and implements and monitors improvement plans, as necessary.
Executes on any additional deliverables within clearly communicated deadlines specific to Community Banking.
Manages the attendance of self and team members to required meetings and training classes.
Accountable to achieve goals and develop ongoing tactics to achieve these results.
Continuously seeks and implements ways to improve the overall team performance.
Makes all branch decisions within authority level or follows outlined procedure for escalation to obtain proper approval following Firstrust’s authority matrix.
Team champion for all sales, service, and Firstrust strategic initiatives.
Communicates to staff on new policies and procedures and ensures compliance.
Effectively communicates and implements the bank’s overall mission/vision.
Achieves business loan and deposit goals and other scorecard goals by making calls, networking, and building a necessary pipeline to achieve goals.
Drives the consumer loan production through daily calling, daily pipeline management, and daily customer profiling.
Coaches branch employees on consultative sales by real-time coaching observations.
Provides guidance and direction to all staff members and ensures their development through one-on-ones, coaching, counseling, and training.
Takes an active role in the development of personnel and is always striving to improve their performance.
Encourages and supports the training and development of the team in both retail and business product and services.
Develops tactics to meet monthly sales/service goals along with profitability targets.
Communicates clearly and explicitly the employees’ daily, weekly, and monthly goals.
Schedules appointments, manages pipelines, actively participates in outside networking opportunities that lead to business generation, attends Business Banking Meetings as well as other meetings as required.
Sets a positive example in all areas of leadership.
Ensures the staff knows and complies with all audits, security, and compliance policies and procedures, specifically those updated and communicated within the weekly Community Banking Operations newsletter.