Community Banking Branch Manager - City Avenue

Firstrust Bank•Lower Merion Township, PA

12d•Onsite

About The Position

Firstrust Bank is seeking a Community Banking Branch Manager to lead a Branch Team and/or multiple branches. The primary responsibility is to develop business, provide extraordinary customer service, maintain operational integrity, ensure a professional office appearance, and manage operating expenses. This role directs daily sales, operational, and administrative activities within corporate policies to ensure quality service, employee satisfaction, and profitable operations. The manager fosters a motivational environment with 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 experience 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.
Strong listening and verbal communication skills for extensive business development calls and person-to-person interaction, including managing a branch team.
Excellent interpersonal, analytical, and problem-solving skills.
Ability to communicate and exchange information with all levels of management, clients, and outside vendors.
Ability to apply and estimate analytical data for trends and reporting purposes.
Ability to function in a financial institution/branch environment and utilize standard office equipment.

Nice To Haves

4-year college degree preferred or equivalent experience.
Experience using Salesforce or comparable Customer Relationship Management system preferred.
May be licensed to sell alternative investments and insurance (not required).

Responsibilities

Responsible for the development of new business for Firstrust, identifying customer/prospect needs and suggesting appropriate services.
Actively sells and promotes bank products to potential and existing customers.
Develops business with existing customers, COIs, and prospects through an internal/external calling program to obtain new loans and deposits.
Attains small business loans, deposit goals, and other sales goals as dictated by the branch Scorecard or other qualitative measures.
Builds strong partnerships with various bank departments (Business Banking, Consumer Lending, Commercial Lenders, Private Banking, Mortgage Officers) to meet customer expectations.
Develops and implements a strategic plan and continuously monitors branch performance with an Assistant Manager or senior team member.
Monitors loan, deposit, new account, referral, and balance sheet goals and production, as well as fee income, fee waivers, rebates, and income/expense goals.
Evaluates and submits branch approval requests for fee rebates outside of the branch’s authority level limits.
Utilizes technology and Salesforce (CRM) to manage 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 compliance with federal regulatory guidelines.
Manages the professional development plan for all branch team members, including training, performance reviews, and improvement plans.
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.
Leads a welcoming atmosphere that reflects a commitment to exceptional service, embracing customer service strategies.
Demonstrates teamwork through flexibility and effective communication with other departments to achieve Community Banking objectives.
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.
Makes decisions/recommendations related to hiring, continued employment, and staff development.
Monitors staff performance and implements and monitors improvement plans.
Executes on additional deliverables within clearly communicated deadlines.
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 overall team performance.
Makes all branch decisions within authority level or follows outlined procedure for escalation.
Acts as a team champion for all sales, service, and Firstrust strategic initiatives.
Communicates new policies and procedures to staff 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 pipeline.
Drives consumer loan production through daily calling, pipeline management, and customer profiling.
Coaches branch employees on consultative sales through 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 personnel development and strives to improve performance.
Encourages and supports the training and development of the team in both retail and business products and services.
Develops tactics to meet monthly sales/service goals along with profitability targets.
Communicates clearly and explicitly 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 and other required meetings.
Sets a positive example in all areas of leadership.
Ensures staff knows and complies with all audits, security, and compliance policies and procedures.