Floating Branch Manager

Bank of Greene•City of Hudson, NY

About The Position

The Floating Branch Manager administers and oversees the efficient daily operations of the branch office or offices to which they are assigned. The role develops deposit and loan business, delivers a superior level of customer service, and promotes a service-oriented culture through coaching, guidance, and staff motivation. The manager provides leadership, training, and supervision to Assistant Managers, Financial Service Representatives, and Tellers to ensure customer service expectations are met. The position also oversees branch compliance, security, cash management, staffing, internal controls, reports, vault operations, and safe deposit box procedures. The manager participates in business development and community activities, supports bank products and services, and performs the duties of an Assistant Manager, Financial Service Representative, or Teller when needed. The role requires obtaining an MLO number through the Nationwide Mortgage Licensing System & Registry and a New York State Notary Public credential.

Requirements

  • Bachelor’s degree in business or finance preferred, or equivalent work experience.
  • Minimum of two years’ experience in a financial institution; managerial experience preferred.
  • Strong analytical, problem-solving, and decision-making skills to uncover and resolve customer and employee issues.
  • Ability to communicate effectively verbally and in writing.
  • Strong computer skills, including knowledge of Microsoft Word and Excel.
  • Ability to build customer relationships that enhance the bank’s overall marketing effort.
  • Detail-oriented, with strong organizational skills and a high degree of accuracy.

Nice To Haves

  • Bachelor’s degree in business or finance.
  • Managerial experience.
  • Previous sales experience.

Responsibilities

  • Engage in business development activities and meetings within the branch market to develop customer relationships involving deposit accounts and loan originations.
  • Attend and actively participate in regional business development meetings.
  • Use interpersonal and customer service skills, tact, and diplomacy when dealing with customers and employees.
  • Manage and motivate employees to provide exceptional customer service.
  • Oversee branch functions to ensure compliance with bank policies and procedures.
  • Ensure security procedures are followed, the branch is operationally sound, and audits are satisfactory.
  • Maintain appropriate branch and teller cash levels within established limits; order and ship branch cash through the Federal Reserve.
  • Maintain staff schedules for adequate coverage, conduct performance appraisals, and issue disciplinary notices as needed.
  • Participate in employee meetings to discuss goals, operational issues, and bank products and services.
  • Undertake community leadership and service responsibilities focused on the Community Reinvestment Act, including attending community events and, when practicable, serving as a board member.
  • Maintain confidentiality of all information obtained.
  • Approve customer and bank transactions within authority limits.
  • Meet attendance and punctuality expectations.
  • Learn and use the core operating system and related software.
  • Perform Assistant Manager, Financial Service Representative, and Teller duties and assist in those duties when necessary.
  • Follow bank policies and procedures for check approvals and overrides.
  • Oversee review and maintenance of internal control logs and daily and monthly reports.
  • Oversee vault and safe deposit box procedures.
  • Obtain an MLO number through the Nationwide Mortgage Licensing System & Registry.
  • Obtain a New York State Notary Public credential.
  • Immediately report suspicious currency transactions or activity to the immediate supervisor or BSA Officer.
  • Complete training in the proper filing and logging procedures for large currency transactions and the sale of monetary instruments before assuming duties.
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