Regional Manager - Branch Banking (Western Region)

HERITAGE BANK•Port Orchard, WA

5d•$158,739 - $238,109

About The Position

Heritage Bank is seeking a high performing Regional Manager – Branch Banking to join our team! The ideal candidate will lead and empower our Western Region, 16 branch network to success! In this role, the selected candidate will drive profitability and operational excellence across all assigned branch locations, by directing sales and business development activities, achieving key performance goals, and cultivating a top-tier team through dedicated coaching and performance management. Geographical location for this position is Port Orchard, WA. Other geographical locations within the region will be considered, i.e., Bainbridge, Belfair, Bremerton, DT Tacoma, Gig Harbor, Kingston, Port Angeles, Port Orchard, Port Hadlock, Port Townsend, Poulsbo, Sequim, or Silverdale, WA. This position is Full Time; typical schedule is Monday- Friday 8:00 a.m. to 5:00 p.m.

Requirements

Bachelor’s degree in business administration, Finance or relevant discipline preferred.
8+ years recent community banking and financial services industry experience, with proven leadership ability, managing and developing multi-functional teams, and multiple branch locations with significant deposit and customer base(s) required.
Proven ability to provide professional, responsive customer service; with strong customer service delivery, sales, business development and relationship selling skills. Inspires and fosters team commitment, pride, and trust. Facilitates cooperation and motivates team members to accomplish individual and group goals.
Strong listening, verbal, written, and telephone etiquette business communication skills, including effective questioning strategies and presentation skills; with the ability to read, write, speak, and understand English well.
Strong leadership and managerial skills are required to manage, motivate, and develop teams, to include oversight and management of multiple branch locations managing a significant deposit and customer base(s). Employee development, performance management, training and employee counseling skills required.
Demonstrated ability to develop and manage income and expense budget(s).
Advanced knowledge of all retail job functions and in-depth working knowledge of all retail products and services, consumer and small business lending, account and legal documentation.
Thoroughly understands and applies principles, procedures, compliance requirements, state/federal regulations, and policies related to assigned area of oversight.
Strong analytical reasoning, problem-solving, attention to detail, organizational, data review and time management skills, with the ability to accurately manage multiple assignments, goals, reporting requests and staffing schedules, ensuring priorities are set and commitments and deadlines are met, with minimal direction and supervision.
Strategic approach to decision-making with proven ability to analyze information, develop strategies and deliver results; Demonstrated ability to develop and maintain strong working relationships with all business units to achieve common goals.
Unquestionable integrity in handling sensitive and confidential information required.
Proficient PC experience using MS Office products (Word, Excel, Outlook) and working knowledge of financial services industry core processing and automated banking systems, i.e., Fiserv or equivalent, with the ability to learn and adapt to new technologies quickly.
This position may require National Mortgage Licensing System and Registry (NMLS) registration under the terms of the SAFE Act of 2008. Continued employment in this position with Heritage Bank is contingent upon successful registration and annual re-registration thereafter.
Frequent travel is required, with willingness and flexibility to travel to other branch and customer business locations, which may include overnight travel and extended stay availability, when needed; valid driver’s license, proof of insurance, and access to reliable transportation; or the ability to access and utilize an alternative method of transportation, when needed, to carry out job-related essential functions.

Responsibilities

Responsible for assigned branches achieving established production goals for deposits, loans, fee income, and other corporate goals assigned.
Develops the regions budget and annual business plan to ensure maximum profitability and effectiveness. Participates in the development of region sales goals and strategies. Responsible for the region’s overall financial performance and management of the banking and retail sales activities.
Establishes an effective coaching and mentoring plan and working relationship with assigned management team to ensure success with all business objectives. Develops skills of team through goal-setting, coaching, problem resolution, delegation, training, counseling, and performance management.
Ensures compliance with rules and regulations within assigned region and audit, security, and compliance issues are addressed and resolved in a timely manner. Makes authorized exceptions and approvals to procedure and/or policy to maintain optimal branch performance in service quality, accuracy, efficiency, and risk management.
Resolves escalated customer concerns. Acts as a liaison between branches and support departments.
Works collaboratively with management and Human Resources, recommends staffing levels and approves personnel actions such as hiring, terminations, promotions, transfers, timely performance reviews and salary increases, in accordance with legal and acceptable Bank personnel practices. Completes thorough and appropriate personnel documentation.
Proactively assists branches with business development efforts and participates in joint calls with branch staff or other sales staff. Becomes familiar with the region's top customers. Conduct regional sales meetings to drive results, increase team motivation, introduce new bank initiatives and launch product sales strategies. Actively participates in monthly and/or quarterly branch training and coaching meetings, within assigned region, to ensure consistent and effective communication amongst all branch personnel.
Participates in the development, review, and revision of policies and procedures and communicates them throughout the region. Serves on a variety of committees and/or special projects to consider or implement initiatives that support the Branch Banking network and ensure customer satisfaction. Acts as liaison between branch management, senior management and other business units.
Analyzes effectiveness of product delivery systems, products, marketing efforts, and programs, makes recommendations for changes, as appropriate. Participates in coordinating the successful implementation of marketing and promotional programs for new products and services.
Maintains a comprehensive knowledge of operational policies and procedures and thorough knowledge of branch operations and consumer and small business lending, and in-depth knowledge of all Bank’s products and services.
Represent the Bank in the local community through involvement in professional organizations, activities, and by attending civic and community group meetings and events.