Relationship Banker - Branch Manager I/II

Trustmark Bank•Arlington, MA

About The Position

Responsible for the overall management of a bank branch, its personnel, and its operations to maximize growth and profitability through effective sales, service, and lending activities. The role leads or assists with business development, referrals, customer relationships, and branch performance while ensuring compliance with current regulations and policies. It also includes managing and developing branch personnel, overseeing daily operational and administrative tasks, and potentially representing the bank in community organizations. The posting describes Branch Manager I and Branch Manager II qualification levels.

Requirements

Four-year college education or equivalent banking experience.
For Branch Manager I: three years of platform banking experience, or at least five years of proven and progressive experience in banking, business development, or related financial services.
For Branch Manager I: highly developed supervisory experience or completion of Trustmark’s Development Associate training.
For Branch Manager I: ability to meet sales goals in a retail environment.
For Branch Manager I: basic computer skills and ability to learn internal technology systems.
For Branch Manager I: strong verbal and written interpersonal and communication skills.
For Branch Manager I: time management skills.
For Branch Manager I: exceptional customer service abilities.
For Branch Manager I: extensive understanding of Retail Banking products and services, plus working knowledge of other lines of business.
For Branch Manager II: at least five years of proven and progressive experience in banking, business development, or related financial services. The posting states “five (7) years.”
Must be able to sit for long periods and use a computer keyboard and/or mouse while viewing computer screens.

Nice To Haves

Proven experience managing a loan portfolio.
Registration with the National Mortgage Licensing System and Registry (NMLS) may be required.

Responsibilities

Lead or assist with business development, referrals to other lines of business, increasing wallet share, fee income, deposits, and loans in alignment with the bank’s priorities and needs.
Conduct sales calls and customer meetings.
Take and process loan applications, interview applicants, clear exceptions and past dues, manage the loan portfolio, and help and serve customers.
Stay up to date with current regulations and processes.
Ensure branch marketing materials and personnel comply with current regulations and policies.
Guide branch personnel toward strong sales, service, and operations; set a path to meet or exceed goals while mitigating risks and losses.
Conduct productive branch meetings and huddles, emphasizing effective communication, business development, market share, and profitability.
Interview prospective employees.
Mentor, train, coach, and manage branch personnel in day-to-day activities and their individual growth and improvement.
Manage scheduling, performance appraisals, cash items, balancing of ITM, ATM, and cash dispenser, night deposit logs and contracts, safe deposit records, branch audits, employee time reporting, and other typical management duties.
Potentially participate in visible community roles in civic and service organizations.
Perform additional duties as assigned.