Retail Branch Manager - Non-Exempt Employee

Opportunity Bank of Montana•Great Falls, MT

About The Position

The Retail Branch Manager provides overall management of a designated bank branch, including employee hiring, scheduling, evaluations, training, supervision, and development. The manager ensures the branch follows bank policies and procedures and applicable state and federal banking regulations, maintains effective internal controls and security, and operates soundly with satisfactory audits. The role promotes excellent customer service and a successful sales culture by coaching employees, building customer relationships, identifying cross-sale opportunities, and working toward branch deposit and loan goals. The manager responds to customer inquiries and complaints, handles complex customer concerns, performs teller functions as needed, and opens personal and business accounts as necessary. Under the direction of the Regional Retail Manager, the role contributes to branch profitability through cost controls, income generation, marketing, expense monitoring, and business development. It also oversees facility management, including security and opening and closing procedures, and performs other related duties as assigned.

Requirements

High school diploma or equivalent.
Previous banking or financial industry experience, including knowledge of compliance and bank regulations.
Extensive knowledge of bank operations, products, services, and data processing duties and processes.

Nice To Haves

Three years of progressively responsible leadership experience in staff training and supervision.
Extensive knowledge of industry products, services, policies, procedures, and regulations.
Experience with teller-line and retail banking processes and branch management.

Responsibilities

Carry out the bank’s vision and mission.
Manage the designated branch, including hiring, scheduling, employee evaluations, and training.
Supervise, lead, and develop branch retail personnel.
Ensure compliance with bank policies and procedures and applicable state and federal banking regulations.
Oversee cash limits, security procedures, balancing, and other internal controls.
Ensure the branch is operationally sound and achieves satisfactory audits.
Perform monthly, quarterly, and semi-annual audit functions.
Promote superior customer service and a successful sales culture through staff training, leadership, and coaching.
Establish, retain, and deepen relationships with existing and new customers through profiling and needs-based questioning to support deposit and loan goals.
Recognize and refer cross-sale opportunities.
Respond to customer inquiries and handle customer problems and complaints.
Counsel customers with special problems or disagreements with bank policies or procedures.
Perform teller functions and maintain a cash drawer as necessary.
Open personal and business accounts as necessary.
Manage branch facilities, including security and opening and closing procedures.
Contribute to branch profitability under the direction of the Regional Retail Manager.
Implement cost controls, income generation, and branch marketing efforts.
Monitor expenses for compliance with budget.
Conduct business development activities to maintain and expand customer relationships.
Perform other related duties as assigned.