Retail Branch Manager - Exempt Employee

Opportunity Bank of MontanaBozeman, MT
Onsite

About The Position

This role is responsible for the overall management of a designated branch, ensuring compliance with all bank policies, procedures, and regulations. The manager will lead and develop branch retail personnel, promote superior customer service and a successful sales culture, and actively engage in customer relationship management and business development. The position also involves performing teller functions, opening new accounts, and managing branch facilities.

Requirements

  • Carry out the bank's vision and mission.
  • Minimum of 3-5 years of experience in retail banking or a related field.
  • Proven leadership and management skills.
  • Strong understanding of banking regulations and compliance.
  • Excellent customer service and sales skills.
  • Ability to manage a team and foster a positive work environment.
  • Proficiency in banking software and systems.
  • Ability to perform teller functions and manage a cash drawer.
  • Experience in opening new accounts (personal and business).
  • Knowledge of facility management, security, and opening/closing procedures.

Nice To Haves

  • Bachelor's degree in Business Administration, Finance, or a related field.
  • Experience with business development and marketing efforts.
  • Knowledge of cost control and budget management.

Responsibilities

  • Provide overall management of designated branch, including hiring, scheduling, evaluations, and training of new and existing employees.
  • Responsible for day-to-day supervision and leadership including supervision and development of branch retail personnel.
  • Ensure branch is in compliance with all Bank policies and procedures and applicable state and federal banking regulations.
  • Oversee cash limits, security procedures, balancing, and other areas to ensure effective internal control and regulatory compliance.
  • Ensure that branch is operationally sound and achieves satisfactory audits.
  • Perform monthly, quarterly and semi-annual audit functions.
  • Actively promote superior customer service and successful sales culture through training, leading, and coaching staff.
  • Establish, retain, and deepen relationships with existing and new customers through active profiling and needs-based questioning to achieve branch deposit/loan goals and provide excellent customer service.
  • Recognize and refer cross-sale opportunities.
  • Respond to customer inquiries, and handle customer problems and complaints.
  • Counsel customers with special problems or those in disagreement with bank policies or procedures.
  • Perform all teller functions and have a cash drawer as necessary.
  • Responsible for opening new personal and business accounts, as necessary.
  • Responsible for facility management, including security, opening, and closing procedures.
  • Contribute to the overall profitability of the branch.
  • Implement cost controls, income generation, and branch marketing efforts.
  • Monitor expenses to ensure compliance with budget.
  • Engage in business development activities to maintain and expand customer relationships.
  • Perform other related duties as assigned.

Benefits

  • Competitive salary and bonus structure.
  • Health, dental, and vision insurance.
  • 401(k) plan with company match.
  • Paid time off and holidays.
  • Opportunities for professional development and career advancement.
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