VP, Area Manager

Poppy Bank•San Rafael, CA

13d•$120,500 - $160,500

About The Position

The Area Manager oversees Branch Managers and supports the sales and operational performance, employee recruitment and development, and conduct of assigned Retail Branches. The role provides oversight for multiple branches in Alameda, San Rafael, Corte Madera, Millbrae, San Mateo, and San Francisco’s Financial District. The position is responsible for branch operations, regulatory compliance, sales leadership, employee performance, and community engagement, and directly supervises Branch Managers. The Area Manager works with bank leaders and branch teams to improve branch performance, ensure sound operational practices and customer service, develop sales and marketing efforts, and support the growth of assigned branches. The role also includes regional travel and at least 10 hours of CRA volunteer activity annually; volunteer time is compensable and mileage is reimbursed.

Requirements

Bachelor’s degree in Banking, Finance, Business Administration, or a related field, or an equivalent amount of directly related work experience.
At least 8 years of progressive branch operations and/or sales management experience in financial services or banking.
At least 5 years of management or supervisory experience.
Solid technology skills, including intermediate proficiency with Microsoft Office (Outlook, Word, Excel, SharePoint, and PowerPoint) and banking software applications.
Excellent written and verbal presentation and communication skills.
Excellent organizational and time-management skills, with the ability to prioritize and manage workload and promote urgency in others to meet deadlines and goals.
Excellent customer service, relationship management, and business development skills.
Knowledge of marketing, sales, financial, managerial, and leadership principles; broad knowledge of banking operations, policies, products, and applicable regulations.
Excellent problem-solving, decision-making, critical-thinking, and strategic-thinking skills, with strong attention to detail and data accuracy.
Ability to analyze trends, processes, and procedures and develop innovative, effective performance-improvement solutions.
Strong business acumen and ability to understand organizational direction, priorities, and goals.
Strong leadership and interpersonal skills; professional demeanor, ability to collaborate with diverse teams, and success achieving results through others.
Flexibility to travel regionally.
Ability to perform the described physical and mental activities, including lifting and carrying up to 10 pounds and operating basic business equipment in a professional office setting; reasonable accommodations may be made.

Responsibilities

Ensure compliance with Bank policies and procedures and applicable state and federal banking regulations.
Meet individually with direct reports to determine branch needs and provide support; organize monthly meetings with assigned Branch Managers.
Manage employee performance, compensation, recruiting, career development, and performance counseling; ensure branch manager and other branch openings are promptly filled.
Visit branches at least monthly to review operational consistency, sales and marketing efforts, and implementation of new products and services.
Collaborate with the VP Branch Operations Officer to identify operational deficiencies and guide Branch Managers in correcting deficient certification packages.
Track and review daily area performance, prepare summary reports, communicate standings, and develop action plans for improvement.
Review Vital View Dashboards to monitor branch trends.
Coach Branch Managers and teams, recognize accomplishments, and support exceptional service to external clients and internal partners; manage mystery shop results and coach branches toward their goals.
Collaborate with the VP Training & Development Officer to identify knowledge deficiencies in sales and service metrics and guide corrective coaching.
Review and approve monthly and quarterly incentives for accuracy and qualification.
Encourage cross-training across assigned branches to strengthen sales, operations, and bank knowledge.
Manage, schedule, and direct New Account Floater Employees to branches that request coverage.
Work with Branch Managers to ensure timely and accurate completion of operational duties, including callbacks, internal audits, and monthly certifications, and enforce policies and regulatory compliance.
Ensure branch processes and procedures are followed and support satisfactory audit results.
Monitor activities affecting efficiency and profitability, including employee turnover, fee waivers, and operational losses, with a focus on reducing costs and increasing branch income.
Perform other job-related duties or special projects as assigned.
Provide senior-level guidance and support to branches regarding annual goals.
Partner with Branch Managers and the SVP-Regional Sales Manager to generate new accounts, cash management services, and deposits through outreach, meetings, networking, and community events.
Work with Branch Managers and the SVP-Regional Sales Manager on joint marketing plans and cross-selling efforts.
Implement tactical plans to call on prospective and new customers, identify needs, and cross-sell bank products and services.
Work with the SVP-Regional Sales Manager to drive area sales and performance and provide strategic direction for branch growth and development.
Engage and support Branch Managers in community development and service in communities served by the branch network.
Complete at least 10 CRA volunteer hours per year; volunteer hours are typically scheduled during business hours, are compensable, and mileage is reimbursed.
Directly supervise Branch Managers, including training, coaching, and performance management.