VP, Area Manager

Poppy Bank•San Rafael, CA

12d

About The Position

The VP, Area Manager oversees Branch Managers and supports the sales and operational performance, employee recruitment, development, and conduct of assigned Retail Branches. The role provides oversight for multiple locations, including Alameda, San Rafael, Corte Madera, Millbrae, San Mateo, and the San Francisco Financial District. It ensures compliance with Bank policies and procedures and applicable state and federal banking regulations. The position manages branch leadership and staffing, monitors area performance, conducts regular branch visits, supports operational compliance and audit readiness, and guides sales and customer-service efforts. It works with the VP Branch Operations Officer, VP Training & Development Officer, SVP-Regional Sales Manager, and Branch Managers to address operational and knowledge gaps, develop improvement plans, grow branch sales, and strengthen community relationships. The role also includes direct supervision of Branch Managers and regional travel. The position requires at least 8 years of progressive branch operations and/or sales management experience in banking or financial services, including at least 5 years of management or supervisory experience. A bachelor’s degree in Banking, Finance, Business Administration, or a related field is required, or an equivalent amount of directly related work experience. The posted salary range is $120,500–$160,500, depending on experience and other factors.

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 the financial services or banking industry.
At least 5 years of management or supervisory experience.
Intermediate proficiency with Microsoft Office applications, including Outlook, Word, Excel, SharePoint, and PowerPoint, and familiarity with banking software applications.
Excellent written and verbal presentation and communication skills.
Excellent organizational and time-management skills, including the ability to prioritize and manage workload and instill urgency in others to meet deadlines and goals.
Strong customer service, relationship management, and business development skills.
Knowledge of marketing, sales, financial, managerial, and leadership principles, along with broad knowledge of banking operations, practices, policies, products, and applicable regulations.
Strong problem-solving, decision-making, critical-thinking, and strategic-thinking skills, with attention to detail and data accuracy.
Ability to analyze trends, processes, and procedures and develop innovative, effective solutions to improve performance.
Strong business acumen and ability to understand organizational direction, priorities, and goals.
Strong leadership and interpersonal skills; ability to present a positive, professional image, collaborate with diverse teams, and achieve results through others.
Ability to engage in regional travel.
Ability to operate basic business equipment in a professional office setting and perform the position’s described physical and mental activities, with reasonable accommodations where applicable.

Responsibilities

Ensure compliance with Bank policies and procedures and applicable state and federal banking regulations.
Meet regularly one-on-one with direct reports to identify branch needs and provide support.
Organize and lead monthly meetings with assigned Branch Managers.
Address employee performance, compensation, recruiting, career development, and performance counseling.
Manage Branch Manager and branch staff openings to ensure positions are promptly filled.
Conduct branch visits 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 behaviors reflected in deficient Certification Packages.
Track and review daily area performance, compile summary reports, communicate standings, and develop and direct action plans for improvement.
Review Vital View Dashboards to monitor branch trends.
Coach Branch Managers and teams, build professional relationships, and communicate positive accomplishments.
Manage mystery shop results and coach branches toward customer-service goals for external clients and internal partners.
Collaborate with the VP Training & Development Officer to identify sales and service knowledge deficiencies and guide Branch Managers in correcting them.
Review and approve monthly and quarterly incentives for accuracy and qualification.
Encourage employee cross-training across assigned branches.
Manage, schedule, and direct New Account Floater Employees to branches requesting coverage.
Work with Branch Managers to ensure timely and accurate completion of operational responsibilities, including callbacks, internal audits, and monthly certifications.
Ensure operational processes and procedures are followed and audit attainment is satisfactory.
Monitor branch 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 outbound calls, meetings, networking, and branch and community events.
Develop joint marketing plans and cross-selling efforts with Branch Managers and the SVP-Regional Sales Manager.
Implement tactical plans to call on prospective customers, explore their needs, and cross-sell bank products and services.
Work with the SVP-Regional Sales Manager to drive area branch 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 bank.
Complete a minimum of 10 CRA volunteer hours per year; these hours are typically scheduled during business hours, are compensable, and mileage is reimbursed.
Directly supervise Branch Managers, including training, coaching, and performance management.
Travel regionally as needed.