Bank Branch Manager Jobs

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Branch Manager

TruNorth Bank•Worcester, MA
•$70,000 - $100,000

About The Position

The Branch Manager leads branch customer service, lending, people management, operations, and compliance. The role uses sound judgment within established authorization guidelines to retain customers, strengthen relationships, identify opportunities to improve products and services, and support the Bank’s competitive position. The manager collaborates across departments and participates in community networking, including visits to current and prospective business clients. The manager oversees consumer and home equity loan and line applications and closings, where applicable, and ensures team members are prepared to perform these activities. Mortgage and refinance customers are generally referred to the branch’s Mortgage Originator; the manager may help customers enter online applications when that originator is absent. The role requires maintaining and supporting the team’s knowledge of relevant products, regulations, and processes. The Branch Manager participates in hiring, coaches and mentors the team, maintains communication, sets and manages individual and branch performance plans, and works toward Bank goals. The manager conducts annual evaluations, supports employee development and recognition, fosters a positive and professional work environment, promotes community involvement, and schedules staff while managing overtime. The role is also responsible for branch compliance, risk management, security, audits, reports, inventories, training completion, and adherence to operational procedures, including BSA procedures, overdraft authority, fee waivers, and rebates. The manager protects confidential customer information and information technology resources and follows the Bank’s security policies and practices. The position may involve Saturday and extended hours, schedule flexibility, and travel. Community development service and CRA-qualified volunteerism are encouraged.

Requirements

  • Undergraduate degree or similar coursework or training.
  • Five to seven years of customer service or sales experience.
  • Five to seven years of supervisory experience, with demonstrated success leading, coaching, managing, and motivating others.
  • Strong written and oral communication skills.
  • Excellent customer service skills.
  • Ability to use computer systems and office equipment and learn software systems supporting branch transaction processing.
  • Ability to stand for long periods and lift up to 50 pounds.
  • Flexibility in scheduling; may be required to work Saturdays and extended hours.
  • Travel may be required.
  • Adhere to the Bank’s dress code policy.
  • Maintain an understanding of the HFG mission statement and core values.
  • Ability to work with a diverse workforce and customer base, work independently, and make sound decisions.
  • Ability to participate in opening and closing the branch, oversee the teller line, run the vaults including the cash recycler, and manage the branch scanning process.
  • Ability to perform essential duties satisfactorily, with reasonable accommodations available where applicable.

Nice To Haves

  • Prior Branch Manager experience.
  • Fluency in a second language.
  • Familiarity with the local market.
  • Leadership, coaching, sales, relationship-building, organizational, and performance-evaluation skills.
  • Awareness of business and investment products, mortgages, and lending services.
  • Ability to develop and use teller skills to provide staffing flexibility.

Responsibilities

  • Provide responsive, high-quality customer service and use authorized decision-making to support customer retention.
  • Identify opportunities to improve customer relationships, products, services, practices, and the Bank’s market position.
  • Promote collaboration and communication with other departments.
  • Participate in community networking and visit prospective and existing business clients.
  • Interview customers and take and close consumer and home equity loan or line applications, where applicable; ensure appropriate staff are trained to do so.
  • Refer mortgage and refinance customers to the branch’s Mortgage Originator, and assist with online applications when that originator is absent.
  • Maintain and support team knowledge of consumer and home equity products, regulations, and processes.
  • Participate in hiring; observe, coach, mentor, and communicate with branch staff.
  • Develop, implement, and manage performance plans and goals for employees and the branch; work to meet or exceed Bank goals.
  • Provide input on employee performance management and conduct annual performance evaluations in coordination with appropriate team members.
  • Foster a positive, professional work environment; support employee development, recognition, and career growth.
  • Promote community involvement and ensure the team understands the Bank’s mission, values, goals, and strategies.
  • Schedule staff effectively and manage overtime hours.
  • Ensure compliance with federal and state laws and Bank policies and procedures.
  • Assist with periodic audits, month-end reports, and inventories in a timely manner.
  • Oversee branch security and ensure staff compliance with the security manual and required training.
  • Manage branch risk and ensure adherence to overdraft authority, fee waiver, rebate, and BSA procedures.
  • Protect non-public customer information and IT resources, and follow security policies and practices.
  • Perform other similar duties as assigned or requested by the SVP Retail Banking.
  • Participate in community development service and encourage CRA-qualified volunteerism.

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