Branch Manager

Description

The Branch Manager is responsible for directing the operations of a bank branch, ensuring compliance with bank policies and procedures including branch security and regulatory compliance, serving as the primary in‑branch leader for consumer lending, small business lending (generally $150,000 or less), branch marketing efforts, managing incoming deposit origination efforts, and recruiting and training employees. The Branch Manager is responsible for the financial and operational success of the branch.

This role requires strong leadership with a focus on managing employee growth and development and attention to customer service excellence.

• Oversee daily branch operations to ensure efficiency and compliance with bank policies and procedures and regulatory requirements.
• Manage the financial performance of the branch by executing strategies to achieve goals and cost saving initiatives to ensure financial metrics are achieved.
• Monitor the branch’s currency and coin position ensuring amounts meet seasonal needs and ensuring compliance with the Bank’s policy to keep currency at a reasonable minimum.
• Oversee process for new deposit and consumer loan account openings, teller transactions, and safe deposit box management.
• Resolve exceptions originated in the branch in a timely manner including general ledger reconciling differences, teller transaction issues, consumer loan and other account exceptions.
• Diagnose and develop action plans to address branch inefficiencies.
• Make and timely facilitate NSF decisions per policies and procedures.

• Monitor branch performance against established goals and objectives and implement corrective actions as needed to ensure goals are achieved.
• Foster a sales culture to promote and sell bank products to attract new and retain existing customers and grow deposits. Handle customer service requests including safe deposit transactions and loan applications.
• Ensure exceptional customer service and satisfaction.
• Resolve customer complaints in a timely and professional manner.
• Support change innovations including new product, services, and procedure rollouts.

• Serve as the branch’s Assistant Security Officer ensuring compliance with the Bank’s Security Policy.
• Act as a member of the Security Committee and attend all security meetings.
• Provide critical feedback and make recommendations on security practices.
• Ensure that all local branch security devices are operating as intended.
• Establish, document, train, and enforce internal control policies within the branch.
• Stay current on applicable banking regulations and security procedures and practices to prevent fraud or other bank losses.
• Remain current with regulatory changes and ensure branch procedures remain compliant with all applicable requirements.
• Act as primary liaison to internal auditors during branch audits.
• Partner with the Personal Banker and Head Teller to ensure timely completion of branch audits.
• Partner with the Personal Banker and Head Teller to ensure timely completion of trackers per policies and procedures.

• Represent the branch in relationships with customers, community organizations, and business partners.
• Maintain a visible community presence, participating in select local events or relationships that support branch awareness as requested while remaining physically in the branch.
• Lead the marketing efforts including updating in‑branch merchandising, displaying gifts with new deposits, and signage that promotes rates or service‑led bank product offerings.

• Oversee and provide leadership, mentorship, and guidance to branch personnel fostering a culture of innovation, collaboration, accountability, and continuous improvement.
• Make hiring decisions to ensure adequate staffing consistent with the budget and in collaboration with the Managing Director of Retail Banking, the Retail Operations Manager, and Human Resources.
• Promote a network with internal departments and develop partnerships with other lines of business such as…