Branch Relationship Manager
Listed on 2025-12-31
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Management
Client Relationship Manager, Business Management -
Sales
Client Relationship Manager
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About Blue Foundry Bank
This is the Bank Where Things are Made. Blue Foundry is a bank where businesses are shaped, plans are formed, ideas are refined, solutions are built, and stuff gets done. Blue Foundry is revolutionary, bold, resourceful, roll-up-your-sleeves committed, smart, creative, and fun. A Bank of movers, shakers, and makers…We are a Bank that Gets Things Done.
About Blue Foundry Bank
This is the Bank Where Things are Made. Blue Foundry is a bank where businesses are shaped, plans are formed, ideas are refined, solutions are built, and stuff gets done. Blue Foundry is revolutionary, bold, resourceful, roll-up-your-sleeves committed, smart, creative, and fun. A Bank of movers, shakers, and makers…We are a Bank that Gets Things Done.
At Blue Foundry Bank we invest in the well-being of our most prized asset…our employees! We provide a robust array of programs and benefits to help employees advance their careers and enhance the quality of their lives. Our experiential learning and development program ensures employees are on track to grow their career as of day one.
In addition, our comprehensive compensation package includes; medical, dental, and vision coverage; life insurance, short- and long-term disability insurance; 401(k)/Roth with company match up to 5%; paid time off, and 11 paid holidays; employee referral bonus; and educational reimbursement.
Position Summary
The Branch Relationship Manager directly manages and oversees one or more branches and is accountable for sales activities, customer experience, operational integrity, branch efficiency, and employee management and development within the branch.
This position is responsible for developing long-lasting relationships with consumer and business customers as well as being accountable for customer satisfaction, deepening customer relationships, consumer and business acquisition, retention, and deposit growth objectives to identify and support the needs of our customers growth objectives.
In this role you will be responsible for one or more branches within reasonable distance of each other, with a book of business of $75MM or more and totaling five employees or more.
Primary Responsibilities
Manages Business Development, Customer Experience, Operational and Sales Activities
- Dedicate 70% of the time to Business Development and Deposit Acquisition, and 30% to managing their assigned branch(s)
- Builds new and expands existing customer relationships through a consultative approach that requires visiting customers to understand their business needs with an expected outcome of growing the deposit base of the branches, increasing product utilization and revenue within the market.
- Accountable for meeting branch goals through effective pipeline management and use of effective customer profiling.
- Works closely with staff to role model and lead branch team to foster a relationship centric service and sales culture.
- Manages and enhances client relationships through coaching and mentoring staff.
- Mentors staff in:
Business Development, Cold Calling, Prospecting, and Lead Generation. - Directs a proactive approach to customer satisfaction and customer retention. Listens to and fully understands the internal and external customer's needs.
- Manages the escalation of customer service problems and/or requests as appropriate, proactively seeks answers and/or provides solutions and follows-up to ensure customer needs have been met.
- Leads monthly branch team meetings to discuss updates and industry trends and changes as daily huddles.
- Communicates, reinforces, and monitors team behavioral standards.
- Ensures follow-up activities are employed to maximize closing business.
- Maximize customer satisfaction by delivering “5 Star Customer Service”.
- Represent the bank through active involvement in a local community organization.
- Host regularly scheduled events…
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