Area Manager VP, Banking

The Vice President, Area Manager provides leadership and oversight to Branch Managers across an assigned retail banking region. This role is responsible for branch sales performance, operational execution, staffing, employee development, client service, regulatory compliance, and the consistent implementation of organizational initiatives.

The position oversees multiple branch locations, including Costa Mesa, Long Beach, Laguna Hills, Brea, Newport Beach, and Palm Desert. This is an onsite role that requires independent work, regular branch visits, and regional travel.

• Meet regularly with each direct report to identify branch needs, priorities, and required support.
• Plan and lead monthly meetings with Branch Managers throughout the assigned region.
• Oversee employee performance, compensation, recruitment, career development, coaching, and performance counseling.
• Manage Branch Manager vacancies and partner with branch leadership to fill other open positions promptly.
• Conduct branch visits at least monthly to promote consistency in operations, sales, marketing, and implementation of new products and services.
• Partner with branch operations leadership to identify operational deficiencies and guide corrective action related to branch certification packages.
• Track daily area performance, prepare summary reports, communicate results, and develop action plans for improvement.
• Review performance dashboards and branch trends to identify risks and opportunities.
• Coach and develop Branch Managers and branch teams while recognizing positive results and accomplishments.
• Oversee client service quality, review mystery shop results, and provide coaching to achieve branch goals.
• Partner with training and development leadership to address knowledge gaps in sales and service performance.
• Review and approve monthly and quarterly incentive results for accuracy and eligibility.
• Promote cross-training throughout assigned branches to strengthen sales, operations, and banking knowledge.
• Schedule and direct New Account Floater employees to branches requiring coverage.

• Partner with Branch Managers to ensure accurate and timely completion of callbacks, internal audit requirements, monthly certifications, and other operational responsibilities.
• Ensure branch processes, procedures, policies, and regulatory requirements are consistently followed.
• Monitor branch activities that affect efficiency and profitability, including employee turnover, fee waivers, and operational losses.
• Develop and implement strategies to reduce costs, improve controls, and increase branch income.
• Complete special projects and other job-related duties as assigned.

• Provide senior-level guidance and support to branches regarding annual sales and performance goals.
• Partner with Branch Managers and regional sales leadership to generate new accounts, cash management relationships, and deposit growth.
• Use outbound calls, in-person meetings, business networking, and community events to support business development objectives.
• Collaborate on joint marketing plans and cross-selling strategies.
• Develop tactical prospecting plans, assess client needs, and promote appropriate banking products and services.
• Provide strategic direction focused on continued growth and development across assigned branches.

• Support Branch Managers in community development activities and maintain an active presence in communities served by the branch network.
• Complete a minimum of 10 CRA volunteer hours annually. Volunteer activities are generally scheduled during business hours; approved time and mileage are compensated.