Branch Relationship Manager

About the Organization

We are people serving people. Established in 1849, Ives Bank is a full‑service community bank rooted in history and positioned for the future. We provide a full array of deposit, savings, and lending services for individuals and businesses. Through modern banking technology, our customers can access their accounts and manage their money anytime, on the go. We are committed to employing highly‑motivated people who value customer care, professionalism, and team success.

Ives Bank is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.

Branch Relationship Manager

Full‑Time

Branch Relationship Manager (Bi‑Lingual)

The Branch Relationship Manager is responsible for successfully leading branch sales and relationship building, including daily operations, service quality, and financial performance. The role works with group leaders and assigned staff members with a bank‑wide focus.

The Branch Relationship Manager is responsible for team leadership, meeting/exceeding branch performance goals, managing all aspects of branch operations, maintaining a high level of service quality, producing accurate branch service quality and reporting, ensuring branch compliance, security, assisting with sales and marketing activities, and maintaining branch condition.

• Achieve branch goals for customer satisfaction, account openings, deposit growth, loan origination, and referrals
• Provide sales support to the team utilizing sales coaching techniques to ensure established branch goals are attained
• Open, cross‑sell, and maintain existing accounts and products for new and existing customers; monitor sales for the team daily
• Take a proactive sales and service approach by following up with customers, making calls with an emphasis on setting appointments for other financial needs
• Assist in outside sales calls on local businesses as needed
• Work with assigned Community Development Manager, Mortgage, Commercial and Investment Representatives to meet required monthly referral goals
• Review and monitor referrals in CRM and Excel
• Proactively notify Retail Branch Support Manager of situations related to personnel, customers, competition and market trends that may affect future performance
• Prepare and implement a cross‑training plan with each staff member on products and services
• Work with staff on making recommendations for customers by using open‑ended questions
• Expand branch network and sales opportunities by developing relationships with individuals and businesses throughout the community
• Obtain appropriate approval for customer exceptions as required by the bank policy
• Conduct bi‑weekly one‑on‑one meetings with each employee to assess development needs

• Partner with Branch Support Manager and HR in the interviewing process of new hire candidates
• Monitor all performance and conduct periodic performance reviews/coaching sessions for staff members; review, approve performance reviews for direct and indirect reports
• Complete performance reviews on time for each direct and indirect report. Submit to Branch Support Manager or SVP Retail Banking for approval and delivery
• Review incentive compensation for accuracy and communicate with employees on their progress
• Add and review team feedback and provide action plans or performance improvement plans as needed
• Review staffing needs to ensure branch is staffed properly during peak hours
• Manage employee time and attendance by verifying time worked and approving time cards before weekly cutoff
• Assist and support other branches for staffing as needed

• Follow all Bank policies/procedures
• Be aware of and comply with CRA guidelines and policies, ethics policy, and the bank’s non‑discrimination policy; comply with banking regulations
• Comply with all daily, monthly and quarterly security procedures
• Perform and/or assist with…