Branch Lending & Operations Manager I (BRANC014644
Listed on 2026-08-06
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Finance & Banking
Regulatory Compliance Specialist, Financial Compliance, Risk Manager/Analyst, Banking & Finance -
Business
Regulatory Compliance Specialist, Financial Compliance, Risk Manager/Analyst, Banking & Finance
Branch Lending & Operations Manager I (BRANC
014644)
Recruitment began on July 30, 2026
and the job listing Expires on August 30, 2026
Full-Time Job Accounting, Data Analytics, Economics & Finance
The Branch Lending and Operations Manager I is responsible for observing and assisting with overall operations at branch locations to ensure policy and procedures are being followed and report recommendations to administrative officers. Generally, branch size is less than $30 mm in deposits. The Branch Lending and Operations Manager I is responsible for processing loan data and credit information, analyzing, evaluating credit-worthiness, and setting payment terms.
ESSENTIAL DUTIES AND RESPONSIBILITIES1. Responsible for observing and assisting with overall operations at branch locations. This duty is performed daily.
2. Analyze effectiveness and efficiency of branch operations. This duty is performed daily, about 10% of the time.
3. Ensure customer satisfaction with bank products and services. This duty is performed daily, about 10% of the time.
4. Observe and assist all branch employees with daily activities to ensure compliance with Federal and Bank regulations, policies and procedures. This duty is performed daily, about 10% of the time.
5. Call on potential customers and introduce the Bank’s products and services. This duty is performed weekly, about 5% of the time.
6. Visit with existing customers to obtain potential business referrals. This duty is performed weekly, about 5% of the time.
7. Work with customers to determine mutually acceptable and beneficial lending arrangements. This duty is performed weekly, about 5% of the time.
8. Resolve customer’s complaints and/or problems. This duty is performed weekly, about 5% of the time.
9. Develop new product recommendations to generate additional business. This duty is performed weekly, about 5% of the time.
10. Develop and maintain business relationships with customers. This duty is performed weekly, about 10% of the time.
11. Communicate with existing customers regarding their deposits to determine if they have additional needs. This duty is performed weekly, about 5% of the time.
12. Originate consumer loans:
Interviews, receives loan applicants, gathers information and processes preliminary documents on loan requests. This duty is performed daily, about 10% of the time.
13. Work with the Regional Team in resolving personnel issues such as interviewing, assisting with hiring branch staff and helping to determine staffing needs. This duty is performed as needed, about 5% of the time.
14. Originate and manage consumer and light commercial portfolios. This duty is performed weekly, about 5% of the time.
15. Ensure lending operations are conducted in accordance with established policies and procedures and are legally compliant. This duty is performed as needed.
16. Evaluate and verifies loan applications and credit criteria, including computes debt ratios, verifies employment and income. Approves loans within limits of authority and notifies applicants of loan decisions. Requests additional information if required. This duty is performed daily, about 5% of the time.
17. Approve loans within limits of authority and notifies applicants of loan decisions and requests additional information if required. This duty is performed daily, about 5% of the time.
18. May be required to work an alternative location within the region or market. This duty is performed daily.
19. The ability to work in a constant state of alertness and in a safe manner. This duty is performed daily.
20. Completes required BSA/AML training and other compliance training as assigned.
21. Perform any other related duties as required or assigned.
QUALIFICATIONSTo perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
EDUCATION AND EXPERIENCEHigh school or GED, plus specialized schooling and/or on the job education in a specific skill area; e.g. data processing, clerical/administrative, equipment operation, etc., plus 5 years related experience and/or…
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