Branch Manager

The Branch Manager is responsible for the administration and efficient daily operation of a full-service retail banking branch, including branch operations, client service, product sales, employee leadership, security, safety, and regulatory compliance. This onsite position leads branch performance, develops employees, strengthens client relationships, and drives deposit and revenue growth.

The successful candidate will combine strong branch operations expertise with proven sales leadership, team development, business development, and client service capabilities.

• Hire, onboard, train, and develop qualified employees while maintaining staffing levels that support exceptional client service.
• Meet with direct reports at least monthly to discuss team needs, performance, development goals, and documented coaching opportunities.
• Ensure employees receive appropriate training in sales, service, banking operations, security, and safety procedures.
• Promote core deposit growth through branch sales initiatives and performance management.
• Monitor branch trends, including deposit balances, transaction volume, cost of funds, and significant changes in client relationships.
• Communicate organizational updates, policy changes, procedures, and branch priorities to employees and conduct related training.
• Address performance concerns promptly and consistently in accordance with established policies and procedures.
• Complete annual performance and compensation reviews for direct reports.
• Maintain current knowledge of security and safety requirements and ensure employees follow established controls.

• Communicate branch profitability goals and implement cost controls, income-generation initiatives, and local marketing efforts.
• Monitor expenses and branch performance against budget expectations.
• Partner with branch operations leadership to complete and review monthly certification packages before submission.
• Maintain accountability for branch audit results and compliance with operating procedures, policies, and applicable regulations.
• Ensure operational quality control and initiate corrective action when exceptions or deficiencies are identified.
• Direct daily branch operations and approve large deposits, withdrawals, and required daily reports within assigned authority.
• Review NSF and overdraft reports and approve or decline exceptions within established transaction approval limits.
• Ensure compliance with applicable state and federal banking regulations and internal policies.

• Model and reinforce exceptional client service through coaching, meetings, presentations, and performance feedback.
• Manage mystery shop results and coach employees to achieve branch service goals.
• Create a welcoming, professional, and client-focused branch environment.
• Resolve client concerns proactively before escalation to senior management.
• Handle complex consumer and business account transactions and servicing needs.
• Assist clients with account maintenance and resolve challenging situations with professionalism and diplomacy.
• Perform branch functions as needed and serve as a resource for complex account servicing matters.

• Develop and execute sales, relationship-building, and community engagement strategies aligned with branch goals.
• Use outbound calling, scheduled appointments, in-person meetings, networking, and community events to generate new relationships.
• Analyze the local market and implement sales strategies that increase new accounts and deposits.
• Coach branch employees on consultative sales skills and product knowledge.
• Ensure employees profile client needs to identify opportunities to deepen relationships and recommend relevant products and services.
• Develop tactical prospecting and cross-selling plans for new and existing clients.
• Partner with area and regional sales leadership on joint marketing and cross-selling initiatives.
• Refer small-business credit opportunities and coordinate with lending partners during the application process.
• Coach employees to generate high-quality internal referrals.

• Support Community Reinvestment Act programs and participate in relevant professional, civic, and community organizations.
• Complete a minimum of 10 CRA volunteer hours annually. Volunteer activities are generally scheduled during business hours; approved time and mileage are compensated.
• Represent the branch professionally in the…