Branch Manager II
Listed on 2026-07-17
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Management
Banking & Finance, Client Relationship Manager, Regulatory Compliance Specialist, BD Manager
Summary
Oversee the efficient operation of a full-service branch. Lead, develop, and motivate staff in the delivery of superior customer service and the promotion of positive community relations. Develop and implement strategies for deepening existing customer relationships and acquiring new business.
Business Development- Conduct on‑going business development activities focused on expanding existing customer relationships and engaging new prospects to acquire both personal and business‑related banking relationships.
- Engage in networking activities and community events involving key centers of influence.
- Maintain awareness of competition in the local marketplace to drive customer retention.
- Maintain awareness of deposit and loan growth.
- Be well versed in the Bank’s residential and commercial loan products; engage customers in dialogue regarding loan products and refer customers to loan officers.
- Monitor new customers and closed accounts for follow‑up.
- Create an environment conducive to developing long lasting relationships with customers, business owners, and internal partners.
- Represent the Bank by active involvement in a local community organization and during Bank events.
- Develop and empower branch team to grow existing and new customer relationships.
- Manage all aspects of branch operations, including staffing, workflow, internal controls, audits and quality standards.
- Maintain expert understanding of Bank’s consumer and business products and services.
- Provide regular coaching, development, and feedback to branch staff to ensure high‑quality service delivery.
- Instill high standards for professional conduct and promotion of positive community relations among staff.
- Lead branch team meetings.
- Maintain expert knowledge of Bank’s policy and procedures. Regularly communicate changes to branch staff and ensure staff understands and adheres to same.
- Ensure overall security guidelines are adhered to by all employees to ensure employee and customer safety.
- Ensure that all staff understand and comply with state and federal rules, regulations, and laws.
- Supervise vault operations, other cash drawer operations, and various areas of the branch adhering to dual control procedures.
- Open accounts in a platform environment.
- Provide technical direction and judgment pertaining to daily work operation and problem resolution.
- Ensure the branch is opened and closed in compliance with procedures.
- Schedule branch personnel to ensure adequate staffing for maximum customer service and daily operational functions.
- Ensure the timely and accurate completion of various monthly audits, certifications, proofs, reconciliations, and other duties as assigned in accordance with policy.
Manages branch staff. Is responsible for the overall direction, coordination, and evaluation of unit. Directly supervises 4‑7 non‑supervisory employees. Carries out supervisory responsibilities in accordance with the Bank’s policies and applicable laws. Responsibilities include interviewing and training employees; planning, assigning, and directing work; performance; disciplinary action; addressing complaints and resolving problems.
RequirementsTo perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Qualifications and/or Educational Experience- Bachelor’s degree from a four‑year college or university; or five or more years related experience and/or training; or equivalent combination of education and experience
- Active NMLS highly preferred
- Excellent interpersonal, communication, and organizational and follow‑up skills
- Strong supervisory/leadership skills
- Ability to explain procedures, to understand both verbal and written instructions
- Extensive knowledge of retail banking regulations and retail branch operations
- Possess a full range of knowledge of all banking products i.e., deposit products, loan products, internet services, merchant card services…
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