Branch Manager - Southwest Milwaukee, WI

SUMMARY

Responsible for the overall performance of the Southwest branch office including sales production, quality of service and operational standards. Directs the activities of branch staff to facilitate production goals and ensures the delivery of exceptional customer service.

North Shore Bank’s Position Descriptions are intended to describe only the major responsibilities of the job. You may be expected to perform other duties specified by your manager. Everyone is expected to contribute whatever efforts necessary to operate efficiently and effectively to insure the success of North Shore Bank.

• Establish objectives for assigned business area in collaboration with District Managers and develop plans that will accomplish objectives
• Ensure that sufficient resources, including staffing and sales support, are available and efficiently deployed.
• Coach direct reports, motivating them and training them on effective practices and processes and to achieve business plan objectives.
• Monitor performance and provide feedback, including conducting performance evaluations for direct reports and collaborating on others as required. Take remedial actions as required to address deficiencies.
• Consistently communicates all necessary information to the staff by scheduling regular staff meetings and/or seminars for the purpose of informing staff and/or customers of current promotions and business practices.
• Keep abreast of current financial and economic conditions in market place and business sector.
• Ensure all staff meet referral expectations; provide coaching to improve effectiveness of referrals; and develop remediation plans when necessary.

• Coordinates and monitors physical security, insures adherence to established policies and procedures, adherence to accounting controls, quality of customer documents and compliance with the Bank’s credit controls; corrects any deficiencies on a timely basis. Opens and closes the branch as needed.
• Responsible for the implementation and monitoring of effective internal controls for the branch including but not limited to protection of all funds, physical assets and property of the branch. Assures adequate maintenance and repair of branch facilities and equipment.
• Coordinates and supervises teller operations by delegating responsibilities, holding branch staff accountable for their duties. Can perform in a CSR role if required.
• Handles complex and non-routine inquiries by branch staff and customers concerning bank policy and operating procedures; research and solve customer problems.
• Handles unusual or difficult customer situations through direct personal action or referral to the appropriate department.
• Keeps abreast of Bank products/services and insures that all changes and/or additions are thoroughly communicated to staff.

• Performs essential duties and responsibilities of Personal Banker as required.
• Uncover needs of customers through effective use of profiles and established bank sales processes and meet or exceed profile goals that are set.
• Meet branch and personal point goal through effective use of internal prospect lists and other bank sales processes. This includes work perks and other collaborative marketing opportunities.
• Ensures all staff meet referral and point expectations, provides coaching to improve effectiveness of referrals and point generation, and develops remediation plans when necessary.
• Develops and leads execution of specific sales plans in collaboration with District Manager to meet and exceed goals.
• Ensure the effective utilization of Business Partners in branch.
• Develops opportunities and participates in community involvement activities.
• May participate in small business development efforts under direction of business relationship sales manager and assist business relationship manager with outside sales efforts.

• Collaborate with the District Manager in the development of the annual branch budget. Prepare and monitor monthly budget variance report.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The…