Branch Manager Novato

Branch Manager

Location:

Novato, CA
Department:
Retail Banking
Job Type: Full-time

The Branch Manager leads all aspects of branch performance, overseeing operations, client service, sales growth, and compliance. This role ensures the branch functions efficiently, profitably, and in alignment with the Bank's strategic objectives. The Branch Manager provides strong leadership to the branch team, driving excellence in customer experience, operational integrity, and community engagement. This position is based on-site.

• Recruit, develop, and retain high‑performing branch staff to deliver exceptional customer service.
• Conduct regular one‑on‑one meetings to review individual goals, provide coaching, and support career development.
• Ensure all team members are trained in sales, service, and operational excellence.
• Drive core deposit and loan growth through effective branch‑level promotions and business development strategies.
• Monitor branch performance metrics (deposits, transactions, cost of funds) using the Vital View Dashboard and communicate progress and opportunities to staff and management.
• Communicate policies, procedures, and strategic initiatives clearly to all team members and ensure full compliance.
• Address performance issues promptly and professionally, following established policies and procedures.
• Conduct annual performance evaluations and recommend compensation adjustments accordingly.
• Maintain a secure, compliant, and safe branch environment for employees and customers.

• Oversee day‑to‑day branch operations to ensure accuracy, efficiency, and adherence to policies and regulations.
• Implement cost controls, revenue generation strategies, and local marketing initiatives to meet profitability goals.
• Review and approve large transactions, overdrafts, and NSF exceptions within authority limits.
• Ensure operational quality control, compliance with audit standards, and timely resolution of identified issues.
• Partner with the Branch Operations Officer/Specialist on monthly certifications and operational reporting.

• Foster a culture of superior customer service through active leadership, coaching, and example.
• Ensure every customer interaction reflects a warm, professional, and solutions‑oriented approach.
• Manage complex client issues with diplomacy and efficiency, resolving concerns before escalation.
• Lead initiatives to differentiate the Bank through personalized service and proactive customer engagement.
• Support customers with account servicing needs and act as a resource for complex transactions.

• Develop and execute sales and relationship strategies to achieve branch growth goals.
• Research market opportunities to implement effective local sales campaigns and community outreach.
• Coach the team to identify client needs and cross‑sell appropriate banking products and services.
• Build relationships with new and existing customers through outreach, business networking, and participation in community events.
• Partner with Area and Regional Sales Managers on joint marketing and cross‑selling initiatives.
• Identify and refer small business lending opportunities and collaborate with the loan department to support clients.
• Encourage and track quality referrals within the team.

• Represent the Bank in professional, civic, and community organizations to strengthen local relationships and enhance brand visibility.
• Support the Bank's Community Reinvestment Act (CRA) initiatives by completing a minimum of 10 hours of volunteer service annually during compensated work hours.
• Document and communicate CRA activities to the CRA Officer as required.

• Directly manage two or more branch employees.
• Provide continuous guidance, training, and professional development.
• Conduct mid‑year and annual performance evaluations.
• Manage scheduling, ensure accurate timekeeping, and maintain optimal staffing levels.

• Minimum 7 years of experience in a branch banking environment.
• At least 5 years of branch management experience.
• Minimum 3 years…