Branch Manager

Description

"The culture here at WTB really is like no other company. I'm lucky to be able to be a part of such a family oriented organization, and I love welcoming people into it and showing them what makes this such a special place to work." - Becky Sechler, Director of Retail Banking and Client Delivery

Location: South Wenatchee Branch - 759 South Wenatchee Avenue, Wenatchee, WA 98801

Schedule: Monday thru Friday, 8:00 am - 6:15 pm. Schedule may vary, must be flexible. Regular, reliable attendance required.

This position embodies the Washington Trust Bank culture, by remaining focused on client experience in all aspects of their decisions. To meet this expectation this position is responsible for managing the branch as a business. Demonstrating positive leadership behaviors through team motivation and development while leading by example. Manage sales and business development by identifying referrals and prospects and calling on clients/prospects to achieve sales goals while training their team to do the same.

Provides quality client service, sales, operations, administration and staff development for assigned branch. Supports the market in community involvement efforts.

Essential Functions:

Primary time allocation is dedicated to managing and supporting the implementation of sales and service activities in the branch. Manages reactive and proactive expansion to ensure development and retention of profitable relationships and assures appropriate targeting, tracking, and recognition occurs. Provides sales support, training, coaching, mentoring and development to all branch staff and ensures that core competency and development plan documentation for all staff is completed.

Responsible for marketing Washington Trust banking products and services including preparing for client calls, making sales calls, and call follow-up. Identifies opportunities and continually prospects for new clients. Generates leads through existing relationships; asks Centers of Influence (COI) and other referrals sources and all new clients for referrals. Provides support and assistance to relationship managers throughout the bank. Meets regularly with the regional manager to give feedback on branch strategies and plan for further growth of the branch.

Perform compliance and risk management duties as required or assigned.

Sales and Business Development

• Develop branch strategies for implementation of sales programs to meet sales, service and profitability goals.
• Develops and implements growth plans tailored to bring in new clients and increase consumer and small business market penetration. Expand and retain existing clients by asking the right questions; utilizes needs-based selling. Reports on results will be recorded and reported on a regular basis.
• Manages team to achieve branch and market goals, strategies and initiatives.
• Manages and motivates team to achieve sales goals and activities.
• Conducts and facilitates consistent sales one-on-one, and all-staff meetings.
• Participating in and promoting team involvement in community organizations and business development activities when appropriate.

Client Service and Relationship Management

• Provides professional financial advice, guidance and solutions to client inquiries and problems. Works with other managers and staff to proactively meet client needs in a responsive, efficient manner, across department lines.
• Demonstrate a high level of product knowledge and have excellent client service.
• Supports staff in a variety of client needs and concerns including complaints and compliance concerns.
• Act as relationship manager for consumer and small business banking clients, when appropriate.
• Take responsibility and ownership of the client experience by bringing on new clients and expand as needed for all of their financial needs.
• Manages client base to meet bank goals, strategies and initiatives.

Training, Development and Leadership

• Coaches to all corporate sponsored training programs.
• Directly conducts coaching with the assistant manager, training, human resource functions and staff development activities.
• Ensure that core competency and development plan documentation for all staff is completed.
• Provides sales support, training, coaching, mentoring, and development to all branch staff.
• Works with regional manager, when necessary and human resources in recruitment and hiring process.

Compliance and Risk Management

• Performs compliance and risk management duties as required or assigned.
• Ultimately responsible for all regulatory and compliance activity within the branch including overseeing of the branch audit.
• Incorporates effective internal controls into all relevant work processes. Maintains a comprehensive understanding of internal controls, focusing specifically on key controls.
• Ensures timely updates to internal controls documentation when changes occur in risk parameters and/or workflow.
• Accountable for complying with bank policies and procedures, and governmental regulatory requirements as written in bank policy and…