Branch Manager I

Requirements

• Leads by example and proactively builds existing retail and business customer relationships and develops new consumer relationships
• Develops new business relationships by identifying qualified prospects, using pre-call planning tools and resources, and following up with all external business development calls
• Achieves sales performance goals and objectives relating to, deposit growth, investment and fee income, and cost control
• Reinforces sales skills to effectively uncover customer needs and recommend appropriate Bank products and services.
• Manages and coaches the branch sales team to effectively provide financial solutions to customers
• Provides customer resolution to problems and inquiries through direct personal action or referral to the proper department
• Has knowledge of and complies with Bank security and operating policies and procedures, as well as compliance regulations including KYC, OFAC, CIP, and Information Security policies and procedures;
• Ensures that dual control is in place for all vaults/safes containing cash/negotiables;
• Coordinates with Regional Managers and Human Resources on the hiring of new employees, performance reviews, employee discipline, terminations and salary adjustments
• Takes responsibility in meeting monthly branch and/or individual scorecard sales goals on a consistent basis by monitoring self-performance and following action plans
• Keeps up-to-date on Bank products and services to effectively provide financial solutions to customers, as well as to branch sales team;
• Provides regular team meetings for branch personnel to convey information received in seminars, manager’s meetings, conference calls and other sources
• Refers customers to wealth management, brokerage and commercial representatives as appropriate
• Manages the approval of all new accounts, the approval of checks for cashing, and the signing of official checks and certificates of deposit
• Manages overall responsibility for settlement of branch cash
• Conducts audits and oversees completion of monthly and quarterly branch audits
• Opens and closes branch office adhering to bank’s security policy and procedures
• Participates as a member of branch-local civic organizations to promote Bank name, products and services.
• Coaches and ensures that best practices are being followed with regard to mystery shops, @ your service standards, and the distribution and effective discussion of bank marketing materials, as assigned.