Branch Manager

Branch Manager Position

Position Overview

This position is responsible for business development and sales of bank products. Manages the branch and ensures effective management and that annual branch goals are met. Provides exceptional customer service to all clients. Partners with other product managers to refer other bank products to business partners. Maintains adherence to all policies and procedures to ensure compliance.

This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z.

Job Description

• Effective interpersonal communication, leadership, plans, coordinates, and monitors the overall activities and operations of a full-service branch office, including tracking and monitoring sales and customer service performance against established plans and objectives.
• Communicates with existing and potential customers in the branch and through outside solicitation efforts to introduce products and services to new consumers and commercial business.
• Solicits customers, businesses, community, and civic organizations to generate new business; Conducts sales, service, and products training to staff.
• Develops branch business plan to ensure maximum profitability for targeted banking products.
• Ensures that procedures for custody and control of assets, records, loan collateral, and securities are performed.
• Maintain current knowledge of Bank’s products and services and ensure branch staff is proficient in this area.
• Prepares financial and regulatory reports required by law, regulations, and senior management.
• Represents the bank at community functions and to community organizations to market and to promote bank’s products and services.
• Oversees performance management of branch staff; Manages one or more subordinate supervisors who supervise other employees throughout the branch.
• Carries out supervisory responsibilities in accordance with the organization’s policies, procedures, and applicable laws.
• Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.
• Ensure Branch staff comply with all aspects of the Bank Secrecy Act and related regulations by completing required reports, reporting suspicious activity to the BSA officer and properly performing daily tasks designed to support the Bank’s compliance with these rules.
• Achieve assigned sales goals.
• Develop and maintain internal and external referral sources to help in the acquisition of new business.
• Provide Business Bankers and Commercial Lenders with sales and service support.
• Develop and maintain positive working relationships with other teams within Capital Bank.
• Promote and sustain an atmosphere of quality customer service behaviors by all staff members in all areas of service delivery.
• Ensure staff members work production meets both internal and external customer’s expected deadlines and standards. The level of quality should be consistent with the bank's culture and measured by customer compliments/complaints.
• Provide consistent and on-going coaching of staff to achieve performance results.
• Supervise, train, and develop staff to meet the strategic objectives of the Bank in customer service, operational and compliance soundness.
• Direct and coordinate sales and outreach activities of self and staff to expand existing customer relationships with the bank.
• Basic knowledge of teller and platform functions, including but not limited to processing transactions, balancing cash, opening accounts, and sales techniques.
• Manage the performance of the team and conducts performance reviews within the processes of the Bank.

Technical Knowledge and Skills

• Excellent verbal and written communication skills
• Proficient in Microsoft Word & Excel
• Strong knowledge of banking policies, procedures, and regulations.