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Financial Institution Branch Leader

2 months ago

Santa Rosa, California, United States Poppy Bank Full time
Job Overview

The Branch Manager plays a pivotal role in overseeing the daily operations of a comprehensive banking facility, ensuring effective management of operations, customer service, product sales, and adherence to security protocols in alignment with the objectives of Poppy Bank.

This position mandates in-office work and requires strict compliance with all bank policies and relevant state and federal banking regulations.

Key Responsibilities:

Management Duties:

  • Recruit and nurture a skilled workforce, ensuring optimal staffing levels to deliver exceptional customer service.
  • Conduct regular one-on-one meetings with direct reports to assess team needs and career aspirations, documenting discussions for future coaching.
  • Ensure comprehensive training for all staff in sales and service methodologies.
  • Drive core deposit growth through the creation and management of in-branch sales initiatives.
  • Analyze branch performance metrics daily to monitor deposit trends and transaction volumes, addressing significant changes proactively.
  • Facilitate effective communication regarding policy updates and procedural changes to staff, organizing necessary training sessions.
  • Address performance issues promptly, including termination processes as per bank policies.
  • Conduct annual evaluations and compensation reviews for team members.
  • Maintain a thorough understanding of security protocols and ensure staff compliance with established safety procedures.

Operational Responsibilities:

  • Communicate profitability goals to staff, implementing cost controls and marketing strategies while monitoring budget compliance.
  • Accountable for branch performance during audits and adherence to operational procedures.
  • Ensure quality control of operations and initiate corrective actions as necessary.
  • Oversee daily branch operations, approving significant transactions and reviewing daily reports.
  • Evaluate NSF and overdraft reports, making decisions within established authority limits.

Customer Service Excellence:

  • Promote superior customer service through exemplary behavior and regular training sessions.
  • Create a welcoming environment for customers and staff, embodying a positive, customer-first attitude.
  • Proactively manage client concerns before escalation to senior management.
  • Collaborate with staff to develop strategies that enhance customer experiences and differentiate the bank from competitors.
  • Assist customers with account-related inquiries and resolve complex issues diplomatically.
  • Serve in various branch roles as needed, providing support for intricate account servicing requirements.

Sales Leadership:

  • Develop and implement sales strategies that align with branch objectives, including outreach and community engagement.
  • Research the local market to devise effective sales techniques that attract new accounts and deposits.
  • Coach branch staff on sales skills while ensuring comprehensive product knowledge.
  • Encourage the team to profile customers to uncover opportunities for deeper relationships.
  • Execute tactical plans to engage potential customers and promote bank products and services.
  • Collaborate with regional management on joint marketing initiatives and cross-selling opportunities.
  • Facilitate referrals for small business credit opportunities in partnership with the loan department.
  • Encourage team participation in generating quality referrals.

Community Engagement:

  • Advocate for the bank's community reinvestment policies and engage in civic activities.
  • Commit to a minimum of 10 hours of community service annually, with compensated time and mileage.

Supervisory Responsibilities:

  • Manage a team of two or more branch employees.
  • Provide ongoing guidance, training, and development to all staff members.
  • Regularly assess employee performance and address management situations as needed.
  • Assist in managing employee schedules and ensuring accurate timekeeping.

Qualifications:

  • Demonstrated sales success and proven branch growth.
  • At least 7 years of experience in a branch setting.
  • A minimum of 5 years in branch management roles.
  • 3 years of experience managing complex business and consumer accounts.
  • Strong interpersonal, verbal, and written communication skills.
  • Leadership experience in teamwork and customer service.
  • Experience in hiring, training, coaching, and performance management.
  • Active participation in local business organizations.
  • Notary Public certification preferred.
  • Proficiency in Word, Excel, Outlook, and banking software.
  • Ability to work flexible hours as needed.
  • Valid driver's license and appropriate vehicle insurance for job-related travel.

Physical and Mental Demands:

This role requires frequent writing, typing, speaking, and listening, along with the operation of basic office equipment. The incumbent will engage in various physical activities, including lifting up to 15 pounds and navigating a non-confined office environment. Travel is primarily local during business hours, with occasional overnight trips.

Reasonable accommodations may be made for individuals with disabilities to perform essential functions. Management reserves the right to modify this position description at any time.

Poppy Bank is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.