Retail Banking Branch Leader

Role Overview:
Accountable for the strategic development and operational excellence of all sales functions within the designated market territory. Leads the sales team while fostering an environment that promotes maximum profitability and growth in alignment with the financial institution's sales targets. Provides essential guidance, leadership, and operational assistance to team members to meet branch objectives.

Reporting Structure:
Reports directly to the Area Retail Manager.

Key Responsibilities:

• 25% Management: Oversee direct reports to enhance productivity, efficiency, and the potential of the workforce. Responsibilities include recruitment, assignment of tasks, performance monitoring, coaching, training, and ensuring adherence to regulatory standards and company policies. Conduct performance evaluations and make recommendations regarding compensation, promotions, and terminations as necessary.
• 20% Sales Development: Employ a needs-based sales strategy to cultivate business relationships and drive revenue through a diverse range of financial products during outreach efforts. Ensure team involvement in sales initiatives and community engagements to attract new clients and represent the institution effectively.
• 15% Product Knowledge: Maintain comprehensive and current knowledge of all financial products and services offered by the institution. Inspire and motivate branch staff to deliver exceptional service through a needs-based sales approach. Optimize customer service by adjusting staff schedules based on transaction volumes while managing overtime effectively.
• 10% Business Planning: Formulate an annual business plan and sales strategy tailored to the specific market to achieve sales objectives and profitability. Provide timely updates to senior management regarding branch performance.
• 10% Compliance Assurance: Ensure adherence to the institution's policies and procedures. Enforce security protocols, manage cash levels, and address discrepancies. Responsible for the training and development of branch personnel, providing regular feedback through one-on-one meetings.
• 10% Budget Management: Develop and implement the annual departmental budget; conduct monthly reviews to analyze variances and ensure expenditures remain within established limits. Identify opportunities for streamlining and enhancing branch operations.
• 5% Customer Service Optimization: Ensure high-quality customer service by monitoring and adjusting staff schedules based on transaction volumes while managing overtime effectively.
• 5% Issue Resolution: Address and resolve internal and external inquiries efficiently.

Compliance:
Must adhere to all company policies and procedures, as well as applicable laws and regulations, including but not limited to the Bank Secrecy Act and the Patriot Act.

Qualifications:

• Experience: 5 to 7 years of experience in financial institution operations, banking regulations, employee development, and public relations.
• Education: Bachelor's degree preferred or equivalent combination of education and experience. Notary License required.
• Interpersonal Skills: Supervisory responsibilities over a branch or small to medium-sized department, coordinating and reviewing the work of up to 15 employees. Responsible for recommending candidates for employment and conducting performance evaluations.
• Other Skills: Strong sales, interpersonal, and communication skills. Ability to supervise, monitor, and evaluate the work of others. Proven leadership and employee development capabilities.

Physical and Mental Requirements:
Must be able to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 20 lbs. Capable of climbing and descending stairs in emergencies. Must operate routine office equipment and perform work on a computer for extended periods. Regular, reliable, and timely attendance is essential.

Working Conditions:
Work is typically performed indoors in a climate-controlled office environment with minimal noise.

Emotional and Mental Resilience:
Must perform job functions independently and effectively as part of a team. Ability to plan and direct work activities, read and follow written and oral instructions, and communicate clearly. Must handle multiple priorities calmly and professionally.

Walden Savings Bank is an Equal Opportunity / Affirmative Action Employer and will not discriminate in its employment practices based on various protected characteristics.