Overview
The Branch Manager leads the branch team in delivering exceptional customer service, achieving sales goals, and ensuring operational excellence. This role oversees all branch activities, including sales, operations, compliance, and employee development. The Branch Manager is responsible for building strong customer relationships and driving the overall success of the branch.
Responsibilities & Duties
Sales & Business Development:
- Develop and implement strategies to achieve individual and branch sales goals, including new business development, referrals, and account retention.
- Collaborate with team members to identify customer needs and recommend tailored financial solutions.
- Build relationships with customers and the local community to promote the bank's products and services.
- Conduct outreach activities, such as attending community events and networking, to drive branch growth and visibility.
Team Leadership & Development:
- Lead, mentor, and coach branch employees, including operational and sales staff, to achieve performance goals.
- Conduct regular team meetings to communicate branch objectives and align staff efforts.
- Provide ongoing training and development opportunities to enhance employee skills and knowledge.
- Maintain staffing needs, including recruiting, scheduling, and performance management.
- Develop a strong relationship between all partners and the branch to deliver comprehensive banking.
- Onboarding of all new employees along with the Operations Manager.
Customer Experience:
- Ensure the delivery of exceptional customer service by maintaining high service standards and resolving escalated customer issues.
- Promote a customer-focused culture by fostering strong relationships and addressing customer feedback.
- Educate customers on bank products, services, and digital tools to enhance their banking experience.
Operational Oversight:
- Oversee day-to-day branch operations, ensuring compliance with bank policies, procedures, and regulatory requirements.
- Collaborate with the Operations Manager to ensure operational excellence, effective cash management, and smooth workflow execution.
- Conduct regular audits and reviews to identify process improvements, mitigate risks, and maintain compliance with regulatory standards.
Compliance & Risk Management:
- Ensure branch compliance with federal and state banking regulations, including BSA, CRA, and Fair Lending requirements.
- Monitor and address operational risks, escalating issues as necessary to safeguard bank assets and customer information.
- Maintain accurate records and documentation to support compliance and regulatory reporting requirements.
Job Qualifications/Requirements
Education/Credentials
- Bachelor's degree in accounting, business administration, or related field or equivalent experience.
Prior Experience
- Required: Minimum seven years of experience in banking and five years of experience in a management position.
Skills
- English: Written and Verbal: Fluent
- Required: Strong leadership, organizational, and problem-solving skills.
- Required: Excellent communication and interpersonal skills, with the ability to mentor and support team members effectively.
- Required: Proven ability to achieve sales goals and develop effective business strategies.
- Required: Comprehensive knowledge of banking policies, regulations, and operational procedures.
- Required: Proficiency with banking systems, digital platforms, and standard office software applications.
Bank of Hope is an equal employment opportunity employer and does not discriminate on the basis of race, color, gender, religion, age, sexual orientation, genetic information, national or ethnic origin, disability, marital status, veteran status or any other basis protected by federal, state, or local law.