What are the responsibilities and job description for the Branch Manager position at BANK OF MARIN?
The experienced Branch Manager will manage operations and provide quality customer service by managing resources, analyzing branch activity, ensuring that customer issues are handled, and promoting sales referrals, while complying with Bank policies and procedures. Provide ongoing staff development relating to technical and product knowledge, referrals and customer retention. Will have a wealth of experience in both bank operations and sales. Generally recommend a minimum of 5-7 years previous bank experience, including a minimum of 2 years supervisory experience, and excellent knowledge of bank operations and sales functions, or mastery of all Assistant Branch Manager functions. Generally manages large volume branches.
Essential Job Duties:
- Oversee the flow of cash and financial instruments in accordance with company policy and regulatory standards.
- Enforce established procedures for custody and control of assets and records.
- Supervise branch personnel (hire, assign work, create schedules, and review performance).
- Conduct ongoing coaching and mentoring to help raise employee sales, service, and operation skill levels.
- Ensure a high level of customer service is provided. Balance operation controls and customer service in order to minimize risk to the Bank.
- Regularly review branch budget and execute strategies to control expenses and achieve budgeted growth.
- Lead sales culture in the branch. Coach and motivate staff to help them achieve targeted sales objectives, including cross-sell ratios, deposit and loan growth profitability targets, and sales of cash management and other third party products.
- Partner with Regional Manager, BDOs, Lending, Wealth Management, Private Banking, Cash Management, and others to maximize customer relationships. Either accompanies them on "warm" sales calls as needed, or initiates contact for additional business. Branch Managers will spend 10-20% of their time on sales calls.
- Participate in community organizations and non-profits to promote goodwill and generate new business.
- Promote sales referrals by demonstrating leadership and sales culture.
- Establish and provide training necessary to perform the job effectively in the technical and product knowledge.
- Provide cross-training opportunity and direction for skill and career development.
- Encourage attendance and participation in the Bank's training and teller certification programs.
- Monitor and control personnel and operating expenses.
- Other duties may be assigned.
Professional Experience: 5 – 7 years related experience and/or training.
Educational Experience: Bachelor’s degree (B.A.) from four-year college or university; or equivalent combination of experience and/or training.
The Bank of Marin is a growing public company with career advancement opportunities. We offer competitive compensation and comprehensive benefit programs including medical, dental, vision, 401K, profit sharing and employee stock ownership plans, tuition reimbursement, and an employee volunteer program.
Bank of Marin is an equal opportunity employer. EOE AA M/F/Vet/Disability
