What are the responsibilities and job description for the Branch Manager III position at The Farmers Bank?
The Farmers Bank
JOB DESCRIPTION
Branch Manager III
Job Title: Branch Manager III
Department: Any Branch or Branch Administration
Classification: Non-Exempt
Reports to: SVP of Consumer Banking
JOB SUMMARY
The role of the Branch Manager III, leads employees to fully execute on The Farmers Bank brand purpose: To Care, Educate & Serve to Inspire a better future for all. The primary role of a Branch Manager III is to successfully balance the needs of their three critical constituencies, customers, employees and the communities they serve. As keeper of The Farmers Bank brand, they strive to deliver Financial Well-Being, and lead by example, in holding conversations with customers, (Business & Consumer) understand their needs, and match financial solutions the bank offers, to help the customer, in a professional, friendly, ethical, and efficient manner. The Branch Manager ‘owns’ their trade area by managing key relationships in the community, and work with all TFB lines of business, to grow market share and be the #1 Community Bank, through results and reputation. Branch Manager III leaders have 5 years’ experience, manage multiple offices, or manage offices in excess of 50MM in assets, and concentrate in Business Development outside the branch. Hours vary and include Saturdays.
Strategic (55%)
- Provide leadership, coaching and mentoring, to increase financial literacy, proficiency and advisory skills
- Engage all branch personnel to develop and execute a quarterly branch strategic plan to meet/exceed growth expectations
- Deliver Financial Well-Being using Consumer (RACES)/Business, relationship selling models
- Engage customers by follow up through onboarding and campaigns (Call Trax Adoption)
- Represent bank in local community organizations
- Support The Brand, Our Culture, and The Farmers Bank Way
Branch Responsibilities (25%)
- Business Development of prospects and existing customers, assist in originating Small Business and Commercial Loans.
- Responsible for sales behaviors/activities and banking center operations, to achieve sales goals set for each assigned branch along with operational excellence
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Engage customers though our needs-based process “RACES”, to understand the financial needs of both business/consumers, their goals, and “next big thing”
- Deposits, Savings, Lending, Health Savings Accounts, Retirement, and Digital
- Make complete recommendation to ensure Financial Well-Being of the customer (relationship selling)
- Originate and underwrite direct retail loans including auto, home equity, personal, and student.
- Review applications and approve loans for all above listed possibilities. This includes making the credit decision and communicating that decision to the customer.
- Responsible for training and development of all branch personnel needs, assigning work, meeting completion dates and sales goals, interpreting and ensuring consistent application of organizational policies.
- Prioritize, manage, and communicate promotional campaigns and product initiatives
- Accountable for maximizing branch revenues, sales, customer satisfaction, and minimizing operating losses.
Bank Responsibilities (20%)
- Serve as a leader in supporting and setting the example for our Core Values, Customer Care Standards, Brand Purpose, Vision and Mission
- Provide excellent customer service in a courteous and professional manner
- Continuously work to improve the Customer Experience and Employee Experience
- Assist internal and external customers to serve and exceed their expectations
- Answer phones and contact customers with various issues as necessary
- Focus on Growth & Development, personally and professionally
- Accountable for all State and Federal regulations and bank policies/procedures applying to this position and department
- Meet all security and audit requirements of their banking centers.
- Proactively promote The Farmers Bank.
- Perform other duties as assigned.
PERFORMANCE MEASUREMENTS
- Business Development
- Customer Relations
- Decision-Making Judgment
- Loan/Credit Performance
- Management Effectiveness
- Periodic Goals
- Productivity
- Teamwork & Cooperation
QUALIFICATIONS
EDUCATION
High School Education or Equivalent
CERTIFICATIONS
Employee Development certifications: Bank Products and Services within one year of employment.
JOB KNOWLEDGE
Cash handling experience. Understanding of internal bank and check cashing policies. Completion of Platform Sales training. Professional appearance, dress and attitude are a must. Completion of Platform Sales training. A general knowledge of loan products as well as an understanding of gaining market share and expanding deposit base.
EXPERIENCE REQUIRED
Two to five years of similar or related experience.
SKILLS/ABILITIES
Patient with strong problem solving skills. Communication, telephone, and computer skills are a must. Friendly, outgoing, detail oriented, strong typing skills and ability to work with a wide range of client types.
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