What are the responsibilities and job description for the Branch Manager position at United Bank?
This Branch Manager opportunity will be responsible for managing the functions of a full-service branch, including maintaining existing and developing new customer relationships, both personal and business. The Branch deposit size normally exceeds $75,000,000 in a single branch over in a combination of managing multiple branches. Accountability includes achieving sales performance objectives of the branch relating to deposit growth, fee income, and expense control. Responsible for the supervising, coaching, and developing of branch staff and ensuring the communication and adherence with all Bank best practices, policies, procedures, and regulations.
RESPONSIBILITIES:
Leads by example and proactively builds existing retail and business customer relationships and develops new consumer relationships
Develops new business relationships by identifying qualified prospects, using pre-call planning tools and resources, and following up with all external business development calls
Achieves sales performance goals and objectives relating to, deposit growth, investment and fee income, and cost control
Reinforces sales skills to effectively uncover customer needs and recommend appropriate Bank products and services
Manages and coaches the branch sales team to effectively provide financial solutions to customers
Ensures delivery of excellent customer service throughout the Bank by adhering to all customer service standards and protocols, and assists customers regarding effective account maintenance and record keeping
Provides customer resolution to problems and inquiries through direct personal action or referral to the proper department
Has knowledge of and complies with Bank security and operating policies and procedures, as well as compliance regulations including KYC, OFAC, CIP, and Information Security policies and procedures
Ensures that dual control is in place for all vaults/safes containing cash/negotiables
Controls losses that are preventable due to proper decision making skill
Coordinates with Regional Managers and Human Resources on the hiring of new employees, performance reviews, employee discipline, terminations and salary adjustments
Takes responsibility in meeting monthly branch and/or individual scorecard sales goals on a consistent basis by monitoring self-performance and following action plans
Manages time-off requests and timesheets for employees under his/her supervision
Keeps up-to-date on Bank products and services to effectively provide financial solutions to customers, as well as to branch sales team
Provides regular team meetings for branch personnel to convey information received in seminars, manager’s meetings, conference calls and other sources
Refers customers to wealth management, brokerage and commercial representatives as appropriate
Manages the approval of all new accounts, the approval of checks for cashing, and the signing of official checks and certificates of deposit
Manages overall responsibility for settlement of branch cash
Conducts audits and oversees completion of monthly and quarterly branch audits
Opens and closes branch office adhering to bank’s security policy and procedures
Manages the interviewing, training, orientation of all branch personnel, including preparing work schedules
Participates as a member of branch-local civic organizations to promote Bank name, products and services
Coaches and ensures that best practices are being followed with regard to mystery shops, @ your service standards, and the distribution and effective discussion of bank marketing materials, as assigned
May be responsible for managing more than one Branch
As business needs arise, ability to perform in any capacity of the Branch to ensure Branch is properly staffed on a daily basis
As business needs arise, ability to open and/or close the Branch and may require working hours outside normal scheduled work hours.
Based on branch location within a market, will be required to promote/discuss consumer lending products with customers within compliance of the Safe Act guidelines and United procedures.
Based on branch location within a market, will be responsible for maintaining an active NMLS license by completing all training and annual renewal requirements as required
SKILLS/QUALIFICATIONS:
Bachelor’s degree preferred or equivalent work experience;
Minimum of five (5) years experience a management capacity required
Must possess an NMLS license or obtain NMLS license within 90 days of employment
Ability to complete ongoing NMLS training and ensure SAFE Act compliance is required
Strong sales and service skills;
Strong planning and organizational skills;
Strong communication, problem solving, and coaching skills.
Proficiency in Microsoft Office products
Demonstrated strong interpersonal skills
Demonstrated ability to be flexible and adaptable
Ability to travel to other branch locations as business needs arise
Flexibility on work schedule as business needs arise
KEY COMPETENCIES:
Accountability
Leadership Skills
Interpersonal Skills
Strategic Planning and Execution
Organization
Essential Functions:
Sitting for extended periods of time.
Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse and other computer components.
Ability to converse and exchange information with all levels of staff within organization.
Ability to observe, perceive, identify, and translate data
Ability to travel via air, rail, automobile and/or bus.
RESPONSIBILITIES:
Leads by example and proactively builds existing retail and business customer relationships and develops new consumer relationships
Develops new business relationships by identifying qualified prospects, using pre-call planning tools and resources, and following up with all external business development calls
Achieves sales performance goals and objectives relating to, deposit growth, investment and fee income, and cost control
Reinforces sales skills to effectively uncover customer needs and recommend appropriate Bank products and services
Manages and coaches the branch sales team to effectively provide financial solutions to customers
Ensures delivery of excellent customer service throughout the Bank by adhering to all customer service standards and protocols, and assists customers regarding effective account maintenance and record keeping
Provides customer resolution to problems and inquiries through direct personal action or referral to the proper department
Has knowledge of and complies with Bank security and operating policies and procedures, as well as compliance regulations including KYC, OFAC, CIP, and Information Security policies and procedures
Ensures that dual control is in place for all vaults/safes containing cash/negotiables
Controls losses that are preventable due to proper decision making skill
Coordinates with Regional Managers and Human Resources on the hiring of new employees, performance reviews, employee discipline, terminations and salary adjustments
Takes responsibility in meeting monthly branch and/or individual scorecard sales goals on a consistent basis by monitoring self-performance and following action plans
Manages time-off requests and timesheets for employees under his/her supervision
Keeps up-to-date on Bank products and services to effectively provide financial solutions to customers, as well as to branch sales team
Provides regular team meetings for branch personnel to convey information received in seminars, manager’s meetings, conference calls and other sources
Refers customers to wealth management, brokerage and commercial representatives as appropriate
Manages the approval of all new accounts, the approval of checks for cashing, and the signing of official checks and certificates of deposit
Manages overall responsibility for settlement of branch cash
Conducts audits and oversees completion of monthly and quarterly branch audits
Opens and closes branch office adhering to bank’s security policy and procedures
Manages the interviewing, training, orientation of all branch personnel, including preparing work schedules
Participates as a member of branch-local civic organizations to promote Bank name, products and services
Coaches and ensures that best practices are being followed with regard to mystery shops, @ your service standards, and the distribution and effective discussion of bank marketing materials, as assigned
May be responsible for managing more than one Branch
As business needs arise, ability to perform in any capacity of the Branch to ensure Branch is properly staffed on a daily basis
As business needs arise, ability to open and/or close the Branch and may require working hours outside normal scheduled work hours.
Based on branch location within a market, will be required to promote/discuss consumer lending products with customers within compliance of the Safe Act guidelines and United procedures.
Based on branch location within a market, will be responsible for maintaining an active NMLS license by completing all training and annual renewal requirements as required
SKILLS/QUALIFICATIONS:
Bachelor’s degree preferred or equivalent work experience;
Minimum of five (5) years experience a management capacity required
Must possess an NMLS license or obtain NMLS license within 90 days of employment
Ability to complete ongoing NMLS training and ensure SAFE Act compliance is required
Strong sales and service skills;
Strong planning and organizational skills;
Strong communication, problem solving, and coaching skills.
Proficiency in Microsoft Office products
Demonstrated strong interpersonal skills
Demonstrated ability to be flexible and adaptable
Ability to travel to other branch locations as business needs arise
Flexibility on work schedule as business needs arise
KEY COMPETENCIES:
Accountability
Leadership Skills
Interpersonal Skills
Strategic Planning and Execution
Organization
Essential Functions:
Sitting for extended periods of time.
Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse and other computer components.
Ability to converse and exchange information with all levels of staff within organization.
Ability to observe, perceive, identify, and translate data
Ability to travel via air, rail, automobile and/or bus.
Salary : $75,000,000 - $0
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