Branch Manager - Insurance jobs in Spokane, WA

Description

BRANCH MANAGER – JOB DESCRIPTION

As a part of Community Bank’s management and leadership team, you will utilize your sales, banking and management experience to be an instrumental part of the Bank’s team. Branch Managers oversee the efficient daily operation of a branch - developing new deposits and consumer/small business loans, operational soundness, and superior customer service. Leading your team by coaching, guiding, mentoring and motivating to attain branch and bank goals. Utilizing your knowledge and experience to make sound decisions and ensuring established policies and procedures are followed.

Classification: Full-Time

FLSA Status: Exempt

Department: Branch Operations

STATEMENT OF EXPECTATIONS

Community Bank expects all employees to comply with the responsibilities of their assigned position to the highest degree of performance by:

• Adhering to the Company’s policies and supporting Management decisions and goals in a positive, professional manner.
• Representing Community Bank with a high level of integrity and professionalism.
• Maintaining knowledge and understanding of banking rules, regulations, laws and all policies and procedures pertaining to them including, but not limited to, the Bank Secrecy Act.
• Demonstrating a willingness to adapt to changing business needs and deadlines.
• Possessing a work ethic that includes neatness and punctuality.
• Exhibiting a professional, business-like appearance and demeanor.
• Treating all individuals and groups with respect and dignity.
• Performing the essential functions of their job safely, without endangering the health and safety of themselves or others.

Requirements

Essential Functions

• Responsible for the overall safety, security and day-to-day operations of the branch.
• Ability to set the tone of the branch to provide an exceptional customer experience and a dynamic, engaging culture.
• Managing and growing the consumer/small business loan portfolio.
• Demonstrate highly skilled business development/outbound calling, making regular business development calls to solicit new business or improve services to existing clients.
• Responsible for the retention and expansion of existing business relationships, and the development of new business.
• Responsible for maintaining knowledge of and educating business customers on all Digital & RDC products and services (i.e., Cash Management, ACH service and Positive Pay).
• Establish regular coaching opportunities with your team to review goals and highlight further personal development.
• Review job performance and make recommendations regarding hiring and salary, along with necessary discipline.
• Meet with branch staff regularly to develop solid product & service knowledge, organize sales efforts and resolve barriers to optimize branch performance and employee engagement.
• Delegate operations duties to the Customer Service Manager or appropriate branch staff while maintaining overall administrative responsibility.
• Work with the branch team to encourage deposit growth, loan growth, business relationship growth and retention.
• Develop strategies to have difficult conversations with customers when necessary, with the goal of a positive outcome.
• Represent the Bank by being involved in and joining service clubs, area organizations and attending community events and meetings.
• Maintain positive internal business relationships.
• Provide superior customer service.

Additional Responsibilities

• Review employee timecards, edit, correct and approve each pay period; monitor employee leave time to insure it is being used according to company policy; notify Human Resources when an employee requests, or may require, an extended leave of absence (such as FMLA); conduct performance reviews; prepare disciplinary documentation when appropriate; and complete the necessary paperwork and process when hiring or terminating an employee.
• Responsible for completing all digital, in-person and other training courses as assigned.
• Perform other duties as assigned.

Environment and Interaction

Work areas are inside, in a climate-controlled environment, with moderate background noise. Position may involve occasional travel to branch locations. Position may involve exposure to potentially hazardous conditions (e.g., robbery).

· Reports To: Director of Retail Banking

· Supervises: Tellers, Personal Bankers, and/or Customer Service Manager and Business Banker if applicable (usually 4-6 full-time equated employees)

MATERIAL AND EQUIPMENT USED:

Computer, Fax Machine, Copier, Voicemail, Typewriter, Automobile, Printer, Telephone, Email, General Office Supplies

Physical activities required to perform essential functions:

· Sitting/Mobility: Approximately 50% of time is spent working at a desk. Balance of time (approximately 50%) is spent moving around work areas.

· Communication: Ability to effectively communicate with co-workers, clients and outside agencies in writing, in person and over the phone.

· Vision: Ability to effectively use a computer screen and interpret printed materials, memos and other appropriate paperwork.

· Lifting/Carrying: Ability to transport files and supplies (up to 25 pounds).

· Stooping/Kneeling: Ability to access files and stock supplies.

· Reaching/Handling: Ability to input information into computer systems and retrieve and work with appropriate paperwork, equipment, and supplies.

Proficiencies

• Excellent written and verbal communication skills; ability to communicate effectively and project a professional image when giving and taking information in writing, in person and over the phone.
• Ability to organize and manage competing priorities effectively while developing plans for growth.
• Demonstrated success in sales and business development.
• Possess strong mathematical, analytical, problem solving, and negotiation skills.
• Ability to analyze client credit data and other related financial information.
• Ability to work accurately with close attention to detail.
• Ability to adapt quickly to a changing environment and be a strong decision maker.
• Ability to navigate job related computer software, programs and websites.
• Good interpersonal skills with the ability to work with individuals and groups at all organizational levels; ability to work independently and as part of a team.
• Ability to take initiative and prioritize tasks; good time-management, organizational, problem-prevention and problem-solving skills.
• Ability to maintain confidentiality of sensitive information.
• Thorough knowledge of branch operations to coordinate daily branch functions and resolve employee and customer problems.
• Complete familiarity of the Bank’s savings, checking and lending policies and guidelines, as well as specific loan programs, qualifications, insurance, etc., to provide full savings and loan services.

Education and Experience

• High school diploma or GED.
• Bachelor’s degree, preferred.
• At least eight (8) years of progressively responsible experience within a financial organization to gain necessary experience and background knowledge to manage a full-service branch and deal effectively with employee and customer relations matters.
• Possess a valid driver’s license.
• Must be bondable.
• NMLS registration required.

COMPANY BENEFITS

• Comprehensive employee benefits, including: medical, dental, vision, LTD, and life insurance, HSA contribution
• Paid vacation, sick, plus federal holidays
• 401k with employer match
• Tuition reimbursement
• Employee stock/profit sharing plan