Project Brief

A regional bank had an open vacancy for a Branch Manager and Loan Officer position because a local community bank hired away their current Branch Manager. The position was open for more than 4 months and our client was having a difficult time finding qualified applicants because the area was fairly rural. We had placed a commercial loan officer less than 30 miles away and knew the area. We helped identify 6 potential candidates within the first 30 days of the search and our client extended an offer and hired one of our candidates within 45 days.

Branch Manager

Discover your opportunity to positively impact every customer, organization, and community we serve. We aim to be the premier and most-trusted West Coast bank, serving customers with high-touch, local delivery and global capabilities as we leverage our rich history. Join a team that’s working to fulfill its vision to be the world’s most trusted financial group.

Job Summary

Responsible for all management of activities in a branch office. Manage staff to achieve the mission, vision, and values of the Bank, along with Bank strategic objectives and Branch specific sales and profitability goals. Ensures adherence to Bank policy and procedures by all Branch personnel. Depending on office/market location, the Branch Manager may be assigned specialty customer segments such as Priority, Cash and Save etc.

Major Responsibilities

Branch Management 40%

Manages branch as a profit center. Maintains branch at approved expenditure levels. Reviews, controls and reports on general ledger activity. Writes business letters and reports pertaining to branch operations. Responsible for the overall operating efficiency of the Branch, for delivering a consistent branch customer experience, and for coaching the sales and service staff.

Administers Bank personnel policy and programs. Conducts recruiting activities for branch and interviews and selects employees for hire. Responsible for the development and training of branch personnel, including evaluations and performance reviews. Determines promotions and salary increases for branch personnel. Plans and assigns work to staff. Develops and manages employee work schedules. Evaluates processes and workflow to maximize productivity. Determines work methods to be used. Trains employees on expectations and policies. Provides constructive feedback to staff. Administers counseling, corrective action processes, and all disciplinary actions, including termination decisions. Handles complaints and grievances and escalates as appropriate.

Sales Management Activities: 40%

Translates Bank strategic sales objectives into specific branch activities. Responsible for behavioral based coaching, as well as the development and performance of all sales activities at the branch. Directs and provides leadership towards the achievement of maximum profitability and growth in line with company vision and values. Establishes the plan and strategy to acquire, retain, and expand the branch’s customer base and contributes to the development of training and educational programs for staff. Develops sales and revenue generating programs. Responsible for coaching and ensuring the performance of sales staff, as well as for the attainment of sales targets. Trains employees on sales techniques. Initiates and coordinates development of action plans to penetrate new markets and acquire new customers. Prepares action plans for individuals and branch teams (if appropriate) for effective search of sales leads and prospects. Conducts routine meetings, including one-on-one reviews, with all sales and service staff to build more effective communications, understand training and development needs, and to provide insight for the improvement of skill sets and activity performance. Maintains and monitors production or sales records for use in supervision. Assists sales staff in preparation of proposals and presentations. Maintains detailed knowledge of the company’s products or services. Keeps abreast of evolving industry and competitive practices.

Risk Management/Compliance: (20%)

Ensures that operating procedures are being followed. Provides guidance and training to branch personnel on operating risk issues and handling of exceptions and adjustments

Performs function of branch safety and security officer. Ensures that the office is operating in a safe and effective manner.

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