Branch Manager

Summary: Under functional guidance, directs the expansion of existing customer relationships; the establishment and attainment of sales, asset, and service goals; the development and maintenance of a high quality sales and service culture; and the daily management of sales and service of assigned branch(es).

Essential Duties and Responsibilities:

• Prepares and tracks the monthly sales plan for the assigned branch(es).

• Establishes and communicates sales and service goals and expectations of Personal Bankers and Customer Service for assigned branch(es).

• Implements strategies designed to meet or exceed sales goals and customer retention goals for assigned branch(es).

• Provides guidance for Personal Bankers and CSR staff to develop objectives and meet established sales and service goals through coaching, monitoring and feedback.

• Establishes, maintains, and supports a quality oriented sales and service culture in the assigned branch(es).

• Works collaboratively with other bank units to support sales strategies and to meet the needs of prospective and existing customer base; identifies and actively pursues cross-selling opportunities for all products, including Commercial, Retail and Trust products.

• Provides quantitative and qualitative assessment of sales environment within assigned branch(es) and develops action plans to correct deficiencies; identifies branch personnel training needs; monitors progress and provides status reports to the VP of Retail Management on a regular basis.

• Evaluate the impact of recommending and/or approving policy exceptions by reviewing benefit of transactions vs. potential risk to the bank.

• Provides sales performance results for annual evaluation and salary review and recommends interim sales performance reviews as indicated by individual or branch performance.

• Exercises the usual authority as a manager concerning performance evaluations and salary reviews, hiring, staffing, promotions, and terminations for Personal Bankers and Customer Service.

• Conducts regular branch sales meetings with staff re: products/promotion, strategies and vision.

• Coordinates the communication of new or enhanced sales recognition programs; communicates goals to branch personnel.

• Assume responsibility for the daily operations and management of service duties in the absence of staff.

• Support and promotes work force and customer diversity.

• Develops additional business through external customer calling efforts

• Cross-sell appropriate products to small business customers and service small business banking relationships.

• Represent the bank in various civic and community functions where appropriate to further enhance its image and to develop additional business.

• Opens new accounts and services customer relationships as necessary.

• Participates and encourages the bank’s efforts in the Community Reinvestment Act.

• Participates in community events.

• Performs notary duties.

• Maintain Familiarity with the Bank Secrecy Act Policy, OFAC Policy, CIP Policy and any other positions relevant to your position.

• Performs additional responsibilities as required.

Supervisory Responsibilities: Personal Bankers, Customer Service Staff, and Teller Staff

Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience: Bachelor’s degree or equivalent experience. Minimum of four-year retail sales management experience. Previous sales experience preferred. Thorough knowledge of financial products and services.

Computer Skills: Required - Microsoft Office (Word, Excel, Access, PowerPoint) Preferred: CRM, CRT and Teller Automation, Platform

Certificates, Licenses, Registrations: None required.

Other Skills and Abilities: Strong sales oriented customer service skills; excellent communication (verbal and written) and interpersonal skills including listening skills; ability to handle confidential information in a professional manner; ability to communicate effectively with customers as well as all levels of branch staff, management, and employees of internal departments; ability to perform duties independently with limited direct supervision; ability to explain the benefits of the most complex bank products and services and answer customer questions regarding these products and services.