Branch Manager (Wicker Park Branch)

Job Description

Job Description

Job Title: Branch Manager
Department: Retail Banking

Belmont Bank & Trust is looking for Branch Manager for our Wicker Park Branch located at 1958 W Division St., Chicago IL 60622.

Candidates must have prior managerial experience in the banking industry, including experience leading teams, overseeing branch or departmental operations, and ensuring compliance with banking policies and regulations.

Eligible employees may receive medical, dental, and vision insurance, paid time off, paid holidays, retirement savings plans with 6% employer contributions, life and disability insurance, tuition assistance, and professional development opportunities.

Branch managers are responsible for planning, directing, coordinating and evaluating the activities and operation of the Retail Banking department in accordance with established Bank policies, procedures, goals and objectives. This person should be entrepreneurial in nature and have the ability to multi-task, manage and work well with others.

Essential Duties and Responsibilities:

The Branch Manager is responsible for leading all aspects of branch operations within a community banking environment, including sales performance, customer experience, team development, and regulatory compliance. This position is responsible for but not limited to: approvals/overrides, creation and implementation of sales goals, coaching of retail employees, staffing, business development, loan growth, knowledge and understanding of commercial lending products and annual reviews of employees. As a branch manager, the individual will have responsibility for the branch's results, working with the guidance of the Bank's benchmarks for customer growth and retention, revenue, and market share. The individual will be looked upon by the retail staff for guidance, motivation and support. The branch manager is vital for the growth of the core deposits of the bank. Branch Manager should have sales and/or service leadership and effectively achieve sales goals. The individual should have a working knowledge of local centers of influence and established relations in the local community.

Leadership & Team Development:

• Lead, coach, and develop branch staff to achieve performance goals and support career growth
• Create a positive, service-oriented culture aligned with community bank values
• Conduct performance evaluations, training, and ongoing staff development

Sales & Relationship Management

• Drive branch growth through community engagement, referrals, and business development
• Meet or exceed goals for deposits, loans, and fee income
• Build and maintain strong relationships with retail and small business customers

Operations & Compliance:

• Oversee daily branch operations to ensure accuracy, efficiency, and adherence to internal controls
• Ensure compliance with all regulatory requirements, including BSA/AML, CIP, and audit standards
• Monitor and mitigate operational and fraud risk
  

Customer Experience:

• Deliver exceptional, personalized customer service consistent with community banking principles
• Resolve complex customer issues in a timely and professional manner
• Promote a customer-first mindset across the team

Community Involvement:

• Represent the bank at local events, networking opportunities, and community organizations
• Strengthen the bank’s presence and reputation within the market

Systems & Technical Responsibilities:

• Utilize and oversee branch operations within core banking and ancillary systems (e.g., Fiserv Premier, Navigator UI, Client 360, or similar platforms)
• Ensure staff are trained and proficient in daily system use, including transaction processing, account maintenance, and reporting
• Partner with operations and IT teams to support system updates, issue resolution, and process improvements

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.

Education/Experience:

• Bachelor’s degree in business, Finance, or related field (or equivalent experience)
• 5+ years of retail/community banking experience, including leadership responsibility
• Hands-on experience with Fiserv or similar core banking systems
• Strong knowledge of banking regulations, operations, and customer service standards
• Proven leadership, sales, and team development skills

Language Ability:

Strong written and verbal skills are necessary as well as the ability to negotiate, reason and make decisions.

Must have the ability to effectively present information to management, employees, clients, public groups and the board of directors. Must be people-oriented with good communicative and interpersonal skills as well as good written skills. The individual must be able to respond to common inquiries or complaints from customers, regulatory agencies or members of the business community.

Math Ability:

The ability to calculate figures and amounts such as discounts, cash flow, interest, commissions, proportions, and percentages is necessary. The ability to apply concepts of basic algebra is required. The ability to read, analyze and interpret financial reports, legal documents and technical journals is also necessary.

Reasoning Ability:

A comprehensive understanding of retail and commercial banking products offered is required. The individual should be well trained in business development, having the knowledge and capability to present and sell the Bank’s products and services. The individual should have the ability to solve practical problems and deal with a variety of questions and complaints from customers on a daily basis. The individual should be able to profile potential consumers and small business customers to determine which product set will best suit them as well as being able to sell those products to them. The branch manager will be looked upon for guidance by both customers and staff.

Computer Skills:

Strong PC skills including word processing, spreadsheet, presentation, internet and internal software are required.

Certificates and Licenses:

Certificates from retail or commercial banking classes are preferred. Additional licenses are beneficial but not required.

Supervisory Responsibilities:

This job requires supervisory responsibilities, which include management and review of the retail banking division.

Work Environment:

The work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand, walk, sit, use hands to fingers, handle, or feel, and talk or hear.