Branch Manager

Branch Manager

We are seeking a dynamic individual to lead and manage our Pasco Branch. Our ideal candidate will be a strong leader who is passionate about providing exceptional customer service as well as dedicated to creating a positive work environment for our employees and promoting their professional growth. This position will coach needs based selling, provide branch operational support, will work closely with senior management to develop and execute branch growth strategies, and is expected to demonstrate leadership and engagement in the community. If you are looking for a leadership opportunity with a growing financial institution, this may be the perfect opportunity for you!

Position Summary:

Is responsible for the overall operational and profitability of the branch by directing sales and business development, meeting operational objectives, and ensuring the branch achieves its annual goals. Branch Manager relationship banking responsibilities include achieving goals, create opportunities to identify a customer's financial needs across all product and service lines, and provide a referral to the appropriate department when needed. Develops competent, responsible, and sales-oriented staff, committed to providing high quality and professional customer service.

The Branch Manager II is in a market with significant growth potential and as such, it is the responsibility of the Branch Manager to assist in growing the market share. The Branch Manager is responsible for enhancing business relationships by identifying and referring sales opportunities for financial needs and presenting all options to the customer, following up as needed.

The pay range for this position is: $ 80,168.40 to $116,451.63 per year

Principal Responsibilities and Duties:

Business Development:

• Participates in business development by targeting potential customers, introducing self and bank in community through various means, including telephone and in-person cold-calls. May involve Branch Loan Officer or Treasury Management Team Lead in subsequent meetings resulting from these initial contacts.
• Actively investigates opportunities for expanding market share and making Wheatland Bank more profitable, with particular attention to identifying prospective customers and additional financial needs among present customers.
• Introduces and cross-sells new and existing Bank products, including obtaining deposits and selling non-deposit services.
• Maintains current knowledge of Wheatland Bank's and competitors' products and services, rates, and terms.
• Maintains a high level of product knowledge and customer service skills and keep up to date on any product or service changes.

Branch Operations:

• Performs customer service functions including new accounts opening, department referrals, customer inquiries and problem resolution.
• Maintains customer relationships.
• Works with staff and other bank personnel to meet customer needs in a responsive, efficient manner across department lines.
• Attends monthly operations meetings, and other meetings as necessary and required, distributing relevant information to staff.
• Maintains current knowledge of regulations.
• Ensures compliance with regulatory requirements by complying with Bank policies and procedures and operating within all current federal and state regulations.
• Ensures compliance with audit requirements by communicating audit standards to staff through continuous in-house audits and by exercising procedural controls and security measures.
• Ensures that monthly branch certifications (audits) are conducted, reviewed, and submitted to Administration.
• Ensures that appropriate daily, weekly, monthly, and other periodic reports are reviewed in a timely manner.
• Maintains appropriate internal controls. Examples include but are not limited to: Dual control, segregation of duties & branch security.
• Assures efficient daily operation of cash and CSR functions, as well as new account functions.
• Provides administrative and operational direction and support for the branch.
• Ensures that appropriate daily, weekly, monthly, and other periodic reports are reviewed in a timely manner.

• Ensures correct implementation of bank all policies and procedures.

• Makes independent decisions which will promote efficient operations and customer service within the branch.

Supervisory:

• Establishes priorities for all operation employees to maintain maximum efficiency and teamwork within the branch.
• Conveys a professional image at all times, both personally and for the branch personnel and facilities.
• Responsible for ensuring the positive image and safety, both internal and external, of the branch facility.
• Ensures that all customers receive the highest quality service, which promotes the retention of deposits and generation of operating income.
• Ensures an effective working relationship with other Bank personnel, as required to perform customer support and sales function.
• Demonstrates effective, positive two-way communication with all bank personnel and maintain a team effort with staff.

• Supervises all Universal Bankers and CSR's assigned to the branch.
• Carries out supervisory responsibilities in accordance with the Bank's policies and procedures.

• Conducts regular staff meetings to ensure all branch personnel is current with operations, branch and bank issues.
• Directly plans and provides coaching and training of job expectations and skill development to all branch Universal Bankers and CSRs, providing advice, counseling, and solutions, including completing of annual employee evaluations.

• In Coordination with Human Resources, participates in hiring and termination of employees.
• Responsible for employee performance appraisals, rewarding and acknowledging, coaching, delegating, goal setting, and motivating employees.

• Ensures adequate training is provided to staff.
  • Continuously evaluates training needs.
  • Ensures that branch personnel learn all appropriate software and hardware in order to maximize technical efficiencies.
  • Plays integral role in new CSR training.
• Maintains good staff morale.
• Conducts weekly staff meetings.
• Maintains schedule of branch events.
• Monitors staff performance.
• • Approves staff vacations.
  • Monitors/controls overtime.
• Performs other tasks and duties as requested by management.

Community Involvement:

• Maintains active involvement in community affairs participating in professional bank organizations and civic groups to enhance Bank's visibility and to further personal development.

Administrative:

• Assists with the management of short- and long-term planning efforts for the branch, including profit plan and capital budget.
• Prepares and provides input to the preparation of reports, planning strategies, and budget goals and results.
• Controls expenses to ensure the profitable operation of the branch. Examples include but are not limited to:
• Monitors budget-to-actual expenses
• Evaluates donation requests
• Submits supply requisitions
• Submits approved invoices to Accounts Payable in accordance with the Purchase and Expenditure policy.
• Reviews and/or approves expense reports for supervised staff
• Coordinates and maintains branch retailing elements, such as signage and coordinates branch advertising with Marketing Department.
• Responsible for the maintenance and repair of the physical facilities and equipment of the branch, both internally and externally, including such activities as snow removal and external building cleanliness.
• Conveys a professional image at all times, both personally and for the branch personnel and facilities.

Additional Responsibilities:

• Adhere to Wheatland Bank Core Values
• Keep management informed of area activities and any significant problems
• Provide exceptional customer service to all customers, both internal and external.
• Represent Wheatland Bank in a professional fashion to include professional image, confidentiality, regular and consistent attendance, punctual.

Position Contact:

• Day-to-day supervision of operations staff; typically supervises 4 or fewer employees.
• Regular contact with Director of Retail Banking, Administration, and Loan Officers.
• Regular contact with Administration personnel to coordinate operations procedures, personnel practices, marketing sales strategies, and assure adequate support for operations.
• Daily contact with new and existing customers to counsel, promote, sell, and cross-sell services and