Branch Manager - Lewisville

Job Description

Job Description

Identifies, recruits, and retains profitable customers. Assist in planning, directing, and organizing the sales and daily operational activities of the retail branch, including development of new business, servicing accounts, cashiering and customer relations.

Must demonstrate increased knowledge and skills in order to meet customer expectations of service and professionalism whether in person or on the phone, assisting in a variety of checking, savings, and credit account transactions, as well as customer services such as sales of Official checks, money orders, CBTx gift cards and travel cards. Assists customers with inquiries related to personal accounts or loans.

PRINCIPAL DUTIES AND RESPONSIBILITIES

1. Duties may include, but are not limited to, branch end of day, balancing or auditing of vaults or teller drawers, ordering money for the branch as well as be able to find outages on the cash balancing report input, edit and open new accounts or loans and may provide direction or limited supervision to CBTx employees.
2. Serve as Teller Supervisor and provide approvals, assistance and direction to line tellers, as needed.
3. Able to promote, explain and cross sell any personal deposit service offered by CBTx including but not limited to CD's, IRA's, personal and commercial deposit accounts, and consumer loan products.
4. Evaluate customer needs, and promptly respond in person or by telephone concerning account status, account balances, stop payments, funds availability, monetary transfers, NSF's, OD status, and statement requests.
5. Answer customer inquiry questions or refer to the appropriate CBTx financial specialist when appropriate for real-estate, commercial loans, insurance or merchant services.
6. Be able to recognize and resolve customer electronic banking issues including but not limited to Debit Card inquiries, Reissue Debit Cards, resetting PIN's, Debit Card and ATM disputes.
7. Receive and process deposits or withdrawals of cash, checks, and collection items for deposit accounts, wires, verifies amounts, examines these items for proper endorsement, and enters transactions into computer records in an accurate, prompt and efficient manner.
8. Assist with employee training and development.
9. Perform annual employee reviews.
10. Handle employee corrective action, as needed.
11. Interview consumer loan applicants and collect financial and related data to prepare loan file.
12. Approve daily NSF's in accordance with CBTx policy and procedures.
13. Handle some bank-related customer matters or inquiries not necessarily involving the lending function. Serve as a contact officer for non-borrowing accounts and for loan customers in matters relating to other banking services. Advise customers, where appropriate, on business management and financial matters.
14. Develop new business through contacts with prospects and existing customers. Solicit new business and cross-sell other bank services.
15. Provide and maintain a professional, business-like atmosphere within the branch offices.
16. Perform other duties as assigned.

PERFORMANCE EXPECTATIONS

Quality of work: Accurate, neat, planned, and organized. Minimal follow up is required. Consistently meets commitments in a timely manner. Makes sound decisions and within scope of authority, assumes responsibility for actions.

Productivity: Industrious and efficient, multi-tasking. Can be depended upon to complete assignments on schedule. Assumes full responsibility for completion of assigned duties. Prompt and regular in attendance. Process and adapt when new ideas and technology causes change.

Customer Satisfaction: Continually displays a courteous and helpful level of enthusiasm, and service knowledge with customers and fellow employees. Identifies and solves problems within a reasonable time frame with minimal assistance. Not afraid to ask for help.

Working Relationship: Establishes and maintains positive relationships and credibility with other team members inside and outside of the Bank that encourages and enables future work and cooperation with those people. Provides a good example for peers and subordinates to follow. Notifies his or her supervisor of all significant or material matters that comes to his or her attention concerning the quality of work assigned, business opportunities for CBTx, or unusual risk.

Compliance: Knowledge of Bank policies and procedures and regulatory compliance laws. Completes all compliance training as scheduled. Follows bank policies and procedures consistent with regulatory compliance in all situations and activities performed. Properly document any exception to the Bank policy and procedures, including any exception to regulatory compliance requirements.

EDUCATION & EXPERIENCE

Minimum Qualification: High School Diploma or Equivalent

Ability to read, write, and speak English language fluently.

Good personal credit history required.

Knowledge: 5 year experience in Financial Institution preferred

Previous experience in lending and new accounts preferred

Skills: Good Interpersonal, mathematical and clerical skills

Working knowledge of Microsoft Excel and Word