Branch Manager

Job Description

Job Description

Description:

The Branch Manager is responsible for implementing and executing a sales and service culture to grow profitability. This position is held accountable for new checking account acquisitions, consumer lending, customer experience, deposit generation, retention / growth of market share and training / development of direct reports. Branches have a great deal of banking complexities, high-volume deposit and lending requiring a high degree of banking acumen. The Branch Manager is expected to grow the Retail and Small Business segments by providing financial solutions for customers and has overall accountability for branch performance management.

Requirements:

PRIMARY RESPONSIBILITIES

Achieving Retail Banking Goals:

• Collaborate with the VP of Branch Banking to achieve sales, service, operational, financial, and customer experience goals.
• Implement and drive key initiatives that align with the broader organizational strategy across all locations.
• Set and achieve growth goals, including branch sales, fee income, and service targets.
• Lead and manage sales efforts through structured sales routines, SMART goals, and continuous coaching.
• Establish and maintain robust controls to ensure full compliance with applicable laws and regulations.
• Partner with revenue-generating departments—such as Mortgage, Commercial, Wealth Management, and Private Banking
• along with Marketing and HR to deliver outstanding sales, service, and operational results.
• Prioritize customer information security by adhering to all compliance rules and working closely with the compliance team.

Growing Profitability:

• Drive small business activities by prospecting new relationships and deepening existing ones.
• Identify opportunities to cross-sell and refer customers to other lines of business, enhancing overall profitability.
• Network and build relationships within the community to identify new business opportunities and expand the branch’s reach.
• Oversee and manage the sale of consumer loans, credit cards, home equity lines of credit, and overdraft protection services.
• Develop and execute both short- and long-term plans to achieve sales, service, operational, and financial goals.

Leadership and Team Development:

• Inspire and lead your team by setting clear goals, providing regular coaching, and developing action plans to exceed expectations.
• Conduct regular performance inspections and provide timely feedback to improve outcomes.
• Engage with the community by participating in bank-sponsored events and other activities alongside your team.
• Partner proactively with HR to address performance and behavior concerns, ensuring timely and effective resolutions.
• Conduct regular sales meetings to identify new opportunities and celebrate successes.
• Actively participate in the development and mentorship of your team, fostering a culture of continuous improvement.

SECONDARY RESPONSIBILITIES

• Participate actively in internal committees as requested.
• Continuously seek ways to streamline services and improve workflow efficiency.
• Take on additional duties as assigned to support the branch’s overall success.
• Participate in risk assessments
• Establish and maintain an effective internal control environment
• Ensure adherence to established controls to mitigate operational risks
• Implement control enhancements, when necessary

SKILLS

• Exceptional communication and interpersonal skills.
• Strong knowledge of state and federal compliance regulations, bank policies, and terminology.
• Proven marketing and business development skills.
• Ability to excel in a fast-paced environment with rapidly changing priorities.
• Excellent organizational and time management abilities.
• Strong problem-solving skills with a keen attention to detail.
• Leadership and team-building capabilities.
• Proficiency in using technology and managing complex projects with minimal supervision.

EEOC/ADA STATEMENT

The incumbent must be able to accommodate detailed work, problem solving, customer contact, math, language, verbal and written communications, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions.

Bank of Wisconsin is committed to the full inclusion of all qualified individuals. As part of this commitment, Bank of Wisconsin, a branch of Bank of Sun Prairie, will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment. Colleagues and/or candidates should contact Human Resources with any questions or concerns.

WORKING CONDITIONS

This position is located in an office environment with artificial lighting and controlled heating/air conditioning. The position includes prolonged periods of working on a computer and repeating motions that may include the wrists, hands, and/or fingers. The incumbent needs to occasionally move about inside the office to access file cabinets, office machinery, etc.