Branch Manager

Job Description

Job Description

The Branch Manager oversees the branch’s operations and staff with accountability for sales, customer service, profitability, productivity and loss prevention. Leads branch operations team to achieve strategic goals related to revenue generation, profit attainment, and growth goals including market share through utilization of effective sales management techniques. Communicates and enforces store goals and policies and ensures compliance with security, sales, and safety and recordkeeping practices. Maintains accurate records of purchases, sales, and requisitions and reviews store reports to identify areas of waste.

Position Responsibilities may include:

• Manage and oversee the day-to-day operations of the branch including staffing and ensure successful and timely completion of assigned duties of all personnel. Review and approve hours worked and PTO using Kronos.

• Conduct periodic audits to ensure work is compliant with the established protocols and processes and objectives - meeting customer and branch expectations.

• Maintain sales – review/edit, credits, negative inventory, damage inventory and cash reconciliations. Communicate regularly with branch customer base to establish and maintain strong relationships. Enter all sales calls in CRM.

• Responsible for building and maintaining morale in the branch by demonstrating leadership qualities and setting an example for staff, promoting teamwork both within the branch, local team and within the region. Provide knowledge and skill development opportunities for employees with proper training and guidance for them to reach their full potential and have growth opportunities. Ensure employees complete all assigned training in a timely manner.

• Effectively coach, counsel, and hold employees accountable. Collaborate with Human Resources regarding disciplinary actions.

• Develop plans for increased branch profitability/productivity and drive continuous improvement processes. 

• Process purchase orders, research low stock and receivables and process branch payables, audit cash drawers and truck metrics. Remain current with warranty processing and follow up quickly on rejections.

• Oversee all aspects of profit center (operations, sales, admin, etc.) working closely with Credit Department at Corporate to determine appropriate credit level and resolve any credit issues.

• Stay current with cycle counts and keep dead stock at a minimum.

• Maintain ample levels of inventory to meet delivery and service expectations of all branch customers. 

• Review P hold safety meetings, security reports and maintain facility.

• Complete all tasks on the Branch Manager's monthly/daily checklist and act as a safety leader. Conduct weekly safety committee meetings. Complete any Flash reports within the required timeline and communicate issues/injuries immediately.

• Oversee branch and warehouse appearance, housekeeping, maintenance, and repair.

• Provide Regional Operations Manager (ROM) any requested branch specific information /reports and provide vital information in a timely manner. 

• Maintain a 93%, or higher, audit score 

• Maintain a working knowledge of company’s benefits and employee handbook policies. Ensure employees are following safety protocols including maintaining an organized and clean work environment,

• Conduct mid-year and annual performance appraisals for all direct reports through the online Performance Engagement platform.

• May work outside regular working hours in case of emergencies within the branch as required.

• Participate in additional activities as requested.

Nature & Scope:

• Ensures work is aligned with the ROM’s expectations, goals, and vision 

• Accountable for implementation of policies, processes, and procedures for short-term results

• Decisions and problem-solving are guided by policies, procedures and business plan; receives guidance from Senior Manager/Director

• Works on difficult to moderately complex issues and projects 

• Provides guidance and training to subordinates

• Has authority to hire, recommend pay, establish performance and recommend for termination

• Level of signing authority established by company policy/guidelines

Knowledge & Skills:

• Knowledge of warehouse/inventory management and material handling equipment such as forklifts

• P&L understanding

• HVAC knowledge strongly preferred; or ability to quickly learn HVAC products/parts

• Proven customer service experience with high level of customer satisfaction

• Proven leadership, coaching / mentoring and team-oriented mindset along with effective delegation of duties. 

• Effective verbal and written communication skills and interpersonal skills

• Strong organizational and time management skills

• High level of attention to detail and compliance and results driven.

• Excellent problem-solving skills, with ability to apply sound judgment 

• Ability to build and maintain positive relationships with customers, vendors, and employees

• Experience leading a team of employees towards a common goal

• Ability to apply good judgement and decision making skills including strong work ethics and integrity.

• Working knowledge of MS Office Suite (Excel, Outlook, Word and PowerPoint)

• Working knowledge of CRM & Mincron or similar applications is preferred.

Experience:

• 1 year in a leadership/supervisory role

• Experience in HVAC wholesale industry strongly preferred

Education/Certification:

• High School diploma or GED equivalent.

• College degree strongly preferred.

People Management: Yes

Physical Requirements / Work Environment: Must be able to perform essential responsibilities with or without reasonable accommodations

Reports To: Regional Operations Manager

The Company provides equal employment opportunity to all employees and applicants regardless of a person’s race, color, religion (including religious dress or grooming practices), creed, national origin (including language use restrictions), citizenship, uniform service member or veteran status, ancestry, disability, physical or mental disability (including HIV/AIDS), medical condition (including cancer and genetic characteristics), genetic information, request for protected leave, marital status, sex, pregnancy, age (over 40), sexual orientation, gender, gender identity or expression, political affiliation, or any other characteristic protected by law. The Company will comply with all federal and state regulations and statutes pertaining to individuals with disabilities.