Branch Operations Manager - two Portland locations

Branch Manager

This position is responsible for overseeing the tellers and customer service staff of two Portland branch locations: 601 Broadway, South Portland and 63 Marginal Way, Portland (scheduled to open late October/early November). Additionally, the position is responsible for branch operations.

Essential Functions:

1. Focuses on providing high quality customer service and responsible for maintaining the operational excellence of their assigned branch under the direction of the Market Manager.
2. Provide feedback and presents ideas for improving customer experience.
3. Assists the Market Manager with outreach initiatives to existing and potential customers as well as supporting customer service activities.
4. Performs the duties and responsibilities of the Market Manager in the Market Manager's absence.
5. Builds relationships with new and existing customers by identifying their needs and determining the appropriate deposit, consumer loan or residential loan product or service.
6. Refers customers to other bank personnel when necessary.
7. Supervisory responsibilities include but are not limited to:
• Follows Affirmative Action Plan when selecting the best-qualified candidates for open positions.
• Provides appropriate orientation and training for new employees.
• Assigns work to employees and communicates how the successful performance of those duties will be measured.
• Leads weekly (daily preferred) staff meetings primarily focused on branch procedures.
• Conducts regularly scheduled "one on one" performance appraisals with a written appraisal done at least once annually.
• Recommends performance awards and/or increases when appropriate.
• Approves time cards/attendance sheets and resolves requests for time off on a timely basis.
• Participates in activities associated with the management of workplace health and safety.
• Helps employees address and resolve concerns and complaints.
• Address performance issues on a timely basis.
• Coaches and mentors employees by scheduling courses offered by/through Learning and Development.
• Personally responsible to develop branch staff to be wholly proficient in each of their individual roles (i.e. teller, CRA or CRO)
• Consults with Human Resources as needed.
• Maintains a thorough knowledge of, and ensures that the teller and customer service areas operate in compliance with, federal and state banking regulations and adhere to all bank policies and procedures.
• This position is the branch's primary contact for internal audit, compliance, operations and networking.
• Maintains a strong understanding of the Banks electronic delivery systems for consumer and business customers.
• Maintains a general understanding of all consumer and commercial loan products.
• Performs other miscellaneous duties or special assignments as required or assigned.

Other Duties and Responsibilities:

1. Performs duties of customer service representative, teller and other operational positions, as needed.
2. Assists the Market Manager with consumer loan interviewing and processing by underwriting applications and boarding loans.
3. Assists the Market Manager in attaining sales goals; including the development of internal sales initiatives and staff training.
4. May assist Market Manager in community activities.
5. Attends all required meetings and training.
6. Complies with federal and state banking regulations, as well as with all bank and department policies and procedures.
7. Serves on various committees as assigned.

Position Qualifications and Education Requirements:

• High school graduate or equivalent - College degree preferred.
• Respectful of and works effectively with others.
• Three-to-five years of progressively responsible experience in a financial institution with a background in retail banking operations, lending and supervision or management.
• Excellent supervisory, customer service, sales, organizational, and verbal and written communication skills.
• Computer literate, with experience in Microsoft Office products, esp. Word.
• Expert Knowledge of Teller & CSR procedures, rules and regulations.
• Able to work harmoniously, professionally, cordially and effectively with others, focusing upon the attainment of bank goals and objectives through a commitment to teamwork.
• Ability to read/see documents and computer screens, to communicate in person and via the telephone and use a computer and other office equipment.
• Is dependable and conforms to punctuality and attendance standards.
• Able to travel to all bank locations.

Working Conditions:

• Physical surroundings are generally pleasant and comfortable with protection from weather conditions but not necessarily from temperature changes.
• May sit or stand with freedom of movement on a regular basis.
• Operation of computers and other office equipment requiring dexterity and coordination and frequent use of hands.
• Ability to lift items weighing approximately thirty-five pounds.

Those holding this position must be capable of performing all duties and responsibilities, either unaided or with the assistance of a reasonable accommodation, as determined by management.

The Bank has reviewed this job description to ensure that essential functions and basic duties have been included. It is intended to provide guidelines for job expectations and the employee's ability to perform the position described. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent a contract of employment, and the bank reserves the right to change this job description and/or assign tasks for the employee to perform, as the Bank may deem appropriate.

Saco & Biddeford Savings Institution