Description
The Branch Manager is responsible for participating in and leading a high performing sales and service team while driving growth in deposits, loans, and overall relationship profitability. This role blends strong people leadership with a focus on sales execution, community presence, and spectacular client service. The Branch Manager sets the pace, builds the culture, and ensures the branch consistently meets and exceeds performance goals.
Sales & Business Development
- Drive growth in core deposits, consumer and commercial loans, and other related products.
- Own branch sales results by establishing clear goals, monitoring performance, and holding the team accountable to meeting stated sales targets.
- Lead outbound business development efforts, referrals, and community engagement to generate new and lasting relationships.
- Originate new consumer and small business loans and deposits from consumers and businesses within the community.
- Coach team members to identify client needs and deliver tailored financial solutions that deepen relationships.
Team Leadership
- Ensure the branch is profitable through income generation, loan growth, deposit growth, expense management, and branch marketing efforts.
- Build, train, and develop talent with a strong focus on coaching and performance management.
- Maintain the company’s culture of accountability, collaboration, and continuous improvement.
- Facilitate regular team meetings focused on sales, service and product training.
Community Leadership
- Act as a visible leader and ambassador within the local community.
- Develop partnerships and represent the organization at community and business events.
Client Experience
- Ensure consistent, exceptional customer experience across all branch interactions.
- Manage escalated customer concerns and key relationships with professionalism and urgency.
- Promote a relationship-based sales approach that builds long term customer loyalty.
Compliance, Risk, & Operations
- Comply with Bank Secrecy Act and Anti-Money Laundering federal regulations and guidelines, internal bank policies, and complete annual training requirements.
- Monitor key performance indicators and implement action plans to address gaps.
- Maintain strong internal controls, audit readiness, and sound risk management practices.
Requirements
- Minimum education level of HS diploma or equivalent.
- Bachelor’s Degree in business, finance or related field preferred.
- At least 5 years of experience in a banking or financial services role.
- At least 3 years of experience in lending.
- Management and team leadership experience required. Prior experience as a financial service branch manager preferred.
- Proven experience leading a sales-focused team in banking or financial services.
- Knowledge of Bank operations, products, services, state and federal laws and regulations, and best practices.
- Excellent written and verbal communication skills.
- Exceptional interpersonal skills.
- Proficient in Microsoft Office Suite (Word, Excel, Outlook).