Branch Manager
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).