Branch Manager - Coopersburg Office

Job Description

Job Description

The Branch Manager is responsible for the growth and development of a branch market area through extensive business development and community networking activities. Leads and coaches a high performing team that drives acquisition growth, mitigates risk, develops, and maintains collaborative partnerships and promotes employee engagement and positive consumer/business experiences. Delegates appropriate day-to-day operations to Branch Staff in order to be available to make business calls and to represent the Bank at civic and service club functions. The Branch Manager should be able to assume any branch task in the event a staff member is unavailable; or have a contingency plan in place to meet unforeseen circumstances. Performs any combination of the duties outlined below.

GENERAL DUTIES AND RESPONSIBILITIES:

Business Development/Sales

• Generate new business within branch market for deposit accounts, loans, and cash management.
• Generate and maintain expected sales and performance goals, relative to deposit, loan and household growth.
• Partner with other lines of business (Financial Services, Commercial Lending, Cash Management, etc) to formulate selling strategies for prospective and existing customers.
• Develop a strong knowledge of consumer and commercial products and services.
• Identify, develop and implement effective sales strategies to acquire new business opportunities and cultivate existing relationships.
• Engages in outside calling efforts in your assigned market to develop new business and identify prospects. Develop centers of influence and networks in the community to identify prospective client referrals. Maintain a strong, visible and positive represents in the Community by attending various civic and community functions to further enhance the Bank's image and develop additional business.
• Calls on major existing and prospective clients to develop new business and to retain or expand existing business.
• Able to discuss credit inquiries with individuals and/or businesses, following lending procedures as outlined in loan policy, and possibly extend credit requests.
• Expected to join and actively participate in at least one civic or non-profit organization.
• Expected to periodically participate in bank-sponsored events and community activities.

Team Management & Support

• Implements and models Q2 Service and Sales programs with creativity and energy such that goals are achieved, and quality standards are met or exceeded. Q2 Coaching will be required and oversight of program expectations such as observations, drills, skills and coaching.
• Supervise branch staff, including coaching, development, reward and discipline to help meet sales goals, strict adherence to policies and procedures, and to provide exceptional customer service, with staff level based on branch staffing model.
• Responsible for acquiring and retaining talent through effective onboarding, coaching and development.
• Leads and coaches a high performing team that drives acquisition growth, mitigates risk, develops and maintains collaborative partnerships and promotes employee engagement and positive consumer/business experiences.
• Acts as a coach for the branch in such areas as staff motivation and support of senior management decisions. Also attends and insures staff attendance at various branch and bank meetings. Communicates with senior management as to how the Bank is perceived by employees and customers. Promotes the team spirit of the branch.
• Provides support to the platform staff to ensure prompt customer service.
• Coach, evaluate and develop staff with career path and succession planning focus.

Branch Management/Oversight

• Responds promptly and professionally to customer complaints and inquiries.
• Comply with all bank policies, regulations, and laws applicable to carrying out duties and responsibilities.
• Ensures that the branch is open and ready to conduct business each business day. Delegates various operational duties to the Assistant Branch Manager or Head Teller but assumes overall administrative responsibility for operating the branch. In addition to ensuring the branch balances all transactions at the close of each business day.
• Maintains prescribed security controls to protect the Bank against criminal and fraudulent operations and unnecessary risk. Oversees the observance of the Bank's compliance program within the branch.
• Is responsible for the general maintenance of the branch and that the walkways are clear of ice and snow for the safety and security of customers, employees, and branch assets. Ensures that all security procedures are followed strictly.
• Manage assigned branch, including but not limited to, operations, administration, staffing, audits, compliance and security.
• Is responsible for the profitability of the branch. This responsibility includes, but is not limited to scheduling, reviewing performance and staff development; and conducting regular meetings to keep staff informed and provide opportunities for discussion and problem resolution.
• Completes assigned compliance training in a timely manner and demonstrates the ability to apply training to their duties and responsibilities including their supervision of other employees.
• Required availability of all operating branch hours, including weekends and some evenings.
• Performs other job-related duties as may be assigned, with the ultimate goal of profitability for the Bank as a whole.

REQUIRED TRAINING, EXPERIENCE, AND EDUCATION:

1. A minimum of five years of leadership and/or supervisory experience in roles of increasing responsibility within a financial institution to gain the necessary experience and background knowledge to manage a full-service branch and deal effectively with employee and customers.
2. College or equivalent level courses in business, banking, or related areas of equivalent job-related experience.
3. This position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results.
4. PA Notary and Medallion Signature Certification

DESIRABLE KNOWLEDGE, ABILITIES, AND SKILLS:

1. Advanced knowledge of the Bank's Deposit products/services and lending policies and guidelines, as well as specific loan programs, qualifications, procedures and policies to provide full deposit and loan services.
2. Demonstrated independent decision-making skills, effective delegation and leadership skills.
3. Strong interpersonal, communication and organizational skills necessary to conduct business development calls and identify, develop and implement effective sales strategies to acquire new business opportunities and cultivate existing relationships.
4. A thorough knowledge of branch operations to coordinate the daily functioning of the branch and to resolve employee and customer problems.