Job Abstract

Position Summary: This position is responsible for the overall performance and management for a branch team to ensure profitability, growth, and sound operation.

• Responsible for leading/managing the branch team, ensuring branch goals are achieved, ensuring excellent customer service, acting as an escalation point for customer issues, and implementing, training, and enforcing branch policies/procedures/regulations.
• Responsible for achieving individual and branch sales and lending goals and demonstrating ongoing improvement. Identify customer needs to cross sell product/services to expand customer relationships.
• Offer guidance to customers and perform a variety of customer services.
• Enhance strong customer relationships by performing new account follow-up.
• Identify opportunities to grow the business and independently call on and develop new and existing business customer prospects.
• Guide and assist consumer loan applicants through the lending process. Accurately enter application data into the loan origination system, notify applicants of the loan decision, and answer any customer questions.
• Assist with branch functions including teller transactions, wire log, OFAC review, NSF processing and back
• Identify industry trends and competitor information.
• May oversee, prepare, and distribute branch schedules.
• Responsible for ensuring satisfactory audit ratings are achieved.
• Management/Leadership: set goals with measurements annually for all employees, create and implement development plans for staff, complete performance appraisals by deadline, hold employees accountable for performance & behavior, stay abreast of industry trends, establish and maintain strong industry relationships.
• Perform all other duties as assigned

• Bachelor’s degree or equivalent work experience
• Minimum three years of retail banking experience in a sales environment
• Minimum of one year supervisory experience
• Some lending experience preferred

• Demonstrated leadership skills and the ability to manage employees
• Exceptional customer service skills and the ability to establish and maintain relationships with internal and external customers, including customer confidentiality
• Demonstrated ability to achieve sales and service goals
• Decision making/problem resolution
• Highly motivated and detail oriented
• Excellent written and oral communication skills
• Excellent computer skills relevant to Microsoft Office Suites (i.e. Word, Excel, Outlook) and industry related software

• Continuous remaining in a stationary position, particularly, but not limited to, at a desktop computer.
• Continuous visual review of documents such as financial statements, contracts, spreadsheets, policies, process guides, and other electronic and printed material.
• Frequent need for analytical and critical thinking.
• Frequent high stress periods of high volume work with tight deadlines.
• Continuous repetitive use of hands/arms; particularly concerning to typing, writing, phone & computer use.
• Continuous communication: verbal and written, in-person, phone and electronic.

• Office environment within a branch.