Bank branch manager [h1.location_city]

Job Description

Job Description

Position Title : Branch Manager

Reports To : Retail Area Manager

Line of Business : Retail Banking Services

FLSA Status : Exempt

Job Summary :

This position is responsible for overseeing all aspects of branch growth, operations, and customer service excellence. This role ensures compliance with regulatory requirements, drives business growth through relationship building and community involvement, and leads a high-performing team to meet branch objectives. The Manager plays a key role in maintaining operational integrity, expanding the bank’s portfolio of high-net-worth clients, and fostering a positive and efficient work environment. Success in this role requires strong leadership, business development acumen, and the ability to deliver exceptional customer experiences while managing branch profitability.

Essential Duties & Responsibilities :

Branch Operations & Sales Management :

• Manages daily branch operations to ensure sustained compliance with all applicable policies, procedures, standards, and regulatory requirements.
• Drives branch sales efforts, expands business relationships, and develops high-net-worth client portfolios.
• Leads, trains, and develops branch staff to foster a customer-centric culture while ensuring continuous service delivery excellence.
• Oversees complex transactions and ensures high-quality customer service to meet and exceed customer expectations.
• Maintains branch compliance by conducting regular audits and enforcing internal controls and regulatory requirements.
• Builds and maintains strong relationships within the community by participating in local organizations and promoting banking services.
• Contributes to branch strategy by executing initiatives that align with business goals and drive performance.
• Oversees vault teller functions to ensure cash handling procedure align with bank policies and Federal Reserve guidelines.
• Monitors branch financial performance and implements strategies to enhance profitability while controlling costs.
• Sets, tracks, and reports on sales targets to ensure the branch meets or exceeds goals for deposits, loans, and cross-sales.
• Builds and maintains key client relationships to ensure satisfaction and retention, as well as to identify opportunities for further engagement.
• Leads the implementation and training of new digital banking technologies to improve efficiency and customer service.
• Addresses and resolves escalated customer issues and complex transactions, guiding staff in managing challenging situations.
• Oversees branch-level marketing efforts, including community outreach and promotional activities, to attract new business.
• Ensures branch security and enforces policies related to fraud prevention.
• Collaborates with other departments to streamline processes and resolve issues affecting branch operations.
• Supervises one or more employees at a time.
• Conducts performance appraisals of assigned staff for performance effectiveness.
• Supports the selection, training, performance management, evaluations, and supervision of department staff.
• Rewards employees and initiates, or otherwise supports, personnel actions including documentation and termination recommendations under the guidance of Human Resources leadership.
• Addresses questions, issues, and related matters from assigned staff in a timely and appropriate manner.

Compliance :

Leadership :

General :

Minimum Required Education, Experience & Other Qualifications :

Working Conditions & Physical Requirements :

This position requires regular sitting, walking, standing, reading, seeing, speaking, hearing, listening, organizing, interpreting data and information, operating office equipment, typing using a computer keyboard and mouse, viewing a computer screen monitor, and use of a telephone. The working environment consists of an indoor and climate-controlled setting most of the time.

Core Knowledge, Skills & Abilities :

Vision & Planning – Outlines a clear and achievable plan to accomplish shared goals and objectives collectively.

Flexibility & Adaptability – Modifies own behavior and work activities in response to new information, changing conditions, and / or unexpected obstacles.

Decision Making – Makes quality and timely decisions based upon a mixture of analysis, wisdom, experience, and judgment.

Strategic Management – Plans, monitors, analyzes, and manages the necessities of the department and organization in order to reach established goals and objectives.

Team Member Acknowledgement

My signature below acknowledges that I have received and read my job description, and that I understand the scope, essential job duties, knowledge, skills, and abilities, working environment and physical requirements that apply to my job. I further acknowledge that I can safely and effectively perform the essential job duties, with or without reasonable accommodation, and in accordance with the policies, procedures, expectations, and standards of the company.

_________________________ ________________________________ _______________

Team Member Signature Team Member Name (Printed) Date