FUNCTION: As part of the branch management team, the incumbent is accountable for the overall performance of the assigned branch. Priorities include meeting branch revenue, expense and market share goals (loans, deposit and fee based services). The position requires strong leadership ability in the areas of customer experience, employee development and retention, customer relationship development, retail sales, loss mitigation, and compliance with Bank policies, procedures and quality standards.   The incumbent is directly accountable for the daily operations and sales production at the assigned branch including mortgage loan origination based upon branch goals.  

GENERAL DESCRIPTION OF DUTIES (assigned duties are under the leadership and direction of the Market Manager and/or Branch Administration Officer):  

  • Trains, coaches and holds staff accountable for all facets of product and service knowledge and delivery.
  • Utilizes the Bank's Sales & Service Program as a tool for meeting/exceeding cross-sale and referral expectations.
  • Works closely with the Branch Administration Officer to ensure branch personnel effectively evaluate and serve customers' total financial needs (existing and potential customers).  
  • Responsible for consumer and residential mortgage loan generation through assigned branch.
  • Must demonstrate the ability to effectively manage the function and take applications, interact with parties inherent to the transactions, act as the point of contact for customers, and close loans in accordance with applicable regulations and GSB quality standards.  
  • Understands Bank strategic goals and creates an annual branch business plan that aligns branch action plan to bank short and long term goals.  
  • Ensures day-to-day branch operations are coordinated to maximize the customer experience and meet established goals and objectives.  
  • Coordinates daily branch staffing (tellers, customer service representatives, etc.) and administers Saturday, vacation and holiday schedules.  
  • Ensures staff appearance is in accordance with established Bank standards and behavior (toward outside and inside customers) is professional, prompt and courteous, at all times.  
  • Completes required annual Bank Secrecy Act training which includes emphasis on Currency Transaction Reporting (CTRs), Suspicious Activity Reporting (SARs), and the Customer Information Program (CIP) Policy.  
  • In accordance with Bank Secrecy Act responsibilities, reviews Currency Transaction Reports (CTRs), reports suspicious activity to the Bank Secrecy Act Officer, identifies high-risk customers (accounts), ensures adherence to the Customer Identification Program (CIP) Policy, and trains the branch staff.  
  • Keeps abreast of internal policy, procedure and system changes and overall developments in the banking industry.
  • Effectively communicates relevant information and coordinates training (as necessary) to implement operational changes (as seamlessly as possible).  
  • Ensures prompt response to and satisfactory resolution of customer inquires and complaints.  
  • Oversees cash management, i.e. daily usage, orders and distribution, vault controls, cash drawer and vault limits, and daily teller balancing and branch settlement (including ATM) as dictated by Bank policy.  
  • Conducts daily branch opening and closing activities.  
  • Effectively interacts with a variety of people and departments.
  • Builds and fosters a healthy working environment based on teamwork.  
  • Manages all aspects of the Branch Security Program as Deputy Bank Security officer and as part of the branch management team.  
  • Conducts staff appraisal reviews, coaches and counsels employees, assists with salary reviews and career planning.
  • Works directly with the Branch Administration Officer on employee-related matters including hiring and termination.  
  • Ensures compliance and uniform administration of all regulatory and policy directives as measured by audits, difference and losses.  
  • Participates in seminars and workshops for the public as part of the Bank's outreach effort.  
  • Performs customer service and teller duties as necessary.  
  • Oversees the maintenance of branch equipment.  
  • Works variable hours, often outside of typical bank hours.  
  • Participates in a variety of Bank committees as required.  
  • Performs sale of non-deposit products as required.  
  • Performs other related duties as required.  
  • Completes all required compliance training as assigned in accordance with bank policies and procedures.  

FUNCTIONS SUPERVISED: Branch Sales, Senior Universal Bankers, Universal Bankers, Branch Tellers, Safe Deposit  

POSITIONS SUPERVISED: Assistant Branch Manager, Senior Universal Bankers.  

EDUCATION REQUIRED: A two-year college degree or completion of a specialized course of study at a business or trade school. Bilingual proficiency (English/ Spanish) is considered a desirable attribute.   

EXPERIENCE REQUIRED: Three to five years of similar or related experience. Proficiency in MS Office Suite, specifically WORD, EXCEL and PowerPoint.  

MANAGERIAL RESPONSIBILITY: Has supervisory/managerial responsibilities that are direct or through work leaders or assistants. Estimates personnel needs and assigns work to meet these needs. Supervises, coordinates and reviews the work of assigned staff, typically with a subordinate group of 3 to 10 employees. Recommends candidates for employment, conducts performance evaluations and salary reviews for assigned staff, and applies company policy. 

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Fax: (203) 453-5493

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