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Branch Manager
Union Bank
Berkeley, CA, United States
Job Details - this job has expired, please see similar jobs below
The Branch Manager is responsible for all activities within their Branch and manages staff to achieve the mission, vision and values of the Bank, along with Bank strategic objectives and Branch specific sales and profitability goals. The Branch Manager ensures adherence to Bank policies and procedures by all Branch personnel. Depending on office/market location, the Branch Manager may be assigned specialty customer segments.
Responsible for directly managing staff consisting of 2-3 employees, including interviewing, hiring, and termination of staff, recommending salary changes and job promotions, setting work hours, conducting counseling/performance reviews, and planning of the staff’s work.
Major Responsibilities:
60% - Sales and Branch Management
• Responsible for the overall operating efficiency of the Branch, for delivering a consistent customer experience and for coaching the entire staff
• Responsible for the achievement of both assigned Branch and individual sales and profitability goals
• Implement branch sales plan, develop Branch staff and lead sales activities
• Maintain Branch at approved staffing level
• Effectively manage the branch budget
• Recommend, present and sell appropriate products and services based on customer need as well as follow-up on direct marketing opportunities
• Maintain proficiency in new account opening systems and procedures
• Monitor and coach employees on proper utilization of Branch systems and tools to document customer information for effective and consistent utilization of our contact management system
• Maintain a current and thorough understanding of all consumer and business related products and services
• Strategize and implement a course of action to acquire, retain, and deepen the Branch's customer base
• Effectively cross-train entire staff to provide consistent levels of customer experience and to enable individual career development of Branch employees
• Provide solutions for complex or difficult customer issues
• Prepare frequent updates and communications to senior management on Branch sales and profitability results
30% - Branch Operations
• Oversee branch operations in conjunction with the Assistant Manager
• Develop and manage employee schedules
• Provide back-up in operations as needed and maintain proficiency in operating policies and procedures
• Perform teller transactions and maintain cash drawer within prescribed cash limits and meet cash balancing requirements (if needed)
• Exercise sound judgment when processing customer transactions and providing approvals
• Ensure a safe and effective operating environment and that employees are trained in Bank safety and security procedures
• Ensure staff is fully trained on, and adheres to, all branch functions as well as current Bank personnel policies and programs
10% - Risk Management and Compliance
• Responsible for following and adhering to all bank operational and security policies and procedures, including compliance and privacy policies and procedures to maintain customer confidentiality
• Ensure customer information meets bank and regulatory documentation
• Adhere to the SAFE Act requirements
Qualifications
• The Branch Manager position requires 5 to 7 years of financial services experience, with an emphasis in the management of staff for sales production for consumer, small business lending, and if assigned, responsible for the service management of specialty segments
• Bachelor’s Degree preferred, but not required
• Series 6 and 63 Licenses preferred, but not required
• Requires previous supervisory, administrative and analytical skills and work experience
• Requires experience in customer service, communications and time management
• Previous knowledge of operations and regulatory requirements is also required
• Preferred skills include general knowledge of Windows, MS Outlook, Excel and Word
• Current portfolio of business or community networking contacts, commercial lending, direct lending or commercial loan underwriting experience with a history of delegated lending authority is highly preferred
• Requires a thorough knowledge of all Bank products and services, as well as effective communication and sales abilities
• Proven sales track record and sound operational and risk management knowledge required
This position may be subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements. If at any time the Bank determines that your position requires SAFE Act registration, you will be required to register and submit to the required SAFE Act background check and registration process. Failure to register successfully or to maintain a status in good standing under the SAFE Act will affect your eligibility for continued employment and may result in your immediate termination.
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.
We are proud to be an Equal Opportunity / Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives, and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category.
A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it’s the bank’s policy to only inquire into a candidate’s criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses.