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Position Title: Branch Manager 3
Business Unit: Retail
Reports To: Varies Based on Assignment
This position is primarily responsible for the overall sales and operations management of the branch. The incumbent oversee daily branch activities, performs market and business development duties, processes loan requests, solicits new accounts, supervises office staff, oversees the branch quality customer service program, sells alternative investments, maintains facilities and manages the budget. The incumbent provides the highest quality of service to every customer. Branch Manager 3 designations apply to retail locations with more than $65 million in assets.
Performs market and business development duties by calling on current and potential customers, attending community activities and being involved in community organizations. Prepares marketing plans to accomplish development goals according to time, budget, policy and procedural constraints. Completes weekly call report or Branch Sales Plan in a timely manner.
Processes loan requests by interviewing customers, analyzing applications, preparing and handling closings, processing documents and disbursing proceeds, as directed, according to established lending limits, policies and procedures.
Solicits new deposit accounts by selling and cross-selling customer appropriate products and services to meet financial needs and meeting those needs by opening accounts, solving problems and closing accounts according to established policies and procedures. Has specific goals regarding weekly outside sales calls.
Supervises staff by administering human resource policies, interviewing, hiring, training, developing, planning and coaching performance according to established policies and government regulations to maximize staff efficiency, productivity, morale and retention.
Oversees branch quality and customer service program by ensuring staff provides expert service by handling complaints through proper research, proposing solutions and resolving problems according to established policies, timely and courteously, as measured by surveys and other feedback systems to ensure the highest quality of customer service.
Sells alternative investments, when licensed, by analyzing customer needs and establishing investment goals, explaining benefits of alternative investments, selling and processing annuity applications. Refers customers to a Series 7 licensed representative according to established policies and licensing limitations and in compliance with state and federal regulations.
Conducts weekly branch sales meetings and coaching sessions with employees. Manages all branch sales efforts by conducting pre-shift huddle meetings each day, organizing and conducting call night sessions as directed by the Market Manager, reporting results of these sessions and posting Branch Sales Charts on sales progress monitoring daily sales production and pipeline volumes.
Delegates and reviews the completed monthly Retail Environment Inspection Form.
Maintains facilities by monitoring maintenance needs and repairs to office building, equipment and grounds and arranging for maintenance according to maintenance scheduling constraints and in compliance with the established expense policy and budget to ensure a safe, attractive, productive and efficient banking facility.
Takes responsibility for implementing compliance policies and procedures ensuring staff receives training to comply with regulations, follows corporate policies and procedures and cooperates with all reviews and examinations.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation’s risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
High School or GED
Minimum Years Experience: