Branch Manager

New Edge Associates Inc

• $90K — $110K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Minimum 5 years of management experience in financial services.
  • High School Diploma required; Bachelor's Degree preferred.
  • Strong written and verbal communication skills.
  • Demonstrated ability to lead and coach a team effectively.
  • Strong business acumen with attention to operational policies and procedures.

Responsibilities

  • Lead and manage the overall operations of the branch.
  • Ensure adherence to policies, procedures, and controls by staff.
  • Set and communicate goals to staff, fostering commitment and action plans.
  • Comply with bank regulatory procedures, including BSA/AML guidelines.
  • Provide consistent coaching and skill development for staff members.
  • Conduct regular sales meetings and daily briefings with the team.
  • Manage the branch budget to meet revenue and expense targets.
  • Identify and engage potential business customers to understand their needs.

Benefits

  • Opportunities for coaching and skill development.
  • Dynamic work environment in financial services.
  • Opportunity to establish and enhance your leadership profile in the banking sector.
Full Job Description
Job Summary:

You will be responsible for the overall leadership and management of this Branch location. You will insure the branch effectively supports the organization's "brand" through its sales and service efforts while maintaining effective control over its operational aspects and exposure.

Essential Duties and Responsibilities:

  • Ensure staff members adhere to established policies, procedures, and controls.
  • Effectively establish and communicate the goals to staff members, gain commitment and establish plan of action for goal attainment.
  • Adhere to general bank regulatory procedures including BSA/AML as it pertains to "know your customer".
  • Provide coaching, recognition, motivation, and skill development to staff members on a consistent and daily basis.
  • Conduct weekly sales meetings, rounds, daily brief and debrief sessions, and end-of week debrief summaries with staff members.
  • Manage the Branch budget to meet branch revenue and expense objectives.
  • Identify and visit potential business customers to establish the bank's credibility, gain a full understanding of their needs, and evaluate appropriate products and services to satisfy their needs and educate them on the benefits.


Minimum Requirements:

  • Ability to effectively coach and lead your team to deliver/drive business to your Branch.
  • Strong business acumen with strong attention to operational policies and procedures combined with strong sales ability and persuasiveness.
  • High School Diploma or equivalent required; Bachelor's Degree preferred.
  • Minimum 5 years related management experience in financial services.
  • Strong written and verbal communication skills

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