Community Office Branch Manager
Flex TeamCanandaigua National Bank & Trust
Location: Rochester NY and Canandaigua NY

What does a Community Office Manager do?

The Community Office Manager is responsible for managing an assigned Community Office to meet the financial services needs of customers in the community. Working as the leader within the Community Office sales/service team (i.e., demonstrated leadership attributes), the Community Office Manager will implement strategies to achieve goals developed for the office, ensuring compliance with operations policies and procedures and outside regulatory requirements. The Community Office Manager will directly supervisor staff within the office and independently interact with customers towards a mutual benefit.

This includes the ability to adequately deliver a solution to a customer situation, a demonstrated ability to achieve personal sales/acquisition goals, and the ability to motivate, coach and mentor Community Office personnel towards their individual and Community Office goal attainment. The Assistant Manager is expected to understand, comply, and enforce operating policies and procedures and outside regulatory requirements established for the Retail Services function. This role should actively develop customer relationships in an effort for long term association including active involvement in outside community associates as a representative of the bank. This position also directly supervises, coaches and mentors assigned personnel.

What is needed to be successful in this role?

1. A B.S. or B.A. degree or equivalent combination of education and work experience normally required.
2. Specialized banking education and training
3. Notary certification or willingness to obtain as requested.

A minimum of three (3) years' related banking experience required

What does a successful first year look like?

1. Follows Community Office Manager Priorities as defined in the Retail Routines.
2. Leads by example for every member of the Community office team in creating a consistently exceptional customer service experience and is expected to monitor and correct deviations from that level of service.
3. Mentors, coaches and develops staff in their ability to communicate effectively bank products/services in an effort to achieve sales goals. Actively manages internal sales experience of the Community Office; creates motivation and sales culture. Provides timely sales information and/or reports.
4. Supports Group Manager, Retail Banking in their efforts to make certain that all office operations are performed in accordance with established Bank policies and procedures, either directly or through appropriate supervisor, e.g., office balancing, control of vault cash, etc
5. Establishes quantitative sales objectives with Retail Regional Managers. Develops individual sales plans for targeted achievement.
6. Is expected to independently solicit new business from present and prospective customers; maintains ongoing business relationships with current customers to take advantage of additional cross-selling opportunities.
7. Maintains a thorough knowledge of the features and benefits of all bank products and services to ascertain customer needs and to sell in conjunction with these needs. It is this knowledge base that is leveraged and shared in the ongoing skill development of Community Office personnel.
8. Makes "outside" sales and customer service calls on present and prospective clients within the market area.
9. Oversees office platform and remedies customer situations. Provides direct service to customers with respect to deposit, loan, trust, and other miscellaneous products and services.
10. Able to open and closes the Community Office.
11. Assists customer in obtaining specialized services from other bank departments as necessary; provides help to customers with specific inquiries or service problems.
12. Guarantees signatures as required.
13. Performs special projects and other tasks as assigned.
14. Complies with established operating policies and procedures to support the Bank's adherence to outside regulatory requirements.
15. Expected to assist the Community Office Manager with organizing the work and activities of the Community Bank Office to achieve established goals; monitors the efficiency and performance of the office versus established standards.
16. Keeps personnel informed of pertinent policies and procedures affecting the office and/or platform; creates an atmosphere in which upward communication from employees is encouraged.
17. Administers as needed, personnel policies and procedures as established by Bank policy.
18. Actively participates in the community in a manner that reflects favorably on the bank.

Compensation range- $83,000- $98,000
The actual salary offered within the range is dependent on a variety of factors including, but not limited to, relevant experience, qualifications, skills, level offered, and performance expectations.