Community Banking Branch Manager - Bryn Mawr

OBJECTIVE:

Primary responsibility is to manage a Branch Team of employees and/or more than one branch to develop business, provide extraordinary service to customers, maintain operational integrity and a professional office appearance, and manage operating expenses. Directs the daily sales, operational and administrative activities of the branch within the framework of corporate policies and procedures to assure good quality service to our customers, satisfied and challenged employees and an efficient and profitable operating branch.   Fosters a motivational environment and strong sense of service and teamwork.  May be licensed to sell alternative investments and insurance (not required).

RESPONSIBILITIES/DUTIES:

• • Assists in the development of new business for Firstrust.  Is alert to expressed customer/prospect needs to suggest appropriate services.  Directs customers to the appropriate person to open account.  Actively sells and promotes corporate products to potential and existing customers.  Possesses knowledge of corporate products and services to suggest products.
• Uses time to develop business with existing customers/prospects.  Obtains new loans/deposits through the development and implementation of an internal/external calling program.

• Requires a desire to learn and understand the business customers’ needs and recommend solutions to meet those needs.
• Primary responsibility to attain small business loan, deposit goals and other sales goals as dictated by branch Scorecard or other qualitative measures.
• Builds strong partnerships with Business Banking, Consumer Lending, and Commercial Lenders, Private banking, Mortgage Officers and all other partners within Bank to meet/exceed our customer’s expectations.
• Budgets time to ensure ongoing sales activities, develops tactics to achieve results each month and is accountable for meeting these goals.
• Develops and implements a strategic plan and continuously monitors the branch performance with an Assistant Manager or other senior level team member as it relates to all goals.
• Monitors loan goals, deposit goals, new account goals, referral goals, balance sheet goals, fee income, fee waivers, and income & expense goals to achieve Scorecard results.
• Evaluates and submits branch approval requests for fee rebates outside of the branches authority level limits.
• Embraces technology and FirstClass to manage all branch leads and opportunities.
• Ensures branch operates in accordance with all Bank audit and security policies and procedures and ensures branch compliance of all federal regulatory guidelines. Achieves audit goals.
• Manages all aspects of branch team members including development of the team through sales, service, operations, compliance, administration, and technical training.  Writes and delivers annual performance reviews, and performance improvement plans/warnings as needed. Approves time off, branch schedules and timesheets for optimum customer service.  Interviews candidates for open positions.  
• Oversees the monitoring of teller shorts/overs, new account exceptions, loan exceptions and branch overall cash levels.
• Manages all aspects of Branch appearance including facilities, signage and employee attire according to Firstrust Colors dress code.
• Demonstrates behaviors consistent with our Mission/Values.
• Holds others accountable and insists the team demonstrates the behaviors consistent with our Mission/Values.
• Demonstrates teamwork through flexibility and maintains effective communication with other departments to achieve Community Banking objectives and goals. Act as liaison between branch operations and branch staff
• Partners with all areas of the Bank to provide seamless service to our customers.

• ESSENTIAL FUNCTIONS WHICH MUST BE PERFORMED (WITH OR WITHOUT REASONABLE ACCOMMODATIONS) INCLUDE PHYSICAL REQUIREMENTS

• The Branch Manager must have strong listening and verbal communication skills for extensive business development calls and person-to-person interaction, including managing a branch team. The position requires excellent interpersonal, analytical and problem-solving skills. While performing the essential functions of this position, the Branch Manager is regularly required to drive a motor vehicle to travel to client locations and events. The employee must move and position object/materials to set up branch events etc.  The employee must be able to lift up to 20 lbs. of materials to be moved to branches and events. The employee needs to communicate and exchange information with all levels of management, clients and outside vendors. The employee must apply and estimate analytical data for trends and reporting purposes. Also must have the ability to function in a financial institution/branch environment and utilize standard office equipment including but not limited to: PC, iPad, fax, copier, telephone, currency counter, etc.

• DECISION MAKING:

• Develops, implements and monitors the branch’s performance as it relates to all goals. Develops tactics to ensure the branch is meeting its goals.
• Monitors loan goals, deposit goals, new account goals, balance sheet goals, fee income, fee waivers, and income & expense goals.
• Makes decisions/recommendations related to hiring, continued employment and staff development to ensure branch success.  Monitor staff performance and implement and monitor improvement plans as necessary.
• Accountable to achieve goals and develop ongoing tactics to achieve these results.
• Continuously seeks and implements ways to improve the overall team performance.
• Makes all branch decisions within authority level or escalates with reasons and description for appropriate approver.

• ACCOUNTABILITY:

• Team champion for all sales, service and Firstrust strategic initiatives.  Communicates to staff on new policies and procedures and ensures compliance. Effectively communicates and implements bank’s overall mission/vision.
• Achieve business loan and deposit goals and other scorecard goals by making calls, networking and building a necessary pipeline to achieve goals.
• Drives the consumer loan production through daily calling, daily pipeline management and daily customer profiling.
• Will coach branch employees on consultative sales by real time coaching observations.
• Provides guidance and direction to all staff members and ensures their development through one-on-ones, coaching, counseling and training. Takes an active role in the development of the personnel and is always striving to improve their performance.
• Ensures staff is fully trained on both retail and business product services.
• Develops tactics to meet monthly sales/service goals along with profitability targets.  Manager will communicate clearly and explicitly the employees’ daily, weekly and monthly goals. Will keep everyone on track and in the right direction to meet objectives.
• Schedule calls, manage pipeline, actively participate in outside networking opportunities that lead to business generation, attends Business Banking Meetings as well as other meetings as required.
• Branch Manager will always set a positive example in all areas of leading.
• Responsible for ensuring the staff knows and complies with all audit, security and compliance policies and procedures.

• BASIC QUALIFICATIONS:  Knowledge, Skills, Abilities

• Must be a true leader who can drive a branch team to extraordinary results in sales and service.
• More than 5 years of successful branch management experience required.
• High School diploma required, 4-year college degree preferred or equivalent experience.
• Must be knowledgeable of Bank policies and procedures.
• Advanced application of Microsoft Office i.e. Word, Excel, Power Point & Excel.