Branch Manager - Bennett Valley

Exchange Bank Sebastopol , CA 95472

Posted 3 weeks ago


The Branch Manager leads all aspects of their branch to achieve branch goals and objectives in the areas of customer experience, sales leadership, financial growth, operational efficiency, and human resources management. The Branch Manager is recognized as a business and civic leader in the community served.


Branch Manager I

Leads a smaller branch office and is focused on customer growth through increased deposits, mortgage lending, consumer lending and small business lending. This position has a strong focus on staff development.

Customer Experience: 10%

  • Lead branch as a business unit with ownership of operations, people, customer relationships, and lending, with the goal of ensuring a consistent superior customer experience.

  • Ensure a superior customer experience through outreach to customers, identifying and communicating core issues, and closing customer feedback loops.

  • Serve as the escalation point for more complex customer issues, help troubleshoot and identify solutions, and provide exception approvals.

  • Consult with customers on a full range of retail and lending products and services to meet or exceed established sales goals and support the overall branch and Bank sales objectives.

  • Determine financial needs of customers and offer appropriate products.

Sales: 25%

  • Leverage the knowledge and customer relationships within the branch team to grow lending prospects. Continually develop the branch team's sales acumen to help them quickly and accurately identify appropriate sales opportunities with customers.

  • To demonstrate and lead branch to grow the business following the Relationship Banker Model including making a connection, discovering needs, sharing recommendations and growing relationships.

  • Manage the growth of loans, deposits, and fee income for the branch.

  • Prepare loan packages, excluding commercial real estate.

  • Approve loans and deposit pricing within authority.

  • Solicit business through prospecting, telephone consulting and in-person calling on existing and potential customers.

  • Effectively manage a book of business.

  • Set the tone regarding goals and expectations for the branch team. Frequently communicate the Bank's strategic direction, goals, products, and programs to team and help them connect their work to the Bank's results.

  • Communicate sales goals, execute sales promotions and marketing programs, and ensure branch goals are met or exceeded.

  • Identify sales and product knowledge training and coaching needs; regularly conduct product knowledge and sales coaching meetings.

  • Monitor products, services, features and pricing of competition and coach branch team on how Exchange Bank competes.

  • Develop branch sales recognition and rewards methods.

  • Refer customers to other Bank departments for additional financial service products.

  • Provide leadership through volunteer opportunities within the community the branch serves. Attend community events to promote business and demonstrate the Bank's community support.

  • Effectively manage a book of business.

Operations Leadership: 30%

  • Lead daily operational tasks ensuring compliance and risk mitigation; ensure operational tasks occur within required time frames including routine guide, payroll approvals, and callback.

  • Process and audit bank transaction activities, including daily overdrafts, vault/counting cash, night drop, ATM

procedures and certifications. Approve exception items and transactions.

Branch Management: 25%

  • Act as resource for operational knowledge and leadership.

  • Recruit, select, train, and provide leadership and performance feedback for direct report.

  • Coach and mentor employees for career advancement.

  • Recommend wage adjustments, staffing and work assignments.

  • Conduct regular staff and coaching meetings with direct reports.

  • Recommend and monitor budget and strategic plan.

  • Approve expenditures within authorized limits.

  • Manage the processes and procedures to improve branch productivity.

  • Oversee branch operations to ensure compliance and mitigate risk.

  • Implement and monitor Bank policies and procedures.

  • Provide review and approval of account and branch transactions.

Non-Essential Functions: 10% Perform other duties as assigned.

Branch Manager II Performs all duties listed above with the addition of the following: Leads a small or mid-size branch office. This position is responsible for outside calling efforts including small business acquisition. The Branch Manager in this role will have an expectation to grow branch deposits, Trust and Investment Management referral business and loan generation.

Customer Experience: 10%

Sales: 35%

Operations Leadership: 15%

Branch Management: 30%

  • Coach and develop Branch Service Manager including ongoing career development discussions and planning, solving for operational issues, providing guidance on staff and customer issues, development of goals and scorecard review.

  • Review and approve charitable donations within approved limits.

Non-Essential Functions: 10%

Branch Manager III

Performs all duties listed above with the addition of the following:

Leads a large branch office with a larger staff and deposit base. This position is responsible for increased outside calling efforts including commercial loan development.

Customer Experience:10%

Sales: 40%

  • Serve as first point of contact within the branch for business and commercial real estate loan inquiries.

  • Approve loans and deposit pricing within authority.

Operations Leadership: 10%

Branch Management: 30%

Non-Essential Functions: 10%


Branch Manager I, II, and III
1 Retail Service Manager II
1 to 3 Personal Banker I, II or III or Relationship Banker I, II (MOD) or III (MOD)


Core Job Specific Competencies: Developing Others

Performance Management

Sales/Sales Management

Building Collaborative Relationships

Customer Value Creation

Fostering Teamwork

Product Knowledge

Staffing and Retention

Attention to Communication

Branch Manager I

Knowledge, Skills and Abilities:

  • Knowledge of modern managerial principles, practices and techniques.

  • Knowledge of banking and lending laws and practices.

  • Basic knowledge of State and Federal banking regulations.

  • Knowledge of local economic market.

  • Thorough knowledge of business products and services

  • Thorough knowledge of equity and non-equity consumer loan products including lending requirements, loan process, and related software products.

  • Basic knowledge of business loans including lending requirements, loan process and loan submission requirements.

  • Ability to refer to SBA, CRE and C&I

  • Skills operating a personal computer including word processing, spreadsheet, and presentation software.

  • Ability to attend early morning and evening meetings and events.

Branch Manager II and III

Demonstrates the knowledge, skills, and abilities listed above with the addition of the following:

Knowledge, Skills and Abilities:

  • Thorough knowledge of business products and business loans including lending requirements, loan process, and loan submission requirements

  • Knowledge of SBA, CRE and C&I

  • Thorough knowledge of modern managerial principles, practices and techniques.

  • Strong knowledge of banking and lending laws and practices.

Branch Manager I, II, and III

Licenses and Certifications:

  • Must maintain a valid CA driver's license.

  • This position requires National Mortgage Licensing System (NMLS) registration in accordance with the terms of the Safe Act of 2008.

Branch Manager I, II, and III

Physical Requirements:

  • Ability to stand, bend, stoop, sit, walk, twist and turn.

  • Ability to lift up to 25 pounds occasionally.

  • Ability to use a computer keyboard and calculator.

  • Work environment varies between indoors desk activity, customer location visits, and auto travel.

Education and Experience:

Branch Manager I

A combination of education and experience equivalent to a bachelor's degree in business or closely related field; and knowledge typically gained through four years progressively responsible experience in a financial institution including a minimum of two years as a Branch Service Manager or equivalent position.

Branch Manager II A combination of education and experience equivalent to a bachelor's degree in business or closely related field; and knowledge typically gained through five years progressively responsible experience in a financial institution including a minimum of three years as a lending and/or sales officer with management experience.

Branch Manager III A combination of education and experience equivalent to a bachelor's degree in business or closely related field; and knowledge typically gained through six years progressively responsible experience in a financial institution including a minimum of four years as a lending and/or sales officer with management experience.


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Branch Manager - Bennett Valley

Exchange Bank