Branch Manager

Carter Bank Culpeper , VA 22701

Posted 2 months ago


Achieves Financial and Operational Performance goals. Responsible for team delivery of the complete range of customer services at the Bank, including opening new accounts, explaining available deposit, loan and digital products and services, referring customers to key partners, and servicing existing accounts. Responsible for overseeing development, active engagement and successful execution of Branch Go-To-Market strategic plan. May open new accounts, provide basic service and transaction processing support as needed. Responsible for continuous improvement in Branch delivery and operations. Proactively plans, coordinates and participates in business development calls, activities and follow-up. Coaches and manages individual talent and development action plans for teammates in collaboration with Branch and Financial Services Leads. Effectively manages the human resource administration for the branch. Develops effective and productive internal and external partnerships. Assures all regulatory, audit and operating policies and procedures are followed. Assures communication and information is reviewed and appropriate actions and follow-up are taken. Is actively involved in community and/or professional business organizations.


  • Demonstrates adaptability, critical reasoning and decisioning skills, business acumen and leadership competencies

  • Provides oversight and consistently demonstrates effective use of Carter Connect operating model concepts and practices to develop defined behaviors and skills

  • Oversees and engages teammates and key partners in developing execution of Branch Go-To-Market strategic plan. Participates in plan execution activities.

  • Proactively plans and participates in follow-up and/or business development calls with designated teammate(s) / management and Key Partners

  • Oversees and consistently delivers exceptional customer experiences per Service Standards

  • Engages and connects with customers in the lobby to assist or direct to appropriate teammate

  • Proactively identifies opportunities to help customers by asking relevant questions and listening to needs

  • Oversees and consistently demonstrates effective use of conversation skills, recommends consumer products and services, including checking and savings accounts, digital and convenience tools (Online and mobile banking, eStatements, etc.)

  • May be responsible for consumer and small commercial lending. Adheres to compliance and policy, achieving individual loan production and portfolio goals

  • Provides expertise in resolution of complex customer questions and problems, escalating for assistance if needed

  • Submits quality referrals to internal and external key partners. Monitors quality and quantity of


  • Has proven expertise in operating process and system navigation effectiveness

  • Oversees and adheres to compliance, regulatory and operating policies and procedures

  • Provides or gets assistance with overrides and exceptions

  • Oversees accuracy and compliance for all aspects of transaction and branch cash processing

  • Assures all required communication and appropriate action follow-up is conducted

  • Proactively reviews and analyzes reports on individual and team productivity and performance.

Develops insights and take action to develop new strategies and/or refine Go-to-Market plans,

production and financial performance activities and accountability

  • Models, coaches and uses training techniques to develop teammate skills and behavior competencies. Oversees development action plans for Branch Services teammates and suggests career path next step actions. Manages own development action plan

  • Leads results-oriented performance cadence activities

  • Effectively collaborates in and outside of branch

  • Consistently attends bank sponsored events to serve citizens and community, enhancing the visibility of the Bank

  • Oversees and administers all HR policies and practices throughout the teammate life cycle

  • Responsible for meeting defined expectations and achieving performance goals in all areas of responsibility. Models and coaches to personal accountability with Branch Services teammates

Job Requirements


  • High school diploma or equivalence required, some college a plus

  • 1 or more years of branch service experience in a financial institution or similar professional or retail services industry is required.

  • Successful customer service and /or sales experience

  • Successful account/relationship management experience

  • Successful operations experience a plus


  • Excellent customer service skills

  • Detailed oriented, must be able to multi-task

  • Strong communication skills, both verbal and written

  • Ability to perform effectively in fast-paced environment

  • Advanced math and accounting skills a plus

  • Competency in the banking products and services a plus

  • Knowledge of Word and Excel required

  • Complete all required compliance training by established deadlines

  • Ability to maintain confidentiality


  • Must have computer skills

  • Sitting, standing, walking to terminal, and occasional stooping

  • Requires lifting bags and/or tray of coin and bills periodically

  • Will be required to work overtime periodically

  • May require local travel during business hours

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Branch Manager

Carter Bank