Branch Manager I

Primis Financial Middleburg , VA 20118

Posted 2 months ago

Position Summary: This position is responsible for the overall performance and management for a branch team to ensure profitability, growth, and sound operation.

Primary Duties

  • Responsible for leading/managing the branch team, ensuring branch goals are achieved, ensuring excellent customer service, acting as an escalation point for customer issues, and implementing, training, and enforcing branch policies/procedures/regulations.

  • Responsible for achieving individual and branch sales and lending goals and demonstrating ongoing improvement. Identify customer needs to cross sell product/services to expand customer relationships.

  • Offer guidance to customers and perform a variety of customer services.

  • Enhance strong customer relationships by performing new account follow-up.

  • Identify opportunities to grow the business and independently call on and develop new and existing business customer prospects.

  • Guide and assist consumer loan applicants through the lending process. Accurately enter application data into the loan origination system, notify applicants of the loan decision, and answer any customer questions.

  • Assist with branch functions including teller transactions, wire log, OFAC review, NSF processing and back

  • Identify industry trends and competitor information.

  • May oversee, prepare, and distribute branch schedules.

  • Responsible for ensuring satisfactory audit ratings are achieved.

  • Management/Leadership: set goals with measurements annually for all employees, create and implement development plans for staff, complete performance appraisals by deadline, hold employees accountable for performance & behavior, stay abreast of industry trends, establish and maintain strong industry relationships.

  • Perform all other duties as assigned

Minimum Educational & Experience Requirements

  • Bachelor's degree or equivalent work experience

  • Minimum three years of retail banking experience in a sales environment

  • Minimum of one year supervisory experience

  • Some lending experience preferred

Minimum Skill Requirements

  • Demonstrated leadership skills and the ability to manage employees

  • Exceptional customer service skills and the ability to establish and maintain relationships with internal and external customers, including customer confidentiality

  • Demonstrated ability to achieve sales and service goals

  • Decision making/problem resolution

  • Highly motivated and detail oriented

  • Excellent written and oral communication skills

  • Excellent computer skills relevant to Microsoft Office Suites (i.e. Word, Excel, Outlook) and industry related software

Physical Demands

In terms of an 8-hour workday, "occasional" equals 1% to 33%, "frequent" equals 34% to 66% and "continuous" equals 67% to 100%. However, some duties are performed monthly, annually or sporadically throughout the year and are essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions of the position.

  • Continuous remaining in a stationary position, particularly, but not limited to, at a desktop computer.

  • Continuous visual review of documents such as financial statements, contracts, spreadsheets, policies, process guides, and other electronic and printed material.

  • Frequent need for analytical and critical thinking.

  • Frequent high stress periods of high volume work with tight deadlines.

  • Continuous repetitive use of hands/arms; particularly concerning to typing, writing, phone & computer use.

  • Continuous communication: verbal and written, in-person, phone and electronic.

Work Environment

  • Office environment within a branch.
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