The Branch Manager I - Consumer Banking (BM I) leads the execution of client experience force. This includes ensuring all operational policies and procedures are followed including but not limited to branch operations, compliance, audit functionality and cash handling controls within the Branch and sales performance.
This role coaches all team members to provide the customer experience that aligns with the branch's targeted customer segments. This role is responsible for minimizing operational losses as well as customer attrition. They will coach associates to, and personally, conduct client sessions, extracting client needs, providing financial counsel and establishing financial plans as a trusted advisor which includes coordinating business partners and subject matter experts to meet client goals.
The BM I has a responsibility to increase customer satisfaction, revenue and share of wallet through expanding customer relationships. The BM I measures these efforts and is held accountable by service scores, service delivery observations and customer feedback. The BM I is ultimately responsible for the (financial metric(s)) of the branch to include goals and overall growth.
In addition, this individual's role is to create a work environment that fosters teamwork, high morale, and retention of workforce; and demonstrating leadership and resourcefulness in all interactions with employees, colleagues and customers. The Branch Mgr will work to deliver the unparalleled customer experience by executing service routines and working with their office team.
The role also performs servicing of accounts (opening and transacting), general account maintenance as well as processing most teller transactions including but not limited to: check cashing, deposits, consigned items, savings bonds, and loan payments. The BM I is also responsible for key partnerships (relationships) that are the foundation of the Branch strategy and requires working across departmental leadership lines. Other duties as assigned.
Umb Financial Corporation