Closing Date
7/1/2021
Company
American Bank
Location
Austin, TX
Position
Branch Manager
Job Description
The position of Branch Manager is responsible for providing leadership and support by guiding, coaching, and scheduling the branch staff; performing management duties related to branch operational activities and financial services; embracing accountability and ensuring the quality and consistency of all new account documentation and teller transactions; creating a cohesive team within the branch and across other Bank departments; assisting clients in their selection of various accounts and financial services; cross-selling the Bank's products and services; promoting business lines for new services; solving clients and operational issues as they arise and ensuring legal regulatory compliance. The position of Branch Manager also requires full knowledge, skills, and the ability to function as a personal banker and a teller as staffing needs dictate.
This position is also responsible for business development by making outside business development calls to sell and promote all commercial and retail products and services.
Sales
• Calls on potential clients and introduces appropriate bank financial products and fee based services
• Utilizes CRM system
• Visits with referral sources regarding new business
• Maintains awareness of and involvement in community, civic and professional activities
• Determines financial needs of existing and prospective clients
• Takes a pro-active lead in cultivating and maintaining the front line sales culture for the branch
• Lead front line sales initiatives including cross-selling Bank products and referring clients to other American Bank lines of business or sister companies
• Promote sales and service opportunities at all levels within the branch
• Designs retail sales promotion displays
Operational Functions
• Accountable for all branch operations activities and ensures the quality and consistency of all work leaving the branch
• Inform Sr. Regional Branch Officer of all operational activities and branch management issues including but not limited to staffing, facilities, personnel and clients’ transactions
• Know all functions within the branch and be able to perform duties as required including but not limited to all personal banker and teller duties
• Literate in PC hardware and software applications including Microsoft Outlook and ADP
• Accountable for all functional activity including but not limited to teller outages, branch exceptions, facility and property upkeep, staff time sheets, safe deposit activity, ATM, vault money supply and policy levels, vault access, preparation of Fed documents
• Adheres to procedures and controls that are consistent with Type 1 audit standards
• Responsible for authenticating the client’s identity and their authorization to act on behalf of the account as stated in the account holder's signature contract prior to releasing, changing or altering any account information
Client Service
• Instills a high-value, distinctive and consistent client-interaction process in the regional branches. Supports the “Make It Happen” culture
• Take personal accountability for the client and maintain excellent client relations
• Communicates effectively with internal and external clients
Leadership Management
• Provides leadership and management of branch staff that exemplifies the Bank’s values and ensures alignment with the Bank’s strategic goals
• Supervises, leads and supports individual staff members
• Inspires commitment from branch staff
• Develops a collaborative team environment within the branch and across the Bank
• Seeks creative ways to solve issues and resolve conflicts
• Evaluates, provides feed-back, coaches and counsels with staff
• Resource for personal bankers and tellers including negotiable instrument law, account opening requirements, compliance with deposit account documentation and bank policy and procedures
• Perform other projects and duties as assigned
Sales
• Calls on potential clients and introduces appropriate bank financial products and fee based services
• Utilizes CRM system
• Visits with referral sources regarding new business
• Maintains awareness of and involvement in community, civic and professional activities
• Determines financial needs of existing and prospective clients
• Takes a pro-active lead in cultivating and maintaining the front line sales culture for the branch
• Lead front line sales initiatives including cross-selling Bank products and referring clients to other American Bank lines of business or sister companies
• Promote sales and service opportunities at all levels within the branch
• Designs retail sales promotion displays
Operational Functions
• Accountable for all branch operations activities and ensures the quality and consistency of all work leaving the branch
• Inform Sr. Regional Branch Officer of all operational activities and branch management issues including but not limited to staffing, facilities, personnel and clients’ transactions
• Know all functions within the branch and be able to perform duties as required including but not limited to all personal banker and teller duties
• Literate in PC hardware and software applications including Microsoft Outlook and ADP
• Accountable for all functional activity including but not limited to teller outages, branch exceptions, facility and property upkeep, staff time sheets, safe deposit activity, ATM, vault money supply and policy levels, vault access, preparation of Fed documents
• Adheres to procedures and controls that are consistent with Type 1 audit standards
• Responsible for authenticating the client’s identity and their authorization to act on behalf of the account as stated in the account holder's signature contract prior to releasing, changing or altering any account information
Client Service
• Instills a high-value, distinctive and consistent client-interaction process in the regional branches. Supports the “Make It Happen” culture
• Take personal accountability for the client and maintain excellent client relations
• Communicates effectively with internal and external clients
Leadership Management
• Provides leadership and management of branch staff that exemplifies the Bank’s values and ensures alignment with the Bank’s strategic goals
• Supervises, leads and supports individual staff members
• Inspires commitment from branch staff
• Develops a collaborative team environment within the branch and across the Bank
• Seeks creative ways to solve issues and resolve conflicts
• Evaluates, provides feed-back, coaches and counsels with staff
• Resource for personal bankers and tellers including negotiable instrument law, account opening requirements, compliance with deposit account documentation and bank policy and procedures
• Perform other projects and duties as assigned
Requirements
Experience Required
Branch Manager I
• 3 - 5 Years retail banking experience
Branch Manager II
• 3 - 5 Years retail banking experience
• 3 - 5 Years management experience in sales environment
• Has Audit I ratings
• Above average performance review scores
Qualifications
• Excellent verbal and written communication skills, ability to communicate effectively with clients and personnel at all levels of the bank
• Supervisory and management skills
• Client service acumen
• Knowledge of consumer and business banking products and services
• Proven ability to lead a sales team to meet or exceed growth goals
• Knowledge of new accounts and teller operations
• Sales and referral skills
• Experience in deposit account documentation
• Experience in opening IRAs
• Consumer lending experience helpful, but not required
Education
• Bachelor’s degree in business related field or equivalent work experience