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Branch Service Manager
Career Insights for Banking Branch Manager (General)
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Scorecard
Based on Georgia data
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What they do
A Banking Branch Manager manages operations and business at a bank branch office, or at the local office of a financial institution such as a brokerage or investment firm. Supervises branch staff, monitors customer accounts, loans or investment activities and security at the branch. Maintains communication with other branch managers and central or executive management. May direct local marketing promotions or participate in community events.
$106,706 / year median in Georgia
-5% projected decline
Job Description
Essential Functions, Duties, and Responsibilities:
- Implement strategy, assess and monitor performance, and motivate and manage a team in order to meet and exceed service and sales goals objectives as outlined by Bank leadership.
- Complete weekly outside business development objectives by concentrating on commercial deposit account acquisition with warm prospects, existing customers, and centers of influence. Track weekly progress via CRM (customer relationship management) including business calls.
- Recruit, train, coach, lead, schedule, motivate, and evaluate the work of a team.
- Responsible for optimizing use of resources to meet operational needs of the branch.
- Demonstrate effective sales strategies to attract, expand, and retain customer relationships and guides team to achieve sales objectives through action planning.
- Oversee the customer experience within the branch assessing customer and employee feedback, identifying opportunities for improvement, and researching and resolving complex problems to ensure customer service excellence.
- Manage branch safety, security, and compliance.
- Protect against criminal or fraudulent activity, risk or exposure.
- Perform regular audits of the vault and teller cash with proper documentation.
- Responsible for maintaining customer base and meet growth expectations.
- Ensure regular communication with Bank leadership.
- Maintain a working knowledge of banking products, programs, services, and promotions
- Lead training and staff meetings.
- Approve policy exceptions within authorized limits.
- May perform all sales and service functions of the branch as needed, including meeting or exceeding established targets.
- Practices ethical sales behaviors in accordance with the Bank's Core Values of Integrity and Honesty.
- Always act in the best interest of the customer when offering additional products and services.
Required Knowledge, Skills and Competencies:
- Highly motivated team-player with ability to develop and maintain collaborative relationships.
- Strong written and verbal communication skills.
- Knowledge of branch operations.
- Knowledge of banking policies and procedures.
- Intermediate PC proficiency.
- Intermediate proficiency in Google Docs and Microsoft Office products.
Industry and Work Experience:
- 3 or more years of retail banking experience required.
- Supervisory, leadership or mentoring experience required.
- Branch operations experience required.
- Cross selling experience required.
- Sales management and business development experience preferred.
- Consumer credit experience preferred.
Academic:
- High school diploma or GED required.
- Bachelor's degree or equivalent of education and related training or experience required.