Branch Relationship Manager

JOB SUMMARY

The Branch Relationship Manager is responsible for the overall leadership, sales performance, and operational integrity of the branch. This role balances direct business development efforts with active management of branch staff, focusing on driving growth through team engagement, outbound calling efforts, and proactive identifying of customer needs.

The Branch Relationship Manager partners closely with Treasury Management and Lending teams to deliver comprehensive solutions, while maintaining accountability for branch performance, customer experience and daily operations.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Leads the overall sales and operational performance of the branch, ensuring alignment with established goals and market strategy. Actively participates in outbound calling and business development efforts to support branch growth.Drives branch growth by leading, coaching, and engaging team members in identifying opportunities, deepening relationships, and delivering customer solutions that achieve results. Establish clear sales expectations and calling activities for the branch team, monitors progress and provides ongoing feedback.

Collaborates with Treasury Management and Lending partners to support identifying new opportunities, onboarding, and ongoing servicing needs for business customers. Takes consumer and home equity loan applications as needed to support customer relationship needs. Ability to make independent decisions within bank policy and procedure while exercising good judgment, able to help recognize and prevent fraud to protect customer and bank.

Ensures customer concerns and escalations are resolved in a manner that strengthens trust, reinforces relationships, and delivers clear, simple outcomes.

Fosters a branch environment that encourages teamwork, collaboration, and professional growth.

Oversees the delegation of daily branch activities, schedules, team meetings and ensures effective operations of the branch according to bank policies and procedures. Contributes to the development and motivation of the branch team in the monitoring of individuals growth and performance to standards and goals, providing timely formal and informal performance feedback to employees.

ADDITIONAL RESPONSIBILITIES

Attend seminars and meetings as appropriateWill be required to travel when needed to bank meetings or functions.

SUPERVISORY RESPONSIBILITIES

Supervises branch employees.

KNOWLEDGE, SKILLS, AND ABILITIES

Customer and Personal Service Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.

Economics and AccountingKnowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.

English Language Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.

Communication Excellent interpersonal communication skills, both oral and written.

Sales and MarketingKnowledge of principles and methods for promoting, and selling products or services.

ClericalKnowledge of administrative and clerical procedures and systems such as word processing, managing files and records and other office procedures and terminology.

Bank Secrecy Act In the performance of all the respective tasks and duties, employee will maintain knowledge of Bank Secrecy Act regulations and all other regulatory, security and bank policies and procedures.

EDUCATION AND EXPERIENCE

Bachelors degree or equivalent work experience.

A minimum of five years experience in a financial institution or loan office setting.

Extensive background in financial institution operating policies and procedures and banking regulations both state and federal.

Nationwide Mortgage Licensing System and Registry Identifier (NMLS) will be required.

PHYSICAL/WORK CONDITIONS

In the performance of respective tasks and duties, the employee is expected to successfully perform the essential functions of the position. Reasonable employee accommodations for physical or mental disabilities will be considered on a case-by-case basis. While performing duties the employee is required to sit, talk and hear frequently, lift up to 20 lbs. occasionally; may be required to work evenings and/or weekends, attend remote meetings and/or to travel.