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Branch Manager
Career Insights for Banking Branch Manager (General)
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Based on Pennsylvania 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.
$109,378 / year median in Pennsylvania
-0% projected decline
Job Description
POSITION SUMMARY
Oversee all branch operations, including, but not limited to the following: new business development, retention of current business/customer relationships. Originate and close consumer loan applications. Acquire and maintain the knowledge and ability to perform, explain, mentor, train and coach any and all functions of each branch position, ensuring that all policies and procedures are followed by branch personnel. Management and maintenance of staff and branch specific financial objectives and goals. Perform various clerical and administrative functions related to opening customer accounts, and ensuring branch staff is providing service at The First Northern Bank and Trust Co. expected standard, thus building and maintaining profitable customer relationships. Reasonable Accommodations Statement To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.ESSENTIAL FUNCTIONS
- Branch size criteria includes servicing and selling up to a maximum of 6,000 deposit customer count while being responsible for providing service to customers seeking loans.
- Promotes Bank programs and encourages new customer relationships by making outside calls to existing and potential customers in the business community.
- Develop and maintain a budget, business plan and business development strategy.
- Responsible to support quality/service and sales activities, including marketing input, sales results and quality/service efforts as measured by monthly reports to fulfill monthly business plan goals.
- Actively participates in the training of branch employees by conducting group and individual training sessions.
- Originate and close consumer loan applications. Collect required documentation, enter on Mortgage Bot when applicable, and order credit reports and forward package to the underwriters for approval.
- Maintain NMLS # in Federal Registry (Nationwide Mortgage Licensing System)
- Refer Commercial loans to appointed lender adhering to the bank's policy and procedures.
- Refer Residential Mortgage loans to appointed Mortgage Originator.
- Establish and monitor monthly goals for SSR's and tellers. Determine monthly blitz product and weekly track results. Establish quarterly loan and deposit account, number and dollar goals.
- Conduct annual evaluations with assistant branch manager and for each branch employee. Review time sheets, attendance cards, vacation and sick day scheduling, and keep current data in employee files. Complete verbal, written, and other warnings and send to Human Resource for employee personnel files.
- Other functions also include wire transfers, teller audits, branch capture, opening, closing of branch, all customer service duties, opening CD's, IRA's, medallion signature guarantees shipping to Federal Reserve, and attend committee meetings.