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Branch Manager
Career Insights for Banking Branch Manager (General)
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Scorecard
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
Essential Duties & Responsibilities:
Employee must effectively carry out the following essential duties and responsibilities of this position in a manner that consistently demonstrates Sun Federal's mission, values, and culture. Other duties may be assigned. 1) Assumes responsibility for leadership and management of Branch staff a. Ensures execution and development aligned with Sun Federal's Leadership Competencies which are: Lead People, Inspire Others, Think Critically, Communicate Clearly, and Develop People. b. Coordinates daily member service activities for the Branch (particularly lobby coverage, appointments, etc.). c. Establishes (or provides input on) and communicates individual goals for branch staff. d. Holds team members accountable for results, including required competencies, service behaviors, policies, and procedures. e. Provides effective feedback through observations, coaching, and timely performance appraisals. f. Communicates Branch and Credit Union business plan and strategies to staff through: quarterly reviews, Wednesday morning training hour, monthly one-on-ones, staff meetings, and weekly linkups. g. Responsible for selecting team members, engagement, coaching, development, and managing talent. 2) Directly responsible for overseeing the following a. Branch lending - consumer, mortgage, and, in conjunction with Business Services, business loans. b. In-person member transactions. c. In-person new accounts. d. Deepening member relationships. 3) Assumes responsibility for Branch bottom-line a. Manages branch budget, strategy execution, and expenses. b. Responsible for attaining Branch goals such as loan growth, share growth, member engagement, and delinquency. 4) Responsible for the performance of Branch operation. a. Ensures that operations are conducted in accordance with established Credit Union policies, procedures and in compliance with legal and regulatory requirements. b. Conducts follow-up for audit (i.e., Accounting, NCUA, CUMIS, BSA, etc.) and completes response in a timely manner. Resolves issues with training, coaching, and accountability. c. Gathers information to make sound decisions including loan underwriting and check approval. d. Ensures Cross-Training Matrix (CTM) is up to date and that training of back-ups is completed. e. Able to perform all duties for Branch positions including backing up MLO. f. May be a member of the Loan Review Committee (LRC) or a back-up. g. Direct interaction with Business Develop Officers, including the growth of C-tier Sponsor Groups.Qualification Requirements:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of knowledge, skill and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. The individual must be able to successfully pass background checks.Education/Certification:
Bachelor's degree in business. Ability to maintain current NMLS #. Notary Public required.Required Knowledge:
Understanding of the Credit Union's field of membership. Thorough knowledge of Credit Union services, products, and branch operations (functions, policies, and procedures). In depth knowledge of lending policies, procedures, and related legal and regulatory requirements.Experience Required:
Three to five years of related experience in a financial institution, with a minimum of two years of supervisory experienceSkills/Abilities:
Strong interpersonal, leadership, and supervisory skills. Well organized. Ability to operate related computer applications and related business equipment. Attention to detail. Ability to maintain an effective and efficient workflow.Physical Activities and Requirements Working Conditions:
No hazardous or significantly unpleasant conditions (such as in a typical office).Job Type:
Full-time Pay:
$75,946.46 - $90,186.43 per yearBenefits:
401(k) 401(k) matching Dental insurance Health insurance Paid time off Retirement plan Tuition reimbursement Vision insuranceWork Location:
In personBenefits
- Paid Time Off (PTO)
- Financial Aid/Assistance
- 401(k) Plans
- Other Retirement and Savings