Branch Manager
BranchManager
Neural analysis suggests this role is
optimal for Mid candidates.
“Branch Manager at Branch Manager. Skills: Branch performance, team building, coaching, member satisfaction, financial performance, member service. Overseeing the daily functions of their Branch. Managing staff”
What You'll Achieve.
member satisfaction; financial performance expectations; achievement of goals and objectives; member service scores; budget management; loan production; deposit production; new member growth; individual production and service goals; Branch production metrics
Industry & Context.
conflict resolution; analytical; problem-solving; decision-making abilities; resolve member complaints; resolution of all member escalations
Standing, walking, bending, and stooping required, Must be able to sit at a desk for long periods of time and use a computer, Must be able to moderately lift or move up to 5 pounds and occasionally lift or move up to 10 pounds, Must be able to work Branch hours, including weekends and some evenings
What They're Looking For.
Must Have
Minimum 3 years of related management experience, Requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008, Must have Notary appointment within 3 month period
Nice to Have
retail banking service, sales, and lending management experience highly preferred
What You'll Do.
Overseeing the daily functions of their Branch
Fostering a positive environment/culture
Ensuring member satisfaction
Following proper Branch operation requirements
Implementing and consistently executing strategies that increase productivity and meet financial performance expectations
Generates new consumer and business development opportunities
Drives all aspects of Branch performance
Builds a high performing team through on-boarding
coaching and development of Branch team members
Develops and executes the Branch’s plan to ensure achievement of goals and objectives
Coaches team to achieve individual production and service goals
Coaches the Branch team to make qualified referrals
Establishes and maintains the proper environment for their Branch
Sets clear objectives
and actions for each employee
Monitors progress and tracks results for each employee
Ensures that all employees demonstrate consistent adherence to member service standards
Ensures that the Branch team
complies with all policies
protocol and regulatory banking requirements
Independently performs all branch functions accurately and efficiently
Reviews processes for branch team members
Conducts Stay Interviews and LEAD meetings
Develops and creates relationships with internal and external partners/networking groups
develops and executes an annual business plan for the Branch
Adheres to the Branch budget by managing controllable operation expenses and overtime
Coordinates training classes
onboarding plans and departmental visitations for staff
Effectively handles and ensures resolution of all member escalations for assigned branch
Embodies Truliant’s corporate identity in professionalism
Serves in a leadership capacity with community organization(s)
Assists with other tasks and projects as assigned
Makes decisions that are within their authority
First level of contact for all member escalations
May support onboarding of new team members for other locations within the Region
How You'll Work.
Team & Collaboration
Builds a high performing team; Coaches team to achieve individual production and service goals; Coaches the Branch team to make qualified referrals; Managers must leverage leadership and communication skills, actively coach, develop, motivate and support employees; Sets clear objectives, behaviors, and actions for each employee which are communicated and coached to on a regular basis; Monitors progress and tracks results for each employee and provides coaching, training, or remediation as necessary; Regularly observes member interactions providing team members with coaching and accountability; Develops and creates relationships with internal and external partners/networking groups; Coordinates training classes, onboarding plans and departmental visitations for staff; May support onboarding of new team members for other locations within the Region
Communication Scope
excellent communication skills in English, both verbal and written; superior interpersonal skills; communication skills
Process & Methodology
Develops and executes the Branch’s plan to ensure achievement of goals and objectives, Creates, develops and executes an annual business plan for the Branch
Full Job Description
Truliant’s mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves. Our Promise to Our Teammates: Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do. **Purpose of the Job** The Branch Manager ensures that a team of individuals are focused on successfully executing the organization’s mission of improving members’ financial lives. The Branch Manager is accountable for overseeing the daily functions of their Branch, which includes managing staff, fostering a positive environment/culture, ensuring member satisfaction and following proper Branch operation requirements. The Branch Manager must have a hands-on leadership approach and be committed to the expansion and success of their Branch by implementing and consistently executing strategies that increase productivity and meet financial performance expectations. **Essential Functions and Responsibilities** * Generates new consumer and business development opportunities and drives all aspects of Branch performance, including expectations for outside business development and proactive outbound calling to the branch member base. * Builds a high performing team through on-boarding, coaching and development of Branch team members. * Develops and executes the Branch’s plan to ensure achievement of goals and objectives. Including but not limited to member service scores, budget management, loan production, deposit production and new member growth. * Coaches team to achieve individual production and service goals by engaging in meaningful financial conversations with members providing quality guidance to improve their financial health and aid them in achieving t
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