Branch Manager

Banking

BranchManager

$75–115k ~AI est. Winston-Salem, North Carolina, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Manager candidates.

The Brief

“Branch Manager at Branch Manager. Skills: Branch management, Team leadership, Sales strategy, Member relations. Generate new consumer and business development opportunities. Drive all aspects of Branch performance”

What You'll Achieve.

Increase productivity; Meet financial performance expectations; Achieve member service scores; Achieve budget goals; Achieve loan production goals; Achieve deposit production goals; Achieve new member growth goals; Achieve individual production goals; Achieve service goals; Achieve desired Branch production metrics

Industry & Context.

Banking
Problems you'll solve

Problem resolution; Member complaints

Eligibility Requirements

Work Branch hours, Work weekends, Work some evenings, Sit at desk long periods, Use computer, Moderately lift up to 5 pounds, Occasionally lift up to 10 pounds

What They're Looking For.

Must Have

Bachelor's degree or equivalent experience, Minimum 3 years related management experience, National Mortgage Licensing System and Registry (NMLS) registration, Notary appointment

Nice to Have

Retail banking service management experience, Sales management experience, Lending management experience

What You'll Do.

Generate new consumer and business development opportunities

Drive all aspects of Branch performance

Build a high performing team

and develop team members

Develop and execute Branch plan

Achieve goals and objectives

Coach team to achieve production and service goals

Engage in meaningful financial conversations

Provide quality guidance to members

Coach team to make qualified referrals

Establish and maintain proper Branch environment

Leverage leadership and communication skills

and support employees

Provide superior service to each member

and actions for employees

Communicate and coach objectives regularly

Monitor progress and track results

Ensure adherence to member service standards

Ensure compliance with all policies and procedures

Comply with regulatory banking requirements

Independently perform all branch functions

Review processes for branch team members

Write and deliver reviews for scorecards

Conduct 90-day new hire reviews

Conduct annual reviews

Observe member interactions

Provide team members with coaching

Provide accountability to drive improvements

Conduct Stay Interviews

Conduct LEAD meetings

Complete documentation in Workday

Develop relationships with internal partners

Develop relationships with external partners

Develop relationships with networking groups

Achieve desired Branch production metrics

Create and execute an annual business plan

Adhere to Branch budget

Manage controllable operation expenses

Coordinate training classes

Coordinate onboarding plans

Coordinate departmental visitations for staff

Handle member escalations

Ensure resolution of member escalations

Embody Truliant’s corporate identity

Serve in a leadership capacity with community organizations

Assist with other tasks and projects

Make decisions within authority

Demonstrate good judgment

Balance member needs with credit union good

Act as first level of contact for member

Support onboarding of new team members for other

How You'll Work.

Team & Collaboration

Cross-functional teams; Internal partners; External partners; Networking groups

Communication Scope

Financial conversations; Member interactions; Executive presentations

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 assures 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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