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Heritage BankPosted 3 weeks ago

Area Manager - Branch Banking (Whidbey Island)

$100,884–$126,105 year

On-siteCoupeville, Washington, United States

Full TimeMedium

Job Summary

Drive overall profitability and goal achievement for the Whidbey Island Branch community by directing sales, business development, and operational activities across Coupeville, Freeland, Langley, and Oak Harbor. Lead and manage branch staff through coaching, performance management, and training in relationship selling techniques while ensuring adherence to regulatory compliance and internal controls. Develop and monitor annual business plans, execute cross-selling efforts with all lines of business, and resolve escalated customer concerns to maintain service quality and risk prudence. Act as a liaison between branches and support departments, approve policy exceptions within assigned limits, and represent the Bank in local civic and professional organizations. Conduct branch community sales meetings and participate in monthly training sessions to drive team motivation and consistent communication.

Required Qualifications

  • H.S. Diploma or equivalent
  • Bachelor's degree in business administration, Finance or relevant discipline
  • 5+ years recent community banking and financial service industry experience in a management/leadership role
  • minimum of 2 years successfully managing multiple retail branch locations
  • Effective relationship management and business development skills to manage key commercial, small business and personal relationships
  • Proven ability to provide professional, responsive customer service
  • strong customer service delivery, sales, business development and relationship selling skills
  • Strong listening, verbal, written, and telephone etiquette business communication skills
  • ability to read, write, speak, and understand English well
  • Strong leadership and managerial skills
  • Ability to develop and manage income and expense budget(s)
  • Advanced knowledge of all retail job functions, paying/receiving, operations, branch certifications and in-depth working knowledge of all retail products and services, consumer and small business lending, account and legal documentation
  • Thoroughly understands and applies principles, procedures, compliance requirements, state/federal regulations, and policies related to assigned area of oversight
  • Proven and consistent sales and business development skills with the ability to identify customer needs and cross-sell the Bank's products and services with confidence
  • Strategic approach to problem solving and decision-making
  • demonstrated ability to quickly focus on key issues and independently make decisions under pressure of time constraints
  • Strong analytical reasoning, attention to detail, organizational, data review and time management skills
  • ability to accurately manage multiple assignments, goals, reporting requests and staffing schedules
  • Unquestionable integrity in handling sensitive and confidential information
  • Proficient PC experience using MS Office products (Word, Excel, Outlook)
  • working knowledge of financial services industry core processing and automated banking systems, i.e., Fiserv or equivalent
  • valid driver's license
  • proof of insurance
  • access to reliable transportation
  • ability to access and utilize an alternative method of transportation, when needed
  • National Mortgage Licensing System and Registry (NMLS) registration under the terms of the SAFE Act of 2008
  • Willingness and flexibility to travel to other branch and customer business locations, as needed

Desired Qualifications

  • Bachelor's degree in business administration, Finance or relevant discipline preferred

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