Branch Manager VP
$102,440–$174,200 year
On-siteLake Forest, California, United States
Job Summary
Manage and oversee all branch activities, including operations, customer service, sales, and regulatory compliance. Achieve branch sales, budget, and profitability goals by designing and implementing an annual marketing action plan. Proactively lead, mentor, and coach employees to identify financial needs, drive cross-selling, and expand the customer base. Ensure client retention and relationship expansion while maintaining strict adherence to federal and state banking laws and policies. Oversee human resources issues, promote staff through training and career planning, and monitor compliance with safety standards. Participate in community events to increase business opportunities. Requires a Bachelor's degree, 3-5+ years of branch management experience, and ability to travel. Some Saturday hours are required.
Required Qualifications
- Bachelor's Degree or equivalent work experience
- Minimum of 3-5+ years experience managing branch employees and/or managing sales or operations of the branch
- Ability to travel to various bank and/or client locations as needed
- Some Saturday hours
- Minimum absence requirement of one week each and every calendar year
- Clear understanding of the English Language (Spoken & Written)
- Basic Mathematics Skills
- Telephone Skills
- Customer Service Skills
- Strong typing skills
- Critical Thinking, Judgment & Problem Solving Skills
- Ability to actively listen & learn
- Ability to use oral communication techniques to sell products or services
- Ability to respectfully communicate with Supervisors and Co-workers
- Ability to effectively deal with unpleasant, angry or discourteous people
- Ability and desire to interact in a team environment, and willingness to contribute to team efforts
- Ability to identify, recruit and retain top talent
- Ability to successfully manage personnel to performance metrics in the areas of operations, service and sales
- Ability to be decisive, hold to accountabilities, and create action
- Basic knowledge of profit and loss statements
- Basic knowledge of Regulation B (ECOA)
- Fair Credit Reporting Act
- BSA
- Anti-Money Laundering
- OFAC
- CIP
- Financial Elder Abuse Reporting
- Sexual Harassment
- Information Security and privacy requirements
- Compliance with all State and Federal Banking regulatory requirements
Desired Qualifications
- 24 to 36 months of new account and sales experience
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