Branch Manager - HVAC

Job Description

POSITION OVERVIEW:

The Branch Manager at URI is directly responsible for developing and managing the business operations in a manner to increase sales, profitability, market share, as well as customer and employee satisfaction.

RESPONSIBILITIES:

The scope of the responsibilities includes, but is not limited to, the following: sales, inventory, administration (including reports, banking, human resource management), as well as building, vehicle and equipment maintenance.

• To perform all branch sales management functions including: counter sales, outside sales calls, phone calls, quote requests.
• Responsible directly for 30 – 50 accounts including their sales and gross margin attainment. Accounts will be reviewed annually with the Regional Manager.
• Responsible to direct and coordinate the marketing, promotion and stock levels for all of the products sold by our company. These marketing efforts will include, but are not limited to, the following: counter days, telemarketing, sales calls, local flyers, promotions, displays, showroom design, marketing and forecasts, etc.
• To plan and implement consistent promotional events, counter days, training, tech talks, tool days, etc.
• To maintain and develop a local mailing list of all existing and potential customers. This list should include mailing address, email address, as well as technicians’ cellular numbers (with consent).
• To develop and maintain special pricing discounts for key accounts with the approval and review of the Regional Manager.
• Develop/ review/ revise financial and budget information and annual branch business plans.
• To ensure daily that all areas of work are properly staffed and directed. To handle the daily supervision of all branch personnel and related administration functions for such personnel.
• To provide training, coaching, mentoring, and motivation to bring out the best in each branch employee. To provide orientation for each new employee.
• To provide annual reviews as well as consistent feedback and evaluation of branch employees.
• To select, promote, discipline or recommend the discharge of employees within your branch in accordance with the company’s personnel policy.
• To work closely with the area Regional Manager and effectively communicate any sales or operational opportunities or concerns.
• To work closely with the Purchasing and Credit Department.
• To review and maintain accurate records including proper and timely filing or all required order forms, purchase orders, transfers, waybills, time sheets, or other data.
• To perform security and safety audits on a regular basis. Complete and maintain necessary paperwork for documentation and due diligence purposes.
• To ensure that all inside and outside facilities and grounds are maintained and meet all legal compliance standards.
• To problem solve and handle all customer service and operational concerns promptly.
• To respond daily to branch exceptions shown on daily reports. To perform cycle counts, to validate accuracy and stay up-to-date on Inventory Control measures.
• Personally manage the cash box and all of the requirements of