Branch Manager

This position provides leadership and management for a branch team ensuring profitability, growth, and sound operation. This position is responsible for driving branch teammates to provide a best in class client experience while assisting new and existing clients through needs-based conversation and providing appropriate solutions to meet immediate, short-term and long-term financial needs. The Branch Manager is responsible for business development efforts, including referrals to multiple lines of business.

Position Accountabilities

Responsible for driving branch sales, service, and operational excellence performance results through:

• Deliver strong individual and team sales/referral performance in deposits, loans, investments and other product lines
• Provide excellent client experience through needs-based conversations
• Direct, lead and coach superior sales and service behaviors and activities by the entire team, leveraging the Sales & Service Playbook
• Drive business development of the branch to deliver both strong team performance and strong individual performance through personal productivity in the areas of small business, mass affluent, Workplace Solutions, and line of business partnerships
• Develop and execute plans in order to meet/exceed of branch sales goals while maintaining an operationally efficient and compliant branch
• Conduct sales efforts, as required, to bring in new primary relationships, while also maintaining and expanding existing personal and business banking relationships. Accountable for maximizing sales and client satisfaction while minimizing operating losses by executing the tactics and strategies outlined for the branch
• Drive sales outreach strategies including outbound calling utilizing available leads
• Review performance results via analytics dashboards and other sources to assess performance and make necessary adjustments in team initiatives, teammate coaching, etc.
• Successfully execute Performance Leadership routines, coaching teammates, and utilizing formal observations and branch performance metrics in order to manage and measure branch success
• Develop and maintain relationships with existing small business and mass affluent clients to continually retain/deepen those relationships, earn referrals, and achieve goals
• Promote and represent the