Experience Inc. Jobs

Job Overview

A Branch Manager demonstrates accountability for all aspects of branch operation including service, sales, personnel management, and risk management.  Is responsible for developing and supporting new business opportunities across all business lines of the bank. Adapts to changing business needs. Makes timely, informed decisions that take into account the facts, goals, constraints and risk. Accountable for growth in core deposits and loans to meet or exceed budgeted financial results and efficient, effective management of the branch. Supervise tellers and customer service representatives to ensure customers receive Exceptional Service and Sensible Advice. Provide guidance to avoid bank losses and ensure that established policies and procedures are followed. Principal Accountabilities

Sales Seek opportunities for growing all business lines of the bank to increase deposit and consumer loan balances. Assist in budget planning; communicate regularly with District Manager; develop strategic initiatives to achieve goals. Expert knowledge of bank products and services. Provide sales coaching to all advisors on a consistent basis. Lead team members to meet or exceed defined sales goals and service expectations. Is proactive in identifying current and future cross-sell and sales opportunities in all business lines and Retail. Monitor sales reports and daily sales activities to identify needs. Provide management with weekly, monthly and quarterly reports as directed. Personnel Management Partner with Retail Management and District Manager to make hiring decisions. Coordinate training with Branch Training for new hires and in conjunction with performance and developmental needs. Lead team members to meet or exceed defined sales goals and service expectations. Demonstrate commitment to coaching, retaining, developing, and supporting a diverse workforce. Prepare and conduct scheduled performance evaluations. Address and document performance issues timely and in accordance with established procedures. Manage advisor branch schedule to ensure adequate and effective coverage to meet the needs of the customers. Manage time off requests and approve weekly timecards. Service Accountable for monitoring advisors' behaviors within the team to ensure professional and responsive delivery of service to customers whether in person, through a drive up facility, on the phone or through other electronic delivery channels. Maintain professional appearance of branch to ensure a welcoming and inviting atmosphere. Provide continued and timely training, coaching and guidance to all branch advisors to meet the service standards of the Company. Promptly address customer concerns. Identify any issues requiring a service recovery plan, take a leadership role in providing direction or personally offer corrective action and follow up to ensure customer satisfaction. Risk Management Coach and educate advisors on potential risk exposure and mitigate risk with effective use of risk management tools. Accountable for ensuring periodic testing of controls, documentation and reports are completed and submitted timely. Conduct reviews of advisor behaviors and documentation to ensure adherence to internal controls. Conduct audits and initiate corrective actions if needed. Ensure and validate required training is completed and documentation signed and submitted per company policy. Confirm that initial and periodic training on security procedures at the branch is completed, including emergency action plans. Manage the safety and security of the branch and routinely monitor security systems. Verify vendor authenticity for access control. Compliance Accountable for ensuring adherence to company policies and procedures as well as all applicable regulations. Conduct periodic audits of behaviors and w