The Branch Manager serves as the primary sales leader and business driver for their branch, directly responsible for achieving results through the growth and development of their team.
Requirements
- Works purposefully and is driven to provide the best team member experience.
- Actively create a culture of accountability, excellence, and results-driven collaboration.
- Lead the branch in achieving or exceeding sales goals, including checking accounts, new memberships, lending, real estate referrals and wealth management referrals.
- Develop and execute actionable strategies to meet or exceed the sales, services and operational goals.
- Champion exceptional member service by ensuring team members engage members effectively and identify financial needs to deliver tailored solutions.
- Track and analyze branch performance metrics, identifying opportunities for growth and creating action plans to address underperformance.
- Drive member adoption of digital banking tools, including online banking, mobile applications, and eStatements, to improve efficiency and engagement.
- Ensure team members follow a relationship-building process, including engaging, discovering needs, recommending solutions, and following up with members.
- Conduct outbound calls and initiatives to deepen existing member relationships and attract new business.
- Identify and implement opportunities to improve operational processes, enhancing efficiency and member satisfaction.
- Conduct regular team meetings to align with goals, share best practices, address challenges ensuring that branch staff understand the goals and objectives to meet these goals.
- Identify training needs for team members, supporting their development through workshops, role-playing exercises, and training programs.
- Represent Wellby in the community by participating in events, building partnerships, and enhancing the organization’s local presence.
- Actively demonstrate best practices in sales, service, and operational excellence to inspire and guide team members.
- Develop and execute plans to drive branch growth, align with Wellby’s strategic priorities, and achieve budget goals.
- Collaborate and actively work with Financial Advisors, Real Estate Partners, and other key business partners to develop and execute strategies that drive branch growth and member engagement.
- Perform other duties as assigned.
- Cultivate a positive, inclusive, and high-performing branch culture where team members feel supported and motivated to succeed.
- Spend time actively coaching team members on the floor, observing members interactions and providing real time feedback and support.
- Conduct regular one-on-one coaching sessions to address performance gaps, develop skills, and reinforce strengths.
- Share regular performance feedback, including recognition for achievements and actionable plans for improvement.
- Hold team members accountable for meeting individual and branch goals.
- Ensure branch operations comply with all policies, procedures, security requirements, regulations, and ethical business practices.
- Manage operational aspects, including vault control, dual-control access, and approvals for increased authority limits.
- Recruit, hire, and train qualified candidates for branch roles, focusing on their long-term development and potential.
- Address and resolve conflicts promptly and professionally, ensuring consistency with Wellby’s standards and practices.
- Promote and uphold a culture where member needs are consistently prioritized, and service excellence is a branch standard.
Benefits
- Equal Opportunity Employer
- Bondable
- Flexible Work Environment
