Job SummaryThe Branch Manager is responsible for managing and overseeing all branch activities, including branch operations, customer service, and sales. The Branch Manager is responsible for achieving branch sales, budget, and profitability goals by effectively designing, implementing, and leading the branch?s marketing/action plan. The Branch Manager builds meaningful relationships with the people they serve, learns customers? goals and needs, and makes appropriate Bank product and service recommendations. The Branch Manager actively coaches, leads and motivates employees to effectively identify the financial needs of the Bank?s customers and increase the branch?s customer base and profitability. The Branch Manager is responsible for ensuring that branch employees effectively carry out their responsibilities in accordance with federal and state laws and Bank policies and procedures. Branch Managers are empowered to effect real change at work through taking ownership of their office as if it were their own business and is required to exercise discretion and independent judgment, as necessary.Essential DutiesManages and oversees all branch activities, including branch operations, customer service, sales, and regulatory compliance.Responsible for achieving sales, budget, and profitability goalsEnsures that the customer experience is consistent with the Bank?s values and objectives, using available resources and technologies to optimize the customer experienceDevelops, implements, and oversees an annual branch marketing/action plan to include specific goals and strategies to maximize revenueProactively leads, mentors, and coaches employees to identify opportunities for cross-sell, retention of accounts, and the acquisition of new deposit relationshipsParticipates in the needs-based selling of bank products and servicesEnsures client retention and relationship expansion through branch cross selling activitiesManages the branch customer portfolio for optimum performanceParticipates in events that demonstrate support for the community and increases business opportunities for the BankTrains and coaches employees in the area of client service, sales, regulatory requirements, bank products, and bank policies and procedures to ensure compliance with federal and state laws and regulationsPromotes employees through training, cross-training, coaching and career planningOversees and administers all human resources issues at the branchMonitors compliance with bank safety rules and applicable safety and health standards established by federal, state, or local laws and regulationsRequired KnowledgeBusiness Products and ServicesBank Policies & ProceduresBank Secrecy ActPrivacy LawsAwareness of Federal Guidelines and RegulationsRegulation CCRegulation DDRegulation DRegulation E (EFT)Bank Protection Act (Security)Privacy LawsRegulation BB (CRA)Basic knowledge of Regulation B (ECOA)Fair Credit Reporting ActTeller OperationsNew Account ProceduresSafe Deposit Box ProceduresProducts & ServicesFDIC InsuranceComplies with all State and Federal Banking regulatory requirements, including but not limited to: BSA, Anti-Money Laundering OFAC, CIP, Financial Elder Abuse Reporting, Sexual Harassment, and Information Security and privacy requirements, as the control point for the office to ensure that all CIP, BSA, OFAC requirements, procedures and time frames are met.Basic Knowledge, Skills and AbilitiesManagement / Leadership SkillsSupervisory/Mentoring SkillsMotivating/Coaching SkillsClear understanding of the English Language (Spoken & Written)Basic Mathematics SkillsTelephone SkillsCustomer Service SkillsStrong typing skillsCritical Thinking, Judgment & Problem Solving SkillsAbility to actively listen & learnAbility to use oral communication techniques to sell products or servicesAbility to respectfully communicate with Supervisors and Co-workersAbility to effectively deal with unpleasant, angry or discourteous peopleAbility and desire to interact in a team environment, and willingness to contribute to team effortsAdditionally, there is an on-going recruiting effort by the Branch Manager to find top talent for their branch and this is an integral part of the position. The ability to identify, recruit and retain top talent is essential.The ability to successfully manage personnel to performance metrics in the areas of operations, service and sales is pivotal to the success of the branch.The ability to be decisive, hold to accountabilities, and create action is fundamental to the position.Basic knowledge of profit and loss statementsEquipment OperatedTelephonesDesk Top ComputersCurrency Machines & cash recyclersScannersStandard Office Equipment (copiers, fax machines)Physical Requirements & Work EnvironmentRequires repetitive movement.Requires sitting for prolonged periods of time.Requires lifting up to 25lbs.Requires using hands to handle, control or feel objects.Office setting w/controlled temperature.Education and ExperienceBachelor?s Degree or equivalent work experience requiredBranch Managers should have a minimum of 3-5+ years? experience managing branch employees and/or managing sales or operations of the branch. Preferred candidate must have 24 to 36 months of new account and sales experience.Additional RequirementsAbility to travel to various bank and/or client locations as neededSome Saturday hours may be requiredAs a part of the Bank?s internal control systems, employees holding sensitive positions must have a separation of duties each year. This position has been deemed to meet the test for a sensitive position, and therefore you will be required to meet a minimum absence requirement of one week each and every calendar year. This job description is not intended to be all-inclusive, and employees will be required to perform additional related work duties as assigned by their immediate supervisor and/or management. Farmers and Merchants Bank of Long Beach reserves the right to revise or change job duties and responsibilities as the need arises. This job description does not constitute a written or implied contract of employment.March 17, 2020
