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Customer Service

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Branch Manager

Middleton, WI 53562

Posted: 04/09/2024 Employment Type: Direct Hire/Perm Job Category: Customer Service Job Number: 615375 Is job remote?: No Country: United States

Job Description

This position reports to the VP, Regional Banking and allows you to partner with other team members and key stakeholders to provide Incredible Customer Experiences of your own! Duties and responsibilities may include:
  • Drives bank sales and office operations, ensuring that established policies and procedures are followed, and delegates responsibilities as needed to meet bank objectives. 
  • Individuals will be expected to maintain and grow respective market(s) meeting the sales goals of the organization in deposit growth, business partner referrals, and consumer and small business loans. Meets individual sales accountability expectations.
  • Individuals will act in the capacity of a customer ambassador for the bank to provide customers with a high-quality experience worthy of our brand. The overall focus will be to provide strategic leadership, mentoring, and training to team members to attain new customer relationships and retain and grow existing relationships.
  • Responsible for supporting the Bank’s community involvement and community activities, ultimately generating leads to build and maintain customer relationships.
  • Demonstrates support for innovation and organizational changes needed or implemented to improve the organization’s effectiveness. Leads others to successfully manage and/or accept organizational change.
  • Responsible for developing staff through ongoing coaching sessions to ensure that all are personally committed to consistently exceeding customer expectations and I.C.E. every time, everywhere.
  • Partners with branch leadership on hiring, training, developing, scheduling, assigning work to, managing, and reviewing job performance of retail bank staff. Interviews and hires quality staff that is engaging, verbal, and confident, and possessing strong relationship sales abilities.
  • Develops and implements written short-and long-term plans for achieving branch growth, sales, fee income, and service goals.
  • Develops, maintains, and cultivates community and new business contacts with important market sources to enhance bank visibility and maximize business development opportunities.
  • Upholds the company’s policies by maintaining appropriate controls as stated in bank audit procedures to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities.
  • Directs ongoing compliance and management of all required training and compliance requirements (i.e., CIP, BSA, CTR, SAR, etc.).
  • Advises on and accepts consumer and small business loan applications which may include reviewing and gathering information, closing the loan, processing paperwork, and/or following up with the customer as needed.
  • Understands and adheres to loan policy guidelines regarding consumer and small business loan applications.
  • Manages a limited loan portfolio in all markets. Success is measured by complying with the regulatory standards by lending division. Will be responsible for facilitating the internal credit review/analysis process while meeting and delivering I.C.E. standards.
Recommended and preferred qualifications are:
  • Bachelor’s degree (B.A.) from an accredited four-year college or university in Business Administration, Marketing, Finance, Accounting, or equivalent experience preferred.
  • 3-5 years of experience in direct banking sales/market strategy, business development, personal banking, business banking, or branch management related experience and/or training; or equivalent combination of education and experience.
  • 2-3 years of supervisory/management experience required.
  • Provides leadership, coaching, and/or mentoring to team members.
  • Analytical thinking skills with a sales mindset and attitude.
  • Demonstrated ability to maintain flexibility in a changing environment.
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