Poppy Bank
Vice President, Branch Manager III (Project Management)
Recommend and support complex cash management services for business clients with a focus on addressing efficiencies, cost savings and reducing risk.
Processes, solves and answers complex business and consumer account transactions, problems or inquiries.
Reinforces the application of superior customer service through his or her example along with appropriate follow through with involved customers and employees; conducts specific periodic meetings and presentations on this topic with all staff members.
Engages in business development activities and solicitation of new business prospects; actively involved in instilling and maintaining a positive sales environment through education of the Bank's products and services; investigates and follows up on significant changes in status of existing customers; motivates and monitors staff in cross selling and product presentation compared to goals; meets with customers to discuss needs or concerns and outlines appropriate Bank services.
Ensures organization of the branch, coordinating available resources (e.g., staff, materials, etc.) for maximum results.
Responsible for marketing objectives of the area serviced by the branch; identifies and pursues potential sources of business and other strategies to meet established goals and directives; documents the effectiveness of the branch's marketing plan and makes recommendations to Chief Operating Officer as appropriate.
Assures audit compliance and procedure quality control and recommends and initiates corrective actions; ensures that the branch is in compliance with established Bank policies, procedures and state and federal regulations.
Contributes to the overall profitability of the branch; implements costs controls, income generation, and branch marketing efforts; monitors expenses to ensure compliance with budget.
Works closely with the Branch Operations Officer (if applicable) in resolving inquiries and providing managerial support; participates in various internal committees assigned by the Director of Retail Banking.
Maintains knowledge of security and safety policies and strictly adheres to established procedures; works closely with the Bank Security Officer to maintain an updated plan for the branch; ensures branch staff is properly trained and made aware of any changes to the branch's plan and procedures.
Participates and directs day to day operations for the branch; approves large deposits and withdrawals; reviews and acts on daily reports; ensures the branch is maintained in a neat, clean and attractive manner; recommends redecoration or major repair or redesign of floor space as necessary.
Ensures effective communication to staff and implementation of all policy and procedure changes as approved by Senior Management; schedules and conducts any necessary training for staff.
Reviews NSF and overdraft reports for customers assigned within his or her portfolio; approves or declines such exceptions within established lending limits.
Maintains an advanced knowledge of financial industry status and trends.
Consistently applies superior decision making techniques pertaining to inquiries, approvals and requests as they apply to existing policies and procedures, keeping within assigned approval limits and using these instances as learning tools for employee development.
Assumes responsibility for special projects; gathers data and prepares reports for the Director of Retail Banking, audits and other personnel.
Plays a positive role in the development and growth of assigned branch staff through excellent communication skills, both verbal and written, along with strong delegation skills assuring a highly cross trained staff.
Performs personnel actions including performance appraisals, disciplinary actions, and interviewing candidates for employment; supervises the daily activities of the branch including, but not limited to, effective delegation of assignments, developing work schedules and providing necessary training.
Operates computer terminal or personal computer to process account activity, determine balances and resolve problems within given authority.
Answers telephones, answers questions and directs callers to proper Bank personnel.
Assumes responsibility for various branch functions in the absence of staff members or in overload situations.
Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions.
Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action.
Follows policies and procedures; completes administrative tasks correctly and in a timely manner; supports the Bank's goals and values; benefits the Bank through outside activities.
Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one's own actions and conduct.
SUPERVISORY RESPONSIBILITY:
The position of Branch Manager is responsible for the supervision of 5 or more employee(s), and normally carries out supervisory responsibilities in accordance with the Bank's policies and applicable laws, ensuring adherence to EEO guidelines.
QUALIFICATIONS:
Proven sales ability and documented branch growth.
Minimum of 7 years in a branch environment.
Minimum of 5 years branch management experience.
Minimum of 3 years management of complex business and consumer accounts.
Excellent interpersonal, verbal and written communication skills.
Leadership and experience in teamwork (or team building) and customer service.
Experience in hiring, training, coaching and performance management of employees.
Active involvement in business related local community organizations (i.e., Rotary, Chamber of Commerce, etc.)
Must be proficient using Word, Excel and Outlook applications and banking programs.
Requires ability to work scheduled full-time hours and maintain regular attendance including some Saturdays.
PHYSICAL/MENTAL ACTIVITY AND ENVIRONMENT:
While performing the duties of this Job, the employee is regularly required to communicate and receive communications, verbally, in writing, electronically, etc. The employee is frequently required to remain in a stationary position and frequently moves about inside the office to access files, office equipment, interact with customers and employees. Frequently operates a computer, phone and other office equipment. Frequently handles documents and currency. The employee must occasionally lift and/or move up to 10 pounds. The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.