Branch Manager II (FT) Liberty Street Branch

Position:  Branch Manager II

Department: Retail Banking

Job Status: Full-Time

FLSA Status:  Exempt

Grade: 12

Reports to: VP/Regional Manager

Amount of Travel Required:  Some Travel 

Positions Supervised: Branch Personnel

POSITION SUMMARY

Overall responsibility for the leadership and management of branch service, sales, operations, team development and personnel. Ensures quality customer service and compliance with regulations and Bank policies. Makes business development calls in assigned territory.

Leads and manages a medium branch; level of the branch is based on the following key components: 

•  Branch Deposits, Staff FTE, Teller Transaction Volume, Sales Expectations, External Business Calling, Market Opportunity and Specialty Programs. 

ESSENTIAL FUNCTIONS

• Applies the Westfield Bank Service and Sales Process during customer interaction to acquire and enhance customer relationships.

• Adheres to established Westfield Bank customer service standards.
• Supervises branch personnel by:
  • Creating a team environment focused on producing an exceptional customer experience.
  • Ensuring that the department is adequately staffed with properly trained personnel.
  • Making or approving decisions for department employees regarding employment, performance ratings, promotions, salary recommendations, transfers and terminations.
  • Resolving personnel problems, particularly those of a more complex nature.
  • Guiding and advising subordinates in the more complex phases of work.
  • Preparing an annual budget and operating within the established cost controls.
  • Coordinating the activities of the department with other departments of the bank.
• Handles customer relations, complaints and inquiries.
• Takes Residential Mortgage and Home Equity Loan applications and serves as a liaison between the customer and loan processor until loan closes.
• Supervises bank security; assists Bank security officer with fraud or possible fraud cases.
• Ensures availability to respond to alarm company/police outside of regular work hours.
• Works with collections department and oversees branch maintenance.
• Opens new accounts, cross sells bank products and services, and processes wire transfers.
• Approves checks, fee waivers or refunds and overrides on accounts, and endorses insurance checks.
• Oversees all branch operations.
• Performs external business development activities as assigned.
• Participates in community and professional organizations.
• Performs higher level specialty function as designated and achieves program goals as assigned.
• Must complete BSA, AML, and other Regulatory and Continuing Education as assigned.
• Must adhere to all bank and regulatory policies and procedures specific to position. Assumes additional responsibilities as requested.

POSITION QUALIFICATIONS

Competencies

• Business Development
• Customer Relations
• Decision Making/Judgment
• Leadership and Employee Development
• Quality
• Sales Skills & Activity

Education/Experience/Skills

• Associate’s degree preferred.
• A minimum of 1 year of previous bank Branch Manager experience preferred.
• A minimum of 1 year of previous Business Development experience preferred.
• Must obtain official designations/certifications as required (i.e. NMLS, notary public, medallion, etc.).

PHYSICAL DEMANDS

Physical Demands

Stand: O (Occasionally)

Walk: O (Occasionally)

Sit: F (Frequently)

Handling / Fingering: F (Frequently)

Reach Outward: F (Frequently)

Reach Above Shoulder: O (Occasionally)

Climb: O (Occasionally)

Crawl: O (Occasionally)

Squat or Kneel: O (Occasionally)

Bend: O (Occasionally)

Lift/Carry

10 lbs or less: F (Frequently)

11-20 lbs: F (Frequently)

21-50 lbs: O (Occasionally)

51-100 lbs: N (Not Applicable)

Over 100 lbs: N (Not Applicable)

Push/Pull

12 lbs or less: O (Occasionally)

13-25 lbs: O (Occasionally)

26-40 lbs: O (Occasionally

41-100 lbs: O (Occasionally)

N (Not Applicable) Activity is not applicable to this occupation.

O (Occasionally) Occupation requires this activity up to 33% of the time (0-2.5+ hrs/day)

F (Frequently) Occupation requires this activity from 33%-66% of the time (2.5-5.5+ hrs/day)

C (Constantly) Occupation requires this activity more than 66% of the time (5.5+ hrs/day)

Other Physical Requirements

None.

Westfield Bank has reviewed this job description to ensure that essential functions and basic duties have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.