Branch Relationship Manager

Branch Relationship Manager

In the capacity of a Branch Banking Leader, the main responsibility is to train a high-performing branch staff to meet and exceed performance goals by educating, coaching, and modeling sales behaviors and ensuring operational excellence. This role emphasizes coaching for sales success, revenue growth, and operational consistency, with a focus on successful sales tactics and customer engagement strategies while delivering outstanding customer service.

Job Responsibilities:

• Strive to enhance the growth of primary client relationships and achieve financial performance targets in key areas such as deposits, loans, and non-interest income. Actively seek and provide suitable client referrals to the appropriate team members to meet growth targets and carry out successful sales initiatives effectively.
• Sales Leadership and Coaching: Create and execute business development, actively support execution of partner produced sales and branch initiatives. Provide training/development/coaching to branch teams on mission and how to effectively engage to deliver on targets. Foster the right environment for branch teams and clients. Responsible for talent management functions including: employment, performance evaluations, staff development/training, disciplinary actions, succession planning and ensuring all staff comply with compliance requirements.
• Client Experience: Utilize tools and systems to engage clients and provide educational support. Cultivate a culture that is centered on delivering exceptional client experiences while maintaining a commitment to the organization's mission and purpose. Resolve issues concerning branch operations and client satisfaction.
• Uphold a culture of disciplined risk management that aids teams in recognizing and addressing reputational, regulatory, and client risks, emphasizing the importance of adherence to all applicable bank policies and regulatory mandates.
• Performs distinctive tasks and supplementary roles as required.
• Consistently exhibits adherence to regulatory and compliance standards associated with the listed job duties and completion of essential compliance training. Accountable for ensuring compliance with applicable federal, state, and local laws and regulations.

Job Requirements:

• Upper Secondary Studies / High School Equivalency (GED, HiSET, TASC) / Foreign Analogue, required
• A requirement to have a history of at least five years working in branch sales
• The ideal candidate will have accrued two or more years in a leadership position
• The S.A.F.E. Act of 2008 and Regulation enforces the requirement for registration with the National Mortgage Licensing System (NMLS)
• Applicants with a four-year undergraduate degree or an equal substitute are highly desired for this opportunity

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