About The Role
We are seeking a dynamic individual to lead and manage our Wenatchee Branch. Our ideal candidate will be a strong leader who is passionate about providing exceptional customer service as well as dedicated to creating a positive work environment for our employees and promoting their professional growth. This position will coach needs based selling, provide branch operational support, will work closely with senior management to develop and execute branch growth strategies, and is expected to demonstrate leadership and engagement in the community. If you are looking for a leadership opportunity with a growing financial institution, this may be the perfect opportunity for you!
POSITION SUMMARY:
Is responsible for the overall operational and profitability of the branch by directing sales and business development, meeting operational objectives, and ensuring the branch achieves its annual goals. Branch Manager relationship banking responsibilities include achieving goals, create opportunities to identify a customer's financial needs across all product and service lines, and provide a referral to the appropriate department when needed. Develops competent, responsible, and sales-oriented staff, committed to providing high quality and professional customer service. The Branch Manager II is in a market with significant growth potential and as such, it is the responsibility of the Branch Manager to assist in growing the market share. The Branch Manager is responsible for enhancing business relationships by identifying and referring sales opportunities for financial needs and presenting all options to the customer, following up as needed. The pay range for this position is: $ 75,740.90 to $113,611.34 per year
PRINCIPAL RESPONSIBLITES AND DUTIES:
Business Development:
- Participates in business development by targeting potential customers, introducing self and bank in community through various means, including telephone and in-person cold-calls. May involve Branch Loan Officer or Treasury Management Team Lead in subsequent meetings resulting from these initial contacts.
- Actively investigates opportunities for expanding market share and making Wheatland Bank more profitable, with particular attention to identifying prospective customers and additional financial needs among present customers.
- Introduces and cross-sells new and existing Bank products, including obtaining deposits and selling non-deposit services.
- Maintains current knowledge of Wheatland Bank's and competitors' products and services, rates, and terms.
- Maintains a high level of product knowledge and customer service skills and keep up to date on any product or service changes.
Branch Operations:
- Performs customer service functions including new accounts opening, department referrals, customer inquiries and problem resolution.
- Maintains customer relationships.
- Works with staff and other bank personnel to meet customer needs in a responsive, efficient manner across department lines.
- Attends monthly operations meetings, and other meetings as necessary and required, distributing relevant information to staff.
- Maintains current knowledge of regulations.
- Ensures compliance with regulatory requirements by complying with Bank policies and procedures and operating within all current federal and state regulations.
- Ensures compliance with audit requirements by communicating audit standards to staff through continuous in-house audits and by exercising procedural controls and security measures.
- Ensures that monthly branch certifications (audits) are conducted, reviewed, and submitted to Administration.
- Ensures that appropriate daily, weekly, monthly, and other periodic reports are reviewed in a timely manner.
- Maintains appropriate internal controls. Examples include but are not limited to: Dual control, segregation of duties & branch security.
- Assures efficient daily operation of cash and CSR functions, as well as new account functions.
- Provides administrative and operational direction and support for the branch.
- Ensures that appropriate daily, weekly, monthly, and other periodic reports are reviewed in a timely manner.
- Ensures correct implementation of bank all policies and procedures.
- Makes independent decisions which will promote efficient operations and customer service within the branch.
Supervisory:
- Establishes priorities for all operation employees to maintain maximum efficiency and teamwork within the branch.
- Conveys a professional image at all times, both personally and for the branch personnel and facilities.
- Responsible for ensuring the positive image and safety, both internal and external, of the branch facility.
- Ensures that all customers receive the highest quality service, which promotes the retention of deposits and generation of operating income.
- Ensures an effective working relationship with other Bank personnel, as required to perform customer support and sales function.
- Demonstrates effective, positive two-way communication with all bank personnel and maintain a team effort with staff.
- Supervises all Universal Bankers and CSR's assigned to the branch.
- Carries out supervisory responsibilities in accordance with the Bank's policies and procedures.
- Conducts regular staff meetings to ensure all branch personnel is current with operations, branch and bank issues.
- Directly plans and provides coaching and training of job expectations and skill development to all branch Universal Bankers and CSRs, providing advice, counseling, and solutions, including completing of annual employee evaluations.
- In Coordination with Human Resources, participates in hiring and termination of employees.
- Responsible for employee performance appraisals, rewarding and acknowledging, coaching, delegating, goal setting, and motivating employees.
- Ensures adequate training is provided to staff.
- Continuously evaluates training needs.
- Ensures that branch personnel learn all appropriate software and hardware in order to maximize technical efficiencies.
- Plays integral role in new CSR training.
- Maintains good staff morale.
- Conducts weekly staff meetings.
- Maintains schedule of branch events.
- Monitors staff performance.
- Ensures adequate branch staffing.
- Approves staff vacations.
- Monitors/controls overtime.
- Performs other tasks and duties as requested by management.
Community Involvement:
- Maintains active involvement in community affairs participating in professional bank organizations and civic groups to enhance Bank's visibility and to further personal development.
Administrative:
- Assists with the management of short- and long-term planning efforts for the branch, including profit plan and capital budget.
- Prepares and provides input to the preparation of reports, planning strategies, and budget goals and results.
- Controls expenses to ensure the profitable operation of the branch. Examples include but are not limited to:
- Monitors budget-to-actual expenses
- Evaluates donation requests
- Submits supply requisitions
- Submits approved invoices to Accounts Payable in accordance with the Purchase and Expenditure policy.
- Reviews and/or approves expense reports for supervised staff
- Coordinates and maintains branch retailing elements, such as signage and coordinates branch advertising with Marketing Department.
- Responsible for the maintenance and repair of the physical facilities and equipment of the branch, both internally and externally, including such activities as snow removal and external building cleanliness.
- Conveys a professional image at all times, both personally and for the branch personnel and facilities.
ADDITIONAL RESPONSIBILITIES:
- Adhere to Wheatland Bank Core Values
- Keep management informed of area activities and any significant problems
- Provide exceptional customer service to all customers, both internal and external.
- Represent Wheatland Bank in a professional fashion to include professional image, confidentiality, regular and consistent attendance, punctual.
POSITION CONTACT:
- Day-to-day supervision of operations staff; typically supervises 4 or fewer employees.
- Regular contact with Director of Retail Banking, Administration, and Loan Officers.
- Regular contact with Administration personnel to coordinate operations procedures, personnel practices, marketing sales strategies, and assure adequate support for operations.
- Daily contact with new and existing customers to counsel, promote, sell, and cross-sell services and products, and solve problems.
About You
QUALIFICATIONS:
- High school diploma or equivalent combination of education and experience is required; Bachelor's degree (Business or Finance preferred) or equivalent combination of education and experience is preferred.
- Typically requires 2+ years previous financial services management experience; 1+ years sales experience.
- Current portfolio of business or community networking contacts, and/or commercial lending experience are highly preferred.
- Proven superior performance in the areas of leadership and supervision skills.
- Demonstrated advanced knowledge of all areas of bank operations and regulations.
- Demonstrated customer/employee interpersonal relationship skills.
- Demonstrated strong salesmanship skills.
- Ability to multi-task and prioritize work projects.
- Knowledge of financial institution operation, cash handling, typing, ten-key calculator, and computer competency are required. General knowledge of Windows, MS Outlook, Excel, and Word.
- Accurate, punctual, alert, dependable, and professional in appearance.
- Ability to relate to others and impart knowledge and information in a clear, precise manner is essential.
- Position requires regular internal and external contact to carry out organizational objectives. Most often deals with matters requiring persuasion and approval. Ability to make productive business development calls as needed. Contacts involve a variety of levels and require advanced interpersonal skills to effectively deal with all types of people.
KNOWLEDGE, SKILL, ABILITY:
- A significant level of trust and diplomacy is required to be an effective subject matter expert in the position. In-depth dialogues, conversations and explanations with customers, direct and indirect reports and outside vendors of a sensitive and/or highly confidential nature is a normal part of the day-to-day experience. Communications can involve motivating, influencing, educating and/or advising others on matters of significance.
WORK ENVIRONMENT:
- Must be able to routinely perform work indoors in climate-controlled shared work area with moderate noise level.
PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is often required to: sit; use hands in repetitive motions to finger, grasp, handle or feel; and talk or hear. The employee is occasionally required to: stand; walk; and lift or reach with hands and arms. Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance. Must be capable of climbing / descending stairs in an emergency situation. Specific lifting abilities required by this job include: The employee is constantly required to stand and walk. Exerting up to 25 pounds of force occasionally, and/or up to 10 pounds of force frequently, and/or a negligible amount of force constantly to move objects. If the use of arm and/or leg controls requires exertion of forces greater than that for sedentary work and the worker sits most of the time, the job is rated for light work. Specific vision abilities required by this job include: The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading; visual inspection involving small defects, small parts, and/or operation/inspection of machines and/or using measurement devices at distances close to the eyes.
What We Offer
COMPENSATION & BENEFITS: Starting salary is dependent upon relevant experience and may vary based on the geographic location of the position. We offer an extensive benefits package that includes, but is not limited to medical, dental, vision, and life insurance. Coverage is available to employees and their eligible dependents in accordance with our written plan documents. You may also be eligible for a health savings account option, an Employee Assistance Program (EAP), a health rewards program, a retirement savings plan, including 401(k) and Profit-Sharing plans, short and long-term disability benefits, education and training benefits, and discounts on banking products and services. We also offer a generous Paid Time Off (PTO) plan and paid holidays. PTO accruals begin at .0745 per hour worked for our part time employees up to a maximum accrual of 240 hours per year for certain Full-Time employees. PTO accruals are dependent on position, status (Full time or Part time), and years of experience in accordance with our PTO policy. Most Full-Time employees are also offered 6 paid holidays and Part Time employees are offered pro-rated paid holidays. In addition, employees in Utah and Nevada may be eligible for pay for certain state recognized holidays. Visit our website for more details. Check it out! We are an Equal Opportunity Employer and qualified applicants, or employees will receive consideration for employment without regard to race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, mental or physical disability, genetic information, protected veteran status, or any other category protected by applicable federal, state, or local laws. Glacier Bancorp, Inc. does not sponsor applicants for work visas. All applicants must be legally authorized to work in the US. No Recruiters or unsolicited agency referrals please.
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