Branch Manager - SUNWEST BANK : Job Details

Branch Manager

SUNWEST BANK

Job Location : San Clemente,CA, USA

Posted on : 2024-12-20T07:27:51Z

Job Description :
SUMMARYBranch or Area Branch Managers are trusted advisors within the communities we operate. Leading a team of retail associates in the branch and drive growth in core deposits and loans is the primary focus. As a leader within the community this position is responsible to be a primary channel of commerce and assist our clients to make the right financial choices.ESSENTIAL DUTIES AND RESPONSIBILITIESIncrease market share by building long-term relationships with local businessCoach, mentor and motivate a team of dedicated banking professionalsOversee the day to day management of operations and identify opportunities to optimize processes and enhance service levelsLead the branch to achieve established sales goals by generating referral business, new accounts and management of current clients' accountsManagement of and total accountability for a branch office in meeting administrative, compliance, operational, sales, service, and profitability objectives of the bankMake regular business development calls to solicit new business (loans, deposits) and/or improve services to clientsOversee and/or train/guide staff to provide clients with appropriate Bank products and servicesEnsure that staff members provide continuous quality service to clientsRepresent the bank in the community through involvement in various civic and charitable activitiesSet annual personal performance plan/goals and weekly sales plan/goals for the branch staffBuild/enhance business relationship with clientsArrange for appropriate training and cross training of staffs when neededAddress and resolve human resource issuesOversee/monitor performance of operations staff to ensure all policies/procedures are compliant with bank guidelinesEnsure a satisfactory branch audit is metMaintain safety and security for our clients and team membersADDITIONAL RESPONSIBILITIESDemonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and managementDemonstrates high level of quality work, attendance and appearanceAdheres to all Company Policies & Procedures and Safety RegulationsAdheres to local, state and federal lawsUnderstands and complies with all company rules and regulationsAttends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA.Additional duties as assigned as it relates to the positionSUPERVISORY RESPONSIBILITIESThis position does have supervisory responsibilitiesMINIMUM QUALIFICATIONSBachelor's degree (preferably in Business Administration) or equivalent experience.Minimum of (5) years' work experience, which must be directly related to branch processes and functionsExcellent level of problem solving capabilities to establish potential alternatives and solutions to problemsExcellent communication skills both orally and in writing. Ability to work with all levels of management.Broad range of Bank and/or Savings Operational experienceMust be highly organized and capable of handling multiple tasks concurrently.Ability to redirect priorities based upon current workloadExcellent knowledge of consumer and business banking productsExperience with Fiserv or other major core and reporting applications is desired.Understanding of Windows-based personal computers.Understanding of word processing and spreadsheet software, preferably Word and Excel.COMPETENCIES:AdaptabilityCommunicationDecision MakingInitiativeInnovationMotivatorOrganizationProfessionalismResults OrientatedPHYSICAL DEMANDS: In general, the following physical demands 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 allow differently-abled individuals to perform the essential functions of the job.Standing, walking and squatting less than fifty percent of the work shiftRequired to lift, move and carry up to 40 poundsAbility to read, count and write to accurately complete all documentation and reportsMust be able to see, hear and speak in order to communicate with employees and other customersSpecific vision abilities include close vision, distance vision, peripheral vision, depth perception and ability to adjust focusManual dexterity required using hands to finger; handle, feel and type; reach with hands and arms (Check the box that applies by double clicking on the box.)WORK ENVIRONMENT: In general, the following conditions of the work environment are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodationsmay be made to allow differently-abled individuals to perform the essential functions of the job within the environment.The work space is clean, orderly, properly lighted and ventilated with the proper safety complianceNoise levels are considered moderateSunwest Bank Is an Equal Opportunity EmployerSunwest Bank works with staff members and customers without regard to race, ancestry, national origin, sex, marital status, age, religion, medical condition, handicap, disability or veteran status and to assist the Bank in maintaining its Affirmative Action Program.Compliance with Bank Secrecy Act laws and regulations is considered an extremely serious matter, and it is intended that Sunwest Bank, through the purposeful efforts of its employees and officers, are expected to make every resolute attempt to conform to its Bank Secrecy Act Program and Procedures. Failure to comply will be reflected in their performance review as well as in any bonus compensation programs in which they may participate.Attend and complete all required classroom, computer-based, web-based and seminar training. It is the individual responsibility of every employee to maintain a current awareness and understanding of and to fully comply with Sunwest Bank's Code of Ethics and Conduct. Each employee is also expected to maintain an awareness of the laws, regulations, internal policies and procedures that are appropriate for his/her positionNote: The preceding job description has been designed to indicate the general nature and level and work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. All job descriptions can be amended without notice as warranted by business necessity.SWB123
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