Branch Manager III - Charlotte, United States - Cbtcares

Description

** Branch Manager III**

**Job Category****:** Retail Banking **Requisition Number****:** BRANC001752 Showing 1 location **Job Details**

**Description**

POSITION TITLE: Branch Manager III

REPORTS TO: Retail Area Manager

REPORTS TO THIS POSITION: Branch Services Representatives and Lead, Financial Services Representatives and Lead

SUMMARY:

Achieves Financial and Operational Performance goals. Responsible for team delivery of the complete range of customer services at the Bank, including opening new accounts explaining available deposit, loan and digital products and services, referring customers to key partners, and servicing existing accounts. Responsible for overseeing development, active engagement and successful execution of Branch Go-To-Market strategic plan. May open new accounts, provide basic service and transaction processing support as needed. Provides SME for product and service features and benefits. Responsible for continuous improvement in Branch delivery and operations. Takes a leadership role in planning, coordinating and participating in business development calls, activities and follow-up. Contributes expertise in business development behaviors and skills. Coaches and manages individual talent and development action plans for teammates in collaboration with Branch and Financial Services Leads. Proactively manages the human resource administration for the branch. Demonstrates proven skill developing internal and external partnerships. Assures all regulatory, audit and operating policies and procedures are followed. Assures communication and information is reviewed and appropriate actions and follow-up are taken. Is actively involved in community and/or professional business organizations.

ESSENTIAL JOB FUNCTIONS:

Demonstrates adaptability, critical reasoning and decisioning skills, business acumen and leadership competencies. Is regarded as a leader within the Region/ Bank

Has proven expertise in Carter Connect operating model concepts and practices to develop defined behaviors and skills

Develops and executes successful Branch Go-To-Market strategic plan.

Takes leadership role in follow-up and/or business development calls with designated teammate(s) / management and Key Partners

Oversees and consistently delivers exceptional customer experiences per Service Standards

Engages and connects with customers in the lobby to assist or direct to appropriate teammate

Proactively identifies opportunities to help customers by asking relevant questions and listening to needs

Effectively uses conversation skills, recommends consumer products and services, including checking and savings accounts, digital and convenience tools (Online and mobile banking, eStatements, etc.)

Responsible for consumer and small commercial lending. Adheres to compliance and policy, achieving individual, branch team and branch loan production goals

Resolves complex customer questions and problems, escalating for assistance if needed

Submits quality referrals to internal and external key partners. Monitors quality and quantity of referral pipeline, holding teammates and partners accountable, to ensure production goals are achieved

Has proven expertise in operating process and system navigation effectiveness

Oversees and has proven expertise in compliance, regulatory and operating policies and procedures

Provides or gets assistance with overrides and exceptions

Oversees and consistently achieves accuracy and compliance for all aspects of transaction and branch cash processing

Assures all required communication and appropriate action follow-up is conducted. Provides support for development of communication for the Area, Region, Bank

Proactively reviews and analyzes reports on individual and team productivity and performance.

Develops insights and takes action to develop new strategies and/or refine Go-to-Market plans,

production and financial performance activities and accountability

Models, coaches and uses training techniques to develop teammate skills and behavior competencies. Oversees development action plans for Branch Services teammates and suggests career path next step actions. Manages own development action plan

Leads results-oriented performance cadence activities

Consistently demonstrates proven collaborative leadership skills in and outside of the Bank

Represents the bank as a leader in the community and within business organizations to serve citizens and community, enhancing the visibility of the Bank

Effectively oversees and administers all HR policies and practices throughout the teammate life cycle. Consistently hires and retains top performing teammates.

Consistently achieves defined expectations and achieving performance goals in all areas of responsibility. Models personal accountability

JOB REQUIREMENTS:

High school diploma or equivalence required, some college a plus

3 or more years of branch service experience in a financial institution or similar professional or retail services industry is required. Commercial bank experience is a plus.

Minimum 1 year supervisory experience or proven leadership in prior position

Bank teller/operations exposure is a plus

Successful customer service and /or sales experience

Successful account/ relationship management experience is a plus.

KNOWLEDGE/SKILLS REQUIRED:

Excellent customer service skills

Detailed oriented, must be able to multi-task

Excellent communication skills, both verbal and written

Ability to perform effectively in fast-paced environment

Advanced math and accounting skills a plus

Expertise in banking products and services a plus

Proficient in Word and Excel required

Complete all required compliance training by established deadlines

Ability to maintain confidentiality

PHYSICAL AND MENTAL QUALIFICATIONS:

Must have computer skills

Sitting, standing, walking to terminal, and occasional stooping

Requires lifting bags and/or tray of coin and bills periodically

Will be required to work overtime periodically

May require local travel

**Qualifications**

**Skills**

**Behaviors**

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**Motivations**

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**Education**

**Required**

High School or better.

**Experience**

**Licenses & Certifications**

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractors legal duty to furnish information. 41 CFR c)