Bank of Utah
Branch Manager
Bank of Utah, Layton, Utah, United States, 84041
Summary:
Under the direction of the Retail Banking Manager, the Branch Manager (BM) is responsible for establishing a full-relationship with customers. The Branch Manager is personally committed to consistently creating a great customer experience by meeting a broad range of financial service needs. The BM performs routine branch duties including but not limited to: mentoring, training and developing CSM and CSR's. The BM identifies customer needs and promotes bank products and services. In addition, the BM is responsible for leading the branch team to attain branch goals. Adheres to all bank established policies, procedures and overall banking/compliance regulations.
Essential Job Functions Serves in a leadership role by helping to develop and mentor CSM and CSR's on the team. Takes an active role in onboarding and training new CSM's/CSR's. Communicates to the Retail Banking Manager any training opportunities or gaps. Promotes, represents and welcomes current and potential customers, employees and vendors to the bank in a professional and inviting manner. Develop a strong, value-added relationship with current and prospective customers by engaging in conversations that uncover their current and future financial needs. Provide solutions to ensure the customer feels understood, informed and confident in the bank and the products and services offered Responsible for managing a portfolio of High Value Relationships (HVRs) by providing regular and recurring outreach, consultation, and product and service recommendations to retain and grow the assigned portfolio of consumer and business customers. Leads and encourages a positive working environment with a can-do attitude, which fosters our Cultural Beliefs. Proficiently performs routine, basic and complex transactions and tasks including but not limited to: •Skill and mastery of systems in use to provide support, training and resources to CSM's and CSR's.
•Provide approvals and overrides to team for transactions within established limits.
•Collects and submits/approves information for outgoing wire transfers up to specified limit.
•Completes required reports timely and accurately.
Expert knowledge of Bank of Utah's depository and consumer lending products, accounts, apps and online services. Promote and refer other bank products/services by working closely with the banks partners to customers and convert service opportunities to sales when appropriate. Actively develops, promotes, and leads awareness campaigns to help strengthen customer relationships. Maintain comprehensive and up to date knowledge of banking regulations related to assigned job function. Complete required compliance and job specific training Actively participate and conduct weekly team meetings. Facilitate individual and group feedback/training sessions. Additional Responsibilities:
•Quality, accuracy, reliability, friendliness, thoroughness and timeliness of services provided to internal and external customers.Courteous and professional customer service attitude
•Understands and adheres to Bank policies and procedures
•Exhibits professional workplace appearance and conduct
•Keeps Bank, customer, and employee information confidential
•Participates in training and appropriate professional development
•Reliability in reporting to work regularly and on time
•Technical ability to input and retrieve computerized information. Exceptional organizational skills. Excellent verbal and written communication skills for interacting professionally with customers and other employees.
•Ability to maintain the integrity of highly confidential customer and Bank information
•Ability to deal effectively with time pressures, stress and multi-tasking that can change hourly depending on level of customer activity
•Effective problem solving skills.
Experience, Skills, and Education:
Requires High School Diploma or equivalent, College Degree preferred Minimum of five years' branch banking and account opening experience. Previous Management experience preferred. Basic computer and Microsoft Office Suite skills. Good risk-based decision-making skills and the ability to follow complex policies and procedures. Supervisory Requirements:
Supervise a staff of four to eight employees consisting of CSR's and a Customer Service Manager. Working Conditions:
Work is performed largely in a pleasant office environment. Prolonged sitting, standing, and mental and visual concentration for computer and equipment usage required. Must be able to bend, turn, twist, lift and move up to 30 pounds of office supplies, equipment, and coin. Position is not telework eligible, all job duties must be performed in the branch or office Travel may be required between branches, to and from training/meetings visiting customers, etc. Attendance is an essential function of the job.
*The wage listed is within the range associated with this position. Actual compensation will be based on qualifications and experience.
Under the direction of the Retail Banking Manager, the Branch Manager (BM) is responsible for establishing a full-relationship with customers. The Branch Manager is personally committed to consistently creating a great customer experience by meeting a broad range of financial service needs. The BM performs routine branch duties including but not limited to: mentoring, training and developing CSM and CSR's. The BM identifies customer needs and promotes bank products and services. In addition, the BM is responsible for leading the branch team to attain branch goals. Adheres to all bank established policies, procedures and overall banking/compliance regulations.
Essential Job Functions Serves in a leadership role by helping to develop and mentor CSM and CSR's on the team. Takes an active role in onboarding and training new CSM's/CSR's. Communicates to the Retail Banking Manager any training opportunities or gaps. Promotes, represents and welcomes current and potential customers, employees and vendors to the bank in a professional and inviting manner. Develop a strong, value-added relationship with current and prospective customers by engaging in conversations that uncover their current and future financial needs. Provide solutions to ensure the customer feels understood, informed and confident in the bank and the products and services offered Responsible for managing a portfolio of High Value Relationships (HVRs) by providing regular and recurring outreach, consultation, and product and service recommendations to retain and grow the assigned portfolio of consumer and business customers. Leads and encourages a positive working environment with a can-do attitude, which fosters our Cultural Beliefs. Proficiently performs routine, basic and complex transactions and tasks including but not limited to: •Skill and mastery of systems in use to provide support, training and resources to CSM's and CSR's.
•Provide approvals and overrides to team for transactions within established limits.
•Collects and submits/approves information for outgoing wire transfers up to specified limit.
•Completes required reports timely and accurately.
Expert knowledge of Bank of Utah's depository and consumer lending products, accounts, apps and online services. Promote and refer other bank products/services by working closely with the banks partners to customers and convert service opportunities to sales when appropriate. Actively develops, promotes, and leads awareness campaigns to help strengthen customer relationships. Maintain comprehensive and up to date knowledge of banking regulations related to assigned job function. Complete required compliance and job specific training Actively participate and conduct weekly team meetings. Facilitate individual and group feedback/training sessions. Additional Responsibilities:
•Quality, accuracy, reliability, friendliness, thoroughness and timeliness of services provided to internal and external customers.Courteous and professional customer service attitude
•Understands and adheres to Bank policies and procedures
•Exhibits professional workplace appearance and conduct
•Keeps Bank, customer, and employee information confidential
•Participates in training and appropriate professional development
•Reliability in reporting to work regularly and on time
•Technical ability to input and retrieve computerized information. Exceptional organizational skills. Excellent verbal and written communication skills for interacting professionally with customers and other employees.
•Ability to maintain the integrity of highly confidential customer and Bank information
•Ability to deal effectively with time pressures, stress and multi-tasking that can change hourly depending on level of customer activity
•Effective problem solving skills.
Experience, Skills, and Education:
Requires High School Diploma or equivalent, College Degree preferred Minimum of five years' branch banking and account opening experience. Previous Management experience preferred. Basic computer and Microsoft Office Suite skills. Good risk-based decision-making skills and the ability to follow complex policies and procedures. Supervisory Requirements:
Supervise a staff of four to eight employees consisting of CSR's and a Customer Service Manager. Working Conditions:
Work is performed largely in a pleasant office environment. Prolonged sitting, standing, and mental and visual concentration for computer and equipment usage required. Must be able to bend, turn, twist, lift and move up to 30 pounds of office supplies, equipment, and coin. Position is not telework eligible, all job duties must be performed in the branch or office Travel may be required between branches, to and from training/meetings visiting customers, etc. Attendance is an essential function of the job.
*The wage listed is within the range associated with this position. Actual compensation will be based on qualifications and experience.