Job Title: Branch Manager I Effective Date: May 2022

Supervisor: VP Branch Operations Direct Reports: Customer Service Representative (I, II, III), Head Teller

GENERAL RESPONSIBILITIES:

The Branch Manager I is responsible for the administration and efficient daily operation of the branch office, including operations, product sales, customer service, and security and safety in accordance with the Bank's objectives. Develops new deposit and loan business, provides a superior level of customer service and promotes the service culture through coaching, guidance and staff motivation. Provides leadership, training and supervision. Oversees the branch tellers, Customer Service Representatives (CSR), Assistant Branch Managers. Must also be familiar with IRA services and banking products and services. Responsible for customer transactions and account opening administration the Branch Manager will be available to assist Teller(s) and/or CSR(s) as necessary.

ESSENTIAL RESPONSIBILITIES:

• Maintains overall responsibility for all aspects of the financial institution’s retail network, including the implementation of strategies and establishment of goals to achieve growth, profit, operational efficiency and customer service objectives.

• Collaborates with subordinates in operating the branch.

• Develops and maintains relationships with industry groups and organizations to keep abreast of changes in federal and state banking regulations and ensures that changes are implemented in a timely fashion.

• Exercises the usual authority of a manager concerning performance improvement plans and reviews, promotions, salary recommendations, and terminations. Coaches, develops and inspires staff to maximize their potential through one on one meetings, observations, and instantaneous feedback.
• Leads in the implementation of system changes to support new products, ensures system integrity and recommends program changes to more efficiently and effectively support services offered.
• Enforces, through subordinates, compliance with all federal and state regulations that impact the retail division.
• Participates in community organizations and events to enhance the images and reputation of the financial institution in the communities it serves or plans to serve.
• Assists their manager in creating a Business Plan
• Performs business development activities by making outside business calls to current and potential customers and utilizes business partners (Merchant Services, Commercial Lender, Business Development Officer) to generate new sales opportunities for the bank.

• Opens new accounts/processes teller transactions, as needed

• Trains/coaches team members to desired performance levels through effective communications and goal setting efforts.

• Ensures overall operational excellence is maintained through monitoring of operational controls, daily reports, daily interactions with the staff.

• Conducts business development meetings and is active in community events.

• Monitors all branch reporting (i.e. teller over and short, CIP exception report, etc).

• Monitors overall safety and security of the branch

• Participates in the writing and editing of branch related policy and procedures.

• Conducts regularly scheduled staff meetings to keep team abreast of updates.

• Other duties as assigned.

MINIMUM QUALIFICATIONS:

• Bachelor’s degree plus 2-4 years related work experience or high school diploma plus 6-8 years related work experience.

• Must have excellent verbal and written communication skills.

• Ability to maintain confidentiality of sensitive data/information.

• Proficient in Microsoft Office (Excel, Outlook, PowerPoint, Word).

• Must have excellent research and presentation skills.

• Ability to function in a financial institution environment and utilize standard office equipment including but not limited to; fax, copier, telephone, etc.

• Ability to sit for extended periods of time, go up and down stairs, and/or lift up to 15 pounds.

• Strong communication, analytical, problem solving, and decision-making skills to effectively uncover and resolve complex customer and employee issues.

• Excellent interpersonal & customer service skills, attentiveness, information retention, tact and diplomacy in dealing with both customers and employees.

• Strong supervisory and leadership skills required to manage, motivate, and develop branch employees required.

• This position requires a perceptive person who is capable of relating to individuals at all levels. As unique situations present themselves, the incumbent must be sensitive to Bank needs, customer and employee goodwill, and the public image.

• Proven success in customer service and in the development of strong customer relationships.

• Knowledge of all types of banking services, including consumer, business lending, and credit administration.

• Ability to work in a fast-paced environment & under pressure as needed.

• Ability to read, write, and speak using the English language.

• Authorized to work in the United States

• Reliable transportation

• The ability to make sound decisions. This may include making on-the-spot decisions regarding customer transactions; weighing customer satisfaction issues with the Bank exposure to loss or fraud and the ability to think through and rationalize decisions.

• Detail oriented, strong organizational skills, and high degree of accuracy.

• Self-starter, ability to work independently.

• Competence with computers, telephones, 10-key calculator and other office machinery.

PHYSICAL/MENTAL REQUIREMENTS:

Physical Requirements

Light work. 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. Light to moderate lifting and carrying of coin, supplies, files, etc.

Conditions

Typical office setting.

The Bank of Bird-in-Hand provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential job functions.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.