Branch Manager I
- Full-Time
- Santa Rosa, CA 95401
- Tri Counties Bank
- Posted 4 years ago – Accepting applications
POSITION SUMMARY
The Branch Manager directs and coordinates branch activities personally or through branch staff to attain branch goals, including identifying financial solutions, customer service, proper credit quality and risk management. Maintains a customer-driven financial solutions and service environment.
MAJOR RESPONSIBILITIES
- Conducts daily team huddles at the beginning and end of each day.
- Proactively plans, controls and directs branch activities towards attaining branch goals included but not limited to profiling, tele-consulting and business calling efforts.
- Provides prompt, efficient and friendly service to customers.
- Ensures branch follows all operating and compliance guidelines including adhering to the Operational Loss Policy.
- Ensures branch successfully passes annual reviews and audits.
- Monitors loans, deposits, referrals to business partners, and fee income production.
- Develops and implements branch specific marketing plans.
- Profiles existing customers to maintain and expand banking relationships. Profiles prospective customers to develop new business. Maintains a database of active prospects.
- Partners with Business Banking Officer to develop a local area business development program.
- Partners with CRA/Fair Lending Officer on business opportunities related to community development and CRA lending.
- Works with Human Resources to determine recruitment sources.
- Administers HR policies and procedures and is responsible for training and developing staff to assure skills for assigned position.
- Makes consumer and small business loans within lending authority. Approves credits and overdrafts within overdraft authority.
- Operates within assigned annual budget guidelines and expense controls.
- In-Store branch manager maintains a professional working relationship with store’s management to create a team effort.
- In-Store branch manager actively manages and adheres to PA and aisle visitation schedules.
OTHER RESPONSIBILITIES
- Represents Bank in community and civic affairs.
- Conducts branch sales meetings.
- Appoints an officer or a senior staff member to assume branch responsibilities when both Branch Manager and Assistant Branch Manager are absent.
- Ensures branch compliance of audit and regulatory procedures. Adheres to compliance guidelines.
- Maintains a current understanding of Bank policies and procedures in compliance with all federal and state laws, including but not limited to Bank Secrecy Act (SARs, CIP, OFAC), Information Security (GLBA), Identity Theft Red Flags, Financial Elder Abuse Reporting, and any other applicable regulations that may be specific to your job duties.
- Maintains a broad knowledge of banking regulations related to deposit and consumer lending products.
- Ensures the branch FTE is properly allocated according to customer visitation patterns.
- Performs other work-related duties as assigned.
EDUCATION, EXPERIENCE AND OTHER SKILLS REQUIRED
- High school diploma or GED required, undergraduate degree preferred.
- Appropriate management experience required.
- Ability to lead and direct others.
- Proven successful sales experience.
- Outbound business calling experience preferred.
- Experience in a personal banker role preferred.
- Excellent verbal and written communication skills.
- Knowledge of consumer and commercial lending.
- Ability to be registered as a mortgage loan originator (MLO) in the Nationwide Mortgage License System and Registry (NMLS).
- Ability to utilize personal computers and Windows driven programs.
- Maintains a current understanding of Bank policies and procedures in compliance with all federal and state laws, including but not limited to Bank Secrecy Act (SARs, CIP, OFAC), Information Security (GLBA), Identity Theft Red Flags, Financial Elder Abuse Reporting, and any other applicable regulations that may be specific to your job duties.
LEVEL DISTINCTION
- Grade is based on deposit balance, number of households, teller transaction and loan balance.
PHYSICAL REQUIREMENTS
- May be required to lift up to 25 pounds.
COMPANY PROFILE
Established in 1975, Tri Counties Bank is a wholly-owned subsidiary of TriCo Bancshares (NASDAQ:TCBK) headquartered in Chico, California, providing a unique brand of customer Service with Solutions available in traditional stand-alone and in-store bank branches in communities throughout Northern and Central California.
The Bank provides an extensive and competitive breadth of consumer, small business and commercial banking financial services, along with convenient around-the-clock ATM, online and mobile banking access.
Tri Counties Bank has remained strong and profitable through a top-down commitment to its core values, sound business principles and responsible lending practices.
Our success is also based on our involvement in the communities we serve. The personal touch comes naturally to Tri Counties Bankers. You may recognize us at business, school and non-profit events, baseball games and local eateries, skiing in the mountains, boating on the lakes, and fishing the local streams or attending an event in The City or on the peninsula.