• Branch Manager

    Job Locations US-TX-Houston
    Retail Branch
  • Overview

    This position is responsible for the administration and efficient daily operation of a full service branch office, including operations, lending, product sales, customer service, and security and safety in accordance with the Bank's objectives. Reports to the Regional Manager.


    Ensures compliance with established Bank policies and procedures. Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: GLBA(Gramm-Leach-Briley Act) , Regulation Z (Truth in Lending Act), Regulation DD (Truth in Savings Act) Regulation B (Equal Credit Opportunity Act), Dodd–Frank Wall Street Reform and Consumer Protection Act (Dodd Frank Act), Elder Abuse Laws, Bank Secrecy Act in conjunction with the USA PATRIOT Act, Anti-Money Laundering and Customer Information Program, Right to Financial Privacy Act (state and federal) and Community Reinvestment Act.


    • Develops new deposit and loan business 
    • Provides a superior level of customer relations and promotes the sales and service culture through coaching, guidance and staff motivation
    •  Achieves individual and branch sales goals through new business sales, referrals and retention of account relationships.
    •  Provides leadership, training and supervision; delegates day to day operations to the Branch Services Manager or other branch personnel.
    •  Responsible for attaining established Bank and branch goals through active participation in sales management and officer call programs.
    •  Participates in community affairs to increase the Bank's visibility and to enhance new and existing business opportunities.
    •  Evaluate weekly or monthly sales data and report sales results to bank management.
    •  May prepare financial and regulatory reports required by laws, regulations, and board of directors.
    •  Assist customers to resolve complaints and account problems.
    •  Provide and educate customers on additional ways to access the bank including mobile and online services.

    Supervisory Responsibilities 

    • Actively identify, coach, develop, motivate and support employees so that they can provide superior service to every customer.
    •  Set employees up for success by setting clear objectives for the branch and for each employee, and monitor progress and track results.
    •  Achieve a positive employee experience and build a high performing team that prioritizes controls and drives business results.
    • Develop individuals’ skills and help them plan their long-term career goals
    • Recruit top talent and forecast staffing/scheduling needs to ensure adequate staff is on hand to support our customers 
    • Carry out supervisory responsibilities in accordance with the organization's policies and applicable laws.
    • Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions.
    • Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action.
    • Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values.
    • Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. 
    • The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct.
    • Performs duties specific to the position and other functions as assigned.


    • These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position.  The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner.  Individual abilities may result in some deviation from these guidelines.
    • High School Diploma and at least two years of college with an emphasis in accounting, finance or marketing; five or more years of banking or retail finance experience as well as  three or more years of supervisory experience; OR any equivalent combination of experience and/or education from which  comparable knowledge, skills and abilities have been achieved.
    • Intermediate experience, knowledge and training in all banking operational and lending activities and terminology.
    • Intermediate skills in computer terminal and personal computer operation, mainframe computer system, word processing, typing and spreadsheet software programs to meet the needs of the position.
    • Intermediate math skills; ability to calculate interest, commissions, proportions, and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs.
    • Exceptional verbal, written and interpersonal communication skills, with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, and speak clearly to customers and employees.
    • Thorough understanding of management procedures; ability to plan department or Company activities (setting objectives, developing strategies, budgeting, and developing policies and procedures); initiative to organize various functions necessary to accomplish department or Company activities; effectively staff (selecting, training and developing employees); directing employees towards the desired objectives (delegating, motivating, resolving problems); controlling the function (developing performance standards, measuring results, taking corrective action and rewarding employees as appropriate).
    • Ability to deal with complex problems involving multiple facets and variables in non-standardized situations.
    • Ability to work with no supervision while performing duties.
    • Current driver’s license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities.


    We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.


    We will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.


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