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Full-time
bachelor degree
Posted 3h ago
~40 hrs/week
Responsibilities
Responsible for overseeing daily branch operations, supervising staff, and ensuring adherence to bank policies and federal regulations. The role focuses on driving branch profitability through loan growth, deposit growth, and maintaining superior customer relations.
Requirements
Requires a bachelor's degree in business or finance, or 5-10 years of equivalent management experience in branch banking. Candidates must possess strong leadership skills and intermediate knowledge of banking operations and regulatory laws.
Full job description
SUMMARY:
The position of Branch Manager II is responsible for supporting the Retail Area Manager; ensures branch operational activities run smoothly and efficiently; provides leadership, training and supervision within the branch; and promotes business for the Bank by maintaining good customer relations and referring customers to appropriate personnel for new services. The position of Branch Manager assists in attaining established Bank and branch goals through active participation in sales management and officer call programs. Performs direct supervisory duties of branch staff, coordinates staff for coverage in all related areas of branch operations, including courier services. Assumes responsibility and is accountable for adherence to Bank policies and procedures. Incumbents in this position have 5-10 years of branch banking/management experience.
ESSENTIAL FUNCTIONS:
Provides supervision and support to all assigned areas of branch operations where service or assistance is needed; oversees activities of tellers, new accounts and other operations personnel; opens and closes the branch.
Reinforces the application of superior customer service through his/her own example along with appropriate follow through with involved customers and employees; conducts specific periodic meetings and presentations on this topic with all staff members.
Responds to inquiries or refers inquiries to the appropriate department or person; exhibits the necessary follow through with customers and/or staff involved.
Assures audit compliance and procedure quality control through the branch operational review and recommends and initiates corrective actions; conducts unannounced audits of all branch cash funds and cash limits; ensures the branch is in compliance with established Bank policies, procedures and state and federal regulations.
Actively involved in instilling and maintaining a positive sales environment through education of the Bank’s products and services; monitors staff in cross-selling and product presentation compared to goals; ensures the organization of the branch, coordinating available resources (e.g., staff, materials, etc.) for maximum results.
Contributes to the overall profitability of the branch through costs controls, income generation, loan growth, deposit growth and branch marketing efforts.
Consistently applies sound decision making techniques pertaining to inquiries, approvals, requests as they apply to existing policies and procedures; keeps within assigned approval limits and uses these instances as learning tools for employee development.
Responsible for all branch lending functions; including origination, processing & booking, loan documentation issues, payoffs, and collections.
Responsible for all loan reports including; asset classification, nonaccrual, appraiser status report, unsecured status, board reports, and credit risk review.
In house appraiser of re collateral.
Assists other branch offices in resolving operational inquiries and providing staff support; participates in various internal committees assigned by senior management.
Ensures accurate completion of related operational reports initiated by the Bank’s data processor along with internal reports.
Plays an important role in the development and growth of the Branch staff through excellent communication skills, both verbal and written, along with strong delegation skills assuring a highly cross-trained staff.
Performs personnel actions including performance appraisals, disciplinary actions, and interviewing candidates for employment; supervises the daily activities of branch staff including, but not limited to, effective delegation of assignments, developing work schedules and providing necessary training.
Ensures implementation and compliance to meet security precautions and protect customer deposits, bank assets and staff.
May perform all related teller, vault teller, new account, utility specialist, and safe deposit duties as needed.
Construction loan inspections.
Processes, solves and answers complex customer transactions, problems or inquiries.
Operates computer terminal or personal computer to process account activity, determine balances, and resolve problems within given authority.
Answers telephones, answers questions and directs callers to proper Bank personnel.
Maintains advanced knowledge and awareness of financial industry status and trends.
Completes annual compliance courses.
Adheres specifically to all corporate policies and procedures. Also adheres to Federal and State regulations and laws; including, the Bank Secrecy Act and the Anti-Money Laundering Act.
Adheres to all levels of our Service Excellence standards.
Performs other duties as required.
GENERAL QUALIFICATIONS:
Knowledge & Experience: These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. Individual abilities may result in some deviation from these guidelines.
Bachelor’s degree in business, finance, or related field or equivalent work experience (5-10 years of management experience).
Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related.
Intermediate knowledge of Bank operations, products and services; related state and federal laws and regulations, and other Bank operational policies and procedures.
Excellent organizational and time management skills – ability to work with minimal supervision.
Intermediate skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs.
Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct personnel.
Physical Demands/Work Environment: Vision, hearing, speech, dexterity, visual concentration. A valid driver’s license is required. Must have the ability to stand, walk, sit and use hands and fingers. Must have the ability to work the hours and days required to complete the essential functions of the position, as scheduled. The environment is a professional office with standard office equipment.
Cognitive Requirements: Learning, thinking, concentration, ability to exercise self-control, ability to work in a customer relations’ environment. Must be able to pay close attention to detail and be able to work as a member of a team. Must have the ability to interact effectively with co-workers and customers, and exercise self-control and diplomacy in customer and employee relations’ situations. Must have the ability to exercise discretion as well as appropriate judgments when necessary.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Related keywords
Bank Secrecy ActAnti-Money Laundering ActLoan DocumentationAsset ClassificationNonaccrualCross-sellingCollateral AppraisalConstruction Loan InspectionsRetail BankingFinancial Industry TrendsAudit Quality ControlPersonnel Appraisals
Our 100+ year history of independent family ownership allows us to relentlessly focus on our clients' long term goals.
Industry
Banking
Company size
1,001-5,000 employees
Founded
1910
LinkedIn followers
22,658
Total funding
$165M
First Bank is a privately held, family-owned bank built for clients who think beyond the next transaction and focus on what comes next across years, decades, and generations.
For more than a century, First Bank has been guided by multi-generational ownership and leadership. That perspective shapes how we serve family-owned and privately held businesses: with patience, continuity, and a long-term view of capital, growth, and transition. We understand that for these businesses, financial decisions are rarely isolated. They’re connected to family legacy, leadership succession, and the future of the enterprise itself.
Our relationship-driven approach is grounded in stewardship. We invest in lasting partnerships, deep industry expertise, and thoughtful growth so our clients can make confident decisions today while preparing for the realities of tomorrow. Through dedicated teams and specialized resources, including our Center for Family Owned Businesses, we support founders, current leaders, and next generation decision makers as their needs evolve.
With a strong presence across the Midwest, California, and Texas, First Bank combines the stability of family ownership with the scale, technology, and capabilities required to serve complex businesses in dynamic markets. We are intentionally built to adapt, grow, and remain relevant so our clients can do the same, generation after generation.
Member FDIC. Equal Housing Lender.
First Bank does not use LinkedIn as a client service tool and users should refrain from posting personal information. Please contact the First Bank Service Center for client service needs.
Privacy policy: https://www.first.bank/About/Disclosures/Privacy-Statement
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