Area Manager- Banking

Dexian; San Rafael (CA); Presencial; USD 120 000 - 180 000; Tempo integral

Resumo da oferta

Dexian is seeking an Area Manager to oversee multiple retail branches in California, including Alameda, San Rafael, Corte Madera, Millbrae, San Mateo, and San Francisco. The role emphasizes leadership, compliance, and delivering financial solutions to customers.

You will coach Branch Managers, drive sales growth, monitor performance metrics, and ensure regulatory compliance while traveling within the region to support operations and development.

Qualificações

• Bachelor's degree or equivalent professional experience.
• Minimum 8 years of progressive banking, branch operations, or sales leadership experience.
• Minimum 5 years of management experience, preferably overseeing multiple locations or teams.
• Strong knowledge of retail banking products, branch operations, risk management, compliance, and regulatory requirements.
• Proven ability to drive sales growth and operational excellence in a multi-branch environment.
• Strong analytical, organizational, and problem-solving skills.
• Excellent verbal, written, presentation, and interpersonal communication skills.
• Proficiency with MS Office applications and related business systems.
• Ability to analyze performance metrics and develop effective action plans.
• Demonstrated success in coaching and developing leaders and high-performing teams.
• Flexibility to travel regularly within the assigned region.

Responsabilidades

• Provide leadership, coaching, and ongoing support to Branch Managers and branch teams.
• Conduct regular one-on-one meetings with direct reports to identify opportunities, challenges, and development needs.
• Lead regional Branch Manager meetings and facilitate communication of strategic initiatives.
• Manage performance, recruitment, succession planning, employee development, and compensation recommendations.
• Ensure timely hiring and onboarding of branch leadership and staff.
• Foster a culture of accountability, collaboration, and employee engagement.
• Encourage cross-training and professional development across branches to strengthen operational and sales capabilities.
• Ensure compliance with internal policies and banking regulations.
• Conduct branch visits to assess operational consistency, service quality, and sales effectiveness.
• Monitor branch performance metrics and implement corrective actions.
• Identify inefficiencies and opportunities to improve productivity and risk management.
• Review branch trends and performance dashboards for data-driven decisions.
• Support Branch Managers in achieving growth, deposits, and customer acquisition goals.
• Develop and execute business development strategies through networking and community involvement.
• Collaborate with regional sales leadership on marketing and cross-selling opportunities.
• Guide branch teams in identifying customer needs and delivering financial solutions.
• Drive sales performance through coaching and accountability.
• Champion a high-performance service culture across all branches.
• Monitor customer experience metrics and coach for service improvements.
• Build relationships with customers and community partners.
• Represent the organization at community events and networking activities.
• Travel regularly within the assigned market to support operations and leadership.

Conhecimentos

Leadership

Branch operations

Compliance

Sales growth

Customer relationships

Data-driven decision-making

Travel readiness

Communication

Analytical skills

MS Office

Formação académica

Bachelor's degree in Business Administration, Finance, Banking, or related field

Ferramentas

MS Office

Descrição da oferta de emprego

The Area Manager oversees the Branch Manager to assist and support in the overall sales, operational performance, employee recruitment, development and conduct of all assigned Retail Branches. This position will provide oversight for multiple branch locations, including Alameda, San Rafael, Corte Madera, Millbrae, San Mateo, and S.F. Financial District. Please review the details below for additional information. We look forward to connecting with you.

Key Responsibilities

Leadership & Team Development

• Provide leadership, coaching, and ongoing support to Branch Managers and branch teams.
• Conduct regular one-on-one meetings with direct reports to identify opportunities, challenges, and development needs.
• Lead regional Branch Manager meetings and facilitate communication of strategic initiatives.
• Manage performance, recruitment, succession planning, employee development, and compensation recommendations.
• Ensure timely hiring and onboarding of branch leadership and staff.
• Foster a culture of accountability, collaboration, and employee engagement.
• Encourage cross-training and professional development across branches to strengthen operational and sales capabilities.

Branch Operations & Compliance

• Ensure compliance with all internal policies, procedures, and applicable federal and state banking regulations.
• Conduct regular branch visits to assess operational consistency, service quality, sales effectiveness, and implementation of initiatives.
• Partner with branch leadership to maintain strong audit results and accurate completion of operational requirements, including certifications, callbacks, and control procedures.
• Monitor branch performance metrics and implement corrective action plans where needed.
• Identify operational inefficiencies and opportunities to improve productivity, profitability, and risk management.
• Review branch trends and performance dashboards to support data-driven decision-making.

Sales & Business Development

• Support Branch Managers in achieving branch growth, deposit, and customer acquisition goals.
• Develop and execute business development strategies through networking, community involvement, relationship-building, and referral generation.
• Collaborate with regional sales leadership on marketing initiatives and cross-selling opportunities.
• Guide branch teams in identifying customer needs and delivering comprehensive financial solutions.
• Drive sales performance through coaching, accountability, and strategic planning.

Customer Experience

• Champion a high-performance service culture across all assigned branches.
• Monitor customer experience metrics and provide coaching to improve service outcomes.
• Build strong relationships with customers, community partners, and internal stakeholders.
• Ensure consistent delivery of exceptional service across all branch locations.

Community Engagement

• Support branch participation in community outreach and financial education activities.
• Represent the organization at networking events, community programs, and business development functions.
• Encourage community involvement that supports local relationship development and organizational objectives.

Additional Responsibilities

• Lead special projects and strategic initiatives as assigned.
• Travel regularly throughout the assigned market to support branch operations and leadership teams.

Qualifications Required

• Bachelor's degree in Business Administration, Finance, Banking, or a related field, or equivalent professional experience.
• Minimum of 8 years of progressive banking, branch operations, or sales leadership experience.
• Minimum of 5 years of management experience, preferably overseeing multiple locations or teams.
• Strong knowledge of retail banking products, branch operations, risk management, compliance, and regulatory requirements.
• Proven ability to drive sales growth and operational excellence in a multi-branch environment.
• Strong analytical, organizational, and problem-solving skills.
• Excellent verbal, written, presentation, and interpersonal communication skills.
• Proficiency with MS Office applications, including Outlook, Word, Excel, PowerPoint, and related business systems.
• Ability to analyze performance metrics and develop effective action plans.
• Demonstrated success in coaching and developing leaders and high-performing teams.
• Flexibility to travel regularly within the assigned region.

Preferred

• Experience leading multiple retail banking branches.
• Strong business development and community engagement background.
• Experience managing incentive programs and performance-based sales environments.

Supervisory Responsibilities

This position is responsible for the direct supervision, coaching, development, and performance management of Branch Managers and their respective teams.