Branch Leader: Grow Deposits, Lead Team & Client Service

Dexian; Calabasas (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

Dexian is seeking a Branch Manager in Calabasas, CA to oversee the day-to-day operations of a full-service retail banking branch. You will lead staff, drive client service, sales, and compliance, and ensure security and efficiency in a fast-paced environment.

The role requires a track record of branch leadership, strategic deposit growth, and effective coaching. You will manage promotions, budgets, audits, and community engagement while maintaining strict regulatory standards and delivering

Qualifications

• Seven years of experience in a retail banking branch environment.
• Five years of branch management experience.
• Three years of experience managing complex business and consumer accounts.
• Demonstrated sales ability and documented branch growth.
• Experience hiring, training, coaching, developing, and managing employee performance.
• Strong leadership, team-building, and client service capabilities.
• Excellent interpersonal, verbal, and written communication skills.
• Proficiency with MS Word, Excel, Outlook, and banking software applications.
• Ability to work flexible hours, including beyond regularly scheduled hours when business needs require.
• Current California driver’s license and access to a vehicle with appropriate insurance coverage for business travel.

Responsibilities

• Hire, onboard, train, and develop qualified employees while maintaining staffing levels that support exceptional client service.
• Meet with direct reports at least monthly to discuss team needs, performance, development goals, and documented coaching opportunities.
• Ensure employees receive appropriate training in sales, service, banking operations, security, and safety procedures.
• Promote core deposit growth through branch sales initiatives and performance management.
• Monitor branch trends, including deposit balances, transaction volume, cost of funds, and significant changes in client relationships.
• Communicate organizational updates, policy changes, procedures, and branch priorities to employees and conduct related training.
• Address performance concerns promptly and consistently in accordance with established policies and procedures.
• Complete annual performance and compensation reviews for direct reports.
• Maintain current knowledge of security and safety requirements and ensure employees follow established controls.
• Communicate branch profitability goals and implement cost controls, income-generation initiatives, and local marketing efforts.
• Monitor expenses and branch performance against budget expectations.
• Partner with branch operations leadership to complete and review monthly certification packages before submission.
• Maintain accountability for branch audit results and compliance with operating procedures, policies, and applicable regulations.
• Ensure operational quality control and initiate corrective action when exceptions or deficiencies are identified.
• Direct daily branch operations and approve large deposits, withdrawals, and required daily reports within assigned authority.
• Review NSF and overdraft reports and approve or decline exceptions within established transaction approval limits.
• Ensure compliance with applicable state and federal banking regulations and internal policies.
• Model and reinforce exceptional client service through coaching, meetings, presentations, and performance feedback.
• Manage mystery shop results and coach employees to achieve branch service goals.
• Create a welcoming, professional, and client-focused branch environment.
• Resolve client concerns proactively before escalation to senior management.
• Handle complex consumer and business account transactions and servicing needs.
• Assist clients with account maintenance and resolve challenging situations with professionalism and diplomacy.
• Perform branch functions as needed and serve as a resource for complex account servicing matters.
• Develop and execute sales, relationship-building, and community engagement strategies aligned with branch goals.
• Use outbound calling, scheduled appointments, in-person meetings, networking, and community events to generate new relationships.
• Analyze the local market and implement sales strategies that increase new accounts and deposits.
• Coach branch employees on consultative sales skills and product knowledge.
• Ensure employees profile client needs to identify opportunities to deepen relationships and recommend relevant products and services.
• Develop tactical prospecting and cross-selling plans for new and existing clients.
• Partner with area and regional sales leadership on joint marketing and cross-selling initiatives.
• Refer small-business credit opportunities and coordinate with lending partners during the application process.
• Coach employees to generate high-quality internal referrals.
• Community Relations
• Support CRA programs and participate in relevant professional, civic, and community organizations.
• Complete a minimum of 10 CRA volunteer hours annually. Volunteer activities are generally scheduled during business hours; approved time and mileage are compensated.
• Represent the branch professionally in the local business community.
• Supervisory Responsibilities
• Manage two or more branch employees.
• Provide ongoing operational guidance, training, coaching, and professional development.
• Assess employee performance, address performance management matters, and complete midyear and annual evaluations.
• Manage employee schedules and verify accurate timecards.
• Promote accountability for sales, service, operational, and compliance objectives.

Skills

Leadership

Client service

Communication

Sales ability

Team-building

Relationship management

Training and coaching

Staff scheduling

Tools

MS Word

Excel

Outlook

Banking software

Job description

Dexian is seeking a Branch Manager in Calabasas, CA to oversee the day-to-day operations of a full-service retail banking branch. You will lead staff, drive client service, sales, and compliance, and ensure security and efficiency in a fast-paced environment.

The role requires a track record of branch leadership, strategic deposit growth, and effective coaching. You will manage promotions, budgets, audits, and community engagement while maintaining strict regulatory standards and delivering