Branch Manager

Clear Destination Inc.; Colorado; Hybrid; USD 80,000 - 117,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Life Insurance

401k

Paid Time Off

Job summary

Platte Valley Bank is seeking a Branch Manager to lead the Platte Valley Bank branch with a focus on service excellence and sales performance. You will direct operations, supervise a branch team, and promote community engagement while ensuring regulatory compliance and efficient cash handling.

Responsibilities include managing daily branch activities, supervising staff, and overseeing loan product advising within policy. Strong leadership and customer service are essential.

Qualifications

• Three to five years of experience in bank operations or related banking functions.
• High school diploma or equivalent; Associate’s or Bachelor’s degree preferred.
• Five to seven years of experience in bank operations or related banking functions (Branch Manager II).
• Ten years of experience in bank operations or related banking functions with Bachelor’s degree in Business, Finance, or related field strongly preferred or required (Branch Manager III).

Responsibilities

• Manage branch activities to achieve established goals and objectives.
• Supervise, coach and develop a high-performing branch team.
• Cultivate an environment focused on proactive customer engagement, service excellence, and continuous learning.
• Oversee workflow, scheduling and staffing of associates handling financial transactions and account servicing.
• Grant commercial and consumer lending authority and advise on loan products while ensuring regulatory compliance.
• Serve as location leader for daily personal and business account services and may balance cash drawers.
• Educate and troubleshoot banking tools for customers (digital, mobile, bank cards).
• Maintain knowledge of money handling policies and procedures and regulatory requirements.

Skills

Branch leadership

Customer service excellence

Team coaching

Sales and cross-selling

Money handling & account management

Regulatory compliance

Operational efficiency

Education

High school diploma or equivalent

Associate’s degree preferred

Bachelor’s degree strongly preferred or required

Job description

Branch Manager

Platte Valley Bank

JOB SUMMARY:

Responsible for the overall leadership, direction, and performance of the branch, ensuring exceptional customer service, operational efficiency, and achievement of sales goals. Oversee the workflow and supervision of Associates performing money handling and account management functions within the branch. Leads by example, creating an environment of collaboration, accountability, and continuous improvement while building strong community connections to promote company products, services and promotions and effective handoffs for cross-company referrals.

RESPONSIBILITIES:

ESSENTIAL FUNCTIONS:

1. Manage branch activities to achieve established goals and objectives.
2. Supervise, coach and develop a high-performing branch team.
3. Cultivate an environment focused on proactive customer engagement, service excellence, and continuous learning.
4. Oversee the workflow, scheduling and staffing of associates handling financial transactions and account servicing to maintain efficient coverage during business hours.

1. Granted commercial and consumer lending authority to advise on applicable loan products, evaluate loan applications, determine creditworthiness, advise applicants on loan options, and ensure compliance with regulations.

1. Serve as location leader for performing daily personal and business account services (checking, savings, CDs, IRAs, HSAs) that include opening, servicing, transaction processing and account maintenance in a timely, accurate and efficient manner per banking policy and procedures. In addition, may serve as a backup for processing daily money handling transactions and balancing cash drawers.

1. Demonstrate a high level of proficiency in banking functions by performing at or above established standards and meeting branch goals. Possess the knowledge and judgement to research and resolve deposit account and internal operations issues, while engaging appropriate operational teams when necessary to ensure effective resolution and support for fellow Associates and departments.
2. Establish full proficiency in all customer banking tools to educate and troubleshoot digital, mobile banking, and bank card issues and inquiries.
3. Act as the primary liaison for money handling, account management and process improvement between front-line Associates and internal departments.
4. Maintain current knowledge of all money handling and account management policies and procedures, company policies and regulatory requirements.

REQUIREMENTS:

Minimum Qualifications

The successful candidate will be placed in the I, II, or III level that best aligns with their education, experience, and qualifications.

To qualify for a Branch Manager I

• Three to five years of experience in bank operations or related banking functions.
• High school diploma or equivalent; Associate’s or Bachelor’s degree preferred.

To qualify for a Branch Manager II

• Five to seven years of experience in bank operations or related banking functions.
• High school diploma or equivalent; Associate’s or Bachelor’s degree preferred.

To qualify for a Branch Manager III:

• Ten years of experience in bank operations or related banking functions.
• Bachelor’s degree in Business, Finance, or related field strongly preferred or required.

A qualified Branch Manager will posses the following skills and abilities:

1. Ability to assertively market bank products and services in a new market utilizing appropriate sales and marketing skills.
2. Strong record of driving strategic growth, developing external business, and expanding customer relationships through outreach and partnerships.
3. St knowledge of mathematics including statistical and financial mathematics skills.
4. In-depth knowledge of consumer and business banking products, lending practices, regulatory requirements and a strong understanding of credit analysis, lending structures, and risk management.
5. Knowledge of accounting principles, financial statements, and lending procedures and practices.
6. General areas of competency: decision making, dependability, development, environmental safety, evaluation skills, interpersonal skills, prioritizing, problem solving, selling skills, team skills and time management.
7. Demonstrated aptitude to handle sensitive operational transactions and customer relationships.
8. Professional appearance.
9. Effective oral and written communication skills (including telephone).

1. Must be capable of working with and maintaining the confidentiality of sensitive information.

Colorado Pay Rate: $80,000 - $117,000 salary based on experience, education and/or skill level.

• medical
• dental
• vision
• life insurance
• 401k
• Paid Time Off

Physical Requirements:

Moderate Work - exerting up to 40 pounds of force frequently, and/or a negligible amount of force constantly to move objects. Reaching, fingering, grasping, repetitive motions, stooping, crouching, standing, walking, lifting, climbing, kneeling, talking, hearing, pulling, pushing, thinking, concentrating and interacting with others.

You should be capable of performing in a reasonable manner, with or without reasonable accommodation, the activities involved in this job. A description of the activities involved in this job is listed above.

Machines Used:

Computer, scanner, debit card encoder, debit card printer, teller machine, check encoder, 10-key adding machine, fax machine, copy machine, telephone.

Note:The statements herein are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.