Branch Manager I

Beacon Bank; Wellesley (MA); On-site; USD 55,588 - 102,474; Full time

Job summary

Beacon Bank’s Branch Manager I in Wellesley, MA leads a retail branch, drives revenues, and ensures exceptional customer experience. You will coach a diverse team, build community relationships, and manage deposits, lending, and daily operations while maintaining compliance with bank policies.

The role requires at least 3 years in banking or management, a high school diploma, and strong leadership and communication skills. Exempt/officer status with salary range disclosed.

Qualifications

• Requires high school diploma or equivalent and banking experience.
• 3+ years in banking or management positions with sales or service focus.
• Leadership skills and ability to coach a diverse team.

Responsibilities

• Lead a retail branch, drive revenue, sales, and customer satisfaction.
• Mentor staff to improve performance, product knowledge, and service.
• Manage branch operations, compliance, and risk controls.
• Develop new business and community relationships.
• Oversee deposits, lending opportunities, and account maintenance.

Skills

Excellent communication

Relationship building

Sales and business development

Leadership and coaching

Strategic thinking

Customer service

Education

High school diploma or equivalent

Job description

Division: Retail Banking

Department: Various – Branch Network

Reports to: Regional Manager

Status: Exempt/Officer

Grade: 10

Salary Range: $55,588 - $102,474

Actual compensation within the pay range will be determined based on factors including, but not limited to, skills, prior relevant experience, and specific work location.

Location: Wellesley, MA

Purpose/Objective

The Branch Manager I is responsible for managing all functions of a retail branch, maximizing revenues, sales, and customer satisfaction while minimizing operating losses. Inspire, motivate, coach, and model sales and service behaviors. Lead a diverse team to achieve results, develop new business in the community, and ensure compliance with all bank standards, policies, and regulatory requirements. Mentor and coach to colleagues in areas of performance, product knowledge, account opening and customer experience process.

Key Accountabilities

Branch Leadership & Business Development

• Manage, grow and retain branch deposits and revenues in accordance with the bank’s strategic plan.


• Create strategies and business opportunities to meet business development objectives and goals.


• Engage customers and prospects, build rapport, and proactively develop new relationships while retaining and expanding existing ones.


• Advise customers on product selection, identify financial needs, and deliver tailored solutions including deposit, lending, and business partner referrals.


• Participate in outbound calling campaigns, branch initiatives and community involvement to develop new business.

Customer Relationship Management

• Provide an outstanding customer experience at all points of contact. Lead by example and promote a positive attitude.


• Manage, coach, and motivate branch colleagues to deliver an exceptional customer experience and sales performance.


• Educate and assist customers with digital banking services and recommend convenient banking options.


• Handle complex customer issues, explain bank policies and procedures, and resolve service concerns.

Branch Operations & Compliance

• Oversee branch operations audit process.


• Follow all bank policies and procedures, including security of bank assets and confidentiality of customer information with adherence to Customer Information Practices.


• Ensure compliance with all banking regulations, policies and procedures, including BSA/AML.


• Assist in managing daily branch operations, including opening/closing, security, audit, and compliance procedures.


• Ensure proper documentation and compliance for all new accounts, loan requests, and account maintenance.


• Maintain professional branch appearance and supply inventory.


• Provide support to branch and lead team meetings


• Achieve satisfactory audit results and minimize losses.

Leadership & Talent Development

• Provide effective leadership and coaching to promote career development and growth.


• Foster a motivated, inclusive, and productive team environment.


• Responsible for hiring, retention, and performance management.


• Conduct staff meetings and training to ensure compliance, customer relationship building, and a positive customer experience.

Education

• High school diploma or equivalent required.

Experience

• Minimum of 3 years of banking or management/supervisory experience.


• Proven results in a goal-oriented sales or customer service environment.


• Outside business development skills.


• Strong sales, management, and team leadership abilities.


• In-depth knowledge of bank operations, systems, and compliance.


• Experience working with commercial customers and lenders.


• Proficient knowledge of cash management products.


• Excellent oral and written communication skills.


• Excellent customer service and interpersonal skills with a strong customer focus.


• Detail-oriented with strong organizational and time management skills.


• Basic computer skills; familiarity with Microsoft Office (Word, Excel, Outlook).


• Must be eligible for registration in the Nationwide Mortgage Licensing System & Registry (SAFE Act) and other licensing as required.


• Ability to work flexible hours, including Saturdays and travel to nearby offices as required.

Skills & Knowledge

• Superior customer service and relationship building skills.


• Strong communication and interpersonal skills.


• Ability to work in a flexible, cross-trained environment.


• Strong coaching and mentoring skills required.


• Ability to prioritize workflow, multi-task, and meet deadlines.


• Enthusiastic, goal-oriented, and customer-focused.


• Ability to analyze situations and solve complex issues.

Behavioral Expectations

• Demonstrate teamwork, adaptability, accountability, and leadership, in alignment with Beacon Bank’s core values. The Core Four are the guiding principles that illustrate what we stand for at Beacon Bank and how we serve our clients, colleagues and communities.

Beacon Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.

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