Branch Manager I - Wellesley, MA

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

Job summary

Berkshire Bank in Wellesley, MA is seeking a Branch Manager I to lead the retail branch, drive revenue and customer satisfaction, and coach a diverse team to meet goals.

You will oversee deposits, lending referrals, compliance, and community outreach while developing new business and ensuring adherence to bank standards.

Qualifications

• 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.

Responsibilities

• Lead branch leadership and business development efforts to meet objectives.
• Engage customers, build relationships and develop new business.
• Advise customers on product selection and deliver tailored solutions.
• Participate in outbound campaigns and community involvement.
• Provide an outstanding customer experience at all touchpoints.
• Coach staff to deliver exceptional service and sales performance.
• Educate customers on digital banking services and options.
• Oversee branch operations and ensure compliance with policies.
• Adhere to BSA/AML and other regulatory requirements.
• Hire, train and develop branch team; manage meetings and audits.

Skills

Customer service

Relationship building

Communication skills

Interpersonal skills

Flexible work environment

Coaching skills

Mentoring

Prioritization

Multi-tasking

Deadline oriented

Goal oriented

Customer focus

Problem solving

Education

High school diploma or equivalent

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

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. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or would like to request alternative methods of applying, please contact us at [e-mail].