Branch Manager II

First Bank; Corona (CA); On-site; USD 75,000 - 110,000; Full time

Job summary

First Bank is seeking an experienced Branch Manager II to lead the branch sales team and drive daily and weekly sales planning while ensuring policy compliance and risk controls at the branch level.

You will direct marketing, business development, and sales activities, support customer service excellence, and mentor staff in product knowledge and referrals to grow branch profitability and customer trust.

Qualifications

• High School diploma or equivalent; college degree preferred.
• Minimum of three years sales/customer service experience and/or training.
• Minimum of three years consumer and/or mortgage lending experience.
• Effective selling and referral skills.
• Minimum three years branch operations/risk management experience.
• At least one year previous management/supervisory experience.
• Excellent verbal and written communication skills.
• Comprehensive knowledge of financial products and services.
• Must be registered under the Nationwide Mortgage Licensing System (NMLS) or become registered upon hire.
• L & D license strongly preferred, Series 6 license a real plus.
• Multilingual, a real plus.

Responsibilities

• Developing a daily and weekly branch sales plan.
• Developing and implementing teleservicing plans to include calling on maturing accounts, sales leads, referrals, new account follow up, and other prospecting opportunities for the designated market area
• Tracking results and following up as appropriate
• Promoting, explaining and selling all retail banking products
• Developing new business opportunities and conducting outside sales calls
• Obtain license to sell alternative investment products
• Authorizing transactions in accordance with Bank policy (deposits, withdrawals, check cashing, wire transfers, etc.)
• Address and resolve client concerns and inquiries
• Ensure and held accountable for the audit integrity, risk management and security of the branch
• Maintaining a thorough knowledge of all retail products and provide staff training to include product knowledge, sales, referrals, client service, risk management and policy & procedures

Skills

Verbal and written communication

Sales and referrals

Customer service

Multilingual

Product knowledge

Negotiation

Risk management

Education

High School diploma or equivalent

College degree preferred

Tools

NMLS license

L&D license

Series 6 license

Job description

Branch Manager II

While you're working as a more experienced Branch Manager II here at First Bank and leading your branch sales team, your responsibilities will be to develop branch sales, maximize branch employee performance through appropriate human resource management, plan, direct and manage the marketing, business development and sales activities at your branch, act as security officer for the branch and oversee all bank operations including maintaining audit requirements and budgetary planning.

What You Will Be Doing

• Developing a daily and weekly branch sales plan
• Developing and implementing teleservicing plans to include calling on maturing accounts, sales leads, referrals, new account follow up, and other prospecting opportunities for the designated market area
• Tracking results and following up as appropriate
• Promoting, explaining and selling all retail banking products
• Developing new business opportunities and conducting outside sales calls
• Obtain license to sell alternative investment products
• Authorizing transactions in accordance with Bank policy (i.e. deposits, withdrawals, check cashing, wire transfers, etc.)
• Address and resolve client concerns and inquiries
• Ensure and held accountable for the audit integrity, risk management and security of the branch
• Maintaining a thorough knowledge of all retail products and provide staff training to include product knowledge, sales, referrals, client service, risk management and policy & procedures

• High School diploma or Equivalent; college degree preferred
• Minimum of three years previous sales/customer service experience and/or training, banking sales/customer service experience preferred
• Minimum of three years consumer and/or mortgage lending experience
• Effective selling and referral skills
• Minimum three years branch operations/risk management experience
• At least one year previous management/supervisory experience
• Excellent verbal and written communication skills
• Comprehensive knowledge of financial products and services
• Must be registered under the Nationwide Mortgage Licensing System (NMLS) or become registered upon hire
• L & D license strongly preferred, Series 6 license a real plus
• Multi-lingual, a real plus