Branch Mgr II

First-Bank; San Mateo (CA); On-site; USD 97,000 - 120,000; Full time

Job summary

First Bank in San Mateo is seeking a Branch Manager to lead daily branch operations and a team dedicated to putting clients first. You will drive profitability, manage risk, and develop staff while building strong community relationships in the Bay Area.

The role requires a minimum of three years in sales or banking, with supervisory experience and strong customer-service skills. Compliance knowledge and leadership are essential for success in this position.

Qualifications

• 3+ years sales or customer service experience in banking.
• Understanding of financial products and services.
• Strong communication and interpersonal skills.
• Experience leading a team within a branch or retail setting.
• Knowledge of risk management and compliance requirements.

Responsibilities

• Drive profitability by leading a branded sales process to achieve targets and client loyalty.
• Coach staff to deliver a differentiated client experience and engage in multi-channel interactions.
• Ensure regulatory compliance and risk controls across branch operations.
• Acquire and retain talent through onboarding, coaching and development.
• Develop partnerships and community involvement to grow business.

Skills

Sales experience

Customer service

Leadership

Banking basics

Communication skills

Education

High School diploma or equivalent

College degree preferred

Job description

As a Branch Manager at First Bank, you will be responsible for managing the daily operations of a bank branch and its employees. Your key responsibilities include operating as a business owner, fostering a team environment, instilling a client-centric and risk-aware culture, and helping clients achieve their financial goals.

You will ensure operational excellence and cohesive effectiveness within the branch to successfully put our clients first.

In this Role You Will

• Drive Profitability: Lead, plan, and execute a branded sales process to achieve sales targets and client loyalty. Grow branch revenue through the acquisition and share-of-wallet growth of consumer and business households. Maintain a foundational understanding of balance sheet and income statement.
• Networking: Effectively lead internal and external partnerships to drive business banking results through business development and community involvement activities.
• Client Interactions: Ensure the delivery of a differentiated client experience. Coach the team to engage confidently with clients in technology-enabled interactions, providing solutions and advice-oriented consultations that improve client financial well-being.Lead effective problem resolution, making banking easy for clients. Connect all of First Bank's solutions to deliver a seamless client experience in a multi-channel environment.
• Coaching/Managing: Acquire and retain talent through effective onboarding, coaching, and development. Coach consultative selling to drive results and enable client financial well-being.
• Compliance/Risk: Ensure compliance with regulatory guidelines and adherence to established policies and procedures. Exercise leadership, authority, and sound decision-making to mitigate sales practice risk.

Note: As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements.

As a manager of people, you will be expected to:

• Demonstrate Business Acumen: Demonstrates clear understanding of client and business needs and applies this knowledge to support and advance the organizations goals. .
• Drive Results: Provides direction, removes obstacles and coaches others to accomplish business results. Demonstrates courage to address difficult issues and resolve conflict situations successfully, with minimal disruption to the environment.
• Build Coalitions: Builds a culture of collaboration and teamwork across organizational boundaries.
• Lead People: Attracts and retains the talent needed to achieve a high-quality, diverse workforce.
• Lead Change: Creates a work environment that encourages creative thinking, collaboration and transparency.

Qualifications, Competencies and Skills

• 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 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 and maintain license

Compensation Disclosure

The range for this role takes into account many factors that First Bank considers when making hiring decisions, including but not limited to prior experience, skill set, training, and other internal business and organizational factors. First Bank generally does not hire at or near the top of the stated range. The range is driven by the geographic location of the anticipated hiring location; however, the specific range may vary depending on the geographic location for remote positions. Compensation decisions depend on the specific facts and circumstances of each hiring instance.

A reasonable estimate of the current pay range is $97,000 - $120,000 annually.

About Us

Be a part of a growing company that is truly committed to its employees and clients. Consider joining the First Bank family. As a member of our family, you are part of one of the largest independent banks in the U.S. We are proud of our growth and success over the past 100 years and look forward to a bright and promising future.

Diversity

At First Bank one of our biggest strengths is the diversity of our people. Our mission is to capitalize on the diversity of our associates and promote personal and professional development throughout every area of the organization. We encourage diversity by actively seeking employees from various backgrounds, walks of life, and job skills. We strongly encourage you to apply whenever a First Bank job opportunity interests you.

First Bank is a VEVRAA Federal Contractor and an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected Veteran status.

Attn: Applicants interested in a San Francisco based position: First Bank will consider qualified applicants with a criminal history in a manner consistent with the San Francisco Fair Chance Ordinance.

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