Branch Operations Manager

Appone; Frisco (TX); On-site; USD 60,000 - 75,000; Full time

Job summary

PointBank in Frisco is seeking a Branch Operations Manager to lead daily branch operations, staff development, and customer service excellence. You will drive sales, ensure regulatory compliance, and manage cash processes in a fast-paced environment.

Responsibilities include staff coaching, implementing bank policies, and maintaining strong community relations while achieving branch goals and delivering outstanding customer experiences.

Responsibilities

• Motivate staff to meet sales, cross-sell and referral goals and document activity in CRM.
• Perform teller and new account duties per bank policies.
• Open, close, service and support all banking products and accounts.
• Maintain cash levels, balance branch cash, and coordinate with Fed for cash needs.
• Educate customers on security and fraud awareness; reinforce phishing and scam prevention.
• Balance vaults and conduct branch audits as required.
• Order supplies and maintain branch appearance; report maintenance needs.
• Represent PointBank positively in the community and participate in required trainings.

Job description

About the Organization PointBank has been an independent, locally-owned community bank serving Denton County, Texas since 1884 - over 135 years! Currently, we have nine branches conveniently located throughout Denton County. We, at PointBank, would like to invite you to use our banking services, as well as consider joining our team of dedicated employees! PointBank's mission is to make every customer feel like the only customer so they refer their family and friends. To accomplish this, we provide a fun and professional environment where employees are challenged to be the best version of themselves.

Description

BRANCH OPERATIONS MANAGER

Promote, market, and facilitate the overall sale of products of the bank. Contribute to the bank's growth by the effective sale of bank services to new and existing customers with emphasis on courteous and professional service.

FLSA STATUS

This position is classified as Non-Exempt under the FLSA.

OVERVIEW

Responsible for management of all operational functions and ensuring compliance with all bank policies, procedures and regulations. Ensure controls are in place to minimize and prevent risk, liability and loss. Monitor branch efficiencies and ensure branch is performing to Management's expectations.

Responsible for management and development of branch staff. Including hiring, training, coaching (One on Ones), scheduling, supervision, counseling, evaluations, pay reviews and terminations.

Provide prompt, efficient, and friendly service to customers. Assist customers with their banking needs, answer any questions and resolve any problem situations in a quick, courteous and friendly manner, taking advantage of any sales or referral opportunities.

ESSENTIAL JOB FUNCTIONS

Responsible for motivation of employees to make sales, cross-sales and referrals of bank products and services to new and existing customers, or otherwise participate in any other sales or marketing campaigns or initiatives to meet individual and branch goals, and overall bank goals and objectives and documentation of all activity in CRM.

Responsible for performing all teller and new account functions in accordance with bank policies and procedures.

Maintain the knowledge and job skills required to open, close, service and support all accounts, products and services offered by PointBank.

Maintain cash levels for the branch. Balance branch cash. Order/sell cash to/from Fed for the branch.

Responsible for all branch cash counts and audits.

Educate customers regarding identity fraud, phishing scams, etc., and that the bank will never ask for confidential information via text, email, etc.

Monitor, review and complete all CTRs for the branch daily. Ensure submitted by deadline.

Balance vault. Responsible for vault transactions between vault and tellers.

Order branch supplies.

Assist with the professional appearance of the inside and outside of the Branch. Report to the Facilities Manager of any maintenance, landscaping, or housekeeping needs.

Promote a positive image for PointBank in the community.

Attend all meetings and complete all training required to ensure regulatory compliance.

Comply with all applicable Federal and State regulations and guidance associated with the performance of your job function.

Comply with all applicable BSA/AML/OFAC policies and procedures associated with the performance of your job function, including participation in required training and identifications of suspicious activity.

Responsible for making suggestions to improve branch/departmental operations and overall bank.

Perform other duties and assignments within the bank at Management's request; accept periodic cross-training, works in other branches if needed.

EQUIPMENT USE, PHYSICAL & MENTAL DEMANDS, AND WORKING CONDITIONS

Frequency: (R) Rarely 0-15%; (O) Occasionally (16-45%); (F) Frequently (46-100%)

EQUIPMENT USE

Telephones-F

Copier/Fax Machine-F

Computer-F

Coin Machine-F

Cash Dispensing Machine-F

Bill Counter-F

Teller Drawer/Tower-F

Drive-thru Tubes/Commercial Lane Drawer-F

ATMs/ITMs-O

PHYSICAL & MENTAL DEMANDS

Light to Medium work-Exerting up to 50 pounds of force occasionally, and/or up to 10 pounds of force frequently to lift, carry, push, pull or otherwise move objects, including the human body.

Stooping/Crouching-O

Standing/Walking-F

Sitting-R

Pushing/Pulling/Lifting-O

Fingering/Grasping-F

Repetitive Motions-F

Talking/Hearing-F

Reading/Writing-F

Close Visual Acuity-worker is required to perform such tasks as preparing and analyzing data and figures, transcribing, or viewing a computer terminal.

Interpreting Data-F

Problem Solving-F

Making Decisions-F

Organizing-F

WORKING CONDITIONS

Worker is subject to inside environmental conditions; protection from weather conditions but not necessarily from temperature changes-F

Worker is subject to outside environmental conditions when working with ATMs/ITMs or when traveling to required bank meetings and training sessions-O

Worker is subject to local travel as required when working with ATMs/ITMs or when traveling to required bank meetings and training sessions-O

The above statements describe the general nature and level of work being performed. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of the position. Employees holding this position will be required to perform any other job-related duties as requested by management. All requirements are subject to possible modification to reasonably accommodate individuals with a disability. If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, PointBank is an Equal Opportunity Employer of minorities, women, veterans and disabled.

Full-Time/Part-Time Full-Time

Shift -not applicable-

Location Frisco

Position Requirements

EOE Statement The above statements describe the general nature and level of work being performed. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of the position. Employees holding this position will be required to perform any other job-related duties as requested by management. All requirements are subject to possible modification to reasonably accommodate individuals with a disability. If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, PointBank is an Equal Opportunity Employer of minorities, women, veterans and disabled.

This position is currently accepting applications.