Branch Service Leader — Client Experience & Operations

Orange-Bank-; Village of Fort Plain (NY); On-site; USD 60,000 - 65,000; Full time

Job summary

Orange Bank and Trust Company in Montgomery, NY, seeks a Branch Service Manager to lead the Montgomery branch and deliver superior client service while managing daily operations.

The role oversees staff development, interviewing for openings, monthly staff meetings, and adherence to internal controls; it may include mortgage originator duties and cross-selling opportunities within Private Bank and Orange Wealth Management.

Qualifications

• High School Diploma is required; college degree preferred.
• Minimum banking experience and management experience as stated.
• Ability to supervise branch staff and maintain confidentiality.
• Strong communication, leadership, and customer service skills.

Responsibilities

• Manages the branch office and oversees all administrative tasks.
• Ensures service levels for clients and potential clients are met.
• Develops and manages branch staff; conducts interviews.
• Conducts monthly staff meetings and maintains security procedures.
• Leads cross-selling and maintains product knowledge across staff.
• May serve as a Mortgage Loan Originator and audit operations.

Skills

Staff management

Leadership

Interviewing

Client service

Cross-selling

Communication

Education

High School Diploma

College degree or pursuing studies

Tools

Network system

Office software

Adding machine

Job description

Orange Bank and Trust Company in Montgomery, NY, seeks a Branch Service Manager to lead the Montgomery branch and deliver superior client service while managing daily operations.

The role oversees staff development, interviewing for openings, monthly staff meetings, and adherence to internal controls; it may include mortgage originator duties and cross-selling opportunities within Private Bank and Orange Wealth Management.