Branch Services Manager I

Fidelity Bank; Yanceyville (NC); On-site; USD 65,000 - 85,000; Full time

Job summary

Fidelity Bank is seeking a Branch Services Manager to lead the branch team, drive sales objectives, and ensure exceptional customer service. You will manage daily operations, maintain internal controls, and support loan requests and closings.

The role requires banking experience and leadership ability to coach staff, meet sales goals, and uphold policy compliance. Training and development will be part of the responsibilities.

Qualifications

• High school diploma or GED with a minimum of 5 years of banking experience.
• In-depth knowledge of branch operations.
• Ability to influence, motivate and coach others.
• Strong selling, referral, and service skills.
• Ability to pass a background check.
• Must complete teller training classes.
• Must complete product knowledge, account maintenance, account opening, and consumer lending training.

Responsibilities

• Lead Relationship Bankers and drive branch sales goals.
• Oversee daily branch operations and compliance with bank policies.
• Maintain service excellence with consistent follow-up processes.
• Assist with consumer loan requests and closing.
• Handle other duties as assigned.

Skills

Leadership

Coaching

Customer service

Sales skills

Communication

Problem solving

Multitasking

Banking knowledge

Staff management

Education

High school diploma or GED

Job description

SUMMARY:

The Branch Services Manager position is responsible for the daily operations and leadership of the branch and Relationship Bankers. This position is responsible for providing exceptional customer service while following Bank policies and procedures, maintaining essential controls and mitigating risk. The incumbent is also responsible for handling loan requests and assisting with the loan closing process. The incumbent works with the branch team to achieve their team scorecard goals and is responsible for achieving their own individual scorecard goals.

PRINCIPAL ACCOUNTABILITIES:

Time: Description:

35% Ensures the achievement of branch sales goals through helping customers meet their financial objectives and sales coaching. Provides leadership and direction to the Relationship Bankers, which includes hiring, managing resources and staff, developing, and attaining sales goals, delivering customer service, and performance management.

30% Oversees the daily operations of the branch ensuring compliance with Bank policies and procedures. This includes managing internal controls and other risk mitigating practices.

20% Ensures that the branch maintains service excellence demonstrated by exceptional Right By You quality customer service. Ensures customers are contacted consistently and a follow up process is in place and used.

10% Assists with consumer loan requests and the loan closing process. Assists in the correction of all loan exceptions in a timely manner.

5% Other duties as assigned.

BASIC QUALIFICATIONS:

High school diploma or GED with a minimum of 5 years of banking experience required or an equivalent combination of education and experience.

ADDITIONAL QUALIFICATIONS:

• In-depth knowledge of branch operations, including the teller and customer service function.
• Ability to influence, motivate and coach others through knowledge of bank operations.
• Ability to interface (orally and in writing) with all levels of associates and customers in a professional and diplomatic manner.
• Knowledge of bank deposit, credit, loan, and non-retail products.
• Strong selling, referral, and service skills to effectively sell the Bank's products.
• Ability to handle confidential or proprietary information.
• Ability to identify, think through and solve problems accurately and efficiently.
• Ability to manage multiple priorities.
• Must complete teller training classes.
• Must complete product knowledge, account maintenance, account opening, and consumer lending training classes.
• Ability to pass a background check.

PREFERRED QUALIFICATIONS:

• Prior leadership experience preferred.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job.

They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified.

Affirmative Action/Equal Opportunity Employer