Costa Mesa, CA – VP, Area Manager

Dexian; Orange (CA); On-site; USD 140,000 - 210,000; Full time

Job summary

Dexian seeks a Vice President, Area Manager to lead Branch Managers across an assigned retail banking region, focusing on sales, operations, staffing, client service, regulatory compliance, and implementation of organizational initiatives. The role oversees multiple branches within Costa Mesa, Long Beach, Laguna Hills, Brea, Newport Beach, and Palm Desert.

This onsite position requires periodic travel, independent work, and regular branch visits to ensure consistent operations and strong

Qualifications

• Bachelor’s degree or equivalent experience in banking/finance or related field.
• Progressive branch operations and/or sales management experience preferred.
• Strong communication, leadership, and client service abilities.
• Proficiency with MS Office and banking software applications.

Responsibilities

• Directly supervise Branch Managers across the assigned region.
• Provide training, coaching, and performance management support.
• Lead monthly Branch Manager meetings and regional strategy sessions.
• Monitor sales performance, operations, and compliance objectives.
• Travel regularly to branch locations to ensure consistency and execution.
• Drive cross-training, staffing, and development of branch teams.

Skills

Leadership

Communication

Time management

Client relations

Sales & business development

Analytical thinking

Education

Bachelor’s degree in Banking, Finance, Business Administration or related field

Tools

MS Office

Banking software

SharePoint

PowerPoint

Job description

Position Summary

The Vice President, Area Manager provides leadership and oversight to Branch Managers across an assigned retail banking region. This role is responsible for branch sales performance, operational execution, staffing, employee development, client service, regulatory compliance, and the consistent implementation of organizational initiatives.

The position oversees multiple branch locations, including Costa Mesa, Long Beach, Laguna Hills, Brea, Newport Beach, and Palm Desert. This is an onsite role that requires independent work, regular branch visits, and regional travel.

Key Responsibilities

Management and Team Leadership

• Meet regularly with each direct report to identify branch needs, priorities, and required support.


• Plan and lead monthly meetings with Branch Managers throughout the assigned region.


• Oversee employee performance, compensation, recruitment, career development, coaching, and performance counseling.


• Manage Branch Manager vacancies and partner with branch leadership to fill other open positions promptly.


• Conduct branch visits at least monthly to promote consistency in operations, sales, marketing, and implementation of new products and services.


• Partner with branch operations leadership to identify operational deficiencies and guide corrective action related to branch certification packages.


• Track daily area performance, prepare summary reports, communicate results, and develop action plans for improvement.


• Review performance dashboards and branch trends to identify risks and opportunities.


• Coach and develop Branch Managers and branch teams while recognizing positive results and accomplishments.


• Oversee client service quality, review mystery shop results, and provide coaching to achieve branch goals.


• Partner with training and development leadership to address knowledge gaps in sales and service performance.


• Review and approve monthly and quarterly incentive results for accuracy and eligibility.


• Promote cross-training throughout assigned branches to strengthen sales, operations, and banking knowledge.


• Schedule and direct New Account Floater employees to branches requiring coverage.

Operational Oversight

• Partner with Branch Managers to ensure accurate and timely completion of callbacks, internal audit requirements, monthly certifications, and other operational responsibilities.


• Ensure branch processes, procedures, policies, and regulatory requirements are consistently followed.


• Monitor branch activities that affect efficiency and profitability, including employee turnover, fee waivers, and operational losses.


• Develop and implement strategies to reduce costs, improve controls, and increase branch income.


• Complete special projects and other job-related duties as assigned.

Sales Leadership and Business Development

• Provide senior-level guidance and support to branches regarding annual sales and performance goals.


• Partner with Branch Managers and regional sales leadership to generate new accounts, cash management relationships, and deposit growth.


• Use outbound calls, in-person meetings, business networking, and community events to support business development objectives.


• Collaborate on joint marketing plans and cross-selling strategies.


• Develop tactical prospecting plans, assess client needs, and promote appropriate banking products and services.


• Provide strategic direction focused on continued growth and development across assigned branches.

Community Relations

• Support Branch Managers in community development activities and maintain an active presence in communities served by the branch network.


• Complete a minimum of 10 CRA volunteer hours annually. Volunteer activities are generally scheduled during business hours; approved time and mileage are compensated.

Supervisory Responsibilities

• Directly supervise Branch Managers across the assigned region.


• Provide training, coaching, performance management, and professional development support.


• Drive accountability for sales, operational, staffing, service, and compliance objectives.

Required Qualifications

• Bachelor's degree in Banking, Finance, Business Administration, or a related field, or an equivalent combination of directly related experience.


• Minimum of eight years of progressive branch operations and/or sales management experience in banking or financial services.


• Minimum of five years of management or supervisory experience.


• Broad knowledge of retail banking operations, policies, products, sales practices, marketing, financial management, and applicable regulations.


• Intermediate proficiency with MS Outlook, Word, Excel, SharePoint, PowerPoint, and banking software applications.


• Excellent written, verbal, and presentation skills.


• Strong organizational and time management skills with the ability to prioritize multiple responsibilities and drive timely execution.


• Excellent client service, relationship management, and business development capabilities.


• Strong problem-solving, decision-making, critical thinking, strategic planning, and analytical skills.


• Ability to analyze trends, processes, and procedures and develop effective solutions that improve performance.


• Strong business acumen and understanding of organizational priorities and goals.


• Demonstrated leadership and interpersonal skills with the ability to achieve results through others.


• Ability to work independently with minimal supervision in a fast-paced environment.


• Flexibility to travel throughout the assigned region.

Work Environment and Physical Requirements

• This is an onsite position based primarily in Costa Mesa, California, with regular travel to assigned branch locations.


• The position requires the ability to operate standard office equipment and perform detailed work in a professional office environment.


• Activities may include writing, typing, speaking, listening, sitting, standing, walking, carrying, pulling, squatting, kneeling, reaching, and lifting up to 10 pounds.


• The role requires client contact, presentations, analytical reasoning, problem-solving, management of concurrent priorities, and work amid frequent interruptions.


• Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Equal Opportunity Statement

Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.