Manager Branch II

City National Bank; Newport Beach (CA); On-site; USD 70,000 - 110,000; Full time

Job summary

An established industry player is seeking a dynamic Branch Manager to lead a team in Newport Beach. This pivotal role involves managing a diverse portfolio of personal and business clients, ensuring exceptional service delivery while driving sales and compliance standards. As a leader and coach, you will empower your team to excel, fostering a client-focused environment that prioritizes financial advice and solutions. Your success will be measured by client acquisition, growth in deposits, and community engagement. This is a fantastic opportunity for those passionate about banking and client relationships to make a significant impact in their community.

Qualifications

• Proven experience in managing client portfolios and branch operations.
• Strong understanding of risk management and compliance standards.

Responsibilities

• Manage branch activities to achieve sales and service goals.
• Coach and develop team members for future success.

Skills

Client Relationship Management

Sales Strategy

Risk Management

Coaching and Development

Financial Advisory

Education

Bachelor's Degree in Finance or Business

MBA or equivalent experience

Job description

MANAGER BRANCH II

WHAT IS THE OPPORTUNITY?

Responsible for managing a portfolio of personal & business clients and overseeing the overall success of the branch. As a leader & coach, the Branch Manager enables their team to succeed through regular coaching, maintaining high standards for risk and compliance, and contributing to market and regional strategies. They assist clients in meeting their financial needs by providing sound financial advice and acting as a trusted advisor. The role involves managing all branch functions, emphasizing a client-driven sales and service environment through active calling and referrals, delivering exemplary service, and promoting solutions aligned with the Bank's segmentation strategy. The manager plans, controls, and directs branch activities to achieve sales, client service, credit quality, and risk management goals. They ensure all positions are functional, roles are clear, and colleagues are developed for future success. Success is measured by new client acquisition, deposit and fee income growth, loan volume, risk mitigation, and community engagement, all while maintaining professional standards and compliance with Safe Act registration requirements.