Branch Manager - Retail Team Lead
Position Summary:
Provides leadership and assists with overall strategic direction of the Retail team to achieve Bank goals. Evaluates and communicates opportunities and threats to meeting customer’s needs and the overall mission of the department. Utilizes coaching and development tools to develop, enhance and engage the team. Ensures that the Sales and Service Philosophy is consistently utilized.
Responsible for the sales, service and management of multiple branch locations including daily supervision of staff, quality of customer service, administration of job functions, deposit account acquisition, consumer loan decisions, collection efforts and overall financial growth of the branch. Communicate well; own expectations and consequences.
In addition, our FIRST Values apply to all teammates without exception.
FIRST Values
- Family – We support, trust, and respect each other, our customers, and our shareholders.
- Independence & Innovation – We embrace change as vital to our success.
- Relationships – We build relationships that are based on strong character, mutual loyalty, trust, and respect.
- Stewardship – We take care of ourselves so we can take care of others.
- Teamwork – We help each other grow and succeed.
Who we are:
The First National Bank in Sioux Falls began its long-term commitment to the Sioux Falls area in 1885. The oldest bank in Sioux Falls owes its longevity to a combination of service, stability, innovation, and family involvement. Over the past 140 years, The First National Bank in Sioux Falls has worked diligently to promote the growth and vitality of our city and the surrounding area. The Bank strives to continually be recognized as a community leader by reinvesting financial resources back into the communities it serves and encouraging active employee involvement in community volunteer organizations.
The First National Bank Way, which is a blend of our Mission Statement and FIRST Values, serves as the foundation of our culture. It is a gift that has been passed down to us and is the legacy that we will protect and preserve. Nothing is more important to us – it is the cornerstone of our success.
Our culture is driven by integrity, service, and strong values; nothing has shaped it more than our FIRST Values.
Our FIRST Values are not just words; they are truly felt by our employees, customers, shareholders, and communities. They tell us who we are as a business and guide our behaviors and decisions as we move forward and build successful relationships.
Although banking has evolved over the years, our mission and values have not and will not change.
Accountabilities
(45%) Leadership Management Accountability (LMA)
Lead with clear direction, providing the necessary tools to delegate and elevate for growth and development of teammates. Communicate well; own expectations and consequences.
- Lead and inspire team to strive for the best outcomes.
- Lead, manage, and hold team-members accountable. Address performance issues in an effective and meaningful manner.
- Take ownership of the development of direct reports and makes sure that team-members are challenged and engaged.
- Ensure that team-members are trained and delivering value to our customers and to the bank.
- Recognize top performers in a meaningful way.
- Hold regular one on one's, quarterly conversations, and team meetings.
(25%) Sales & Service
Execute the Sales and Service program of the department when working with customers.
- Lead the Sales and Service program of the department by ensuring that the team is utilizing the program with customers and asking powerful questions.
- Ensure that the team fully understands the products and services that are applicable to their role and recommends those products to our customers when appropriate.
- Responsible for guiding the growth of the department and analyzing performance.
- Utilize motivation, inspiration and coaching to encourage team-members to execute the goals of the department.
- Organize and implement sales and training programs that benefit the bank and our customers.
- Engage team-members to understand how their role fits into the strategic plan of the department and the Bank’s overall goals.
- Encourage outreach and cross-sell efforts of the entire team.
- Inspire and train team to understand their role in delivering world class customer service by exceeding customer's expectations and building brand loyalty.
- Identify and recommend solutions to obstacles that limit our ability to serve our customers at the highest possible level.
(15%) Branch Logistics
Ensure that the retail branches run properly and efficiently. This includes but is not limited to scheduling of teammates; facilities are clean, welcoming, and appropriate; team has necessary materials and supplies to do their work well; security of cash and sensitive items are maintained properly and that all audit and compliance standards are being met.
- Recruit and determine eligibility by interviewing qualified candidates to hire for open positions.
- Train, schedule, and supervise branch teammates.
- Manage the security of the branch, including the issuance of keys, management of dual control, and following of security procedures.
- Ensure that surprise audits are done on cash drawers.
- Maintain branch facilities and work with Maintenance Team to address any facility issues.
- Manage all audit, compliance and security standards are met for the branch.
(15%) Quality
Follow guidelines, policies, and procedures of the bank to keep errors to a minimum.
- Create an environment among the team that inspires the production of high-quality work.
- Lead the retail team to follow guidelines, policies, and procedures of the bank so that errors are kept to a minimum. Identify errors quickly and remedy them efficiently.
- Use solid judgement when making decisions and keeps the bank's policies, procedures, and reputation in mind.
- Exceptions are well thought out and documented with proper approval.
- Prepare documents when opening or changing accounts, obtain necessary signatures and process paperwork in an accurate and efficient manner including timely correction of errors.
- Collect and input accurate information from clients.
- Stay current with changes to FNB policies and procedures, also ensure that branch personnel understand and follow FNB policies and procedures.
- Ensure quality control of new accounts and customer transactions for your team.
Qualifications
Secondary education in related field preferred. Four or more years of relevant work experience including banking and supervision experience, or a combination of education/experience that would enable incumbent to meet accountabilities and required competencies of the position. Experience with sales, sales management, and/or banking preferred.
Skills and Abilities
- Ability to work as a facilitator, coach and/or mentor to others.
- Excellent verbal and written communication skills.
- Ability to conduct relationships in a manner that ensures cooperation and positive results.
- Excellent organizational skills and attention to detail. High degree of accuracy required.
- Demonstrate a high degree of concern for professional and innovative customer service.
- Ability to adapt to the needs of the organization and employees.
- Ability and willingness to drive to multiple branch locations as required to fulfill the responsibilities of the role.
Typical Physical Demands
Requires sitting, standing, bending, reaching, and some lifting. Requires manual dexterity sufficient to operate standard office machines such as computers, fax machines, calculators, the telephone, and other office and/or clerical equipment. Requires normal range of hearing and vision. Accommodations may be made to enable an individual with a disability to perform the accountabilities of this position.
Teammate Statement of Understanding
This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. All requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Regular attendance is required in this job. This document does not create an employment contract, implied or otherwise, other than an “at will” employment relationship. The First National Bank in Sioux Falls is an Equal Opportunity Employer.