Description
This position provides leadership and management for a branch team ensuring profitability, growth, and sound operation. This position is responsible for driving branch teammates to provide a best in class client experience while assisting new and existing clients through needs-based conversation and providing appropriate solutions to meet immediate, short-term and long-term financial needs. The Branch Manager is responsible for business development efforts, including referrals to multiple lines of business.
Position Accountabilities
Responsible for driving branch sales, service, and operational excellence performance results through:
- Deliver strong individual and team sales/referral performance in deposits, loans, investments and other product lines
- Provide excellent client experience through needs-based conversations
- Direct, lead and coach superior sales and service behaviors and activities by the entire team, leveraging the Sales & Service Playbook
- Drive business development of the branch to deliver both strong team performance and strong individual performance through personal productivity in the areas of small business, mass affluent, Workplace Solutions, and line of business partnerships
- Develop and execute plans in order to meet/exceed of branch sales goals while maintaining an operationally efficient and compliant branch
- Conduct sales efforts, as required, to bring in new primary relationships, while also maintaining and expanding existing personal and business banking relationships. Accountable for maximizing sales and client satisfaction while minimizing operating losses by executing the tactics and strategies outlined for the branch
- Drive sales outreach strategies including outbound calling utilizing available leads
- Review performance results via analytics dashboards and other sources to assess performance and make necessary adjustments in team initiatives, teammate coaching, etc.
- Successfully execute Performance Leadership routines, coaching teammates, and utilizing formal observations and branch performance metrics in order to manage and measure branch success
- Develop and maintain relationships with existing small business and mass affluent clients to continually retain/deepen those relationships, earn referrals, and achieve goals
- Promote and represent the bank through community involvement during and after business hours
- Support and implement initiatives for CRA and Fair Lending
- Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures.
- Ensure that all required training is successfully completed by the entire team
- Ensure branch follows bank procedures, internal controls, regulatory policies & procedures, risk management and the Code of Conduct
Talent Management and development:
- Interview and select candidates to fill branch positions
- Coach, train, and develop branch team through formal observations and coaching sessions
- Manage teammate performance development process including performance reviews
- Educate teammates on products, services, and digital capabilities
- Analyze reports to respond and coach accordingly
- Conduct performance counseling, including making and recommending disciplinary action decisions
- Ensure all teammates follow internal controls, operational procedures and risk management policies
Organizational Relationship
This position reports to the Market Leader
Position Qualifications
Education & Experience
Level I Branch
- Bachelor's Degree or equivalent work experience required
- Three or more years retail banking experience required
- One or more years of management experience in a sales environment and/or previous lending experience required
- Possess or be able to obtain NMLS registration
Knowledge & Skills
- Excellent client service skills
- Demonstrated leadership skills
- Excellent oral and written communication skills
- Ability to exercise sound business judgment
- Flexible, able to adapt to change
- Ability to travel based on business need
- Evening and weekend hours required based on business need
- Able to stand for extended periods of time and lift objects up to 30 pounds
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting
We are proud to be an EEO/AA, Minority/Female/Disability/Veteran employer. We maintain a drug-free workplace.