Branch Manager / BDO

Description

Position Summary

The Branch Manager is a results-driven banking professional with leadership experience in branch operations, team development, customer relationship management, and business growth. Skilled in driven sales performance, achieving financial targets, ensuring regulatory compliance, and maintaining operations excellence. Proven ability to build strong customer relationships, develop high-performing teams, identify business opportunities, and deliver exceptional customer service while managing risk and supporting the bank’s overall strategic objectives. 

Key Responsibilities

Branch Operations 

· Manage day-to-day branch operations while ensuring compliance with banking policies and regulations.

· Lead, coach, and motivate sales and customer service staff to achieve performance goals.

· Develop and execute strategies to increase deposits, loans, investments, and other banking products.

· Build and maintain relationships with existing and prospective customers.

· Identify customers’ needs and recommend appropriate financial products and services.

· Generate new business through referrals, networking, community involvement, and sales activities.

· Monitor branch sales performance and prepare regular reports on goals and results.

· Ensure excellent customer service and resolve escalated customer concerns.

· Maintain strong knowledge of banking products, services, policies, and regulatory requirements.

· Manage risk, security, cash controls, and operational procedures.

· Support marketing and business development initiatives to increase the bank's market presence.

· Attends all supervisor meetings and assists staff with any required training.

· Maintain a high standard of operational risk management and security.

Internal Collaboration & Relationship Execution

· Collaborate with lenders, Treasury Solutions, Deposit Operations, retail banking, and other business partners to identify opportunities and deliver comprehensive banking solutions.

· Consistently manage prospecting, follow-up, relationship development, and retention activities across assigned markets.

· Transition new relationships to the Treasury Solutions Onboarding Specialist and appropriate operational teams while remaining actively engaged throughout account opening, onboarding, implementation, and funding.

· Maintain ongoing relationships with commercial clients through regular relationship reviews, monitoring of deposit needs, and identification of additional opportunities.

Market Engagement & Ongoing Support

· Participate in business, industry, community, and professional organizations and events that enhance the bank’s visibility and create relationship opportunities.

· Maintain current knowledge of commercial banking, Treasury Solutions, deposit products, competitor offerings, and market trends.

· Assist with customer issue resolution by coordinating with internal departments.

· Support commercial deposit sales campaigns, strategic initiatives, market development efforts, and department projects.

· Perform other duties as assigned.

Requirements

Qualifications

Required

High school diploma or equivalent required 

3+ years of banking/financial services experience, or branch management experience.

Basic knowledge of business banking products, Treasury Management services, and Digital Banking.

Strong leadership and team management skills.

Valid driver’s license with ability to travel throughout assigned market

Preferred

Leadership and management

Sales and business development 

Banking and operational compliance

Customer service and relationship management

Knowledge, Skills & Abilities

Strong relationship-building and consultative sales skills. 

Excellent verbal, written, and presentation skills. 

Ability to identify customer needs and recommend appropriate financial solutions. 

Strong prospecting, networking, and business development abilities. 

Strong organizational and time management skills. 

Self-motivated with the ability to work independently while collaborating across departments. 

Proficiency with Microsoft Office, CRM systems, and banking technology.

What We're Looking For

A motivated leader who enjoys meeting new people and creating lasting business relationships. 

A confident communicator who can represent the bank professionally in the community and with business leaders. 

A self-starter who is disciplined, goal-oriented, and driven by achieving measurable results. 

A collaborative team member who values partnership, accountability, and continuous improvement.