Prevail Bank · 14 hours ago
Branch Manager
Eau Claire, WI
Full-time
Onsite
Mid, Senior Level
3+ years expPrevail Bank is seeking a Branch Manager to oversee the day-to-day retail operations of the branch. The role involves managing retail staff, ensuring compliance with policies and regulations, and providing exceptional customer service while supporting sales efforts.
BankingFinancial ServicesLending
Responsibilities
Assist in the development of policies, manuals and supporting documentation to accomplish tasks/duties inherent in this position and those it supervises. Disseminate new/revised policies and procedures relative to retail operations to staff
Thorough knowledge and understanding of regulatory and compliance issues related to the bank. Includes ability to work with the Compliance Department to ensure that procedures and policies are in accordance with such regulations. Demonstration of application of regulations in day-to-day operations and dissemination of information to co-workers
Tracks performance indicators for the branch. This can include new accounts, penetration of electronic services and the like
Schedule branch meetings for the purpose of discussing branch and bank activity
Supports the branch by providing retail services for customers. As a working supervisor, this position will directly support customers with their retail banking and consumer lending needs
Receive customer inquiries regarding account information or problems. Responsible to make sure customer inquiries are handled promptly and by the proper individual. Exercise discretion and judgment in handling customer problems and complaints. Approve checks and other transactions according to bank policies
Through observation, ensure that customer service procedures are being followed by all retail staff to the highest standard consistently and that the retail staff are trained and held accountable for these expectations
Understands the importance of digital services. Fully understands, utilizes, encourages and sells these products
Must have competency using the online and mobile banking products and have the ability to trouble shoot common questions and concerns
Responsible to manage and coach retail staff for the branch. Will conduct staff performance reviews
Assure that scheduling is appropriate, ensuring that there is appropriate staff to cover peak customer traffic periods
Assist in the development and conduct periodic training, in branch, that covers security, regulatory compliance and other operational issues as necessary
Support the overall sales effort. Direct sales goals will be established by management for such items as debit cards, direct deposit, automated banking, digital services, or referrals for other bank products
Assist with individual sales goals
Participate as part of various retail product campaigns the bank initiates
Will have the knowledge of the bank’s products and services and be able to refer customers to appropriate departments within the bank for service. Will conduct role play exercises with retail staff in sales meetings
As part of the overall team of bank employees, this position may be requested to assist in the support of other bank activities
Active involvement in the community
Perform other duties as required to fulfill the responsibilities of the position
Follow procedures and policies that ensure compliance with not only Bank policies and procedures, but also all applicable federal and state banking regulatory agency policies
Comply with bank standards for attendance and hours of work
Qualification
Required
Four-year degree or significant related business experience and 3-5 years Teller/Banker experience; preference for previous supervisory experience
Must be able to work under stress and handle difficult situations
Skills needed in a typical office environment including Microsoft Word and Excel skills, communications skills, as well as utilization of office equipment
Ability to read, analyze, interpret and implement regulations and laws, general business periodicals, professional journals, technical procedures, or governmental regulations
Ability to draft letters, business correspondence, policy and procedure manuals
Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public
Ability to define problems, collect data, establish facts, and draw valid conclusions
Ability to interpret an extensive variety of technical instructions and/or problems and deal with several abstract and concrete variables
Able to adjust quickly to different work situations; remain composed under pressure and in stressful situations
Regard for important details to assure accuracy in every transaction performed; detect errors; follow through on corrections and details
Respond sensitively to the needs and priorities of the customer; recognize and take appropriate action to meet their needs
Must be able to manage and coach staff including employee selection, training, motivation, and monitoring performance against established standards
Must be able to manage his/her own work and priorities and delegate to support staff as appropriate
Possess the ability to perform basic mathematical calculations
The ability to express thoughts and ideas in a clear and concise manner, both orally and in written form
The potential to understand and effectively apply selling techniques to open, develop and close a sale
Must understand the concepts of negotiating as it pertains to selling financial service products
Must be comfortable using bank products specifically the online and mobile banking
Ability to effectively manage one's time to complete work according to established deadlines
Must view oneself as part of an overall team
Preferred
Ability to speak a foreign language helpful but not required
Benefits
401(k) matching
Health insurance
Opportunity for advancement
Company
Prevail Bank
Prevail Bank is a banking institute that offers banking, lending, digital baking, and financial services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
David Johns II
Chief Retail Officer
Kari Rappe
Chief Information Officer
Company data provided by crunchbase