FNBO · 1 month ago
Branch Manager - Iris Branch Boulder, CO
Boulder, CO
Full-time
Onsite
Mid, Senior Level
$64K/yr - $109K/yrFNBO is a sixth generation family-owned business that has been serving customers for 160 years. The Branch Manager is accountable for the operational success of FNBO branch locations, overseeing staff, coordinating community development activities, and managing budget planning and change management.
AccountingBankingFinanceFinancial ServicesMortgage
No H1B
Responsibilities
The Branch Manager is responsible for the overall success of the assigned branch location
Responsibilities of this role are to ensure that branch personnel provide a high quality customer experience while meeting the needs of the customer
Provide coaching to the staff around advice and guidance and overall performance to meet the goals of the branch
Manage controllable expense items and staffing efficiency to budget
Direct branch office operations in order to meet or exceed compliance and operational objectives
Coordinate business and community development activities
Accountable to work together to help meet the budgeted targets for the company and business unit
Ability to demonstrate to the team good one on one skills to help customers build their wealth, perform financial planning light at a high level, and partner exceptionally well with FNIP partners to complete the customers’ financial plan
Ensure staff is utilizing needs-based selling techniques, executed in line with the First National Operating Philosophy and IMPAX, to identify customer needs and appropriately match them with products and services that we offer
Reinforce company expectations that the offering of products or services is done with clear explanation of the product or service, and its benefit to the customer consistent with product terms and conditions
Run weekly 30-minute partner huddles effectively and proficiently
Look for ways to recognize and engage team by celebrating success through branch meetings and weekly team 10-minute standup huddles
Maintain the branch scorecard for leading and lagging metrics; coaching to and discussing Retail Update Video messaging sent out regularly
Exhibit effective leadership and change management
Complete observations of employees and coach to the effective use of the IMPAX model for customer conversations
Provide consistent oversights to ensure all employees are delivering on the intended Customer Experience through effective floor management
Maintain a presence on the floor to ensure customers are being greeted, minimize customer wait times and shift branch staffing resources as necessary to complete customer needs
Effectively perform banker and teller duties as needed
Hold team accountable to making timely and effective customer outreach calls utilized through Salesforce proficiency and coaching
Utilize training plan in Career development coaching with each person and demonstrate courage to address performance issues and guide employees to adopt a mutually beneficial plan of action
Monitor In Moment survey results and respond to any issues
Coach to a customer satisfaction score of 90%
Effectively utilize Banker and Teller Attributes in coaching and hiring
Ensure sales accountability: deliver the level of advice and guidance by the whole that will result in attaining sales goals for the team
Conduct effective one-on-one employee conversations on a regular basis providing coaching, feedback and performance actions
Performance Plans applied if an individual is not delivering sales, advice, and guidance at an acceptable level for the team to reach their goals
Manage controllable expense items to budget and minimize branch-initiated fee waivers
Manage staffing efficiency to budgeted 'Future State' FTE/Salary targets as set by Retail Director and Leadership given volumes in the Staffing Model
Ensure DocuSign adoption at 80% or greater for new accounts and 70% for maintenance (by October 2021)
Minimize branch controllable fraud, DDA charge-offs and teller O/S losses as set by Leadership and Finance given run rates / budget targets
Ensure account opening criteria and transaction processing procedures are followed and appropriate risk decisions are made to protect our customers and the bank
Coach and manage team to provide digital signature cards at least 80% of the time
Ensure any hard-signed signature cards are scanned into FirstWork within 24 of opening/uploading new accounts
Monitor Deposit/Customer workflows, FIRE database and any other assigned error reports daily
Identify, coach, and address issues within 48 hours of notification and resolve outstanding issues within 30 days
Ensure branch cash and negotiable items are maintained per bank standards
Ensure all direct reports and teams meet these compliance requirements including adherence to Incentive Plan rules and take action to address employee performance issues
Branch to achieve a passing score for all On Site and Off-Site Assessments
Bring your Market Director into the loop via 2-3 sentence email when working with HR and employees on all Performance Plans and Terminations
Qualification
Required
Bachelor's Degree or equivalent experience
Demonstrated leadership ability and management skills
Previous working experience in a retail sales environment
Oral and written communication skills
Desire to meet the financial needs of our customers and community
Ability to problem solve
Candidates must possess unrestricted work authorization and not require future sponsorship
This position requires S.A.F.E. Act registration with the Nationwide Mortgage Licensing System (NMLS). Qualification requirements include meeting applicable financial responsibility, character, credit fitness and criminal background standards
Preferred
Previous Management Experience
Previous Retail Banking experience
Knowledge of bank products and services and branch functions
Benefits
401k Match
Paid time off and paid holidays
Medical/Dental/Vision/Life/Disability/Flex Plans
Employee Wellness Program
Career development/Training/Career coaching/Job shadowing
Tuition Assistance Program
Employee banking benefits and other discounts
Culture of recognition and rewards from executive leadership/managers/peers/business partners
Medical, Dental, Vision Insurance
401k, With Matching Contributions
Time Off Programs
Health Savings Account (HSA)/Dependent Care
Employee Banking
Growth Opportunities
Tuition Assistance
Short-Term/Long-Term Disability Insurance
Company
FNBO
FNBO is a financial organization that offers digital banking and accounting service and products for business and personal commercial needs.
Founded in 1857
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Matt Spyers
Chief Technology Officer
Chris Inserra
CFO - Enterprise Technology Services
Recent News
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