Carter Bank ยท 1 day ago
Branch Manager III- Raleigh Atrium
Carter Bank is seeking a Branch Manager III who will develop, expand, and maintain business relationships while overseeing branch associates. The role requires leadership in driving revenue growth, ensuring customer satisfaction, and adhering to banking policies.
BankingCredit CardsFinanceFinancial Services
Responsibilities
Lead, manage, and develop a branch team of direct reports with high complexity and risk in retail banking branch
Drive branch revenue for a branch with high core deposit and loan balances or a branch in a market with potential for high core deposit and loan balance growth, through consumer and small business relationship development and new customer strategies; Drive the branch core deposit and loan growth through face to face appointments with customers, outbound calling, and participating on external business development calls with other partners
Lead and participate in market, civic, government, professional, business, community affairs, associations and groups to prospect and develop new business through community involvement and build the Carter Bank brand
Demonstrate and provide oversight to assure the effective and consistent application of retail operating model defined behaviors, skills, and tools
Actively participate in executing the branch's strategic plan to grow core deposits and loans, fee income
Oversee branch associate action planning, sets expectations, and assesses performance
Maintain a high level of employee morale to minimize turnover and maximum customer service satisfaction
Responsible for ensuring deposit and loan growth to obtain the bank's growth objectives by promoting the bank's products and services
Oversee the quality of consumer and business products sales and servicing
Effectively identify and submit quality referrals to branch associates, internal partners (mortgage, community banking, treasury services, etc.), and vendor partners (credit card, merchant services, insurance, etc.)
Oversee the quality of customer service and relationship management actions and decisions
Consistently deliver exceptional customer experiences
Assure safety and wellness standards are in place and practiced consistently and effectively
Responsible for branch operations effectiveness by setting expectations for all branch associates
Oversee adherence to the bank and regulatory policies and procedures
Assure systems and facilities are maintained
Collaborate with internal partners to identify areas of opportunities and areas of improvements
Effectively responds to issues, errors and complaints
Demonstrate and oversees the effective and consistent application of performance and talent management processes
Consistently demonstrate adaptability and serve in the tradition of care for which CB&T is known, modeling skills and behaviors defined in the retail imperatives
Responsible for originating consumer and small business lending, for existing and new customers
Assist customers to identify appropriate lending and deposit product solutions, completing the deposit opening process, loan application, and closing the loan
Works with Retail Credit staff to review complicated transactions, structure loans, and loan exceptions
Review reports outlined in toolkit and cadence relating to production, HR, Branch Operations, Retail Operations, Relationship Management
Responsible for processing override approvals for transactions as needed
Responsible for onboarding new associates with planning, oversight, and training
Coach and mentor branch associates
Qualification
Required
High school diploma or equivalence required
Previous experience in a financial institution required
Proven leadership capability in a prior position required
Successful customer service and sales leadership experience required
Successful account/relationship management experience required
Successful operations leadership experience
Successful business development experience
Excellent relationship and portfolio management skills
Effectively manages staffing and scheduling to meet business objectives
Excellent communication and presentation skills
Ability to effectively manage competing priorities
Proven leadership skills in staffing, managing, and developing associates
Proficient in Word, Excel and Power Point
Strong computer skills
Advanced math and accounting skills
Extensive knowledge of banking industry products and services
Extensive knowledge of banking industry regulations
Proven negotiation skills
Ability to develop and execute strategic plans
Sitting, standing, walking to the terminal, and occasional stooping
Requires lifting bags and/or tray of coins and bills periodically
May require working outside designated branch hours to meet business needs
Travel with occasional overnight travel required
Preferred
associate's or bachelor's degree in business, finance, accounting, or equivalent field
Company
Carter Bank
Carter Bank is a community bank that offers loans, credit cards, personal, and business banking services.
Funding
Current Stage
Late StageLeadership Team
Recent News
2025-12-10
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