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First Foundation Inc. · 1 day ago

Branch Manager

Plano, TX

Full-time

Onsite

Senior Level

5+ years exp

First Foundation Inc. is a financial institution focused on providing superior client service and building long-term relationships. The Branch Manager is responsible for risk management, sales/service activities, and operational integrity of the assigned branch, while leading the branch team and ensuring compliance with all applicable laws and regulations.

BankingFinancial ServicesWealth Management

No H1B

Responsibilities

Understand and comply with requirements of all laws and regulations applicable to the position

Ensure the daily branch sales/service activities support the overall corporate objective of providing superior client service

Focus individual and team efforts on client acquisition, retention, and relationship growth/expansion

Proactively leads branch team, and participates, in the needs-based selling of bank products and services

Develop and lead an annual branch (and quarterly) marketing/action plan to include specific goals

Direct the branch team’s daily business development activities through outbound telemarketing, outside prospect & client appointments, in-branch cross-selling, branch/corporate campaigns, targeted direct e-mail and U.S. mail offerings, networking with COIs, community involvement, etc

Ensure client retention and relationship expansion through branch cross-selling activities

Manage the branch portfolio for optimum performance. Focus on business prospects/clients, business owners, and high-net-worth individuals

Participate in events that demonstrate support for the community and increase business opportunities for the bank

Ensure compliance with CRA outreach programs

Train team members in the areas of client service, sales, operations, regulatory requirements, bank products, etc

Ensure consistent and ongoing training is provided to branch team and individual team members

Promote team members through training, cross-training, coaching, and career planning

Oversee and administer all human resources issues at the branch

Plan, implement, and manage the operating and capital budgets to maximize branch profitability

Communicate Bank policies, procedures, and regulations to office personnel and ensure compliance and the correction of any deviations

Ensure that office audit(s) are rated as “satisfactory” or better in the assigned branch

Monitor compliance with Bank safety rules and applicable safety and health standards established by federal, state, or local laws and regulations

Oversee premises and ensure that policies and procedures regarding facilities management are followed

Know and comply with Bank policies, procedures, and regulations that govern job responsibilities. Additionally, must adhere to all Bank policies, procedures, and practices designed to ensure optimum compliance with the Bank Secrecy Act and Anti-Money Laundering laws and regulations

Attend and complete all required classroom, computer-based, web-based, and seminar training, as assigned

It is the individual responsibility of every employee to maintain current awareness and understanding of and to fully comply with the Bank’s “Code of Ethics and Conduct”. Each employee is also expected to maintain an awareness of the laws, regulations, internal policies, and procedures that are appropriate for his/her position

Perform other duties as assigned

Qualification

Branch ManagementBusiness Banking/LendingNMLS RegistrationCore Banking SoftwareSales ManagementMathematicsAccountingMicrosoft OfficeCommunication SkillsDecision Making

Required

Bachelor's Degree required

Minimum 5-7 years of experience as a Branch Manager, or sales/service leadership equivalent, managing multiple team members successfully

NMLS Registration required

Business Banking/Lending background required

Excellent command of the English language, both written and verbal, and the ability to effectively communicate with all levels within the organization and out in the community

General Mathematics and Accounting

Ability to read/comprehend business income statements, balance sheets, tax returns, etc

Must be able to assess any given situation, make decisions, and bring to a successful resolution

Must be experienced in the effective use of core banking system software

Must have satisfactory working knowledge and proficiency with Word, Excel, Outlook, PowerPoint, etc

Valid state driver's license

Required to travel a minimum of 70% of the time; method of travel (i.e. driving, flying) will vary depending on location