Branch Relationship Manager jobs in United States
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Blue Foundry Bank · 1 hour ago

Branch Relationship Manager

Blue Foundry Bank is a revolutionary institution focused on empowering businesses and enhancing employee well-being. The Branch Relationship Manager is responsible for managing branch operations, developing customer relationships, and achieving sales goals while ensuring high customer satisfaction and operational efficiency.

BankingBusiness Information SystemsFinancial ServicesSoftware

Responsibilities

Dedicate 70% of the time to Business Development and Deposit Acquisition, and 30% to managing their assigned branch(s)
Builds new and expands existing customer relationships through a consultative approach that requires visiting customers to understand their business needs with an expected outcome of growing the deposit base of the branches, increasing product utilization and revenue within the market
Accountable for meeting branch goals through effective pipeline management and use of effective customer profiling
Works closely with staff to role model and lead branch team to foster a relationship centric service and sales culture
Manages and enhances client relationships through coaching and mentoring staff
Mentors staff in: Business Development, Cold Calling, Prospecting, and Lead Generation
Directs a proactive approach to customer satisfaction and customer retention. Listens to and fully understands the internal and external customer's needs
Manages the escalation of customer service problems and/or requests as appropriate, proactively seeks answers and/or provides solutions and follows-up to ensure customer needs have been met
Leads monthly branch team meetings to discuss updates and industry trends and changes as daily huddles
Communicates, reinforces, and monitors team behavioral standards
Ensures follow-up activities are employed to maximize closing business
Maximize customer satisfaction by delivering “5 Star Customer Service”
Represent the bank through active involvement in a local community organization
Host regularly scheduled events that include but are not limited to Bank at Work, Financial Literacy, and Product and Service Seminars
Engage customers to deepen relationships, gauge customer satisfaction
Have expert understanding of Bank’s consumer and business products and services
Understand and listen to our customers and deliver appropriate consumer and business solutions
Oversees the overall operational effectiveness of the branch
Has expert knowledge of Bank’s policy and procedures. Regularly communicates changes to branch staff and ensures staff understands and adheres to same
Supervises all related training, Human Resource and Employee Relation issues
Oversees the ABMs in ensuring operational functions of the branch are met including cash control, auditing, and compliance requirements
Opens accounts in a platform environment
Compliance with all Bank Secrecy Act Regulations; Customer Identification Program and know your customer requirements
Oversees that the staff ensures the branch is opened and closed in compliance with procedures
Scheduling of branch personnel to ensure adequate staffing for maximum customer service and daily operational functions
Ensure the timely and accurate completion of various monthly audits, certifications, proofs, reconciliations, and other duties as assigned in accordance with policy
Provide factual and well documented employee performance appraisals
Strong knowledge and understanding of Human Resource policies as put forth by the Bank
Ability to perform all duties for all positions within the branch as necessary
Assist in other areas of the bank/branch as assigned

Qualification

Retail banking experienceSales/service behaviorsLeadership skillsRetail banking regulationsBranch operations knowledgeCustomer satisfaction focusCoachingMentoringEffective communication

Required

High school diploma or equivalent required
5 years of retail banking experience required
Extensive knowledge of retail banking regulations and retail branch operations
Demonstrates effective sales/service behaviors
Must be mobile to meet the needs of the business, working flexible hours in various branch locations
May be required to work extended hours, including weekends
Strong leadership skills
Ability to speak to others with poise and confidence
Ability explain procedures, both written and verbal

Preferred

College degree preferred

Benefits

Medical, dental, and vision coverage
Life insurance
Short- and long-term disability insurance
401(k)/Roth with company match up to 5%
Paid time off
11 paid holidays
Employee referral bonus
Educational reimbursement

Company

Blue Foundry Bank

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Blue Foundry Bank is a digital banking institution that focuses on providing innovative banking solutions for individuals and businesses.

Funding

Current Stage
Growth Stage
Total Funding
unknown
2025-11-24Acquired

Leadership Team

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James Nesci
President and Chief Executive Officer
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Kelly Pecoraro
Executive
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Company data provided by crunchbase