Citizens Alliance · 1 day ago
VP-Branch Manager & Lender
Citizens Alliance is a community-focused bank, and they are seeking a VP/Branch Manager & Lender to oversee the daily operations of their branch. The role involves managing staff, promoting customer service, and driving business growth through new deposit and loan opportunities.
Management Consulting
Responsibilities
Manages the daily operations of their branch, its buildings, and belongings
Manage employees and staffing of their branch, including coaching, counseling, writing reviews, and performance plans
Facilitate regular employee meetings to discuss goals, disseminate company information, discuss operations issues, etc
Maintain staff schedules to always provide adequate coverage
Compliment and reward good employee performance and encourage individual improvement through outside schooling or job enlargement
Be knowledgeable about all lending, deposit, business, and consumer Bank products
Provide customer service to include opening new accounts and assisting other financial needs of the customer
Responsible for cross-selling bank products and services, along with managing assigned portfolio of bank customers
Maintain a determined level of personal production and actively pursue new loan and deposit relationships
Perform primary functions within branch in accordance with Citizens Alliance Bank's policies and procedures
Deal with loan customer requests, including collecting and analyzing financial and related data in order to reach credit decision, establishing and negotiating terms in the extension of credit, including costs, fees, and repayment and collateral terms
Assist the Market Manager in implementing and ensuring all operational audits, including bank policies and procedures are being adhered to; responsible for taking prompt corrective action on internal/external [INSERT BRANCH LOCATION) branch audit findings
Respond to daily correspondence regarding bank office matters and/or bank customers or direct such matters to appropriate bank personnel for answering
Maintain good public relations with customers and the community. Assume community leadership and service responsibility with focus on the Community Reinvestment Act
Manage difficult situations with customers and provide them with a resolution, information, or additional options. Ensure that quick and proper response to all reasonable customer requests
Maintain complete confidentiality regarding sensitive customer and proprietary information
Perform as a team member in allocating and coordinating the workflow
This position requires a valid Driver’s License
Assign the workload of the VP/Branch Manager & Lender’s direct reports, ensuring they are properly trained to perform their duties, evaluate their performance, and recommend any disciplinary action if necessary
Assist the human resources department in staffing their branch which includes interviewing, hiring, promoting, and terminating
Ensure proper coverage and staffing for all direct reports which includes reviewing and approving time off requests and timesheets
All employees are expected to exemplify and follow our core values
Regular attendance and punctuality when reporting to work
Travel for trade and industry schools and seminars as needed
This position may require installation of a Multi-Factor Authentication (MFA) app on an employee’s personal mobile device. THE MFA apps are used to authenticate a user’s identity to the system for security purposes
Adhere to and comply with all applicable, federal, and state laws, regulations, and guidance, including those related to BSA/AML, as well as adhere to the Bank’s policies and procedures
Perform other duties as assigned and requested
Qualification
Required
High School diploma or GED, etc
Bachelor's degree in finance or business management from a four-year public or private accredited institution of higher learning or a minimum of four years of experience in a related field
5 to 7 years of lending experience, preferably in a banking environment or related field
This position requires a valid Driver's License
Preferred
Proficiency in Microsoft Office Suite, familiarity with loan documentation and boarding software
Company
Citizens Alliance
Citizens Alliance aims to create sustainable impact at scale by improving last-mile delivery and enhancing community engagement in governance.
Funding
Current Stage
Late StageCompany data provided by crunchbase