Community State Bank, Avilla IN · 2 days ago
Branch Manager II
Fort Wayne, IN
Full-time
Onsite
Mid, Senior Level
4+ years expCommunity State Bank is seeking an experienced Full-Time Branch Manager II to lead their new Fort Wayne, Indiana branch. The role involves overseeing branch operations, driving revenue generation, and providing exceptional client service while mentoring staff and ensuring compliance with banking regulations.
Banking
Responsibilities
Commit to learning, integrating, and modeling CSB’s ‘I CREATE’ core values: Integrity, Communication, Respect, Encouragement, Accountability, Trust, and Equality
Align to bank-wide vision, mission, and business objectives
Commit to continuous personal and professional growth in the areas of teamwork, client service, and job specific competencies
Provide clear leadership, guidance, and expectations to branch staff
Work closely with management and other departments as needed
Provide necessary training to Retail staff to facilitate career growth
Effectively coach team members on proper client service and sales standards
Effectively interview, recruit, hire, evaluate, reward, retain, and coach direct reports
Effectively and empathetically guide team through changes in processes, procedures, and staffing
Keep up to date on overall activities of the team, identifying problem areas and providing coaching or partnering with HR to issue corrective action as needed
Conduct and document regular one-on-one and team meetings and provide a psychologically safe environment in which employees are encouraged to ask questions and provide candid feedback without concern for retaliation or negative consequences
Assign duties and monitor quality of work; ensure staff conforms to organizational policies and procedures and government/employment regulations; lead by example
Maintain a positive work environment free from harassment and which fosters diversity, equity, inclusion, and belonging
Partner with the Client Service Manager to manage the workflow of the branch and ensure timely and compliant task completion
Maintain a positive team employee engagement rating and take necessary steps to improve employee engagement and satisfaction as needed
Practice an exceptional standard of client service/hospitality
Master a 'client first' approach and encourage it in colleagues
Create an observably positive experience for clients
Regularly make in-person client visits, both individually and in partnership with colleagues, to increase relationships and gain new business
Maintain a strong, visible presence in the community by participating in community events and organizations
Ensure branch staffing is sufficient to allow up to 50% of your time to be focused on outside calling and business development
Work with teammates to create a collaborative environment in serve the customer
Manage and adhere to branch budget
Adhere to schedule (timeliness)
Maintain a positive attitude of helping other team members, inside and outside of the branch with consideration to the ever-changing landscape of staffing, training, and process improvement
Maintain awareness of what is required to achieve and maintain profitability for the bank while doing what's right for the customers
Be willing to ask questions in order to balance the risk to the bank with meeting customer needs
Possess expert knowledge of all CSB products and processes
Exhibit a strong commitment to accuracy and attention to detail all job areas
Demonstrate the strong communication skills and practices necessary for interactions with clients, senior management, and colleagues
Exhibit a willingness to ask for help when necessary and offer it when needed
Assist clients with debit and ATM card inquiries, including resetting PIN numbers, new card issuance, card closure, travel notifications, card limit changes, and disputes
Watch for signs of fraudulent cash and transaction activity in order to protect the bank and clients
Know how to accurately manage the vault, including maintaining proper cash levels, buying and selling cash as needed, performing vault audits in accordance with bank policy, and processing vault transactions and perform these duties as needed in the Client Service Manager’s absence
Know how to balance and fill ATMs, audit ATM per bank policy, maintain proper ATM cash levels
Assist branch staff with questions and training
Perform all account maintenance including name and address changes, account owner/signer updates, and account titles
Know how to process account holds, stop payments, indemnity agreements, and wires as needed, following regulatory guidelines and bank policy
Open deposit accounts in accordance with personal and business client needs
Process credit card and consumer loan applications including Home Equity loans
Provide financial consultations to clients to determine which product(s) best meet their needs and provide regular referrals to other business lines when appropriate
Ensure that CSMs have performed regular branch audits in accordance with Retail policies and ensure that branch staff complies with policies, procedures, and regulations
Provide reasonable overrides, approvals, and policy exceptions as needed within scope of authority
Perform all client service transactions when needed during extreme staffing shortages
Learn and comply with all applicable banking regulations and related procedures, including Reg CC, Reg B, Reg P, Bank Secrecy Act, etc
Qualification
Required
A high school diploma or equivalent required
Prior Retail branch/sales Management experience is required
Experience with consumer lending
Community involvement
Successful branch growth through building relationships and making outside sales calls
A minimum of four to five (4-5) years of Retail Branch Management experience normally required
Customer service experience required
Cash handling experience required
Bank sales experience required
Supervisory experience required
Professional verbal and written communication skills
Ability to type at least 40 wpm
Proficiency with Microsoft Office software such as Word, Excel, PowerPoint, and Outlook
Fluent communication in the English language
Ability to travel between Bank and client locations as needed
Preferred
College degree preferred
Fiserv core system experience preferred but not required
Company
Community State Bank, Avilla IN
Community State Bank is more than a bank to manage your money. It is a place that gives back to your community.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Will Thatcher
President and CEO
Aaron Schaffer
Chief Banking Officer
Company data provided by crunchbase