Carter Bank · 11 hours ago
Branch Manager II-Mt. Airy
Carter Bank is a financial institution seeking a Branch Manager II to develop and maintain business relationships while overseeing branch operations. The role involves leading a team, driving revenue growth, ensuring customer satisfaction, and adhering to policies and procedures.
BankingCredit CardsFinanceFinancial Services
Responsibilities
Lead, manage, and develop a branch team of direct reports with moderate to high complexity and risk in retail banking branch
Drive branch revenue for a branch with moderate to high core deposit and loan balances 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
Facilitate 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, set expectations, and assess 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 respond to issues, errors, and complaints
Demonstrates and oversees the effective and consistent application of performance and talent management processes
Consistently demonstrates adaptability and serves 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
Work 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 or similar profession 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
Excellent relationship management skills
Detailed oriented, must be able to multi-task
Strong verbal and written communication and presentation skills
Ability to perform effectively in a fast-paced environment
Strong leadership skills in staffing, managing, and developing associates
Strong skills in Word, Excel, and Power Point
Strong computer skills
Knowledge of banking industry products and services
Knowledge of banking industry regulations
Strong negotiation skills
Ability to execute strategic plans
Preferred
Associate's or bachelor's degree in business, finance, accounting, or equivalent field preferred
Advanced math and accounting skills a plus
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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