Financial Staffing LLC · 7 hours ago
Branch Manager
Plano, TX
Full-time
Onsite
Senior Level
$80K/yr - $90K/yr
5+ years expFinancial Staffing LLC is seeking a Branch Manager to oversee all aspects of branch growth, operations, and customer service excellence. This role is responsible for ensuring compliance with regulatory requirements, driving business growth through relationship building, and leading a high-performing team to meet branch objectives.
Staffing & Recruiting
Hiring Manager
Jeff Chapkin, MBA
Responsibilities
Manages daily branch operations to ensure sustained compliance with all applicable policies, procedures, standards, and regulatory requirements
Drives branch sales efforts, expands business relationships, and develops high-net-worth client portfolios
Leads, trains, and develops branch staff to foster a customer-centric culture while ensuring continuous service delivery excellence
Oversees complex transactions and ensures high-quality customer service to meet and exceed customer expectations
Maintains branch compliance by conducting regular audits and enforcing internal controls and regulatory requirements
Builds and maintains strong relationships within the community by participating in local organizations and promoting banking services
Contributes to branch strategy by executing initiatives that align with business goals and drive performance
Oversees vault teller functions to ensure cash handling procedure align with bank policies and Federal Reserve guidelines
Monitors branch financial performance and implements strategies to enhance profitability while controlling costs
Sets, tracks, and reports on sales targets to ensure the branch meets or exceeds goals for deposits, loans, and cross-sales
Builds and maintains key client relationships to ensure satisfaction and retention, as well as to identify opportunities for further engagement
Leads the implementation and training of new digital banking technologies to improve efficiency and customer service
Addresses and resolves escalated customer issues and complex transactions, guiding staff in managing challenging situations
Oversees branch-level marketing efforts, including community outreach and promotional activities, to attract new business
Ensures branch security and enforces policies related to fraud prevention
Collaborates with other departments to streamline processes and resolve issues affecting branch operations
Supervises one or more employees at a time
Conducts performance appraisals of assigned staff for performance effectiveness
Performs all assigned work activities in accordance with standard procedures and protocols established by the Company and Department, and in accordance with applicable standards, procedures, protocols, practices, codes, and requirements as set forth by regulations and governing entities including, without limitation, Bank Secrecy Act (BSA) / Anti-Money Laundering (AML), USA Patriot Act, Regulation D (Reserve Requirements for Depository Institutions), Regulation E (Electronic Fund Transfers Act), Truth in Savings Act (TISA) / Regulation DD, Equal Credit Opportunity Act (ECOA) / Regulation B, Community Reinvestment Act (CRA), Fair Credit Reporting Act (FCRA), Dodd-Frank Wall Street Reform and Consumer Protection Act, Unfair, Deceptive, or Abusive Acts or Practices (UDAAP), and Regulation P (Privacy of Consumer Financial Information)
Demonstrates and maintains advanced relevant and up-to-date working knowledge and understanding of all applicable local municipal, state, and federal regulatory requirements, standards, and codes relevant to the job function
Monitors respective work activity, and work activity of others, for variances and anomalies
Identifies and timely reports any known or suspected compliance issues to appropriate personnel
Oversees audits and the preparation for audits, whether initiated internally or externally
Adheres to all other Company wide policies and procedures including, but not limited to, human resources, safety, and emergency protocols
Provides professional development opportunities for self and staff to ensure high performance and assists in successional planning
Supports the development of strategies and specific objectives ensuring project and departmental milestones and goals are consistently met
Researches industry trends and reviews and analyzes relevant data to forecast trends and develop recommendations for internal leadership to review
Promotes collaboration, teamwork, and mutual respect among all staff, and contributes productively as a member of a diverse team
Adapts communication to the needs of audiences, listening to input, and builds a sense of shared purpose
Models a positive attitude and self-reflection, leading others in sharing and applying their learning for the benefit of the team
Develops long-term and short-term goals to prioritize work
Qualification
Required
Bachelor's degree in business administration, finance, or related field
Five years of portfolio management experience working with high-net-worth clients
Five years of experience working in a branch management capacity
Five years of experience working in a sales management capacity
An equivalent combination of education and work experience
Company
Financial Staffing LLC
Bringing a decade of industry experience, our team at Financial Staffing LLC excels in placing top bankers in community banks.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase