Prevail Bank

Branch Manager

Ubicación

Medford

Tipo

Full Time

Benefits:
  • Community Bank
  • Health insurance
  • Opportunity for advancement
  • 401(k) matching
Position Summary:
The Branch Manager responsibilities include the overall day-to-day retail operations of the branch. This includes assuring the branch operates within all policies and procedures adopted by the Board of Directors. Position responsibilities include scheduling, supervising and providing work direction to Tellers and Bankers (retail staff). It is important that bankers provide the best customer experience in retail products and services. Customers expect professionalism, accurate information as well as courteous, efficient service. 

The Branch Manager is a working supervisor who is responsible for performing customer service functions, including handling any complex customer concerns. 

Additionally, this position will make certain that retail staff are trained to provide customers with information about other bank products and services, with cross-sales and referrals to other departments. The Branch Manager 1 will support and be involved in the sales promotions and helping obtain new customers and deepen the relationships with existing customers.

Duties and Responsibilities
Administration:
  • Assist in the development of policies, manuals and supporting documentation to accomplish tasks/duties inherent in this position and those it supervises.  Disseminate new/revised policies and procedures relative to retail operations to staff.
  • Thorough knowledge and understanding of regulatory and compliance issues related to the bank.  Includes ability to work with the Compliance Department to ensure that procedures and policies are in accordance with such regulations. Demonstration of application of regulations in day-to-day operations and dissemination of information to co-workers.
  • Tracks performance indicators for the branch. This can include new accounts, penetration of electronic services and the like.
  • Schedule branch meetings for the purpose of discussing branch and bank activity.
Customer Service:
  • Supports the branch by providing retail services for customers. As a working supervisor, this position will directly support customers with their retail banking and consumer lending needs.
  • Receive customer inquiries regarding account information or problems.  Responsible to make sure customer inquiries are handled promptly and by the proper individual. Exercise discretion and judgment in handling customer problems and complaints.  Approve checks and other transactions according to bank policies. 
  • Through observation, ensure that customer service procedures are being followed by all retail staff to the highest standard consistently and that the retail staff are trained and held accountable for these expectations.
  • Understands the importance of digital services. Fully understands, utilizes, encourages and sells these products.
  • Must have competency using the online and mobile banking products and have the ability to trouble shoot common questions and concerns.
Supervision:
  • Responsible to manage and coach retail staff for the branch. Will conduct staff performance reviews.  
  • Assure that scheduling is appropriate, ensuring that there is appropriate staff to cover peak customer traffic periods.
  • Assist in the development and conduct periodic training, in branch, that covers security, regulatory compliance and other operational issues as necessary.
Sales:
  • Support the overall sales effort.  Direct sales goals will be established by management for such items as debit cards, direct deposit, automated banking, digital services, or referrals for other bank products.
  • Assist with individual sales goals.
  • Participate as part of various retail product campaigns the bank initiates.  
  • Will have the knowledge of the bank’s products and services and be able to refer customers to appropriate departments within the bank for service.  Will conduct role play exercises with retail staff in sales meetings.
Other:
  • As part of the overall team of bank employees, this position may be requested to assist in the support of other bank activities.
  • Active involvement in the community
  • Perform other duties as required to fulfill the responsibilities of the position.
  • Follow procedures and policies that ensure compliance with not only Bank policies and procedures, but also all applicable federal and state banking regulatory agency policies.
  • Comply with bank standards for attendance and hours of work. 
Qualifications
Education/Experience:  
Four-year degree or significant related business experience and 3-5 years Teller/Banker experience; preference for previous supervisory experience.  Must be able to work under stress and handle difficult situations. This job requires skills needed in a typical office environment.  This includes Microsoft Word and Excel skills, communications skills, as well as utilization of office equipment.
 
Language Skills: 
Ability to read, analyze, interpret and implement regulations and laws, general business periodicals, professional journals, technical procedures, or governmental regulations.  Ability to draft letters, business correspondence, policy and procedure manuals.  Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
 
Reasoning Ability: 
Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions and/or problems and deal with several abstract and concrete variables.
 
Skills and Abilities:  
Adaptability:
  • Able to adjust quickly to different work situations; remain composed under pressure and in stressful situations.
Attention to Detail:
  • Regard for important details to assure accuracy in every transaction performed; detect errors; follow through on corrections and details.
  • Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions and/or problems and deal with several abstract and concrete variables.
Customer Orientation:
  • Respond sensitively to the needs and priorities of the customer; recognize and take appropriate action to meet their needs; establish an effective working relationship with customers to gain their respect and loyalty.
Management:
  • Must be able to manage and coach staff.  This will include employee selection, training, motivation, and monitoring performance against established standards.
  • Must be able to manage his/her own work and priorities and delegate to support staff as appropriate
Mathematical Skills:
  • Possess the ability to perform basic mathematical calculations.  Those include the understanding of the relationships of numbers and how to perform calculations for teller work.
Oral/Written Communication:
  • The ability to express thoughts and ideas in a clear and concise manner, both orally and in written form to a variety of audiences and to all levels of staff.
  • Ability to read, analyze, interpret and implement regulations and laws, general business periodicals, professional journals, technical procedures, or governmental regulations.  Ability to write reports, business correspondence, policy and procedure manuals.  Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
Sales Skills:
  • The potential to understand and effectively apply selling techniques to open, develop and close a sale; must be able to create interest in a product and actively cross-sell other products and services.
Negotiation Skills:
  • Must understand the concepts of negotiating as it pertains to selling financial service products. Must be able to develop a “win-win” approach to problem solving with customers while keeping the bank’s best interest in mind. 
Technology:
  • Must be comfortable using bank products specifically the online and mobile banking. Must be able to assist customer with common questions.
Time Management:
  • Ability to effectively manage one’s time to complete work according to established deadlines.  The ability to prioritize tasks to make the best use of time for high priority tasks.
Team Player:
  • Must view oneself as part of an overall team.  This includes supporting others throughout the entire bank to achieve the overall goals of the bank.
 
Working Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
 
While performing the duties of this job, the employee is occasionally exposed to moving mechanical parts and outside weather conditions.  The noise level in the work environment is usually moderate.
 
Travel:  
Valid driver’s license required for travel to Bank offices, training sessions, customer meetings, Bank and community meetings, etc.  Ability to speak a foreign language helpful but not required.
 
Physical Requirements
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
 
While performing the duties of this job, the employee is regularly required to talk or hear.  The employee is occasionally required to stand; walk; climb or balance; and stoop, kneel, or crouch.  The employee must regularly lift and/or move up to 10 pounds and occasionally lift and/or move up to 50 pounds.  Specific vision abilities required by this job include close vision, distance vision, color vision, and depth perception.
Must be willing to work in excess of 40 hours per week and on some weekends as required.
 
This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position.  Employees may be required to follow other job-related instructions and to perform other job-related duties as requested, subject to all applicable state and federal laws.  Certain job functions described herein may be subjected to possible modification in accordance with applicable state and federal laws.  There are different experiences that suggest other ways or circumstances where reasonable changes or accommodations are appropriate.  All activities, demands, conditions, and requirements are linked to duties and responsibilities.
 
Job Description subject to change at any time at the discretion of management. 

Somos un empleador con igualdad de oportunidades y todos los candidatos calificados recibirán consideración por el empleo sin distinción de raza, color, religión, sexo, origen nacional, estado de discapacidad, estado de veterano protegido o cualquier otra característica protegida por la ley.

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Información de Empleo de Igualdad de Oportunidades en los EE. UU. (La finalización es voluntaria)

Somos un empleador con igualdad de oportunidades y todos los candidatos calificados recibirán consideración por el empleo sin distinción de raza, color, religión, sexo, origen nacional, estado de discapacidad, estado de veterano protegido o cualquier otra característica protegida por la ley.

Se le brinda la oportunidad de proporcionar la siguiente información para ayudarnos a cumplir con el mantenimiento de registros, informes y otros requisitos legales de Igualdad de Oportunidades de Empleo / Acción Afirmativa a nivel federal y estatal.

La finalización del formulario es completamente voluntaria. Cualquiera que sea su decisión, no será considerada en el proceso de contratación o posteriormente. Cualquier información que usted proporcione se registrará y mantendrá en un archivo confidencial.

Formulario CC-305
Número de Control OMB 1250-0005
Expira el 30/04/2026

¿Por qué se le pide que rellene este formulario?

Somos un contratista o subcontratista federal. La ley nos obliga a ofrecer igualdad de oportunidades de empleo a las personas con discapacidad cualificadas. Nuestro objetivo es que al menos el 7% de nuestros trabajadores sean personas con discapacidad. La ley dice que debemos medir nuestro progreso hacia este objetivo. Para ello, debemos preguntar a los solicitantes y a los empleados si tienen o han tenido alguna discapacidad. Las personas pueden convertirse en discapacitadas, por lo que debemos hacer esta pregunta al menos cada cinco años.

Rellenar este formulario es voluntario y esperamos que decida hacerlo. Su respuesta es confidencial. Nadie que tome decisiones de contratación la verá. Su decisión de rellenar el formulario y su respuesta no le perjudicarán en modo alguno. Si desea obtener más información sobre la ley o este formulario, visite el sitio web de la Oficina de Programas de Cumplimiento de Contratos Federales (OFCCP) del Departamento de Trabajo de EE.UU. en www.dol.gov/ofccp.

¿Cómo saber si tiene una discapacidad?

Una discapacidad es una condición que limita sustancialmente una o más de sus "actividades vitales principales". Si tiene o ha tenido alguna vez una afección de este tipo, usted es una persona con discapacidad. Las discapacidades incluyen, pero no se limitan a:

  • Trastorno por consumo de alcohol u otras sustancias (sin consumir drogas ilegalmente en la actualidad)
  • Trastorno autoinmune, por ejemplo, lupus, fibromialgia, artritis reumatoide, VIH/sida
  • Ceguera o problemas de visión
  • Cáncer (pasado o presente)
  • Enfermedad cardiovascular o del corazón
  • Enfermedad celíaca
  • Parálisis cerebral
  • Sordera o dificultades auditivas graves
  • Diabetes
  • Desfiguración, por ejemplo, desfiguración causada por quemaduras, heridas, accidentes o trastornos congénitos
  • Epilepsia u otro trastorno convulsivo
  • Trastornos gastrointestinales, por ejemplo, enfermedad de Crohn, síndrome del intestino irritable
  • Discapacidad intelectual o del desarrollo
  • Enfermedades mentales, por ejemplo, depresión, trastorno bipolar, trastorno de ansiedad, esquizofrenia o trastorno de estrés postraumático
  • Ausencia total o parcial de miembros
  • Problemas de movilidad que requieran el uso de una silla de ruedas, un escúter, un andador, una pierna ortopédica u otros dispositivos de apoyo
  • Afección del sistema nervioso, por ejemplo, migrañas, enfermedad de Parkinson, esclerosis múltiple (EM)
  • Neurodivergencia, por ejemplo, trastorno por déficit de atención con hiperactividad (TDAH), trastorno del espectro autista, dislexia, dispraxia u otras dificultades de aprendizaje
  • Parálisis parcial o total (por cualquier causa)
  • Afecciones pulmonares o respiratorias, por ejemplo, tuberculosis, asma, enfisema
  • Baja estatura (enanismo)
  • Lesión cerebral traumática

DECLARACIÓN PÚBLICA DE CARGA: De acuerdo con la Ley de Reducción de Trámites de 1995, ninguna persona está obligada a responder a una recopilación de información a menos que dicha recopilación muestre un número de control OMB válido. Esta encuesta debería completarse en unos 5 minutos.

Si cree que pertenece a alguna de las categorías de veteranos protegidos que figuran a continuación, indíquelo haciendo la selección adecuada. Como contratista del gobierno sujeto a la Ley de Asistencia para el Reajuste de Veteranos de la Era de Vietnam (VEVRAA), solicitamos esta información para medir la efectividad de los esfuerzos de alcance y reclutamiento positivo que llevamos a cabo de conformidad con VEVRAA. La clasificación de las categorías protegidas es la siguiente:

Un "veterano discapacitado" es uno de los siguientes: un veterano de los servicios militares, terrestres, navales o aéreos de los EE. UU. Que tiene derecho a una indemnización (o quién, salvo el pago militar jubilado, tendría derecho a una indemnización) según las leyes administradas por el Secretario de Asuntos de Veteranos; o una persona que fue dada de alta o liberada del servicio activo debido a una discapacidad relacionada con el servicio.

Un "veterano recientemente separado" se refiere a cualquier veterano durante el período de tres años que comienza en la fecha de la descarga o liberación de dicho veterano del servicio activo en el servicio militar, terrestre, naval o aéreo de los EE. UU.

Un "veterano de tiempo de guerra en servicio activo o insignia de campaña" significa un veterano que estuvo en servicio activo en el servicio militar, terrestre, naval o aéreo de los EE. UU. Durante una guerra o en una campaña o expedición para la cual se ha autorizado una insignia de campaña según las leyes. administrado por el Departamento de Defensa.

Un "veterano de la medalla del servicio de las Fuerzas Armadas" significa un veterano que, mientras estaba en servicio activo en el servicio militar, terrestre, naval o aéreo de los EE. UU., participó en una operación militar de los Estados Unidos por la cual se otorgó una medalla de servicio de las Fuerzas Armadas 12985.

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