Group Branch Manager PBB

City National BankSan Diego, CA
2d

About The Position

Manages all functions of assigned primary branch as well as branches in the group with particular emphasis on managing a client driven sales and service environment. This may be accomplished through active calling efforts and referrals from existing clients, providing the CNB exemplary level of service, identifying and promoting solutions to client needs, and actively embracing the Bank's segmentation strategy by referring new business to the appropriate segment/business partner. Plans, controls and directs the activities of branch personnel towards attainment of branch goals, including sales, client service and proper credit quality and risk management. Responsible for all aspects of assigned branches ensuring that all positions are fully functional and aware of individual roles and responsibilities. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act. Must remain in good standing under the Safe Act.

Requirements

  • Minimum 10 years of branch management experience in a branch environment
  • Minimum 7 years of supervisory experience required
  • Minimum 7 years of experience performing lending and business development activities
  • SAFE Act Registration Must be in good standing under “The Secure and Fair Enforcement for Mortgage Licensing Act of 2008” (Safe Act) and must be registered/licensed with the “Nationwide Mortgage Licensing System and Registry”; or must be able to be registered under the Safe Act.

Nice To Haves

  • Strong managerial skills with emphasis on planning, organization, leadership and execution.
  • Comprehensive knowledge of all phases of branch management, including customer service, sales and risk management.
  • Strong business development skills.
  • Thorough knowledge of lending as applicable to branch’s target markets.
  • Knowledge of Bank policies and procedures and advanced knowledge of overall Bank products.
  • Excellent verbal and written communication skills.

Responsibilities

  • Develop new client relationships within Personal & Business Banking target segments including small businesses and Preferred Banking through internal sources, referrals, and personal community involvement. Responsible for developing and growing their own portfolio of high value relationships.
  • Mentor Branch Managers and all colleagues in all branches within group in the refinement of their business development skills through joint calling and coaching sessions.
  • Analyzes all financial and banking needs of clients, monitors clients’ changing needs and operational risk profile and makes adjustments or takes action accordingly
  • Teams with CNB colleagues to deliver financial services across the full product spectrum and provides a superior overall client experience
  • Manages the sales and services culture for their domiciled branch, and provides coaching and guidance to Managers in other branches
  • Drives the obtainment of Branch and Group goals (PMR)
  • Manages and drives the attainment of individual production goals (IPR)
  • Understands and manages all the financial levers in the home office and additional offices to drive increased revenue, maintain controllable expenses, improved profitability
  • Recruit, build, and develop branch officer team
  • Provide development coaching, advice, and counseling of branch colleagues
  • Meets with officers on a regular basis to provide formal performance feedback and update their action plan to help them be successful in their assigned role and prepare them for future career advancement
  • Makes joint calls to clients/prospects and provides developmental feedback
  • Obtains client financial information for renewals and portfolio monitoring in a timely manner.
  • Ensures Group Branches comply with Banking Regulations and CNB Policies and Procedures.
  • Supports, respects and contributes to a positive culture which is committed to the Branch, Region and Division goals.
  • Actively embraces the Bank’s segmentation strategy by referring new business to the appropriate segment/business partner.
  • Actively embraces the Bank’s segmentation strategy by referring new business to the appropriate segment/business partner.
  • Thinks and acts in the best interest of the Bank and our clients.
  • Is a supporter and not a roadblock to change
  • Identifies and maintains key internal and external talent pipelines in support of Bank needs.
  • Represents the bank within the Group branches respective communities
  • Manages an individual branch and oversees additional branches (number of additional branches dependent upon branch size and complexity) within their market area.
  • Responsible for managing the Branch Managers and their teams in the defined group.
  • Be actively present in the market, visit branches and actively collaborate to develop new business
  • Achieves results through sales management, leadership & coaching of direct reports
  • Drives sales performance excellence within their domiciled branch and is also accountable for the cumulative performance results of the branches in their Area. Ensures that Area branch locations sales/service culture supports the overall corporate objective to provide superior client service.
  • Directs business development through and expansion of customer relationships through cross-selling activities.
  • May perform day to day leadership to in absence of a branch manager domiciled in their group.

Benefits

  • Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
  • Generous 401(k) company matching contribution
  • Career Development through Tuition Reimbursement and other internal upskilling and training resources
  • Valued Time Away benefits including vacation, sick and volunteer time
  • Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
  • Career Mobility support from a dedicated recruitment team
  • Colleague Resource Groups to support networking and community engagement

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What This Job Offers

Job Type

Full-time

Career Level

Manager

Education Level

No Education Listed

Number of Employees

1,001-5,000 employees

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