Director of Branch Administration - McAllen, TX
Listed on 2026-01-10
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Management
Operations Manager -
Finance & Banking
Position:Director of Branch Administration - McAllen, TX
Location: McAllen, TX
Job :1020
# of Openings:1
Position SummaryThe Director of Branch Administration is responsible for supervising the Regional Branch Administration Officers and the Branch Administration team. This includes overseeing all banking centers regarding service excellence, branch sales production performance, teller and new accounts policy and procedures, assisting each banking center with staffing needs, and providing the ongoing training and development of the banking center management team. The Director of Branch Administration is responsible for working closely with Lending, Marketing, and Executive Management to drive deposit growth, fee income, cross-sell performance, and branch-level accountability, while maintaining strong internal controls and regulatory compliance.
PrincipalDuties and Responsibilities
- Provide ongoing guidance and support to Branch Managers in the development of the Bank’s overall mission of customer acquisition, building relationships and retaining customers.
- Foster an effective sales and service environment amongst the Banking Centers.
- Cultivate effective leadership skills among Branch Managers through ongoing training, emphasizing active listening and clear expectation setting, and foster a workplace culture that prioritizes open, respectful, and multi-directional communication.
- Ensure all banking centers receive timely and accurate support, including, but not limited to phone, email, and remote PC log in support. Support includes employee coaching and answers to customer requests and questions.
- Conduct regular Branch Leadership Meetings that include updates to branch policy and procedures and sales and operations reminders.
- Assess banking center’s knowledge needs, create and provide custom training templates dependent on employee needs for new banking centers.
- Assist in looking for and providing coverage for banking centers needing support for staffing.
- Oversee and monitors the day-to-day branch operations to ensure excellence and efficiency.
- Responsible for writing, implementing, and inspecting policies and procedures for the Teller and New Accounts area for all Banking Centers including training required for complete understanding of policies and procedures.
- Responsible for communicating new and updated policies and procedures to all Banking Centers including training required for complete understanding of new policies and procedures.
- Look for Teller and New Account application and operational efficiencies by observing banking centers, visiting Banking Center staff, and listening for pain points, viewing Fiserv Virtual Trainer system videos, and attending Fiserv program related seminars and webinars.
- Condition Wolters Kluwer and custom forms for automated form completion for optimum operational efficiency and reduce redundant input of customer information.
- Create, modify, and maintain regulatory Teller and New Accounts custom documents.
- Assist in implementing Teller and New Account software and platforms which may include creation of new policies and procedures.
- Open service tickets and working with vendors which may require administrative parameter system access.
- Attend BSA Committee meetings, BSA/AML seminars and professional training, including annual BSA/AML training sessions.
- Assist with New Branch and Bank Conversion efforts.
- Oversee Branch Audits and Assessments, which includes an onsite branch visit and full inspection of all Teller and New Account logs, policies and procedures including an observation process of customer interaction.
- Review and prepare documentation for bank exams and audits.
- Facilitate ongoing federal and state regulatory compliance training up to and including attending seminars and webinars for most up-to-date information available for accurate policy and procedure implementation.
- Ensure banking centers are compliant with Federal and State regulations and all established policies and procedures.
- Attend New Account and Teller seminars and webinars to ensure Texas Regional Bank is up to date with all federal and state regulations which include any subsequent training.
- Continuous review of operational policies and procedures to create efficiencies.
- Support and promote the Bank vision, mission and core values, organizational structure and policies and procedures.
- Other duties as assigned.
Education and Experience Requirements
- High School Diploma or GED.
- Minimum of eight years of banking experience, including branch operations and retail sales leadership.
- Minimum of five years of senior management experience overseeing multi-branch or multi-region teams.
- Must have excellent analytical, observation, and decision-making skills.
- Highly focused, able to rapidly determine key priorities, clearly communicate the priorities, and ensure resources are properly aligned.
- Excellent interpersonal and communication skills are necessary for maintaining effective relationships with Board…
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