VP-Branch Manager & Lender

Position Summary

The VP/Branch Manager & Lender is responsible for the administration and daily operations of the branch location, including operations, product sales, customer service, security, and safety in accordance with the Bank's objectives, either directly or through subordinates. This position will develop new deposit and loan business and provide a superior level of customer service. The VP/Branch Manager & Lender will promote the service culture of the bank through coaching, guidance, and staff motivation.

This position will make the necessary decisions to improve branch profitability and growth. The VP/Branch Manager & Lender will promote goodwill for the bank through active participation in community organizations and events. The level of this position is based on years of service, education and/or equivalent experience, knowledge level and skill set.

• Manages the daily operations of the branch, its buildings, and belongings.
• Manage employees and staffing of the branch, including coaching, counseling, writing reviews, and performance plans.
• Facilitate regular employee meetings to discuss goals, disseminate company information, discuss operations issues, etc.
• Maintain staff schedules to always provide adequate coverage.
• Compliment and reward good employee performance and encourage individual improvement through outside schooling or job enlargement.
• Be knowledgeable about all lending, deposit, business, and consumer Bank products.
• Provide customer service to include opening new accounts and assisting other financial needs of the customer.
• Responsible for cross‑selling bank products and services, along with managing assigned portfolio of bank customers.
• Maintain a determined level of personal production and actively pursue new loan and deposit relationships.
• Perform primary functions within branch in accordance with Citizens Alliance Bank's policies and procedures.
• Deal with loan customer requests, including collecting and analyzing financial and related data in order to reach credit decision, establishing and negotiating terms in the extension of credit, including costs, fees, and repayment and collateral terms.
• Assist the Market Manager in implementing and ensuring all operational audits, including bank policies and procedures are being adhered to; responsible for taking prompt corrective action on internal/external branch audit findings.
• Respond to daily correspondence regarding bank office matters and/or bank customers or direct such matters to appropriate bank personnel for answering.
• Maintain good public relations with customers and the community. Assume community leadership and service responsibility with focus on the Community Reinvestment Act.
• Manage difficult situations with customers and provide them with a resolution, information, or additional options. Ensure that quick and proper response to all reasonable customer requests.
• Maintain complete confidentiality regarding sensitive customer and proprietary information.
• Perform as a team member in allocating and coordinating the workflow.
• This position requires a valid Driver’s License.
• Assign the workload of the VP/Branch Manager & Lender’s direct reports, ensuring they are properly trained to perform their duties, evaluate their performance, and recommend any disciplinary action if necessary.
• Assist the human resources department in staffing the branch which includes interviewing, hiring, promoting, and terminating.
• Ensure proper coverage and staffing for all direct reports which includes reviewing and approving time off requests and timesheets.
• All employees are expected to exemplify and follow our core values.
• Regular attendance and punctuality when reporting to work.
• Travel for trade and industry schools and seminars as needed.
• This position may require installation of a Multi‑Factor Authentication (MFA) app on an employee’s personal mobile device. The MFA apps are used to authenticate a user’s identity to the system for security purposes.
• Adhere to and comply with all applicable, federal, and state laws, regulations, and guidance, including those related to BSA/AML, as well as adhere to the Bank’s policies and procedures.
• Pe…