Branch Manager Novato
Listed on 2026-01-25
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Management
Operations Manager, Business Management, Business Administration
Overview
The Branch Manager leads all aspects of branch performance, overseeing operations, client service, sales growth, and compliance. This role ensures the branch functions efficiently, profitably, and in alignment with the Bank's strategic objectives. The Branch Manager provides strong leadership to the branch team, driving excellence in customer experience, operational integrity, and community engagement. This position is based on-site.
Responsibilities- Leadership & Team Management:
Recruit, develop, and retain high-performing branch staff to deliver exceptional customer service; conduct regular one-on-one meetings to review goals, provide coaching, and support career development; ensure all team members are trained in sales, service, and operational excellence; drive core deposit and loan growth through branch-level promotions and business development strategies; monitor branch performance metrics (deposits, transactions, cost of funds) using the Vital View Dashboard and communicate progress to staff and management;
communicate policies, procedures, and strategic initiatives clearly; address performance issues promptly; conduct annual performance evaluations and recommend compensation adjustments; maintain a secure, compliant, and safe branch environment. - Operations & Compliance:
Oversee day-to-day branch operations for accuracy and efficiency; implement cost controls, revenue generation strategies, and local marketing initiatives; review and approve large transactions, overdrafts, and NSF exceptions within authority; ensure operational quality control and audit compliance; partner with the Branch Operations Officer/Specialist on monthly certifications and reporting. - Customer Experience & Retention:
Foster a culture of superior customer service; ensure every interaction is warm, professional, and solutions-oriented; manage complex client issues with diplomacy; lead initiatives to differentiate the Bank through personalized service; support customers with account servicing needs and assist with complex transactions. - Sales Leadership & Business Development:
Develop and execute sales and relationship strategies to achieve branch growth; research market opportunities for local campaigns and community outreach; coach staff to identify client needs and cross-sell banking products; build relationships through outreach and community events; partner with Area and Regional Sales Managers on joint initiatives; refer small business lending opportunities and support clients with loan coordination; encourage and track quality referrals. - Community & CRA Engagement:
Represent the Bank in professional, civic, and community organizations; support CRA initiatives with volunteer service during compensated work hours; document and communicate CRA activities to the CRA Officer as required. - Supervisory Responsibilities:
Directly manage two or more branch employees; provide ongoing guidance and development; conduct mid-year and annual performance evaluations; manage scheduling, timekeeping, and staffing levels.
- Minimum 7 years of experience in a branch banking environment.
- At least 5 years of branch management experience.
- Minimum 3 years managing complex business and consumer accounts.
- Proven track record of sales growth and client relationship development.
- Exceptional communication, leadership, and team-building skills.
- Demonstrated ability to hire, train, and coach high-performing teams.
- Active involvement in community or professional organizations (e.g., Rotary, Chamber of Commerce).
- Proficiency in MS Word, Excel, Outlook, and banking software systems.
- California Notary Public commission preferred.
- Valid California driver's license and insured personal vehicle required.
- Ability to work flexible hours as needed.
Location:
Novato, CA
• Department:
Retail Banking
• Job Type: Full-time
Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.
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