Branch Manager II; West Hartford Branch

Position Summary

Overall responsibility for the leadership and management of branch service, sales, operations, team development and personnel. Ensures quality customer service and compliance with regulations and Bank policies. Makes business development calls in assigned territory.

Branch Manager II

West Hartford

Full-Time

Exempt

12

VP/Regional Manager

Some Travel

Branch Personnel

• Applies the Westfield Bank Service and Sales Process during customer interaction to acquire and enhance customer relationships.
• Adheres to established Westfield Bank customer service standards.
• Supervises branch personnel by:
  • Creating a team environment focused on producing an exceptional customer experience.
  • Ensuring that the department is adequately staffed with properly trained personnel.
  • Making or approving decisions for department employees regarding employment, performance ratings, promotions, salary recommendations, transfers and terminations.
  • Resolving personnel problems, particularly those of a more complex nature.
  • Guiding and advising subordinates in the more complex phases of work.
  • Preparing an annual budget and operating within the established cost controls.
  • Coordinating the activities of the department with other departments of the bank.
• Handles customer relations, complaints and inquiries.
• Takes Residential Mortgage and Home Equity Loan applications and serves as a liaison between the customer and loan processor until loan closes.
• Supervises bank security; assists Bank security officer with fraud or possible fraud cases.
• Ensures availability to respond to alarm company/police outside of regular work hours.
• Works with collections department and oversees branch maintenance.
• Opens new accounts, cross sells bank products and services, and processes wire transfers.
• Approves checks, fee waivers or refunds and overrides on accounts, and endorses insurance checks.
• Oversees all branch operations.
• Performs external business development activities as assigned.
• Participates in community and professional organizations.
• Performs higher level specialty function as designated and achieves program goals as assigned.
• Must complete BSA, AML, and other Regulatory and Continuing Education as assigned.
• Must adhere to all bank and regulatory policies and procedures specific to position.
• Assumes additional responsibilities as requested.

• Business Development
• Customer Relations
• Decision-Making/Judgment
• Leadership & Employee Development
• Quality
• Sales Skills & Activity

• Associate’s degree preferred.
• A minimum of 1 year of previous bank Branch Manager experience preferred.
• A minimum of 1 year of previous Business Development experience preferred.
• Must obtain official designations/certifications as required (i.e. NMLS, notary public, medallion, etc.).

Stand: O (Occasionally)

Walk: O (Occasionally)

Sit: F (Frequently)

Handling / Fingering: F (Frequently)

Reach Outward: F (Frequently)

Reach Above Shoulder: O (Occasionally)

Climb: O (Occasionally)

Crawl: O (Occasionally)

Squat or Kneel: O (Occasionally)

Bend: O (Occasionally)

Lift/Carry - 10 lbs or less: F (Frequently)

Lift/Carry - 11-20 lbs: F (Frequently)

Lift/Carry - 21-50 lbs: O (Occasionally)

Lift/Carry - 51-100 lbs: N (Not Applicable)

Lift/Carry - Over 100 lbs: N (Not Applicable)

Push/Pull - 12 lbs or less: O (Occasionally)

Push/Pull - 13-25 lbs: O (Occasionally)

Push/Pull - 26-40 lbs: O (Occasionally)

Push/Pull - 41-100 lbs: O (Occasionally)

Other

Physical Requirements:

None.

Westfield Bank has reviewed this job description to ensure that essential functions and basic duties have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.