Branch Manager

Job Description

Overview

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

Responsibilities

The person in this position will lead by example in the areas of community involvement, calling efforts, and customer service, including administering the Bank’s strategy for achieving the annual goals and objectives relating to Loan Growth, Deposit Growth, Financial Services, Credit Administration and Business Development. A Branch Manager is responsible for meeting the financial service needs of customers while supervising assigned branch staff and adhering to required staffing levels. It is the Branch Manager’s responsibility to ensure the Branch is in compliance with operating policies and procedures.

A Branch Manager 4 will normally manage a branch office having $100MM or more in combined loans and deposits (excluding commercial loans) and a staff of up to twelve (12) FTE employees. This position may require mortgage loan origination experience and duties in addition to management of the level 4 branch. Level could also be impacted by related experience and/or mortgage lending capacity. This position may have consumer lending authority and/or business banking lending responsibilities.

Essential Responsibilities:

Ensure assigned branch is properly staffed and staff is trained to meet customer sales and service needs as well as branch objectives

Lead in the selection of new personnel and support scheduling to ensure branch coverage

Review employee performance throughout the probationary period and on a regularly scheduled basis thereafter

Manage and maximize performance levels of staff members through distribution of assignments and regular feedback

Work with management to establish growth, sales and profit objectives

Implement strategies to achieve goals assigned to the branch as established in the region’s annual operating plan; assist in the development of the annual budget for the branch and adhere to budget parameters

Serve as an active member of the customer service team and be held accountable for branch sales and lending performance

Collaborate with other business partners & Bank affiliates to identify sales and referral opportunities

Establish specific sales and customer service goals and conduct regularly scheduled sales and customer service meetings (at least monthly) with focus on having informed staff on progress and results

Establish and confirm all branch operations are performed in accordance with established bank policies and procedures, either directly or through appropriate supervision (i.e. cash balancing, dual control, etc.)

Coordinate proper security, facility, and risk measures to minimize loss, and to ensure presentation of the branch

May monitor and review loans for appropriate risk rating to minimize risk rating changes by the bank’s loan review processes

Demonstrate cooperative efforts in working with other departments and within own branch while encouraging similar behavior from staff

Actively participate in the community as a reflection of the bank’s goal for strong community involvement

Handle advertising and contribution requests

Monitor progress and results throughout the year with the District and Regional Managers ensuring that the branch is performing at a level consistent to achieve established growth, sales and profit objectives

Other related duties as assigned or directed

Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion

Ancillary Duties:

As an integral member of Retail Banking, this position is responsible to provide assistance wherever necessary to help the Branch and the Bank in achieving their annual goals. May be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levels.

Qualifications

Education, Training and Requirements:

Bachelor’s Degree in Finance or Business or equivalent training preferred

Specialized banking education, experience and training

Valid driver license

All applicants must be 18 years of age or older

Skills:

Proficient reading, writing, grammar and mathematics skills

Excellent interpersonal communication, negotiation and sales skills

Evidence of positive and effective leadership qualities

Sound judgement and reasoning

Thorough knowledge of the features and benefits of bank products and services

Working knowledge of bank operating policies and procedures

Must be able to consistently demonstrate the Company’s core values: Integrity, Excellence, Teamwork, and Humility

Experience:

Minimum seven (7) years of related experience normally required

Minimum three (3) years supervisory experience normally required

Other:

This position may require National Mortgage Licensing System (“NMLS”) registration under the terms of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act). Exceptions to this requirement will be made on a case by case basis and may require reassessment of level.

Full-time