Verified Job
Accounting - Finance
Regional Branch Leader
Accounting - Finance
#688089
Remote / WFH
Job Description
Regional Branch Leader
Job Overview:
The Regional Branch Leader is accountable for overseeing multiple branches to ensure outstanding customer service, achieving growth targets, optimizing operational performance, and developing branch staff. This role focuses on building and maintaining strong client relationships while leveraging a full range of banking services across the region.
Benefits and Incentives:
• Performance-Based Incentive Plan: Earn rewards based on results and leadership contributions.
• Professional Development: Access tailored premier banker training programs to enhance regional leadership capabilities.
• Career Growth: Clear pathways to advance within regional and corporate leadership roles.
• Eligibility for performance-driven compensation.
• Comprehensive benefits package.
Qualifications:
• Associate degree or equivalent work experience in banking, finance, business, or a related field.
• 4–7 years of leadership or management experience in retail banking, preferably overseeing multiple locations.
• Active participation in community organizations.
• Exceptional attention to detail and ability to manage multiple priorities across the region.
• Proficient in Microsoft Word, Excel, banking software, and office equipment.
• Strong ability to train, mentor, and develop branch managers and staff.
• Proven expertise in sales, relationship management, and regional business growth.
• Knowledge of retail banking products and services; experience with consumer and small business loan origination preferred.
• Compliance with federal, state, and local loan origination regulations, including the SAFE Act.
Regional Branch Oversight:
• Allocate time to manage and support high-value client relationships across branches, approximately 20% of workload.
• Design and implement regional sales strategies and promotional campaigns to meet targets and exceed quality standards.
• Ensure seamless coordination and delivery of financial products and services across branches, including customized lending, cash management, and investment solutions.
• Drive regional growth initiatives for both consumer and small business markets, ensuring adherence to daily, weekly, and strategic objectives.
Team Leadership:
• Oversee recruitment, evaluation, development, promotion, and, if necessary, separation of branch managers and staff.
• Coach and mentor branch managers to build the necessary skills for branch operations, including technical expertise in consumer and small business lending.
• Serve as a subject matter expert, providing guidance and training across the region as needed.
Operational and Regulatory Compliance:
• Ensure all branches comply with operational efficiency, quality standards, and regulatory requirements.
• Stay updated on all banking regulations and ensure regional adherence to internal policies.
• Maintain knowledge of policies regarding the Bank Secrecy Act, Regulation CC, Regulation E, Bank Security, and other applicable regulations across all branches.
Job Overview:
The Regional Branch Leader is accountable for overseeing multiple branches to ensure outstanding customer service, achieving growth targets, optimizing operational performance, and developing branch staff. This role focuses on building and maintaining strong client relationships while leveraging a full range of banking services across the region.
Benefits and Incentives:
• Performance-Based Incentive Plan: Earn rewards based on results and leadership contributions.
• Professional Development: Access tailored premier banker training programs to enhance regional leadership capabilities.
• Career Growth: Clear pathways to advance within regional and corporate leadership roles.
• Eligibility for performance-driven compensation.
• Comprehensive benefits package.
Qualifications:
• Associate degree or equivalent work experience in banking, finance, business, or a related field.
• 4–7 years of leadership or management experience in retail banking, preferably overseeing multiple locations.
• Active participation in community organizations.
• Exceptional attention to detail and ability to manage multiple priorities across the region.
• Proficient in Microsoft Word, Excel, banking software, and office equipment.
• Strong ability to train, mentor, and develop branch managers and staff.
• Proven expertise in sales, relationship management, and regional business growth.
• Knowledge of retail banking products and services; experience with consumer and small business loan origination preferred.
• Compliance with federal, state, and local loan origination regulations, including the SAFE Act.
Regional Branch Oversight:
• Allocate time to manage and support high-value client relationships across branches, approximately 20% of workload.
• Design and implement regional sales strategies and promotional campaigns to meet targets and exceed quality standards.
• Ensure seamless coordination and delivery of financial products and services across branches, including customized lending, cash management, and investment solutions.
• Drive regional growth initiatives for both consumer and small business markets, ensuring adherence to daily, weekly, and strategic objectives.
Team Leadership:
• Oversee recruitment, evaluation, development, promotion, and, if necessary, separation of branch managers and staff.
• Coach and mentor branch managers to build the necessary skills for branch operations, including technical expertise in consumer and small business lending.
• Serve as a subject matter expert, providing guidance and training across the region as needed.
Operational and Regulatory Compliance:
• Ensure all branches comply with operational efficiency, quality standards, and regulatory requirements.
• Stay updated on all banking regulations and ensure regional adherence to internal policies.
• Maintain knowledge of policies regarding the Bank Secrecy Act, Regulation CC, Regulation E, Bank Security, and other applicable regulations across all branches.
