Branch Manager at First National Bank of Pasco Inc – Lutz, Florida

About the Role:

The Branch Manager at First National Bank of Pasco will play a pivotal role in driving the overall success of the branch by fostering a strong sales culture and ensuring exceptional customer service. This position is responsible for overseeing daily operations, managing staff, and implementing strategies to achieve sales targets and enhance the branch's profitability. By leading initiatives and engaging with the community, the Branch Manager will strengthen the bank's presence and build lasting relationships with clients. Ultimately, this role is crucial in ensuring the branch meets its financial goals while adhering to regulatory standards and promoting a positive work environment.

Minimum Qualifications:

• Minimum of 5 years of experience in banking or financial services, with at least 2 years in a management role.

Essential Duties and Responsibilities:

Core duties and responsibilities include the following. Other duties may be assigned.

• Provides personnel management for branch staff
  • Scheduling
  • Time approval
  • Vacation/Time Off approval
  • Structure for Day-to-Day Activities
  • Partner with Branch Management (Float and Staffing needs)
• Manages overall branch office operations
  • Cash Audits – Conducted Quarterly, Vacation, Outages, Surprise Audits
  • Audit Money Orders – Quarterly
  • Manage Key Logs
  • Security Reports – Monthly and Quarterly
• Coaches and leads by example to promote sales efforts of branch employees
  • Provide Feedback via Monthly Review
  • Conduct 90 Day Review for new employees
  • Conduct Annual Reviews for all employees
• Responsible for maintaining office building, grounds, equipment and fixtures
  • External and Internally
• Occasionally takes and processes consumer loan applications and closes loans
  • Partner with Loan Officers
• Performs Customer Service Representative (CSR) and Teller functions
• Maintains Strict Standards for Client Experience
  • Provide leadership and role model
  • Build an inclusive environment for clients and employees
  • Engage in all aspects of the client interaction
  • Maintain ownership of client issues
• Prepares reports for management as required
• Sells financial institution products and services
• Follows up by phone and/or written correspondence after the initial sales encounter
  • Build Relationships with new and existing clients
  • Follow Standard Operating Procedures with client interactions
    • Stand and Greet Clients
    • Shake Hands
    • Use Client Name
    • 2x2x2 Follow up process
• Establishes and helps to attain internal performance objectives for branch office business volume, deposits, loan portfolios and quality of audit reports
• Reviews staff members for formal performance evaluations and recommends salary adjustments. Counsels’ employees when needed. Coordinates staff training when needed.
• Tests branch security equipment and investigates security issues when needed.
• Willingness to attend schools, seminars and meetings to keep abreast of laws, regulations and services, as needed
• External calling efforts, selling Bank products and services in Pasco County or nearby locales. Internal sales when in the Branch.
• Joint calls with Commercial Lenders, Executive Management and Supervisor.
• Provides supervisor with external prospect call plan, with emphasis on local businesses.
• Follows up by phone or written correspondence after the initial sales encounter.
• Represents the Bank in public relations activities and community affairs.
• Be directly involved in community organizations or groups, preferably in a leadership role
• Refers investment opportunities to Bank’s investment partner.
• Refers mortgage loan requests to residential lending department.
• Develops marketing plan to ensure goal attainment.
• Prepare and maintain external calling reports monthly.
• Weekly call with the SVP Branch Operations to update on external calling efforts.
• Provide and maintain professional business atmosphere. Promote a professional, positive and proper image of the Bank to the public and to the employees.
• Maintain good working relationship with support departments and management.
• Adopt First National Bank of Pasco’s philosophies and adhere to Bank policies and procedures.
• Promote growth by providing qualified referrals to other Bank staff.
• Perform other duties as needed or assigned by management.

Bank Secrecy Act:

In the performance of respective tasks and duties, the employee is expected to maintain knowledge of and ensure compliance with Bank Secrecy Act regulations and all other regulatory, security and bank policies.

Company Conformance:

In the performance of respective tasks and duties, the employee is expected to successfully perform quality work within deadlines with or without supervision. Interact professionally with other employees, customers and suppliers; and work effectively as a team contributor on all assignments. Work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations.

Physical Demands/Work Conditions:

In the performance of respective tasks and duties, the employee is expected to successfully perform the essential functions of the position. Reasonable employee accommodations for physical or mental disabilities will be considered on a case-by-case basis. While performing duties the employee is required to sit, talk, hear, and may be required to work evenings and/or weekends, attend remote meetings and/or travel.

Other Duties:

This job description in no way should be construed as a contract for employment. These job duties may be subject to change at any time due to reasonable accommodation or other reasons. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.