Branch Manager (Brea)

Are you a dynamic leader with a proven track record of driving branch growth, delivering exceptional customer service, and building high-performing teams? If you’re ready to take on a leadership role in a fast-paced, customer-focused environment, we want to hear from you!

We are seeking an experienced Branch Manager to oversee the daily operations, client service, sales, and compliance of a full-service bank branch. This role is critical in ensuring the branch meets its goals while fostering a positive and professional environment for both customers and employees.

What You’ll Do:

Management & Leadership

• Hire, train, and develop a high-performing team to deliver exceptional customer service and achieve branch goals.
• Conduct regular one-on-one meetings with staff to provide coaching, document career goals, and address team needs.
• Promote core
• deposit growth through in-branch sales promotions and effective team engagement.
• Monitor branch performance metrics (e.g., deposits, transaction counts, cost of funds) and communicate progress to the team.
• Ensure compliance with all Bank policies, procedures, and state/federal regulations.

Operational Excellence

• Oversee daily branch operations, including large deposits/withdrawals, NSF/overdraft approvals, and audit preparation.
• Partner with the Branch Operations Officer to ensure timely and accurate completion of monthly certification packages.
• Maintain operational quality control and initiate corrective actions as needed.
• Ensure the branch meets or exceeds performance on audits and compliance reviews.

Customer Service & Retention

• Lead by example to enforce superior customer service standards.
• Create a warm, welcoming, and friendly experience for all customers and employees.
• Resolve complex customer issues with diplomacy and professionalism.
• Work with staff to identify opportunities to surprise and delight customers, differentiating the bank from competitors.

Sales Leadership

• Develop and execute sales strategies to drive branch growth, including outbound calls, in-person meetings, and community engagement.
• Coach the team on sales techniques, product knowledge, and customer profiling to deepen relationships.
• Partner with the Area Manager and Regional Sales Manager to implement joint marketing plans and cross-selling efforts.
• Actively participate in business networking and community events to build relationships and generate new business.

Community Engagement

• Promote the Bank’s CRA policies and programs by participating in professional, civic, and community activities.
• Complete a minimum of 10 CRA volunteer hours annually (compensable time with mileage reimbursement).

What We’re Looking For:

Experience & Skills

• Proven sales ability with documented branch growth.
• Minimum of 7 years in a branch environment, with at least 5 years in branch management.
• Experience managing complex business and consumer accounts (minimum 3 years).
• Strong leadership skills with experience in hiring, training, coaching, and performance management.
• Excellent interpersonal, verbal, and written communication skills.
• Proficiency in Microsoft Word, Excel, Outlook, and banking programs.

Preferred Qualifications

• Active involvement in local business organizations (e.g., Rotary, Chamber of Commerce).
• Notary Public certification preferred.

Why Join Us?

• Lead a high-performing team in a collaborative and supportive environment.
• Make a meaningful impact on the branch’s growth and success.
• Be part of a company that values community involvement and professional development.