Branch Manager

Job Summary

A growing financial institution is seeking an experienced Branch Manager for a direct hire opportunity in San Ramon, CA. This management-level banking role is ideal for a results-driven branch leader with strong experience in retail banking operations, team development, customer relationship management, sales leadership, and regulatory compliance.

The Branch Manager will oversee daily branch performance, lead and coach staff, drive core deposit growth, support customer retention, and ensure operational excellence. This is a strong opportunity for a banking professional who enjoys building high-performing teams, creating a customer-first culture, and representing the branch within the local business community.

This role offers the opportunity to work in a professional, service-focused environment with supportive leadership, clear performance expectations, and a strong emphasis on teamwork, coaching, accountability, and career growth.

Management Activities:
Hires and develops quality staff ensuring proper skills and staffing levels to ensure the highest level of customer service Regularly (at a minimum monthly) meets one-on-one with each direct report to determine team needs and career goals. Conversations should be documented for coaching opportunities Ultimately responsible for ensuring that all staff are trained in sales and service techniques Promotes core deposit growth through creation and management of in branch sales promotions Monitors branch trends via daily review of the Vital View Dashboard to monitor deposit base, transaction counts, cost of funds; ensures the staff is aware of the branch progress via staff meetings white boards, etc. Also investigates and follows up on significant changes in branch status of existing customers. Informs the VP Area Manager of potential issues Ensures effective communication to staff regarding items communicated in Branch Manager meetings and any implementation of policy and procedure changes as approved by Senior Management; also, schedules and conducts any necessary training for staff to ensure all staff members are aware of changes Quickly resolves issues of non-performance including termination in accordance with Bank policies and procedures Conducts annual performance and compensation reviews for direct reports Maintains knowledge of security and safety policies and strictly adheres to established procedures; and ensures branch staff is properly trained and made aware of any changes to the branch’s plan and procedures

Operational Activities:
Communicates goals to staff regarding the overall profitability of the branch; implements costs controls, income generation, and branch marketing efforts; monitors expenses to ensure compliance with budget. Partner with Branch Operations Officer/Branch Operations Specialist in the completion of monthly Certification packages, and review for completeness prior to submission Ultimately accountable for branch performance on audits and compliance with established bank operating procedures and practices Ensures operational quality control based on published procedures and initiates corrective actions; ensures that the branch is following established Bank policies, procedures and state and federal regulations Participates and directs day to day operations for the branch; approves large deposits and withdrawals; reviews and approves daily reports according to published procedures Reviews NSF and overdraft reports for the branch and approves or declines such exceptions within established limits in the Transaction Approval Authority matrix

Customer Service/Retention Activities:
Enforces superior customer service through example along with periodic meetings and presentations on this topic. Manages the branch mystery shops and provides coaching to accomplish the branch goal Creates a warm, welcoming, and friendly experience for all customers and employees. Models’ exemplary customer service qualities demonstrating a positive, can-do attitude and customer first culture Actively manages client issues before they escalate to senior management. Manages processes, solves, and answers complex business and consumer account transactions, i.e., is proactive Works with staff to generate ways to pleasantly surprise customers, differentiating the bank from competitors Assists customers with account servicing needs and resolves difficult customer issues with diplomacy May function in any branch capacity and serves as a resource for complex account servicing needs

Compensation and Benefits

- Salary range: $75,000 to $105,000 per year.
- Job type: Direct hire.
- Location: San Ramon, CA.

Equal Opportunity Employer / Disabled / Protected Veterans

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We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

Additional Skills

The Branch Manager is responsible for the administration and efficient daily operation of a full-service bank branch including operations, client service, product sales, and security and safety in accordance with the Bank's objectives. This position is expected to work in office.

The Branch Manager will oversee daily branch performance, lead and coach staff, drive core deposit growth, support customer retention, and ensure operational excellence. This is a strong opportunity for a banking professional who enjoys building high-performing teams, creating a customer-first culture, and representing the branch within the local business community.

This role offers the opportunity to work in a professional, service-focused environment with supportive leadership, clear performance expectations, and a strong emphasis on teamwork, coaching, accountability, and career growth.