Bank Manager Jobs

Job Title: Bank Manager

Department: Operations, Wheaton

Reports To: SVP, COO

FLSA Status: Exempt
Type of Position: Full-Time

Job Summary

The position’s primary role is to be responsible for building and maintaining an engaged, high-

performing, operationally compliant, and regulatory sound team. The Bank manager will be the

driver of achieving profitable relationships with commercial businesses and high-net-worth

individuals. They will ensure the bank location delivers competitive TrustBank products and

services that meet these customers’ ever-changing needs. In addition, the Bank Manager will be

expected to develop relationships with individual business owners and centers of influence in the

respective market footprint they serve. The Bank manager must be able to assume any bank task in

the event a staff member is unavailable, or have a contingency plan to meet unforeseen

circumstances. The position requires a person that is individually driven, team oriented, and

thrives on delivering highly personalized customer service.

Duties and Responsibilities

• Conducts proactive outside sales efforts commensurate with market opportunities which may often require meeting over the phone, by video, in the bank, and at the client/target’s place of business to uncover specific financial service needs and provide product recommendations.
• Perform other duties as assigned.
• Take an active, visible role in the respective community by participating in local business, civic and charitable organizations.
• To assist the loan process.
• Track and understand overall bank financial performance.
• Coordinates with TrustBank’s executive team a comprehensive strategic business development plan.
• Help support lenders by collecting and passing along timely financial data and loan documents
• Act as the principal relationship manager for new and existing clients with the goal of introducing TrustBank partners in implementing our Team approach when complex financial goals or needs are recognized. .
• Leads a well-trained team to acquire, retain, and expand new and existing relationships.
• Understand and navigate applicable regulations and compliance requirements.
• Insure that every employee within their Bank represents the vision and mission of
• Hires, trains, coaches, and develops staff while using overall leadership practices to influence results in the applicable market.
• Oversees all business transactions and practices within span of control, ensuring compliance with all regulations, bank policies, procedures, internal audit and risk management requirements.
• Ensures bank security is ever-present to ensure safety of employees and customers.
• Serves on various bank committees.
• Implements performance management, recognition, and disciplinary actions.
• Educates associates, customers, and surrounding community about best practices to achieve and maintain financial wellness in addition to emerging bank technology and digital solutions such as mobile, online and at-large ATM offerings.
• Actively supports commercial banking officers as it relates to lending and deposit relationships, with emphasis on the total banking relationship. This includes joint calls with lenders as needed.
• Provide insight on potential loan opportunities by monitoring local market trends, information put forth by municipalities, and local market news.
• Supports growth by facilitating commercial lending opportunities and deposit growth with sale of traditional banking products and commercial cash management services.
• TrustBank while setting the tone for the culture within their location.
• Assists as needed with resolving problem accounts.

Traits/Characteristics of Successful Bank Manager

• Proven leadership abilities within the financial services industry
• Excellent interpersonal, verbal and written communication skills
• Prior experience in establishing and meeting specific sales goals and objectives
• Effective problem-solving and decision making skills
• Self motivated, assertive, perform well in a results-oriented sales environment and interact with customer and team members in a professional and personable manner, and perform well in potentially stressful situations requiring tact, diplomacy, integrity, and confidentiality
• Strong presentation, planning, organization, time management, and follow-up skills
• Excellent probing and listening skills to uncover customer needs
• Presents him/herself in a professional manner

Working Conditions and Essential Functions

This is a full-time exempt position, working a minimum of 40-hours per week and longer may

be warranted to meet the demands of the job or other duties as assigned. Hours will vary

depending on the needs of the bank. Well-lit office environment and the noise level is usually

moderate. The role routinely uses standard office equipment. The duties of the job may require

the employee to stand, walk, use hands, and feel objects, tools, or controls, reach with hands,

arms, and talk, or hear. Ability to lift 25-pounds. Vision abilities include close vision, distance

vision, peripheral vision, depth perception and the ability to focus. Travel 10%.

TrustBank Core Values

Embrace and promote the TrustBank Culture and Core Values in all aspects of your duties.

Understand the highly confidential nature of the information being worked with on a daily basis.

Disclosures

TrustBank recognizes that people are our bank’s strength, and we place a high value on diversity

and inclusion. We do not discriminate on the basis of any protected attribute, including race,

religion, color, national origin, gender, sexual orientation, gender identity, gender expression,

age, marital or veteran status, pregnancy or disability, or any other basis protected under

applicable law. In accordance with applicable law, we make reasonable accommodations for

applicants' and employees' religious practices and beliefs, as well as any mental health or

physical disability needs. The best talent will acquire the position. Equal Opportunity

Employer/Disability/Veterans. This job description may be subject to change and is not intended to

be all-inclusive. The employee may perform other related duties to meet the ongoing needs of the

organization.

Updated April 24, 2023

Education and/or Experience

• Prior supervisory or management experience
• Some lending experience preferred
• Job experience with extensive customer contact, including building & maintaining customer
• PC and Internet proficiency
• Bachelor's degree in business or a related field preferred
• Relationships
• Minimum five years prior sales or business development experience required in a bank manager, or equivalent financial services experience

Required Skills and Abilities
Ability to exhibit mastery of key advice, guidance, regulation, and education concepts. Must be able to effectively present information and respond to questions from managers, employees, and customers. Understanding of basic accounting concepts and business financial statements. Required to maintain an active NMLS license by completing all training and annual renewal requirements as required. Ability to complete ongoing regulatory and compliance training.