Responsible for the overall leadership of a retail
branch location to achieve assigned expectations for growth, profitability,
customer service standards, operational excellence, and associate
development. Job performance will be
based on achieving the customer experience and operational goals assigned to these
Essential Duties and Responsibilities
the First Guaranty Bank Customer Experience Process for your branch.
a weekly Customer Service Meeting and document with associates’
review of results with the branch staff.
perform, monitor, and mentor the execution of key proactive behaviors:
Adherence to our customer service standards by
Referrals by Resource Associates
Quality conversations by platform bankers
Quality portfolio calls by platform bankers
Identifying FGB Workplace Banking / School
opportunities by all associates
Identifying Business Development opportunities
Working with all internal partners to refer
opportunities to fully serve our customers, including:
Financial Relationship Managers
Treasury Management Sales Representatives
under the direction of your Regional Operations Manager to ensure full adherence
to all operations policies to reduce risk of loss and maintain required
regulatory practices in your branch.
responsibility for adherence to policy for Branch Operational functions,
Completion of the required Vault & Cash Drawer
Maintaining cash levels within limits set for
your Branch (cash drawers & vault)
Monitoring ATM performance and replenishing ATM
Cash to function properly
Maintaining records for monthly over/short and
reporting to Finance
Reconcile and balance required Branch GL accounts
Verification of completion of required branch
logs, including but not limited to:
Night Deposit Logs
Gift Cards (if applicable)
Dual Control Key Box
Monthly Security Checklist
Approve Branch Security Checklist and ensure
security procedures are followed. Scan to the Regional Operations Manager and
Branch Operations Administrator.
Verification of branch marketing materials for
timeliness and compliance.
fliers and disclosures are up to date and in compliance with Federal
Monitor and control branch safe box processes,
including past dues and drillings (if applicable).
and make decisions affecting the daily NSFs totaling $10,000 or less.
under the direction of your Regional Operations Manager to properly
delegate these duties as needed in your branch to ensure proper
completion on time and within all policy guidelines.
supervise the branch staff
performance records and complete Performance Evaluations
and approve weekly timecards and time off requests
your branch’s overtime and review staffing schedules
- Provide platform services and
assist in the teller line at times of heavy business
a minimum of 1 quarterly results-review session with each associate to
review specific performance results vs assigned individual goals and
human resource functions within your branch, to include:
- Recommending promotions
- Coordinate efforts with Regional Experience
Manager & Regional Operations Manager to
monitor needed corrective action and conduct employee counseling or terminations
with the Regional Experience Manager and Regional Operations Manager to determine
training needs for associates to ensure performance goals and expectations
Plans and Branch Scorecards
with the Regional Operations Manager and Regional Experience Manager for
your area to ensure the Customer Relationship Management System (ResourceOne)
is properly tracking operations/revenue production performance
and monitor the attainment of all scorecard goals for your branch and associates
all results to ensure ethical practices are always in place to do what is
best for each individual customer
- Actively review customer surveys
and take necessary actions to address any operational/revenue credit deficiencies
efforts with your Regional Experience Manager to interview, hire and coordinate
training for all new associates.
the standard training curriculum for each associate
branch personnel has
completed annual on-line training in a timely manner
with the Regional Experience Manager to request and coordinate scheduling
of float staff when required.
and assist with planning semi-annual Branch Managers Meetings.
the corporate mission of First Guaranty Bank
for community events, financial education seminars, and other volunteer activities
to support the communities in which we serve.
participate in a minimum of one community group to promote the corporate
image of FGB and help identify new business development opportunities for
your Branch. Examples are:
Trade association / business groups
or assist with any activities and/or training required to meet Community
Reinvestment Act activities for First Guaranty Bank.
adhere to all First Guaranty Bank policies including, but not limited to,
Bank Secrecy Act, Anti-Money Laundering, OFAC, and all other related compliance
policies. Additionally, ensure that
all branch associates or other direct reports also adhere to all First Guaranty
other duty or responsibility assigned by your supervisor.
First Guaranty Bank reserves the right to add
or delete responsibilities at any time.
If responsibilities change, each Branch Manager will be notified in
writing or via email by the Customer Experience Director or the Branch Operations
Minimum Qualifications (Education, Experience, Skills)
- Requires a bachelor’s
degree or equivalence of at least 3 years of experience in banking /
- Experience in
reviewing reports and financial data to identify target areas for
planning skills to create action steps to address the areas identified for
skills with an emphasis on long-term employee development to maximize the
potential of each associate on the team to achieve assigned expectations.
in human resource management to lead associates and address performance
issues when needed.
leadership skills, including effective oral and written communication
skills, to lead associates through changing work situations and obtain
their personal commitments to achieve new goals.
- Strong organization
skills to create and maintain detailed operational and associate performance
records in your branch.
Physical Demands and Work Environment
The physical demands described here are representative
of those that must be met by an employee to successfully perform the essential
functions of this position. Reasonable accommodations may be made to enable
individuals with disabilities to perform the functions.
the duties of this position, the employee is regularly required to talk and
hear. The employee frequently is required to use hands or fingers, handle, or
feel objects, tools, or controls. The employee is occasionally required to stand;
walk; sit; reach with hands and arms; climb or balance; and stoop, kneel, crouch,
must occasionally lift and/or move up to 25 pounds. Specific vision abilities
required by this position include close vision, distance vision, color vision,
peripheral vision, and the ability to adjust focus. The noise level in the
work environment is usually moderate.
This job description in no way states or
implies that these are the only duties to be performed by the employee(s)
incumbent in this position. Employees
will be required to follow any other job-related instructions and to perform
any other job-related duties requested by any person authorized to give
instructions or assignments.
All duties and responsibilities are essential
functions and requirements and are subject to possible modification to
reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents
will possess the skills aptitudes and abilities to perform each duty
proficiently. Some requirements may
exclude individuals who pose a direct threat or significant risk to the health
or safety of themselves or others. The
requirements listed in this document are the minimum levels of knowledge,
skills or abilities.
This document does not create an employment
contract, implied or otherwise, other than an “at will” relationship.
FIRST GUARANTY BANK is an EEO employer - M/F/Vets/Disabled