VP, Area Manager Greater San Francisco, CA Area

Description

The Area Manager oversees the Branch Manager to assist and support in the overall sales, operational performance, employee recruitment, development and conduct of all assigned Retail Branches. This position will provide oversight for multiple branch locations, including Alameda, San Rafael, Corte Madera, Millbrae, San Mateo, and S.F. Financial District. Please review the details below for additional information. We look forward to connecting with you. Apply today!

Essential Duties and Responsibilities include the following:

Ensures compliance within all Bank policies and procedures, as well as all applicable state and federal banking regulations.

Management Activities

Regularly meet one-on-one with each direct report to determine branch needs and support

Manage and organize monthly meetings with Branch Managers that are assigned in the region

Support and address employee performance including compensation, recruiting, career development and performance counseling

Actively manage branch manager openings to ensure all positions are promptly filled

Actively works with the branch manager to ensure all branch openings are promptly filled

Conducts frequent (at a minimum monthly) branch visits to ensure consistency in operations, sales and marketing efforts and successful implementation of new products and services

Collaborates with VP Branch Operations Officer to identify deficiencies in operations and provides Branch Managers guidance in correcting behaviors with deficient Certification Packages

Tracks and reviews daily area performance levels; compiles summary reports and communicates standings; develops and directs action plans for improvement areas

Continuous review of the Vital View Dashboards to stay abreast of branch trends

Coaching and developing strong professional relationships with branch managers and teams by communicating positive accomplishments

Ensure the delivery of exceptional customer service to both external clients and internal partners throughout the bank by managing your assigned regions mystery shop results and providing coaching to accomplish the branch goal

Collaborate with VP Training & Development Officer to identify knowledge deficiencies in sales and service metrics i.e., Mystery Shops and provides Branch Managers guidance in correcting behaviors

Regularly review and approve monthly and quarterly incentives for accuracy and qualification

Support and encourage employee cross training throughout assigned branches to strengthen sales, operations, and overall bank knowledge

Manage, schedule and direct New Account Floater Employees to branches requesting coverage

Operational Activities

Work with Branch Managers to Ensure accurate and timely completion of all operational responsibilities to include but not limited to callbacks, satisfactory internal audits, monthly certifications throughout Retail Branches while enforcing branch policies that align with the institution and meet regulatory compliance requirements

Actively work with Branch Managers to ensure the bank operational processes and procedures are adhered to, as well as satisfactory audit attainment

Monitor the overall branch activities that negatively impact efficiency and profitability, i.e., employee turnover, fee waivers and operational losses; with an overall focus on reducing costs and increasing branch income

Performs other job-related duties or special projects as assigned

Sales Leadership

Provides senior level guidance and support to the branches regarding annual goals

Partner with the Branch Manager and SVP- Regional Sales Manager to generate additional new accounts, cash management services and new deposits. Strategies include but not limited to outbound calls, in person meetings, business networking and participation in branch and community events

Work closely with Branch Managers and SVP-Regional Sales Manager to partner in joint marketing plans and cross selling efforts

Implement tactical plans with the BM and SVP-Regional Sales Manager to actively call on new and prospective customers, exploring needs and cross selling bank products and services

Work closely with the SVP-Regional Sales Manager to drive area branch sales and performance and provide strategic direction focused on the continued growth and development of assigned branches

Community Relations Activities

Engage and support Branch Managers with community development and serve in the communities serviced by the bank branch network

Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed

Qualifications:

Bachelor’s degree in Banking, Finance, Business Administration, or related field; or an equivalent amount of directly related work experience

Requires minimum 8 years’ progressive branch operations and/or sales management experience in the financial services or banking industry

Requires minimum 5 years of management or supervisory experience

Solid technology skills, including intermediate proficiency with Microsoft office (Outlook, Word, Excel, SharePoint, Power Point) and banking software applications

Excellent presentation and communication skills, both written and verbal

Excellent organizational and time management skills with proven ability to prioritize and manage workload and to instill a sense of urgency in others as necessary to meet deadlines and goals

Excellent customer service, relationship management, and business development skills

Knowledge of marketing, sales, financial, managerial and leadership principles with broad knowledge of banking operation practices, policies, products, and applicable regulations

Excellent problem solving, decision making, critical and strategic thinking skills, as well as strong attention to detail and concern for data accuracy

Ability to analyze trends, processes and procedures and develop innovated and effective solutions for improved performance

Strong overall business acumen with an ability to understand the direction, priorities, and goals of the organization

Strong leadership and interpersonal skills; presents a positive and professional image, effectively collaborates with diverse teams, and is successful at achieving results through the effort of others

Flexibility to engage in regional travel

Supervisory Responsibilities:

Responsible for the direct supervision of Branch Managers, including training, coaching, and performance management

Physical/Mental Activity and Environment:

The incumbent in the course of performing this position spends time writing, typing, speaking, listening, lifting (up to 10 pounds), carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching. The incumbent for this position will require ability to operate basic business equipment as found in a professional office setting. The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, client contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Requirements

See qualifications above.

Poppy Bank is proud to offer a competitive compensation and benefits package. The pay range is intended as a general guideline, with individual compensation determined based on a variety of factors, including relevant experience, education and training, internal equity, geographic location, and other business considerations.

Poppy Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

For San Francisco Postings, review Fair Chance Ordinance.

Poppy Bank Notice to Applicants CCPA & CPRA