Job Description

JOB SUMMARY:

The Branch Manager will organize and coordinate the effective delivery of all banking services within a Bank of the Sierra branch. The Branch Manager will be responsible for ensuring outstanding customer relations, achieving assigned goals and objectives, adhering to company policy and procedure, completing required tasks, providing leadership and motivation to assigned team members, cooperating with all business lines across the organization, and exhibiting commitment to Bank of the Sierra’s values and company culture.

ROLE LEVELING FRAMEWORK:

The Branch Manager role may be assigned at level I, II, or III based on a combination of branch complexity, market opportunity, tenure, span of responsibility, and number of branches supported. The primary distinction between levels is demonstrated through consistent business development activity and behaviors, community outreach, partnership with other business lines, individual and team production, and measurable deposit growth.

Level

Primary Scope and Distinction

Branch Manager I

Leads a branch with foundational business development expectations. Demonstrates consistent customer relationship management, supports branch production goals, participates in community activities, partners with internal teams to identify referral opportunities and support deposit growth, and models an elevated customer experience through responsive service, accuracy, professionalism, and effective issue resolution.

Branch Manager II

Leads a branch of greater size, complexity, or market opportunity, or demonstrates advanced performance within the Branch Manager role. Proactively drives business development efforts, expands community presence, strengthens referral partnerships across business lines, consistently contributes to individual and team production and deposit growth objectives, and reinforces an elevated customer experience by coaching team members, anticipating customer needs, and ensuring timely follow-through.

Branch Manager III

Leads a highly complex branch, supports multiple locations, or serves as a market-level leader with significant business development expectations. Demonstrates sustained leadership in community outreach, centers of influence, cross-functional partnerships, team production, deposit growth, development of business opportunities that support broader Community Banking objectives, and sets the standard for an elevated customer experience across teams by creating consistent service expectations, strengthening relationship depth, and resolving complex customer needs with professionalism and ownership.

RESPONSIBILITIES INCLUDE, BUT ARE NOT LIMITED TO:

• Oversees daily branch operations, including staff, transactions, customer service, cash controls, operational reviews, reporting, and required certifications.
• Identifies and pursues new business opportunities, partnerships, and referral relationships.
• Increases visibility for BOTS through community events, sponsorships, professional organizations, and networking activities.
• Leads team communications, training, and meetings to support operational excellence and organizational priorities.
• Achieves branch goals for customer service, employee engagement, financial performance, and audit results.
• Uses sound judgment to assess and manage risk in the branch, ensuring a secure environment and safeguarding both the Bank and its customers.
• Drives deposit growth and supports lending initiatives by referring prospects to appropriate teams.
• Reinforces superior customer service through their example and internal partnerships.
• Coordinates local events, seminars, and luncheons for existing and potential clients.
• Participates in community affairs, business, and service organizations, including public speaking; actively involved in the education of the Bank’s products and services.
• Tracks and reports on business development activities and outcomes.
• Delivers an exceptional customer service experience by promoting accuracy, product knowledge, and effective resolution of service issues.
• Supervises branch staff, including hiring, training, coaching, performance management, scheduling, and development. Responsible for all branch operations, including transactions, cash controls, operational reviews, and reporting, and required certifications.
• Adheres to all company policies/procedures and applicable regulations governing banking to maintain the highest degree of integrity, accuracy, and safety while delivering financial services.
• Manages branch expenses, resources, facilities, and equipment.
• Oversees new account quality assurance, account maintenance, and callbacks.
• Supports community engagement, CRA initiatives, and collaboration with other business lines.
• Performs other duties and provides support to other locations as needed.

REQUIRED KNOWLEDGE, SKILL, AND ABILITY:

To perform the job successfully, an individual should demonstrate the following competencies:

• Identifies and resolves problems using good judgment and prompt decision-making
• Gathers and analyzes information skillfully while striving to build knowledge continuously
• Manage escalated customer situations in a professional manner
• Respond promptly to customer needs while soliciting customer feedback to improve service
• Ability to remain open to new ideas
• Always maintains confidentiality
• Strong communication and presentation skills, both verbally and in writing
• Ability to speak clearly, tactfully, and effectively to members and employees at all levels of the organization
• Encourage and support a positive culture
• Strong ability to delegate work assignments while providing recognition for results
• Strong ability to set goals and prioritize workload
• Follow all policies and procedures
• Strong knowledge of Microsoft software
• Ability to exemplify Bank of the Sierra values and culture

EDUCATION AND EXPERIENCE:

Five (5) or more years of related experience or an equivalent combination of education and experience.

WORK ENVIRONMENT:

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, scanners, filing cabinets, and fax machines. The noise level in the work environment is usually moderate. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

PHYSICAL REQUIREMENTS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is frequently required to stand, use hands to handle or feel, reach with hands and arms, and talk or hear. The employee is occasionally required to walk and sit. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.

AT-WILL EMPLOYMENT NOTICE:

I understand that, if hired, my employment with Bank of the Sierra is at-will, meaning that either I or the Bank may terminate the employment at any time, with or without cause or advance notice, so as long as the reason is lawful.

By submitting this application, you understand and agree to the at-will notice.

Bank of the Sierra is proud to be an equal opportunity workplace and is an affirmative action employer committed to equal employment opportunities regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.