Branch Manager II (Bedford)

This position provides leadership and management for a branch team ensuring profitability, growth, and sound operation. This position is responsible for driving branch teammates to provide a best in class customer experience while assisting new and existing customers through needs based conversation and providing appropriate solutions to meet immediate, short term and long term financial needs. The Branch Manager II is responsible for business development efforts, including referrals to multiple lines of business.

Position Accountabilities

Responsible for driving branch sales, service, and operational excellence performance results through:

• Strong individual and team sales/referral performance in deposits, loans, investment and other product lines
• Provide excellent customer experience through needs based conversations
• Directing, leading and coaching of superior sales and service behaviors and activities by the entire team
• Developing and executing plans in order to meet/exceed of branch sales goals while maintaining an operationally efficient and compliant branch
• Conducting sales efforts, as required, to bring in new primary relationships, while also maintaining and expanding existing personal and business banking relationships. Accountability for maximizing sales, customer satisfaction, and minimizing operating losses by executing the plays and strategies outlined for the branch
• Drive sales outreach strategies including outbound calling
• Reviewing performance results via analytical dashboard and other sources to assess performance and make necessary adjustments in team capabilities, teammate coaching, etc.
• Successfully executing the Performance Leadership routines, coaching teammates, and utilizing branch performance metrics in order to manage and measure branch success
• Conducting new client prospecting efforts to bring in new client relationships, while also maintaining and expanding existing personal and business banking relationships
• Maintains and develops relationships with existing small business customers to continually deepen those relationships and achieve small business goals
• Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures.
• Promote and represent the bank through community involvement during and after business hours
• Ensuring branch is in compliance with bank procedures, internal controls, regulatory policies & procedures, risk management and the Code of Conduct
• Ensuring that all required training is successfully completed by the entire team
• Satisfies regulatory requirements for holding the position, including meeting the qualification standards imposed by the Loan Originator Compensation rule of the Truth in Lending Act.
• Responsible for ensuring that all business transactions and practices in the individual's span of control comply with all regulations and the Code of Conduct

Talent Management and development:

• Managing two or more FTEs
• Interviewing and selection of candidates to fill branch positions
• Coach, train, and develop branch team through formal observations and coaching sessions
• Manage teammate performance development process including performance reviews
• Educate teammates on products, services and online capabilities
• Analyze reports and respond and coach accordingly
• Performance counseling, including making and recommending disciplinary action decisions
• Ensuring all teammates are in compliance with internal controls, operational procedures and risk management policies

Organizational Relationship

This position reports to the Market Manager.

Position Qualifications

Education & Experience

• Possess or be able to obtain NMLS registration
• Bachelor's Degree or equivalent work experience required
• Five plus years retail banking experience
• Three plus years of management experience in a sales environment

Knowledge & Skills

• Excellent customer service skills
• Demonstrated leadership skills
• Excellent oral and written communication skills
• Ability to exercise sound business judgment
• Flexible, able to adapt to change
• Ability to travel based on business need
• Evening and weekend hours required based on business need
• Able to stand for extended periods of time and lift objects up to 30 pounds

Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting .

We are proud to be an EEO/AA employer, Minority/Female/Disability/Veteran. We maintain a drug-free workplace.