Branch Manager Novato

Branch Manager
Location: Novato, CA
Department: Retail Banking
Job Type: Full-time

Position Overview
The Branch Manager leads all aspects of branch performance, overseeing operations, client service, sales growth, and compliance. This role ensures the branch functions efficiently, profitably, and in alignment with the Bank's strategic objectives. The Branch Manager provides strong leadership to the branch team, driving excellence in customer experience, operational integrity, and community engagement. This position is based on-site.

Key Responsibilities
Leadership & Team Management

• Recruit, develop, and retain high-performing branch staff to deliver exceptional customer service.
• Conduct regular one-on-one meetings to review individual goals, provide coaching, and support career development.
• Ensure all team members are trained in sales, service, and operational excellence.
• Drive core deposit and loan growth through effective branch-level promotions and business development strategies.
• Monitor branch performance metrics (deposits, transactions, cost of funds) using the Vital View Dashboard and communicate progress and opportunities to staff and management.
• Communicate policies, procedures, and strategic initiatives clearly to all team members and ensure full compliance.
• Address performance issues promptly and professionally, following established policies and procedures.
• Conduct annual performance evaluations and recommend compensation adjustments accordingly.
• Maintain a secure, compliant, and safe branch environment for employees and customers.

Operations & Compliance

• Oversee day-to-day branch operations to ensure accuracy, efficiency, and adherence to policies and regulations.
• Implement cost controls, revenue generation strategies, and local marketing initiatives to meet profitability goals.
• Review and approve large transactions, overdrafts, and NSF exceptions within authority limits.
• Ensure operational quality control, compliance with audit standards, and timely resolution of identified issues.
• Partner with the Branch Operations Officer/Specialist on monthly certifications and operational reporting.

Customer Experience & Retention

• Foster a culture of superior customer service through active leadership, coaching, and example.
• Ensure every customer interaction reflects a warm, professional, and solutions-oriented approach.
• Manage complex client issues with diplomacy and efficiency, resolving concerns before escalation.
• Lead initiatives to differentiate the Bank through personalized service and proactive customer engagement.
• Support customers with account servicing needs and act as a resource for complex transactions.

Sales Leadership & Business Development

• Develop and execute sales and relationship strategies to achieve branch growth goals.
• Research market opportunities to implement effective local sales campaigns and community outreach.
• Coach the team to identify client needs and cross-sell appropriate banking products and services.
• Build relationships with new and existing customers through outreach, business networking, and participation in community events.
• Partner with Area and Regional Sales Managers on joint marketing and cross-selling initiatives.
• Identify and refer small business lending opportunities and collaborate with the loan department to support clients.
• Encourage and track quality referrals within the team.

Community & CRA Engagement

• Represent the Bank in professional, civic, and community organizations to strengthen local relationships and enhance brand visibility.
• Support the Bank's Community Reinvestment Act (CRA) initiatives by completing a minimum of 10 hours of volunteer service annually during compensated work hours.
• Document and communicate CRA activities to the CRA Officer as required.

Supervisory Responsibilities

• Directly manage two or more branch employees.
• Provide continuous guidance, training, and professional development.
• Conduct mid-year and annual performance evaluations.
• Manage scheduling, ensure accurate timekeeping, and maintain optimal staffing levels.

Qualifications

• Minimum 7 years of experience in a branch banking environment.
• At least 5 years of branch management experience.
• Minimum 3 years managing complex business and consumer accounts.
• Proven track record of sales growth and client relationship development.
• Exceptional communication, leadership, and team-building skills.
• Demonstrated ability to hire, train, and coach high-performing teams.
• Active involvement in community or professional organizations (e.g., Rotary, Chamber of Commerce).
• Proficiency in MS Word, Excel, Outlook, and banking software systems.
• California Notary Public commission preferred.
• Valid California driver's license and insured personal vehicle required.
• Ability to work flexible hours as needed.

Dexian stands at the forefront of Talent + Technology solutions with a presence spanning more than 70 locations worldwide and a team exceeding 10,000 professionals. As one of the largest technology and professional staffing companies and one of the largest minority-owned staffing companies in the United States, Dexian combines over 30 years of industry expertise with cutting-edge technologies to deliver comprehensive global services and support.

Dexian connects the right talent and the right technology with the right organizations to deliver trajectory-changing results that help everyone achieve their ambitions and goals.To learn more, please visit https://dexian.com/.

Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.