Branch Financial Planning Manager

About Company:

More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the past four years. With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations.

Job Summary of Branch Financial Planning Manager:

As an Branch Financial Planning Manager, you will supervise the day-to-day operations of the branch, train and mentor teller staff, and assist in fostering a culture of ongoing sales performance under the guidance of the Branch Manager. By actively promoting bank products and services, you will help customers achieve their financial goals and refer them to specialized bank professionals as needed. You will also act as the full manager in the absence of the Branch Manager.

Responsibilities of Branch Financial Planning Manager:

• Supervise the handling of a range of standard financial operations, such as cashing checks, making withdrawals, depositing funds, and repaying loans.
• In control of acting as a leader in sales, operations, and client service, overseeing branch operations, and providing training and guidance to the teller team.
• Aid in operational tasks to ensure their timely completion. Adhere to policies and procedures to minimize risks and attain favorable outcomes in internal audits.
• Facilitate clients in grasping their current and upcoming financial requirements by engaging in proactive discussions using the Banner Way technique and tools.
• Responsible for offering customized options that fulfill the client's individual financial requirements. Direct clients to suitable departments within the organization. Address inquiries and solve any technical issues related to client accounts.
• Formulate and uphold extensive knowledge of operational procedures and prerequisites to meet compliance guidelines.
• Responsible for compliance with and overseeing adherence to policies, procedures, security requirements, and governmental regulations.

Requirements of Branch Financial Planning Manager:

• H.S. Diploma or equivalent required
• NMLS registration preferred
• 4 or more years of retail banking experience required
• 0 to 2 years of experience in a supervisory/management role leading a project, process or team Required
• Extensive knowledge of retail product philosophy, policy, procedures, documentation and systems. Thorough knowledge of all retail products and services. Demonstrated knowledge of all complex accounts, and consumer and QuickStep lending.
• Proven client service, interpersonal, and relationship building skills. Possess effective verbal and written communication skills; proper phone and email etiquette required.
• Possess effective selling, cross selling and referral skills.
• Possess strong mathematical, problem solving, and negotiation skills.
• Ability to analyze client credit data and other related financial information.
• Experience in a financial sales representative-oriented role.
• Travel upto 20%

Benefits of Branch Financial Planning Manager:

• Beginning pay rate designed for specific skill levels (depending on prior experience)
• Diverse selection of employee benefits available, including medical, dental, vision, long-term disability, short-term disability, and life insurance offerings
• Paid vacation time, sick leave, and coverage for 11 company holidays are part of the employee benefits
• An employer match of up to 4% is available for the 401k plan
• Tuition reimbursement

Banner Bank adheres to a non-discriminatory employment policy by providing fair opportunities for all applicants, regardless of factors like color, religion, age, or marital status.

Banner Bank explicitly states that it does not welcome unsolicited resumes from agencies or search firms with regard to any job opportunities announced on this platform. Resumes sent to a Banner Bank employee by a third-party agency without a valid written search agreement will be entirely owned by Banner Bank. The bank will not be responsible for any fees if a candidate is hired as a result of an unsolicited referral from an agency or search firm.