Banner Bank

Banner Bank

Branch Leader

Location : Menifee, CA, 92584

Job Type : Part Time, Full Time

Date Posted : 13 June 2025

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 Leader:

As a Branch Leader with Banner Bank you will manage the efficient daily operation of a branch office, including sales, operations, consumer/small business lending, high client service levels, security and safety in accordance with the Bank's objectives. Develop new deposit and loan business. Provide a superior level of client service and promotes the sales and service culture through coaching, guidance and staff motivation. Achieve individual and branch sales goals through new business sales, referrals, and account retention.

Responsibilities of Branch Leader:

  • Responsible for providing leadership, training, and supervision. Delegate day-to-day operations to the Branch personnel. Perform duties in the absence of other Branch personnel.
  • Responsible for attaining established Bank and branch goals through active participation in the Banner Way Sales Management and Sales Management Systems programs.
  • Partner in community activities to increase the Bank's visibility and enhance new and existing business opportunities.
  • Responsible for conducting observations and coaching sessions with the sales team on a regular basis in order to help develop new business. Conduct Touch Bases, Huddles, and Skill builders with the sales team.
  • Perform outbound business calls on prospects and clients to gain a better understanding of their current and future financial needs.
  • Oversee the sales of Consumer and Business Credit cards, Account Analysis, and Treasury Management Services, etc. Sell and setup Merchant Services and handle existing Merchant Services issues.
  • Drive the branch to perform at 100% during Bank and Division Sales Campaigns. Conduct branch promotions to build momentum for core account growth.
  • Responsible for complying with, and ensuring staff follows, policies, procedures, security requirements, and government regulations.

Qualification of Branch Leader:

  • Candidates are expected to have completed a Bachelor's Degree in Accounting, Business, Economics, Law, Computer Science, or a relevant field as a basic requirement (applicants with a mix of educational and practical backgrounds will be considered)
  • A minimum of six years in a leadership position within bank branches, with a focus on operations, is a key requirement
  • The ideal candidate will have two or more years of experience in a supervisory/management role, specifically leading projects, processes, or teams
  • Proficient in the principles underlying retail product philosophy, as well as adept at navigating the associated policies, procedures, documentation, and systems. Extensive knowledge of the broad range of retail products and services offered. Significant expertise in all phases of the consumer lending process.
  • Demonstrated competency in client care, interpersonal aptitude, and relationship building. Skilled in verbal and written correspondence, with a strong understanding of professional phone and email etiquette.
  • Display adeptness in sales tactics, cross-selling techniques, and referral methods. Demonstrate a successful history in achieving sales objectives and driving business development. Highlight skills in financial budget management and proficiency in MS Word and Excel.
  • Exhibit strong mathematical, analytical, problem-solving, and negotiation abilities. Capable of interpreting client credit data and associated financial information.
  • Demonstrate ability to train employees in client service, sales, operations, product knowledge, and consumer loans. In-depth knowledge of management and supervisory principles, policies, and legal requirements. Demonstrated leadership, team building, and management skills.
  • Acquaintance with the legal landscape surrounding banking at state and federal levels is important.
  • Adhering to the 20% travel restriction

Benefits of Branch Leader:

  • Incentive potential.
  • Employee benefits package inclusive of medical insurance, dental coverage, vision care, long-term disability benefits, short-term disability provisions, and life insurance options.
  • Comprehensive package including paid vacation days, sick leave, and 11 company-paid holidays.
  • Tuition reimbursement.

At Banner Bank, diversity is a core value, and the bank stands as an Equal Opportunity Employer that values equality in the workplace. Candidates will be considered for job opportunities without prejudice based on race, color, religion, gender, or age. Disability, veteran status, citizenship, and marital status will not be taken into account during the selection process at Banner Bank.

Banner Bank enforces a policy against unsolicited resumes from agencies or search firms concerning job opportunities. Resumes provided by third-party agencies without a valid written agreement will be owned by Banner Bank. The bank does not offer any payments for hiring candidates through unsolicited referrals.