Assumes responsibility for the effective and efficient performance of branch operations.


• Supervises work scheduling and workflow of daily routine operations.


• Ensures branch security. 

• Opens and closes the building in accordance with set hours and tests security equipment quarterly


• Ensures that operations are conducted in accordance with established Bank policies and with legal and regulatory requirements


• Supervises and assists with customer service functions.

• Assists in New Accounts and on Teller line as needed.

• Cross-sells Bank services.


• Implement changes to established policies and procedures within the branch.

Assumes responsibility for maintaining proper cash controls.


• Ensures that all branch transactions are balanced at the close of each day.


• Oversees individual accountability for the handling of cash and assists Tellers in resolving balancing problems.


• Controls and handles daily deposits in accordance with established policies and procedures.


• Periodically verifies cash in possession of Tellers and cash on the premises.

Effectively supervises branch staff, ensuring optimal performance.


• Provides leadership through effective objective setting and communication.


• Directly supervises all branch personnel.

• Ensures that high quality work and efficiency in operations are maintained.


• Conducts sales coaching with all branch personnel according to Prosperity Sales philosophy

• Determines work methods and flow through assigning, directing, coordinating, and reviewing tasks.


• Conducts regular meetings with branch associates to inform and train.

• Discusses areas needing improvement and changes in procedure.


• Conducts weekly meetings with branch management staff to coordinate activities for the following week.


• Ensures that personnel are well trained in all phases of their respective jobs.

• Completes orientation of new associates in overall branch procedures.

• Performs cross training as necessary.

• Conducts security training.

• Conducts Sales Training.


• Ensures that personnel are effective and optimally used.

• Determines appropriate staffing levels for proper utilization of human resources.


• Tracks individual progress and conducts performance appraisals on each associate at least twice annually.

• Formulates and implements corrective actions as needed.

• Recommends promotions for associates as appropriate.

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Provides leadership training to associates seeking management opportunities.


• Approves all sick leave, vacation, overtime, and time sheets for each branch associate.

• Keeps accurate payroll and attendance records.

Assumes responsibility for establishing and maintaining effective, professional business relations with customers.

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Ensures that customers' requests and questions are promptly resolved.

• Handles customers' complaints.


• Ensures that customers are informed of Bank services and policies.

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Counsels customers regarding their financial needs and services requested.


• Ensures that the Bank's quality reputation is maintained and projected.


• Responsible for acquiring new business by performing sales calls.

Assumes responsibility for the effective administration of branch functions.


• Ensures that branch operations are well coordinated with accounting, loan processing, and credit functions.

• Manages and oversees expenses.

• Pursues cost-saving measures.

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Continually seeks ways to improve branch operations and productivity and to meet established goals.


• Prepares periodic branch activity reports and makes recommendations to management for improvements.


• Ensures that proper maintenance and general housekeeping of the building, grounds, work areas, desks, and equipment is carried out, including snow and ice removal.


• Ensures that adequate supplies, forms, and equipment are available for personnel.


• Institutes prudent safety measures.


• Keeps management informed of branch activities, progress toward established objectives, and of any significant problems.

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Requests assistance when necessary.

Assumes responsibility for related functions as required or assigned.


• Fills in and performs duties in branch positions as needed.


• Attends assigned training sessions and stays current on new operational procedures.

Assumes responsibility for the effective and professional completion of assigned commercial loan functions.

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Interviews, takes applications, and processes preliminary documentation on commercial loan requests.

• Discusses loan alternatives, credit criteria, interest rates, and loan documentation in such a manner as to elicit positive responses from customers.

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Analyzes and evaluates loan requests and prepares written submission for consideration by the Commercial Loan Committee.

• Identifies problems or potential problems with credit information and coordinates with the necessary party to resolve the problems.

• Assists in review of construction loan advances on commercial properties.

• Conducts property inspections as assigned.

• Follows-up on all matured loans.

• Assists in the collection of delinquent accounts.

• Completes lending functions in accordance with established Bank policies and legal requirement

Assumes responsibility for establishing and maintaining effective communication, coordination, and working relations with Bank personnel and with management.

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Coordinates functions with related departments and branches and provides support as needed.

• Assists Commercial Lending personnel and provides support as needed

• Keeps management informed of area activities and of any significant problems

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Attends and participates in meetings and committees as required.

• Serves as a member of the Commercial Loan Committee.

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Completes required reports and records.