Carter Bankshares in
Branch Manager- Lake Norman
Carter Bankshares in, Mooresville, North Carolina, United States, 28115
249 Williamson Rd, Mooresville, NC 28117, USA
Job Description Posted Tuesday, September 30, 2025 at 4:00 AM
SUMMARY Th e Branch Manager develops, expands, and maintains business relationships with customers while providing oversight and accountability for branch associates, ensuring financial performance, customer satisfaction, and adherence to branch policies and procedures. Demonstrates leadership competency and models skills and behaviors that produce high-performing teams.
ESSENTIAL JOB FUNCTIONS
Lead, manage, and develop a branch team of direct reports with low to moderate complexity and risk in retail banking branch
Drive branch revenue for a branch with low to moderate core deposit and loan balances through consumer and small business relationship development and new customer strategies; Drive the branch core deposit and loan growth through face to face appointments with customers, outbound calling, and participating on external business development calls with other partners
Participate in market, civic, government, professional, business, community affairs, associations and groups to prospect and develop new business through community involvement and build the Carter Bank brand
Demonstrate and provide oversight to assure the effective and consistent application of retail operating model defined behaviors, skills, and tools
Actively participate in executing the branch’s strategic plan to grow core deposits and loans, fee income
Oversee branch associate action planning, sets expectations, and assesses performance
Maintain a high level of employee morale to minimize turnover and maximum customer service satisfaction
Responsible for ensuring deposit and loan growth to obtain the bank’s growth objectives by promoting the bank’s products and services.
Oversee the quality of consumer and business products sales and servicing
Effectively identify and submit quality referrals to branch associates, internal partners (mortgage, community banking, treasury services, etc.), and vendor partners (credit card, merchant services, insurance, etc.)
Oversee the quality of customer service and relationship management actions and decisions
Consistently deliver exceptional customer experiences
Assure safety and wellness standards are in place and practiced consistently and effectively
Responsible for branch operations effectiveness by setting expectations for all branch associates
Oversee adherence to the bank and regulatory policies and procedures
Assure systems and facilities are maintained
Collaborate with internal partners to identify areas of opportunities and areas of improvements
Effectively respond to issues, errors and complaints
Demonstrate and oversee the effective and consistent application of performance and talent management processes
Consistently demonstrate adaptability and serve in the tradition of care for which CB&T is known, modeling skills and behaviors defined in the retail imperatives
Responsible for originating consumer and small business lending, for existing and new customers
Assist customers to identify appropriate lending and deposit product solutions, completing the deposit opening process, loan application, and closing the loan.
Work with Retail Credit staff to review complicated transactions, structure loans, and loan exceptions
Review reports outlined in toolkit and cadence relating to production, HR, Branch Operations, Retail Operations, Relationship Management
Responsible for processing override approvals for transactions as needed
Responsible for onboarding new associates with planning, oversight, and training
Coach and mentor branch associates
JOB REQUIREMENTS
High school diploma or equivalence required, associate’s or bachelor’s degree in business, finance, accounting, or equivalent field preferred
Previous experience in a financial institution or similar professional or retail services industry required
Successful customer service and sales experience required
Proven leadership capability in a prior position required
KNOWLEDGE/SKILLS REQUIRED
Excellent customer service and sales skills
Detailed oriented, must be able to multi-task
Strong verbal and written communication skills
Ability to perform effectively in a fast-paced environment
Strong Leadership skills to manage and supervise associates and lead by example
Basic skills in Word, Excel, and PowerPoint
Knowledge of banking products and services
Ability to execute strategic plans
Advanced math and accounting skills a plus
PHYSICAL AND MENTAL QUALIFICATIONS
Sitting, standing, walking to the terminal, and occasional stooping
Requires lifting bags and/or tray of coins and bills periodically
May require working outside designated branch hours to meet business needs
Travel with occasional overnight travel required
The above statements are intended to describe the general nature and level of work being performed by the incumbent assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and/or skills required of all personnel so classified.
249 Williamson Rd, Mooresville, NC 28117, USA
#J-18808-Ljbffr
Job Description Posted Tuesday, September 30, 2025 at 4:00 AM
SUMMARY Th e Branch Manager develops, expands, and maintains business relationships with customers while providing oversight and accountability for branch associates, ensuring financial performance, customer satisfaction, and adherence to branch policies and procedures. Demonstrates leadership competency and models skills and behaviors that produce high-performing teams.
ESSENTIAL JOB FUNCTIONS
Lead, manage, and develop a branch team of direct reports with low to moderate complexity and risk in retail banking branch
Drive branch revenue for a branch with low to moderate core deposit and loan balances through consumer and small business relationship development and new customer strategies; Drive the branch core deposit and loan growth through face to face appointments with customers, outbound calling, and participating on external business development calls with other partners
Participate in market, civic, government, professional, business, community affairs, associations and groups to prospect and develop new business through community involvement and build the Carter Bank brand
Demonstrate and provide oversight to assure the effective and consistent application of retail operating model defined behaviors, skills, and tools
Actively participate in executing the branch’s strategic plan to grow core deposits and loans, fee income
Oversee branch associate action planning, sets expectations, and assesses performance
Maintain a high level of employee morale to minimize turnover and maximum customer service satisfaction
Responsible for ensuring deposit and loan growth to obtain the bank’s growth objectives by promoting the bank’s products and services.
Oversee the quality of consumer and business products sales and servicing
Effectively identify and submit quality referrals to branch associates, internal partners (mortgage, community banking, treasury services, etc.), and vendor partners (credit card, merchant services, insurance, etc.)
Oversee the quality of customer service and relationship management actions and decisions
Consistently deliver exceptional customer experiences
Assure safety and wellness standards are in place and practiced consistently and effectively
Responsible for branch operations effectiveness by setting expectations for all branch associates
Oversee adherence to the bank and regulatory policies and procedures
Assure systems and facilities are maintained
Collaborate with internal partners to identify areas of opportunities and areas of improvements
Effectively respond to issues, errors and complaints
Demonstrate and oversee the effective and consistent application of performance and talent management processes
Consistently demonstrate adaptability and serve in the tradition of care for which CB&T is known, modeling skills and behaviors defined in the retail imperatives
Responsible for originating consumer and small business lending, for existing and new customers
Assist customers to identify appropriate lending and deposit product solutions, completing the deposit opening process, loan application, and closing the loan.
Work with Retail Credit staff to review complicated transactions, structure loans, and loan exceptions
Review reports outlined in toolkit and cadence relating to production, HR, Branch Operations, Retail Operations, Relationship Management
Responsible for processing override approvals for transactions as needed
Responsible for onboarding new associates with planning, oversight, and training
Coach and mentor branch associates
JOB REQUIREMENTS
High school diploma or equivalence required, associate’s or bachelor’s degree in business, finance, accounting, or equivalent field preferred
Previous experience in a financial institution or similar professional or retail services industry required
Successful customer service and sales experience required
Proven leadership capability in a prior position required
KNOWLEDGE/SKILLS REQUIRED
Excellent customer service and sales skills
Detailed oriented, must be able to multi-task
Strong verbal and written communication skills
Ability to perform effectively in a fast-paced environment
Strong Leadership skills to manage and supervise associates and lead by example
Basic skills in Word, Excel, and PowerPoint
Knowledge of banking products and services
Ability to execute strategic plans
Advanced math and accounting skills a plus
PHYSICAL AND MENTAL QUALIFICATIONS
Sitting, standing, walking to the terminal, and occasional stooping
Requires lifting bags and/or tray of coins and bills periodically
May require working outside designated branch hours to meet business needs
Travel with occasional overnight travel required
The above statements are intended to describe the general nature and level of work being performed by the incumbent assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and/or skills required of all personnel so classified.
249 Williamson Rd, Mooresville, NC 28117, USA
#J-18808-Ljbffr