Branch Manager – 1535754

Seattle, WA

Branch Manager

Seattle, 1501 E Madison St., Suite 100, Seattle, Washington, United States of America Req #154

 Thursday, June 29, 2023


Our ideal candidate: We are seeking candidates deeply committed to our mission: to transform the banking industry from within. We lead by example, collaborate with and invest in change-makers, and build sustainable prosperity in our communities.

Who we are: Beneficial State is one of only a handful of B-Corp banks in the nation and one of the highest-rated B-Corps on the planet. That means that we subscribe to a rigorous evaluation standard that measures our positive impact, not just our profitability. We demonstrate how a bank can combine social equity, environmental sustainability, and business stability to create a better financial system – a system that drives inclusive prosperity to benefit people and the planet. #BCorp #WeAreBCorps

Join our team: If you are ready to do challenging and transformative work that will build a brighter future for us all, and you are hungry to bring your passion and energy to the table, we welcome your application.

The Branch Manager is responsible for the administration and efficient daily operation of their assigned branch. This includes operations, deposit production, lending, product sales, customer service, and security and safety in accordance with the Bank’s objectives. The Branch Manager also assures compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations. 


  • Provides leadership, training and supervision to branch personnel in the assigned branch
  • Responsible for sharing strategies and supporting implementation, motivating branch employees, and generating new ideas to build, compliment and enhance customer retention and prospect development
  • Develops new deposit and loan business – from consumer relationships primarily, but also includes small business and non-profit channels
  • Provides a superior level of customer relations and promote the sales and service culture through coaching and guidance
  • Partners with the Head of Retail Banking and the Multi-family Division Manager to achieve individual, branch and regional sales goals through new business sales, referrals and retention of account relationships
  • Hosts and participates in community events to increase the Bank’s visibility and to enhance new and existing business opportunities
  • Build, recruit and train branch employees to support client activity from all areas of the bank and community
  • Delegates day-to-day operation to branch personnel in the assigned geographical area
  • Assures audit compliance and procedure quality control and recommends and initiates corrective actions; ensures that the branch is in compliance with established Bank policies, procedures and state and federal regulations
  • Contributes to the overall profitability of the branch; implementing cost controls, income generation, and branch marketing efforts; monitors expenses to ensure compliance with budget
  • Oversees and assists branch staff with: opening deposit accounts; understand account vesting and titles; be able to problem solve any deposit questions or issues that arise. Recognize, promote, and generate an atmosphere in the branch of a deposit-centric center, focused on quality customer service.
  • Oversees and assists branch staff with: submitting credit requests to the Centralized Loan Department for approval; interviewing loan applicants, explaining loan options, rates, terms and collateral requirements; assisting customers in the completion of credit applications; preparing loan documentation accurately and completely for decisioning and approval and advising loan applicant of decision; provide customer with properly completed disclosures and forms within the established time frame.  Provide final funded checks and documents to customers.
  • Partner to discuss sales and business development goals and activities for the market and how service and operations staff can participate in achieving those goals
  • Ensures that branch security equipment is in working order at all times and that employees are fully trained in how to react in case of robbery, extortion and other fraud situations. Makes certain that Bank security policies and procedures are adhered to at all times.
  • Maintains knowledge of security and safety policies and strictly adheres to established procedures; works closely with the Corporate Trainer to maintain an updated plan for each branch location; ensures branch staff is properly trained and made aware of any changes to the branch’s policies and procedures, holding branch staff accountable to these changes
  • Ensures Customer Care activities are taking place on a regular basis to ensure optimum account / customer retention. Makes sure customer service experience standards are developed and implemented.
  • Ensures that the designated branch is maintained in a neat, clean and attractive manner
  • Maintains an advanced knowledge of financial industry status and trends
  • Processes, solves and answers complex customer transactions, problems or inquiries
  • Delegates and/or assumes responsibility for various branch functions in the absence of staff members or in overload situations
  • Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action
  • Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions
  • Complies with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct.
  • An expectation of working to resolve problems or finish projects before leaving for the day is part of the responsibilities of management.
  • Punctual, regular, and consistent attendance
  • Ensures compliance with all state and federal regulations and internal company policies, including but not limited to BSA / Anti-Money Laundering, Fair Lending, Privacy, and Anti-Discrimination, to the extent each applies to current job responsibilities




The position of Branch Manager may be responsible for the supervision of 1 or more employees(s).



  • Comprehensive knowledge of branch banking and operational functions, bank services and products, and related policies and procedures
  • Advanced knowledge of state and federal banking compliance regulations
  • Bachelor’s degree from an accredited college or university and/or five years of related experience; or the equivalent combination of education and experience
  • Well-developed business management and relationship building skills
  • Experience and knowledge in consumer and small business lending, underwriting activities, and terminology
  • Excellent organizational and time management skills, with the ability to provide leadership, supervision and training to three or more employees in several locations simultaneously
  • The ability to travel for business purposes at least 10% of the time, which requires a valid driver’s license and auto insurance


What is the benefit package for this role? Beneficial State Bank’s benefits include a comprehensive package designed to support you and your eligible dependents. We focus on the holistic health of our team members and promote work-life balance.


Our benefit package includes:

  • Medical / Dental / Vision / Basic Life / STD / LTD
  • Vacation Days: 2-4 weeks depending on role
  • Sick Days: 12 days per year
  • Holidays: 11 days per year
  • 401(K) / ROTH / FSA / HSA / EAP
  • Education and Adoption Assistance
  • Bank-Wide Annual Discretionary Bonus Program
  • Production-based incentive program available for some roles.
  • Paid Volunteer Time: 4 days per year / annual match of qualifying employee donations
  • Paid Sabbatical Program after 5 years of service
  • Pet Benefits

Back to Jobs

  • Max. file size: 300 MB.
  • This field is for validation purposes and should be left unchanged.

Other Opportunities

Your next step in
career development