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Branch Manager San Mateo

Dexian DISYS
United States, California, San Mateo
Feb 18, 2026
Branch Manager San Mateo
Job details
Posted

18 February 2026
Location

San Mateo, CA
Job type

Permanent
Reference

993333
Job description

Branch Manager - Retail Banking
Location: San Mateo, CA
Job Type: Full-time | In-Office
About the Role
As a Branch Manager for our San Mateo branch, you will lead the overall success of a full-service retail location. You will oversee daily operations, deliver exceptional customer service, drive deposit and revenue growth, and ensure a safe, secure, and compliant banking environment. This is a hands-on, in-office leadership role with significant visibility and impact within the San Mateo and Peninsula community.

What You'll Do
Leadership & People Management



  • Team Development: Hire, develop, and coach a high-performing branch team to meet the needs of the San Mateo market.
  • Coaching: Conduct regular one-on-one meetings to review performance, identify development needs, and support career goals.
  • Performance Management: Ensure all team members are fully trained in sales, service, and operational procedures; address performance issues following bank policies.


Branch Operations & Risk Management



  • Compliance: Oversee daily operations to ensure efficiency and 100% compliance with state and federal regulations.
  • Financial Oversight: Communicate branch goals related to profitability and cost control; monitor expenses to ensure budget adherence.
  • Risk Control: Partner with the Branch Operations Officer to complete monthly certification packages; approve large transactions and enforce security protocols.


Customer Experience & Retention



  • Service Excellence: Champion superior customer service through team huddles and proactive coaching to meet mystery shop goals.
  • Conflict Resolution: Proactively resolve complex business and consumer account situations with diplomacy and a "client-first" mindset.


Sales Leadership & Business Development



  • Growth Strategy: Develop and execute branch sales strategies aligned with goals for the San Mateo and Silicon Valley region.
  • Networking: Lead outbound calling, in-person meetings, and business networking to drive new customer acquisition.
  • Collaboration: Partner with regional leadership on marketing initiatives and refer small business credit opportunities to the loan department.


Community Involvement & CRA



  • CRA Advocacy: Actively promote Community Reinvestment Act (CRA) policies and programs.
  • Local Engagement: Represent the bank in San Mateo professional and civic organizations (e.g., Chamber of Commerce).
  • Volunteering: Complete a minimum of 10 compensable CRA volunteer hours per year.


Qualifications



  • Experience: Minimum 7 years in a branch banking environment (Required).
  • Management: Minimum 5 years of branch management experience (Required).
  • Expertise: Minimum 3 years managing complex business and consumer accounts.
  • Leadership: Proven sales success with documented branch growth and team building.
  • Technical Skills: Proficiency with MS Office Suite and core banking software.
  • Licensing: Current California driver's license and access to a vehicle for business use.
  • Preferred: Active Notary Public designation.


Why Join Us?



  • Direct influence over branch culture and staff career progression.
  • Deep community connection in the San Mateo area.
  • Comprehensive benefits package and opportunities for professional growth.


Dexian stands at the forefront of Talent + Technology solutions with a presence spanning more than 70 locations worldwide and a team exceeding 10,000 professionals. As one of the largest technology and professional staffing companies and one of the largest minority-owned staffing companies in the United States, Dexian combines over 30 years of industry expertise with cutting-edge technologies to deliver comprehensive global services and support.

Dexian connects the right talent and the right technology with the right organizations to deliver trajectory-changing results that help everyone achieve their ambitions and goals.To learn more, please visit https://dexian.com/.

Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.


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