Summary: Meets the Bank’s business objectives by developing business opportunities to grow market share, meet sales quotas, cross sell to existing and new customers and manage the branch staff. Builds customer relationships and recognizes potential opportunities by making quality referrals to internal departments of the Bank. Actively promotes BankFinancial.

Essential Duties and Responsibilities

Customer Service/Sales

• Meets sales objectives by conducting monthly sales meetings, establishing sales quotas, and coaching the staff on a consultative approach to selling, new business development and cross-selling skills.

• Uses a consultative referral approach to selling, evidenced by collecting and analyzing information regarding customer’s income, assets and investments or debts, to actively identify referral opportunities. Tracks all branch referrals and sales within the branch. Promotes and guides staff in achieving referral goals as outlined.

• Assists in Customer issue resolutions.

• Identifies and coordinates appropriate outside sales activities and events to promote Bank products and services.

• Mentors and coaches staff to ensure that customer service is at optimal levels and that branch goals are met.

Branch Operations

• Maintains a solid understanding of all functions within the branch, including but not limited to all banking transactions, operations, and branch sales objectives so as to participate in the duties and responsibilities of all branch positions at times when staff is inadequate.

• Monitors all compliance issues and operations of the branch.

• Performs opening and/or closing procedures of the branch in accordance with security procedures. This includes possession of keys as well as combinations to various vaults.

• Approves transactions within authorized limits while ensuring Bank’s policies and security procedures are followed. Oversees that all customer inquiries are addressed and responded to efficiently and effectively.

• Oversees completion of monthly audits and associates’ work in accordance to policy.

• Balances branch daily and reports out-of-balance conditions according to policy. Resolves out of balance conditions accurately and promptly.

• Adheres to alarm testing procedures.

• Monitors, balances and audits automated cash equipment.

• Completes monthly self-assessments in accordance to policy and procedures.

• Complies with the Privacy and Customer Data Protection Policy by maintaining customer confidence. Protects Bank operations by keeping information confidential and secure at all times.

• Adheres to all Bank policies and procedures and all local, state, and federal statutory regulations.

• May perform duties and responsibilities of a licensed platform banker which would require obtaining an insurance license to sell insurance products.

• Completes all required training.

Staff Development/Leadership

• Completes operational requirements by delegating assignments to associates and following up on work results.

• Exercises discretion and uses judgment in the implementation, distribution, and monitoring of new procedures, policies and product information to branch staff.

• Achieves financial objectives by preparing annual budgets and business plans, scheduling expenditures, analyzing variances, and initiating corrective actions.

• Recruits, hires, reviews and terminates branch associates. Provides training opportunities to associates to enhance career development. Appraises employees’ productivity and efficiency for the purpose of recommending promotions or other change in status.

• Counsels and disciplines employees, monitors and evaluates job performance and prepares performance improvement plans when required.

• Maintains continuous program for self-improvement by attending educational workshops and reviewing professional publications.

• Establishes business and professional networks within the bank and in the community.

• Possesses a high level of professionalism and technical knowledge.

• Fosters a teamwork environment within the branch.

• Conducts monthly self-managed branch sales meetings.

• Ensures that adequate staff is scheduled to meet appropriate business levels, that customers are serviced quickly, efficiently, and that all standards are met.

BankFinancial is an Equal Opportunity Employer (minorities/ females/ veterans/ individuals with disabilities/ sexual orientation/ gender identity)
Required Experience:

• High school diploma or GED (Bachelor's degree from a four-year college or university preferred)

• At least five years previous banker and/or bank teller experience

• At least two years previous sales experience

• Strong understanding and knowledge of bank products and services.

• Commercial and residential lending experience preferred.