Overview

Responsible for leading a team of sales and service professionals to meet and exceed all sales goals and client experience targets. Manages all aspects of sales development, operations and client experience activities within the branch. Provide coaching, training and development to all branch team members, ensuring complete commitment to the Bank’s Core Values and overall business objectives. Delivering financial service products to current and potential clients while meeting established sales and deposit goals and objectives as well as ensuring regulatory compliance within the assigned branch. Maintain a strong focus on growing current client relationships, external business development and community involvement to achieve maximum branch growth, profitability and superior name recognition for the Bank.

Responsibilities

The following reflects management’s definition of essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time due to reasonable accommodation or other reasons.

• Contributes to the continuous growth of the branch by actively identifying and pursuing new business development opportunities and ensuring continued client experience and retention of all existing relationships.
• Work closely with all business partners to ensure complete client relationship building and achievement of all production goals and objectives.
• Maintain a strong presence within the local community through active involvement and leadership roles in various professional organizations and community events.
• Focus on proactive and innovative branch initiatives to promote branch growth, client retention and achievement of all annual production goals and key objectives.
• Provide strong leadership through effective communications, coaching and leading by example.
• Conduct weekly sales meetings a daily observations of the client experience, ensuring that the clients are receiving superior client service and needs based relationship building techniques are being applied through effective profiling.
• Manages performance standards; develops staff to build a cohesive and effective team.
• Conducts individual coaching sessions with each branch team member.
• Manages the relationship building and client experience process, follow up activities and referral lead generation through active use of EnAct, the Bank’s CRM System.
• Understand and embrace the corporate vision.
• A leader in the development, expansion and management of consumer and business account relationships within a branch, concentrating efforts in meeting client’s financial needs. Identify clients with additional profit potential and develop action plans to expand these relationships.
• Ensure the products and services recommended to clients are an appropriate fit for them. Build the Relationship as appropriate.
• Have a basic understanding of Cash Management Products and Services.
• Measure service levels against client experiences and expectations.
• Assist Business Relationship Officers and Loan Officers with business calls to existing and potential clients, as needed.
• In the performance of respective duties, must maintain knowledge of and ensure compliance with Bank Secrecy Act regulations and all other regulatory, security and bank policies.
• Perform other duties as may be assigned.

Qualifications

• A Bachelor’s degree or comparable professional training is required.
• Minimum 5 years’ experience in banking or a financial institution required of which at least 3 years has been in a supervisory position.
• Ability to meet/exceed client experience needs, identify client/project needs.
• Knowledge of bank’s products, services, sweep accounts, concept & Techniques and cash management services.
• Ability to model Relationship Building Techniques and effectively cross-sell.
• Ability to resolve client questions and/or complaints.
• Ability to manage staff and resolve conflict.
• Ability to foster open communication, deliver presentations, demonstrate listening, speaking and written communication skills.
• Ability to answer questions effectively, build client relationships and build internal and external networks.
• Ability to act with integrity, demonstrate adaptability, work commitment and maintain a positive performance in all situations.
• Working knowledge of Microsoft Excel, Word, Access and Outlook.
• Ability to interact effectively and tactfully with all levels of the Bank.
• Ability to read, write and speak clearly.

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Regular attendance and punctuality are essential functions of every job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

While performing the duties of this job, the employee is regularly required to sit, use hands and fingers, handle or feel objects, use tools or controls, reach with hands and arms, talk and/or hear. The employee frequently is required to stand and walk. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, peripheral vision, color vision, depth perception, and the ability to adjust focus.

SUPERVISORY RESPONSIBILITY:

Directs work of others, including planning, assigning, scheduling and reviewing work, ensuring quality standards. Is responsible for hiring, terminating, training and developing, reviewing performance and administering corrective action for staff. Plans organizational structure and job content.