Branch Manager

POSITION SUMMARY:

The Retail Sales Manager develops and implements programs for retail business development and sales activities. Following sales training certification, they will provide ongoing training and guidance to retail staff (new hires or skill building reinforcement). The position includes sales process coordination, including scheduling, vendor management, and training completion tracking. They will be responsible for understanding and maintaining proficiency with our internal Customer Relationship Management tool (Hubspot) and maintain reporting on lead status and results. Monitor customer feedback throughout the launch of sales initiatives.   

ESSENTIAL FUNCTIONS:

• Facilitate sales and skill building training as needed.
• Develop sales activities that support the Strategic Sales Plan (i.e. organized call nights, follow up sessions).
• Track sales activity on a regular basis.
• Coordinate line of business referral campaigns and assess quality of referrals.
• On-site observation and coaching of sales and service skills as needed.
• Schedule and track sales training completion.
• Conduct training and/or refreshers on the use of customer relationship management tools.
• Vendor management for any additional modules required through execution of the Strategic Sales Plan.
• Modify or enhance sales and service programs as needed.
• Exemplifies the desired culture and philosophies of the organization.
• Ability to work independently and assess needs within existing sales programs.

MINIMUM JOB REQUIREMENTS:

Bachelor's degree in relevant field.

Five years of experience.

PHYSICAL DEMANDS:

Must be able to hear well enough to communicate with customers, co-workers, and outside bank personnel.

Communicate Orally.

Normal daily physical activities to include walking, standing, sitting, stooping, bending, pushing, and pulling.

Must be able to read reports and use a computer.

Occasionally will lift 20-30 pounds (files, cash drawer, etc.)