Area Sales & Service Manager

Please apply directly at https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=8e7cc57b-3532-4638-82fd-8edc8bcab1e8&ccId=19000101_000001&jobId=589079&source=CC2&lang=en_US

PURPOSE

The Area Sales and Service Manager defines what BankFive stands for by embodying a Human, Steadfast, and Dynamic approach. This field-based leadership role is responsible for strengthening sales performance, service consistency, operational integrity, risk management, teammate development, and customer experience across assigned branches. This role is primarily field based, with approximately 80% of time spent on-site in assigned branches. This position is not structured as an office based role and requires regular in person presence to support branch performance, coaching, and operational execution. The role translates Retail Banking strategy into consistent branch execution by providing visible leadership, structured performance management, and practical support across multiple locations. The Area Sales and Service Manager helps build a customer- and teammate-centric culture, deepens relationships, supports growth, and reinforces a One Bank mindset through strong cross-department collaboration.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Area Leadership & Field Execution

• Provide leadership, guidance, coaching, and performance oversight to assigned branch managers and their teams across the area.

• Spend the majority of working time in the branches through scheduled branch visits, side-by-side coaching, structured consultations, and follow-up on performance action plans.

• Reinforce consistent execution of BankFive sales, service, operational, risk, and customer experience expectations across all assigned locations.

• Observe branch routines, customer interactions, lobby leadership, outbound calling, referral behaviors, and daily management practices; provide timely, practical feedback that strengthens branch results.

• Partner with branch managers to identify obstacles, develop action plans, and ensure accountability for measurable improvement.

Sales & Business Development

• Drive sales production across the area by implementing and reinforcing sales strategies, referral behaviors, pipeline

management, and relationship-deepening practices.

• Coach managers and branch teammates on consultative conversations, prospecting, outbound calling, business development, and referral opportunities that benefit the customer and grow the Bank.

• Participate in and support business calls, community engagement, local networking, and branch-led business development activities.

• Use performance data, market observations, customer feedback, and branch-level activity to identify opportunities for growth, retention, and customer access.

• Hold delegated approval authority for rate matching and account opening exceptions within policy guidelines, enabling timely decision-making to retain and win client relationships while maintaining risk and compliance standards.

Customer Experience & Culture

• Champion a customer-first culture by modeling and reinforcing consistent, high-quality experiences across all assigned branches.

• Promote accountability, teammate engagement, and continuous development through visible coaching, recognition, clear expectations, and follow-through.

• Serve as a role model for change by supporting adoption of technology, products, process improvements, and alternate delivery channels.

• Encourage a collaborative, solutions-oriented environment that supports customers, teammates, and business partners.

Talent Development & Performance Management

• Coach, develop, and support branch managers and branch teammates to strengthen leadership capability, sales execution, service delivery, operational discipline, and career readiness.

• Provide ongoing performance feedback to branch managers and partner with leadership and Human Resources as needed on development plans, staffing needs, and accountability measures.

• Facilitate area meetings, branch huddles, and best-practice sharing to recognize success, address opportunities, and align teams around goals.

• Support recruitment, onboarding, retention, and succession planning efforts for assigned branches in partnership with appropriate leaders.

• Facilitate structured monthly meetings for each role group, including Branch Managers, Assistant Branch Managers, and Universal Bankers, to reinforce expectations, share best practices, review performance, and drive consistent execution across all branches.

Collaboration, Community & Brand Representation

• Promote a One Bank mindset by strengthening partnerships with Retail, Small Business, Lending, Investment Services,

Operations, Compliance, Marketing, Training, and other departments.

• Coordinate with internal partners to improve referral quality, customer outcomes, teammate knowledge, and branch execution.

• Serve as a BankFive brand ambassador through active involvement in community events, organizations, branch outreach, and business development activities.

Supervision of Others

• Provides leadership, coaching, performance oversight, and direction to assigned branch managers and branch teams within the area.

• Partners with branch managers to ensure consistent coaching, accountability, teammate development, and performance management practices across assigned locations.

• May provide direct supervisory support for assigned retail leadership or branch teammates as business needs require, but the core design of the role is field-based area leadership rather than primary management of a single primary location.

Economic Development

• Drives revenue growth through relationship expansion, new business development, referrals, customer retention, and disciplined pipeline management.

• Contributes to and manages area performance metrics, including deposit growth, consumer and small business relationship growth, loan and investment referrals, customer experience, operational quality, and fee income.

• Identifies opportunities to improve efficiency, reduce rework, strengthen controls, and increase customer adoption of convenient banking channels.

• Balances multiple priorities across assigned branches to deliver consistent, measurable results while supporting the Bank’s strategic objectives.

• Ability and willingness to travel regularly among assigned branches, community meetings, and business development

activities.

Effort & Work Environment

• Field-based role with approximately 80% of working time expected to be spent visiting branches, conducting observations, coaching teams, supporting business development, and following up on branch performance plans.

• Regular travel between assigned branches, the main office, community engagements, and outside meetings is required; schedule flexibility is expected based on branch and business needs.

• Work is performed in branch, office, community, and business-calling environments with frequent interruptions and changing priorities.

• Ability to lift up to 50 pounds, including cash and coin bags, records, or supplies, as needed.

• Prolonged periods of sitting, computer use, data analysis, verbal communication, and visual concentration may be required.

• High attention to detail, sound judgment, professionalism, and the ability to manage confidential information are required.

Qualifications

• Bachelor’s Degree in Business, Finance, or related field preferred, or equivalent combination of education and progressive retail banking experience.

• Five or more years of retail banking experience, including branch leadership, sales management, coaching, or multi-location support responsibility.

• Demonstrated ability to lead through influence, coach managers and teammates, analyze performance data, and translate strategy into consistent frontline execution.

• Strong knowledge of retail banking sales management, customer service principles, branch operations, compliance expectations, audit standards, and risk management practices.

• Proven ability to develop others, reinforce accountability, communicate effectively, solve problems, and manage competing priorities across multiple locations.

• Proficiency in Microsoft Office, including Word and Excel; ability to use reporting tools and performance dashboards effectively.

• Ability to meet compliance and regulatory standards; NMLS registration required or obtainable. Notary Public preferred.