What are the responsibilities and job description for the Consumer Banking Regional Manager position at Johnson Financial Group?
Overview
The Consumer Banking Regional Manager is responsible for the administration and efficient operation of managing branches within an assigned region, with a goal of balancing maximum profitability with appropriate risk in a client intimate environment. This position is the business expert in development, implementation and administration of Consumer Banking sales growth strategies. Position directs the activities and behaviors of branch managers and bankers by identifying and analyzing sales generation opportunities in support of business goals. This position provides leadership in the development and expansion of Consumer Banking and cross sales of all JFG products and services, and the servicing of clients.
This position will cover our Northeast and Northwest Regions, which include the following locations: Green Bay, DePere, Fox Cities, Kohler, Rice Lake, Hayward, and Spooner. The candidate will be required to travel to each region every other week, which is 50% travel time.
Position Specific Responsibilities
Come as you are.
Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.
The Consumer Banking Regional Manager is responsible for the administration and efficient operation of managing branches within an assigned region, with a goal of balancing maximum profitability with appropriate risk in a client intimate environment. This position is the business expert in development, implementation and administration of Consumer Banking sales growth strategies. Position directs the activities and behaviors of branch managers and bankers by identifying and analyzing sales generation opportunities in support of business goals. This position provides leadership in the development and expansion of Consumer Banking and cross sales of all JFG products and services, and the servicing of clients.
This position will cover our Northeast and Northwest Regions, which include the following locations: Green Bay, DePere, Fox Cities, Kohler, Rice Lake, Hayward, and Spooner. The candidate will be required to travel to each region every other week, which is 50% travel time.
Position Specific Responsibilities
- Creates and executes business development activities and strategies to promote branches and cross business line growth.
- Provides an exceptional level of client service and promotes the sales and service culture through coaching, guidance and staff motivation.
- Achieves individual, branch and region sales and financial goals through new business sales, cross business referrals and retention and expansion of client relationships.
- Provides leadership, training and supervision.
- Participates in community affairs to increase the Bank's visibility and to enhance new and existing business opportunities.
- Oversees Regional staffing model and ensures effective coordination and allocation of staff and resources within region.
- Candidates must adhere to our professional dress code, which includes wearing Johnson Financial Group logo apparel. Name tags must be worn at all times. Exceptions for religious or medical needs must be pre-approved by Human Resources.
- Effectively communicate performance expectations; monitor and hold staff accountable for their performance and their actions.
- Act as a ‘Coach’ for associates to leverage strengths and understand and identify gaps in performance; conduct one-on-one meetings and timely appraise performance.
- Provide development opportunities for staff aligning with their career goals and develops ‘bench strength’ for key positions.
- Proactively recruit and maintain a pipeline of candidates who display requisite job skills and exhibit values consistent with Johnson Financial Group.
- Create and sustain an environment which supports teamwork and mutual respect.
- Communicates to team: corporate updates, business updates, etc. and conducts regular, meaningful team/department meetings.
- Monitor and maintain appropriate staffing levels to efficiently execute department responsibilities.
- Uses financial information to identify and implement cost containment or reduction programs and ensure expenditures are accurate and follow policies and procedures.
- Models exemplary behaviors and actions for associates.
- Execution of strategic sales management process aligned with our business strategy to enhance bottom-line sales results.
- Knowledge of full portfolio of JFG products and services; lead and coach sales team to cross-sell full breadth and depth of products.
- Actively call/joint call on identified target segments, prospects, centers of influence, etc. to lead new business development and client acquisition efforts.
- Develop and maintain strong working relationships with business partners to expand customer relationships across all lines of business.
- Lead, coach and develop associate’s sales behaviors to proactively expand new and existing relationships by advising and recommending appropriate solutions that will exceed client expectations.
- Consistently track, monitor and manage key sales performance indicators.
- Manage expenses in relation to projected return on investment for client events/activities.
- Participate in an active and meaningful role in a community or industry organization.
- Execution of our comprehensive sales process which includes successful prospecting, planning and gaining new business.
- Knowledge of full portfolio of JFG products and services; actively cross-sells full breadth and depth of products. Responsible for meeting or exceeding sales, cross-sales and referral goals.
- Actively call/joint call on identified target segments, prospects, centers of influence, etc. to lead new business development and client acquisition efforts.
- Expand new and existing relationships by advising and recommending appropriate solutions that will exceed client expectations and positively influence client retention.
- Develop and maintain strong working relationships with business partners to expand customer relationships across all lines of business.
- Perform proactive customer needs assessments on a regular basis.
- Give persuasive sales presentations and tailors delivery and material to meet audience needs.
- Applies sound judgment, innovation and appropriate creativity in management of client relationships.
- Participate in an active and meaningful role in a community or industry organization.
- Bachelor’s Degree preferred; relevant work experience will be considered in lieu of degree.
- 5-10 years in a relationship sales role in financial services or banking, successfully leading sales efforts of other sales staff.
- Proven progressive management experience in a financial institution.
- Must demonstrate creative problem-solving skills and possess the ability to lead at a senior management level, build consensus, and motivate staff to achieve a high level of performance.
- Accountability for assessing, developing and coaching direct reports in behaviors and skills necessary to support long-term business goals.
- Demonstration of solid credit skills.
- National Mortgage Licensing System (NMLS) registration required.
- Proven ability to exceed goals.
- Ability to lead and mentor staff to exceed goals.
- Strong communication, problem solving and decision making skills.
- Demonstrated effectiveness in managing operational requirements.
- Strong knowledge of products and services.
- Participates in community activities and marketing events to enhance market presence.
Come as you are.
Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.