This position is responsible for developing and executing the branch sales strategy within the framework of the Bank’s overall strategy and operational objectives. The Branch Manager develops and manages business and consumer relationships while providing an exceptional customer experience in and out of the branch. The Branch Manager develops and leads a team of employees to ensure the Banks sales, service and operational requirements are met. The Branch manager should lead and motivate staff and provide an atmosphere where innovation and creativity are encouraged. Key Accountabilities Provide a description of the key accountabilities that the position is responsible for. ·Develop and execute a branch sales strategy within the framework of the Bank’s overall strategy and operational objectives. Develop and maintain a network within the community to enhance the visibility of the Bank and to build a strong referral source for new business. Possess a clear strategy for developing and maintaining new and existing small business and consumer relationships. Possess the critical thinking skills to negotiate and close business to meet the needs of the customer and branch sales targets in defined market and business segments. Manage the customer experience from beginning to end. Be an expert in all Retail Bank products and services, and understand bank products and services outside of retail banking. Initiate conversations with customers to create needs based sales opportunities. Assist customers in opening accounts, preparing consumer loan applications, closing consumer loans and adding additional service products. Understand other Bank business lines and make referrals where appropriate. Coach and develop branch staff to understand the products and services in all Bank business lines. Train branch staff to recognize needs based sales opportunities and close on said opportunities. Create a culture of consistent excellent customer service within the Branch that focuses on effective problem resolution and empowers our customers to achieve financial success. Plan and oversee outbound sales calls by branch employees to prospective and existing customers. Coach branch staff in career development within the framework of the retail career path. Develop individual sales goals for each staff member within the framework of the overall branch goal. Ensure branch operational integrity and that all staff members understand and comply with bank policies and procedures. Prepare and deliver staff performance evaluations that contain accurate and relevant information on employee performance including strengths and challenges during the review period. Maintain staffing schedules to provide appropriate coverage at all times. Comply with all Retail and Bank policies, procedures and regulations. Meet expectations for attendance and punctuality. Responsible for the general maintenance of the facility. Ensure that all security procedures are strictly followed, branch is operationally sound and satisfactory audits are achieved. Assist in training, implementation, and adherence to new policies and procedures. Maintain current knowledge and consistent compliance with regulations, bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements.
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Job Type
Full-time
Career Level
Manager