Branch Sales Manager - Delaware

Richwood Bank•Delaware, OH

2d•Onsite

About The Position

The Branch Sales Manager is a leadership position that oversees branch customer relationships and operational functions to ensure facilities and processes run smoothly. A primary function is managing, leading, and evaluating staff to ensure they achieve their highest level of customer service as well as personal development goals. This position drives growth of the full spectrum of banking services provided by Richwood Bank, from handling consumer products in branch to referring all ancillary services. They are responsible for the procurement of new external relationships, focusing efforts on a list of "Top 100" Prospects. Their goal is to acquire new relationships and strengthen existing customer relationships. It is essential to coordinate the customer relationship with the Lending team as well as branch personnel to ensure success for both the Bank and the customer. Richwood Bank prides itself on its unique culture, and all team members should be active and engaged participants.

Requirements

High School Diploma or GED required, college preferred
Five years customer service experience required
Three years banking experience preferred.
Supervisory experience required.
Continuous education with products for updated features, new capabilities, install/setup procedures
Excellent Customer Service and Relationship Building Skills
Strong Interpersonal Skills
Leadership
Ability to motivate others
Strong Team Skills/Works Well with Others
Self-Motivated
Data Entry or CRM Management
Strategic Prospecting Skills
Powerful Rapport Building
Objection Prevention
Objection Handling
Closing Techniques
Post-Sale Relationship Management
Decisive and Comfortable making Quick Decisions
Organized
Ability to Build Relationships (within and outside the institution)
Ability to Unite a Team under a Shared Vision
Always represent the company well
Project management
The ability to prioritize and make on-the-spot decisions regarding customer transactions, weighing customer satisfaction issues with bank exposure to loss and fraud
Mathematical skills
Work well under pressure and in a fast paced environment
Ability to identify opportunity to educate customers of more products and services that may fit their needs (cross promotion)
High degree of accuracy
Maintain confidentiality at all times
Maintain a positive can-do attitude towards your team and customers
Knowledge of various federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Biley Act, Regulation E and teller roles and responsibilities relating to each act
Punctual
Driven to succeed and open minded to learn more about new technology within our industry

Responsibilities

Oversee the branch management functions
Understands Richwood Bank Products and recognizes when opportunities arise for customers to benefit from them.
Evaluates the customer's abilities to integrate the products and recommends as appropriate.
Communicate with customers concerning onboarding timelines and communicates internally on the CRM process.
Completes compliance documentation to protect the bank and customers from risk
Participates on volunteer community Board/Boards and Volunteer at bank events.
Performs the internal Relationship Building Sales Program (Profit Rich Sales Process).
Identify opportunities to interact with customers/prospects that display personal interest in their profession, industry or community
Makes retention and sales calls weekly and log them in the CRM
Update Funnel and notes in the CRM daily
Refer all loan and business product opportunities to the proper departments or officers on any prospects being worked using the CRM
Coordinate with team members that best fit the prospects needs for sales calls when needed
Work with customer relationship manager on Bid/Agreements (RFPs) when needed.
Communicate and connect with the rest of the internal Regional Development Team.
Continue to cultivate relations with current Top 100. Advise them of new products as needed and invites to events that pertain to their industry. Go onsite with client to review current relationship portfolio and find efficient ways to add value for their bottom line annually.
Make or Update recommendations to Top 100/Top 1000 list monthly with supporting reasons for upgrades and/or downgrade as well as additions and deletions.
Attend weekly sales meetings and be ready to present pipeline. Be prepared to discuss wins and lessons learned.
If the customer does not fit the Top 100 profile, entrust the follow up to the branch staff to continue the relationship once the accounts have been established.
Coordinate with Assistant Branch Managers to manage bank branch staff employees
Oversee employee schedules and attendance
Inform staff of any information received from Corporate
Communicate expectations clearly
Delegate tasks as needed
Facilitate all transactions for customers across all financial account types and requests
Open accounts and teach customers how to gain the most potential from them
Assist new customers in transferring relationship
Maintain an accurate balance of cash drawers daily
Demonstrate knowledge of all accounts, products and services offered
Support customers with all account and service needs
Be willing to help customers with additional benefits such as notary, faxing and check orders
Stay current on rates for CDs, savings IRAs and interest-bearing checking
Listen to customer needs and recommend the best solutions to help them succeed
Oversee proof scanning – scanning all transactions daily into the computer
Assist team with miscellaneous office support such as inventory of supplies and cookie Friday preparations
Provide coverage for additional branches on an as needed basis
Implement Business Development strategies
Provide sales leadership and guidance to the team
Conduct quarterly incentive reviews with staff
Lead monthly Professional Development conversations with Staff
Open and close the branch while adhering to all bank security procedures
Follow up on customer grievances
Responsible for continued training and education of staff
Delivers feedback/input on donation decision making for market
Provides input on local marketing decisions
Development and oversight of bank events when needed per location
Weekly data analysis for locations
Provides input on coffee shop beneficiary relationships
Regular meeting with valued service lines
Attend community events to network / participate
Attend weekly retail leaders calls
Attend monthly retail leader's meetings