Branch Sales Manager - Marysville

Richwood Bank•Marysville, OH

About The Position

The Branch Sales Manager oversees branch customer relationships and operational functions, including leading and evaluating staff to support excellent customer service and employee development. The role drives growth across Richwood Bank’s banking services, develops new external relationships with a focus on a “Top 100” prospect list, and strengthens existing customer relationships. The manager coordinates customer relationships with the Lending team and branch personnel to support outcomes for both customers and the Bank. The position also oversees branch staff, customer transactions, sales and business development activities, community engagement, and branch operations. Richwood Bank expects team members to participate actively in its culture and community. Candidates are subject to background and credit checks; employment is contingent on results that meet company standards and applicable laws.

Requirements

High school diploma or GED required.
Five years of customer service experience required.
Supervisory experience required.
Excellent customer service and relationship-building skills, including the ability to build relationships inside and outside the institution.
Strong interpersonal and teamwork skills; ability to motivate others and unite a team around a shared vision.
Self-motivation, organization, punctuality, and a positive, can-do attitude.
CRM management or data-entry skills and strategic prospecting skills.
Rapport-building, objection prevention and handling, closing, and post-sale relationship-management skills.
Ability to make decisive, quick, on-the-spot decisions about customer transactions while balancing customer satisfaction with Bank exposure to loss and fraud.
Project-management skills and ability to prioritize in a fast-paced, high-pressure environment.
Mathematical skills and a high degree of accuracy.
Ability to identify opportunities to educate customers about relevant products and services through cross-promotion.
Ability to maintain confidentiality and represent the company well.
Knowledge of federal regulations including the Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Bliley Act, and Regulation E, as well as teller responsibilities relating to them.
Willingness to continue learning about products, updated features, capabilities, installation/setup procedures, and new industry technology.

Nice To Haves

College education preferred.
Three years of banking experience preferred.

Responsibilities

Oversee branch management functions and branch operations.
Understand Richwood Bank products, identify customer opportunities, evaluate customers’ ability to use products, and recommend appropriate solutions.
Communicate onboarding timelines to customers and coordinate internal CRM processes.
Complete compliance documentation to protect the Bank and its customers from risk.
Participate on community volunteer boards and volunteer at Bank events.
Use the internal Profit Rich Sales Process and identify opportunities to engage customers and prospects around their profession, industry, or community.
Make weekly retention and sales calls and log them in the CRM; update the CRM funnel and notes daily.
Refer loan and business product opportunities to appropriate departments or officers through the CRM and coordinate sales calls with colleagues as needed.
Work with the customer relationship manager on bids and agreements (RFPs) when needed, and connect with the Regional Development Team.
Cultivate Top 100 relationships, share relevant product information and event invitations, and conduct annual onsite reviews of customer portfolios to identify ways to add value.
Recommend monthly changes to Top 100/Top 1000 lists and provide supporting reasons for upgrades, downgrades, additions, and deletions.
Attend weekly sales meetings, present the pipeline, and discuss wins and lessons learned.
Refer follow-up for customers who do not fit the Top 100 profile to branch staff after accounts are established.
Coordinate with Assistant Branch Managers on branch staffing; oversee schedules and attendance, communicate corporate information and expectations, and delegate tasks.
Facilitate customer transactions across financial account types; open accounts, help customers transfer relationships, and explain how to make the most of their accounts.
Maintain accurate daily cash drawer balances and oversee daily scanning of transactions into the computer.
Demonstrate knowledge of accounts, products, and services; support customer account and service needs; and provide additional services such as notary, faxing, and check orders.
Stay current on rates for CDs, savings IRAs, and interest-bearing checking accounts.
Listen to customer needs and recommend suitable solutions.
Provide miscellaneous office support, including supply inventory and cookie Friday preparations, and cover additional branches as needed.
Implement business development strategies and provide sales leadership and guidance to the team.
Conduct quarterly incentive reviews and lead monthly professional development conversations with staff.
Open and close the branch in accordance with Bank security procedures and follow up on customer grievances.
Ensure continued staff training and education.
Provide input on market donation decisions and local marketing; develop and oversee location-specific Bank events as needed.
Analyze location data weekly and provide input on coffee shop beneficiary relationships.
Meet regularly with valued service lines; attend community events to network or participate, weekly retail leaders calls, and monthly retail leaders meetings.