Floating Sales and Service Manager- South Bucks

Penn Community Bank•Bristol, PA

1d•Onsite

About The Position

The Floating Sales and Service Manager assists the Financial Center Manager in all aspects of sales, service, management, and audit and control for an assigned branch. Key responsibilities include achieving deposit, loan, and new household goals through a relationship-based sales model, leading and coaching team members to provide excellent customer service, and proactively seeking external business. The role involves participating in sales activities, utilizing a customer relationship management platform, and acting as a referral source for various bank departments. Additionally, the manager supports ongoing marketing and business development, oversees branch operations, administration, staffing, audits, compliance, and security. This position also entails leading inside sales and cross-selling initiatives, conducting coaching and team meetings, and enforcing all compliance and security procedures. The manager is expected to comply with all applicable regulations and bank policies, participate in training, and represent the Bank through community involvement.

Requirements

High School diploma or equivalent required
Previous banking or relevant work history
Supervisory experience
Sales experience and/or demonstrated aptitude and desire to succeed at business development activities
Thorough knowledge of Bank products and services
Excellent customer service skills
Demonstrated verbal and written communication skills
Ability to interact well with Team members and customers
Good Supervisory and coaching skills
Strong attention to detail and accuracy
Basic computer skills
Ability to multi-task and remain organized
Ability to achieve sales goals through relationship-based selling techniques
NMLS required
Ability to use sound judgment when making decisions on behalf of the Bank

Nice To Haves

Associates or Bachelor’s degree preferred

Responsibilities

Assist the Financial Center Manager in all aspects of sales and service, management, and audit and control for the assigned branch.
Achieve deposit, loan, new consumer and business households leveraging our relationship based sales and service model.
Lead and coach team members to best in class internal and external customer service.
Proactively seek to bring in external business via disciplined calling and sales efforts.
Participate in the development and management of sales activities and processes for the branch.
Be an ambassador of technology by utilizing the customer relationship management platform.
Act as a product/services referral source for various bank departments including loans, trust and investments.
Participate in development of ongoing marketing and business development activities within market area, coordinating with other business units as appropriate.
Support branch management to oversee operations, administration, staffing, audits, compliance, and security.
Lead inside sales and cross-selling initiatives for the branch.
Conduct coaching for the service and sales program.
Regularly conduct sales and team meetings.
Follow and enforce all compliance and security procedures, including dual control, cash control, and branch opening and closing procedures.
Perform other tasks as may be assigned by management.
Comply with all applicable regulations and Bank policies regarding employment and employment law.
Participate in annual compliance and other job-related training.
Comply with applicable bank regulations, Bank policies and procedures.
Comply with Bank’s internal privacy and ethics standards.
Represent the Bank through community involvement and volunteerism.