Regional Business Banking Sales Manager

Community Financial System, Inc.City of Rochester, NY

About The Position

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. The Regional Business Banking Manager will be responsible for leading a team of Business Banking Managers in developing and maintaining banking relationship needs with business customers. Additionally, the position requires the individual has personal performance goals for their designated territory within their Region. The Regional Business Banking Manager will ensure that business accounts are retained, client relationships are appropriately serviced, and that all activities within the business banking line of business are effectively managed to best meet customer needs. The position will maintain a strong alignment with the regional Retail Banking leadership team.

Requirements

  • Bachelor's Degree (B.A.) in finance, business, banking or accounting and eight years of related Commercial Banking/Business Banking experience and/or training; or equivalent combination of education and experience.
  • All applicants must be 18 years of age or older.
  • Exceptional time management and problem-solving capabilities.
  • Excellent interpersonal, written and verbal communication skills.
  • Knowledge of banking policies and procedures.

Nice To Haves

  • Previous experience in a Business Banking/Small Business sales role strongly preferred
  • Supervisory/management experience desired.

Responsibilities

  • Oversees and drives the development of new and existing business relationships; leads an experienced team in their actions of selling and servicing Loan, Deposit and Cash Management products.
  • Directs the exchange of referrals with internal business partners representing Retail Banking, Insurance, Wealth Management and Employee Benefits products and services.
  • Generates new commercial business through various sales activities including but not limited to outside calling, networking, events, online sales techniques and referral partnerships.
  • Actively participates in applicable retail calls, celebrations, training and other functions. Collaborates with regional and district managers to coach and mentor branch staff on business development efforts.
  • Actively engage with regional retail leadership to establish and monitor aligned business banker, business development officer and branches goal and objectives.
  • Represents the Bank in community functions to build and/or expand customer relationships
  • Fosters and maintains customer loyalty and brand awareness that creates value for our customers.
  • Assists in the negotiation of large or complex business accounts.
  • Supports and motivates Business Banking Relationship Managers in salesmanship and project management. Maintains staffing demands; may recruit, train and/or coach business banking employees.
  • Provides day-to-day leadership and support for members of the business banking team.
  • Act as a trusted advisor to businesses; generates recommendations and solutions to meet needs.
  • Prioritizes and builds on their knowledge of the business climate by establishing personal networks and participating in professional societies and/or workshops as appropriate.
  • Travel will be required based on business need.

Benefits

  • 11 paid holidays
  • paid vacation
  • Medical, Vision & Dental insurance
  • 401K with generous match
  • Pension
  • Tuition Reimbursement
  • Banking discounts
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